Bill Gates, College Dropout: Don’t Be Like Me; Cultivating a culture of innovation begins with children – Bamboo Innovator Daily: 4 Jun (Thurs)

Life

  • Bill Gates, College Dropout: Don’t Be Like Me: NYT
  • Cultivating a culture of innovation begins with children: TODAY
  • Eric Schmidt: Here’s why most companies fail, and why Google won’t: BI
  • Idealab’s Bill Gross reveals the single biggest reason why startups succeed: e27
  • College Dropouts Thrive in Tech: Quitting school to start a company used to be seen as risky; now it’s a badge of honor: WSJ
  • Creating an ethical culture while growing your business: BRW
  • Researchers Put Hierarchies Through the Himalayan Test; Do hierarchical countries like China succeed more than countries that put little value on ranking? : WSJ
  • Here’s how the ‘self-management’ system that Zappos is using actually works: BI
  • Google’s cofounder wrote an essay about how the world has changed since the company started: BI
  • The secret power of introverts: Fortune
  • Thomson Reuters on making information useful: McKinsey
  • How To Develop Superior Thought Leadership Content Than The Competition: Forbes

Investing Process

  • Malaysia Ex-Minister’s Son Sued Over Debt for LionGold Shares: Bloomberg
  • A few tell-tale signs that you should short a Chinese stock: BI
  • Insider Traders Made Some Easy Money on Stock Offerings: Bloomberg
  • ETF Mashups Are the Financial Equivalent of a Cronut: Bloomberg
  • Sometimes Companies Need to Break Up, Too. Is It Time to Split Up?: JG
  • Hanergy Employees Exercised Options Before Shares Plunged: WSJ
  • Jim Simons Transcript: Quantitative Finance and Building a Firm: AA

Greater China

  • Martin Lee Ka-shing, heir to HK tycoon Lee Shau-kee’s empire: WCT
  • How Deng Xiaoping Helped Create a Corrupt China: NYT
  • Taiwan’s embattled IT companies look beyond PCs, phones: Nikkei
  • CEOs and PC’s: The ABC’s of Acer’s Fall: Forbes
  • Top dog: China’s newfound passion for pets is big business: Reuters
  • Euphoria has China’s stock market in its dangerous grip; There is a fin de siècle feeling and today’s stresses are the most serious since the end of the 1990s: FT
  • China Tech Magnate Sees Bubble in Industry That Enriched Him: Bloomberg
  • China’s initial public offerings are such hot commodities that a company seeking $2 billion attracted bids approaching the entire annual economic output of Hong Kong. Bloomberg
  • Hong Kong Exchange Bets Chinese Traders Are Just as Good as High-Frequency Ones: Bloomberg
  • Apple’s Success With IPhones in China Fuels Local Appetite for Apps: Bloomberg
  • Tiananmen Anniversary Makes Money Transfers in China Trickier: Bloomberg
  • Gross’s Next Short Is This China Stock Index – But Not Yet: Bloomberg1, 2
  • Startups See Dollars in China’s Young and Lonely; In China, the success of Momo, a dating site with 69 million members, is attracting rivals. Bloomberg

India

  • Oil Addiction Will Put India Into Top 3 Global Guzzlers: Bloomberg
  • Nestle Is Facing Heavy Metal in Indian Instant Noodles: Bloomberg

Japan & Korea

  • Robot maker’s rocky path to a shareholder-friendly strategy: Nikkei
  • US fund takes aim at Samsung merger plan: FT
  • Peter Pan inspires Japan monetary policy; Kuroda alludes to classic tale’s message of power of self-belief: FT
  • Honda Pumps the Brakes on Trying to Become a Media Company: WSJ

ASEAN

  • Indonesia’s $326b Retail Market Still Has Strong Appeal, Index Shows: JG
  • Forbes Thailand’s 50 Richest: Forbes
  • Thailand’s 50 Richest 2015: Collective Wealth Crosses $100 Billion: Forbes
  • Energy Drink Carabao Dang, Named After Rock Band, Is Thailand’s Big Fizz: Forbes
  • Indonesia Is Using Drones to Catch Tax Cheats: Bloomberg
  • CEO Budi Gunadi Sadikin wants Indonesia’s Bank Mandiri to be the region’s largest. He discusses the consumer-banking explosion, the impact of digitization, and the grooming of future leaders. McKinsey

Macro

  • Bond Selloff Slams Asia: Yields on some government debt jumps to highest level in years: WSJ
  • BofA Explains How the Bond Rout Could Turn Into a Bloodbath: Bloomberg

Energy & Commodities

  • Commodities’ glut to drag on, BHP chief warns: FT
  • Revaluing commodities: Two pioneering academics make the case for commodity index investments: FT
  • OPEC’s Problem: There Is No Minister of Shale; Today’s U.S. oil producers are more like tech startups than big, integrated crude producers: WSJ
  • How OPEC Hurt Big Oil: WSJ

Healthcare

  • Life-threatening complications from bacterial infections are on the rise among hospital patients, increasing at a double-digit rate as the population ages and costing U.S. health-care programs billions of dollars a year. Bloomberg
  • Cancer breakthrough proves AstraZeneca was right to spurn Pfizer offer: Telegraph
  • The dilemmas thrown up by the war on cancer; The NHS cannot ignore value for money in the pursuit of innovation: FT
  • Financial pressure is a mind-altering drug for NHS and AstraZeneca: FT
  • Anne Wojcicki, the freewheeling queen of home DNA testing: FT
  • The unhealthily high price of cancer drugs; Companies take advantage of inflexible patient demand to try to recoup research costs: FT

TMT

  • SoftBank Is Building A Portfolio Of Asia’s Most Important E-Commerce Companies: Techcrunch
  • Spotify Wants Listeners to Break Down Music Barriers: NYT
  • Apple Takes On a Market Full of Streaming Services: NYT
  • How the Cash Flows in Spotify Streams: WSJ

Consumer & Others

  • Starbucks has plans to become the next McDonald’s: BI

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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