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Bamboo Innovator Daily Insight: 27 Apr (Mon) – The Reasons We Deny Luck

Life

  • The Reasons We Deny Luck: Farnam
  • The mystery of billionaires’ long marriages; It is remarkable how many of the super-successful have stuck by their first spouse: FT
  • Why Coding Is Your Child’s Key to Unlocking the Future; Educators call for making computer science a cornerstone of the curriculum, even for grade-school kids: WSJ
  • How To Get Organized: 2 Solutions From Philosophy And Kindergarten: Barker
  • Starving for Wisdom: NYT
  • Leo McKee, BrightHouse CEO: unrepentant about rent-to-own: FT
  • Turning a Children’s Rating System Into an Advocacy Army; James Steyer’s nonprofit organization, Common Sense Media, is known for offering parents guidance on games and videos, but he has a grander vision. NYT

Books

  • The HEAD Game: High-Efficiency Analytic Decision Making and the Art of Solving Complex Problems Quickly: Amazon
  • Non-Obvious: How to Think Different, Curate Ideas & Predict The Future: Amazon

AsianExtractor: Unearthing Accounting Fraud in Asia

  • Detecting Accounting Fraud in Asia (Part 4): Introducing Six New Measures: AsianExtractor
  • Sihuan (460 HK) Updates on Audit Delay: Improper accounting treatment in consolidation trick of using MRAs (Market Research Agents) to exclude hidden sales and distribution expenses to artificially boost profits: AsianExtractor
  • China Environment FY2014: Significant Deterioration in Receivables Collectability And No Provision for Impairment: AsianExtractor
  • China Environment (SES: 50U, Bloomberg: CENV SP): Auditor Emphasis of Matter raises more questions on potential accounting tunneling risk: AsianExtractor
  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • Does Auditor Explanatory Language in Unqualified Audit Reports Indicate Increased Financial Misstatement Risk? “Emphasis of matter” language predicts restatements + China Environment’s Auditor Emphasis of Matter: AsianExtractor

Greater China

  • Why A Chinese Developer’s Default Means Trouble For New York Real Estate: Zerohedge
  • China Inc. Finds Cure to Debt Hangover in Stock-Market Boom: Bloomberg
  • India’s Ratan Tata buys in to China smartphone maker Xiaomi: FT
  • Cirque du Soleil Has No Chance in China: Bloomberg
  • The End of Reform in China; Authoritarian Adaptation Hits a Wall: FA
  • The trouble with market-based financing… in China: FT
  • Love ’em or Hate ’em, China Stocks Are Red Hot in Options Market: Bloomberg
  • China’s Young Leave State Ranks to Chase Riches at Tech Startups: Bloomberg

India

  • Maruti rebooted: Driving a new growth story: Forbes
  • Diageo faces fresh headache with India drinks business: FT

Japan & Korea

  • Billionaire’s Daughter Turning CEO Shows What Japan Inc. Lacks: Bloomberg
  • Park Returns to Korea to Find Government Reeling From Crisis: Bloomberg
  • Korean conglomerates rev up governance structure change: Maeil
  • Pantech is a cautionary tale for start-ups that fly too high, too quickly: JA
  • Japan’s trading houses rethink strategy: FT
  • How History Haunts Shinzo Abe’s Vision for Japan; When Japanese Prime Minister Shinzo Abe visits Washington, he must sell Americans on his vision of a newly vibrant Japan while quelling doubts about his views on World War II: WSJ

ASEAN

  • Corporate tax inquiry: BHP reveals effective tax rate in Singapore: TheAge
  • Why Youth, Debt Make Indonesia a No-Brainer; A young workforce and low debt levels could help realize growth in Southeast Asia’s largest economy.: Barron’s

Macro

  • SEC’s stock market reform club locks out retail brokers: Reuters
  • Burdened With Debt, Law School Graduates Struggle in Job Market: NYT
  • Share buybacks: do investors really benefit? Executives and investors are not always equal beneficiaries: FT
  • US share buybacks loot the future; Corporate leaders should put long-term investment and growth ahead of quick gains: FT
  • How a $17 Trillion Bull Market Falls Short Compared With History: Bloomberg

Energy & Commodities

  • Contaminated Oil That No One Wants Is Heading to Asia: Bloomberg

Healthcare

  • No end in sight to wave of pharma dealmaking: FT

TMT

  • How big shakeups at Canada’s tech giants led to a new wave of successful startups: FP
  • The Latest Fashion, Trending on Google: NYT
  • A great way to look at the tech bubble from a guy that survived the last one: BI
  • Why Google+ failed, according to Google insiders: BI
  • Danger in the digital age: the internet of vulnerable things: FT
    • Apple’s path to power mirrors IBM, and their fall likely will too: TheAge

Consumer & Others

  • Berocca maker Bayer says strong brands stop Woolworths, Coles power hangover: TheAge
  • Where are all the global Asian brands? Emerging market companies have grabbed market share by doing things faster and cheaper. But their next phase of value creation will come from building their brands: Forbes
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About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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