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How one woman turned her passion for tinkering into a $33 million business – without a dime of funding; “It’s harder to be kind than clever. Cleverness is a gift, kindness is a choice” – Bamboo Innovator Daily: 19 Aug (Wed)

Life

  • How one woman turned her passion for tinkering into a $33 million business – without a dime of funding: BI
  • What Jeff Bezos Really Told Princeton Grads About Kindness; Bezos’s overarching theme was the importance of people choosing to be nice to one another, instead of using intellect as a blunt weapon. bloomberg
  • This man invented the digital camera in 1975 — and his bosses at Kodak never let it see the light of day: BI

Investing Process

  • Scouring accounting footnotes to prevent tunnelling: BT
  • CEFC International, the fuel trader whose share price has shot up by more than ten-fold since mid-July: Discussions on JVs still ongoing: BT
  • At last – the horrible truth about the stock market; To the insiders, it’s like a car yard: SMH
  • Noble avoiding real issues: critics: BT
  • Noble Group’s Kurtosis Awakening Moment For The Commodity Markets: zh
  • Phillip Restricts Trading of Noble Group Shares as Shorts Surge: Bloomberg

Greater China

  • The 8 Trillion Black Swan: Is China’s Shadow Banking System About To Collapse?: zh
  • Why We’re Jealous of Chinese Smartphones; Five ways China’s mobile culture has leapfrogged what Americans do with their phones: WSJ
  • China Devaluation Sparks Gold Buying Everywhere — Except China: Bloomberg
  • China Stimulus Is Tough to Take Off in Land of Challenges: Bloomberg
  • Got China? Two big emerging market ETFs diverge on their exposure: Reuters
  • China’s Tencent invests $50m in ‘WeChat of the west’: FT
  • Dear China, we can think of at least one job that needs filling: FT
  • Yuan’s Devaluation Brings Losses for Some; Investors assumed China would keep the currency stable. They were wrong: WSJ
  •  Unemployment in China: Trying to count China’s jobless; New research claims that the real unemployment rate might be more than twice as high: Economist

India

  • Birth of an ideas economy: To replicate Bengaluru’s startup culture across the country, we need to develop an entrepreneurial ecosystem that links research, capital and technology-led ideas to the marketplace: Forbes
  • In India, Biggest Car Makers Go Upscale; Maruti Suzuki is fighting back against foreign rivals that early on grabbed sales with small sport-utility vehicles: WSJ

Japan & Korea

  • ‘Buffett Indicator’ Flashes Warning on Japan’s Stock-Price Gains: Bloomberg
  • Rivals tighten squeeze on South Korea Inc: FT
  • Korean Sovereign Fund Asks Elliott to Stop Investing in Korea; Request follows activist hedge fund’s proxy fight involving Samsung’s controlling Lee family:

ASEAN

  • Philippine Loan Sharks Tested by New Rivals; Financial services fueled by soaring smartphone use are starting to challenge the dominance of illegal lenders and pawnshops as the country’s dominant small lenders: WSJ
  • Escaping Najib’s Malaysia, Investors Also Flee Currency and Stock Market: Bloomberg

Macro

  • These Are the Biggest Losers Since the Yuan’s Shock Devaluation: Bloomberg
  • Emerging Asia Can’t Just Rely on China: Bloomberg
  • A surge of capital gushing out of emerging markets has risen toward $1tn over the past 13 months, roughly double the amount that fled during the financial crisis amid slumping confidence in the world’s developing economies. FT
  • Grad-School Loan Binge Fans Debt Worries; Graduate students account for 40% of borrowing; many seek federal forgiveness: WSJ

Energy & Commodities

  • Copper Dips Below $5,000 for First Time Since Financial Crisis; Fear of falling demand in China weighs on the metal: WSJ

TMT

  • How Apple helped sink Dick Smith’s share price: SMH
  •  Adobe Completes Swift Business-Model Transformation; CFO Mark Garrett gives the low-down on how the company completely changed the way it did business in just three years’ time.: CFO
  •  Inside DueDil – the startup that could be Britain’s answer to Bloomberg: BI
  • The car is becoming the next major battleground for digital media companies: BI
  • Remember Vaio Computers? They’re Making a Comeback; Vaio, Sony Corp.’s former unprofitable PC business, is getting a makeover. WSJ
  • Google’s Android Dominance Has Its Limits; Upgrade highlights important contrast with Apple’s iPhone: WSJ
  • The Future Of The Web Is All About Context: Techcrunch
  • Tiny balls of fire: A nanotechnological accident may lengthen battery lives: Economist

Consumer & Others

  • Amway’s Made in America Strategy Scores with Asian Customers: WSJ
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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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