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Jorgen Vig Knudstorp, Lego’s saviour builds on success; CEO of the toy industry’s biggest group gained leadership skills teaching toddlers – Bamboo Innovator Daily: 5 Sep (Sat)

Life

  • Jorgen Vig Knudstorp, Lego’s saviour builds on success; CEO of the toy industry’s biggest group gained leadership skills teaching toddlers: FT
  • The Power of Brains to Keep Growing; Not long ago, scientists thought that after infancy, our brains never added any neurons: WSJ
  • Jeff Bezos’ email to his employees shows Amazon’s leadership problems are only beginning: qz
  • Longform: the podcast about writing that uncovers the story behind the headlines: Guardian

Investing Process

  • An Investor’s Field Guide to Bottom Fishing: WSJ

Greater China

  • Chinese Companies Share Investors’ Pain; Stockholdings that padded earnings during the market boom now threaten to gut them: WSJ
  • Futures exchange reigns in speculative trade in China: WCT
  • China has created a monster it can’t control; Beijing is desperate for further growth – but that would involve loosening the power of the state: Telegraph
  • China’s Zhou Kept Repeating the Bubble ‘Burst’ at G-20 Meeting: Bloomberg
  • Chinese Companies Share Investors’ Pain; Stockholdings that padded earnings during the market boom now threaten to gut them: WSJ

Japan & Korea

  • Courting the middle class online: Japan’s Lion pounces on Chinese toothbrush market: Nikkei
  • Major Japanese food companies including Yakult Honsha and Ajinomoto are increasingly counting on customers abroad, as incomes rise in emerging economies. Nikkei

ASEAN

  • Scrapping Indonesia’s bullet train leaves top investors confused: Star
  • SGX: Firms in material talks should monitor share trading activity: BT
  • Sunway Group expects the retail sector to be “extremely competitive” with 40 malls anticipated to enter the market in Greater Kuala Lumpur next year: Star

Macro

  • Pensioners warned of ‘number spoofing’ fraud: FT
  • The Art of Capital Flight: PS
  • Judge’s Ruling Offers Peek Into Private Equity’s Secret World; A bankruptcy judge ruled that Apax Partners and TPG Capital will go to trial next year over fraud allegations in a 2006 deal involving Hellas Telecommunication: NYT
  • Actually, China, Exporting Financial Chaos Is Our Thing; A lot of Americans feel a perverse pride in our ability to bring the world’s financial markets to their knees.  WSJ
  • No Emerging Markets in Your Portfolio? Look Again; Some foreign-stock mutual funds have 30% or 40% of assets in developing nations: WSJ
  • Are Investors Bearing Proxy Access Costs?: WSJ
  • Standard Chartered Said to Plan Cutting 250 Managing Directors: Bloomberg
  • Betting on calm may worsen the storm: Reuters

Energy & Commodities

  • The Oil-Sands Glut Is About to Get a Lot Bigger: Bloomberg

Healthcare

  • Why Your Body Clock Gets Out of Whack; Sleep rhythms lose beat when knocked off the 24-hour cycle of day and night: WSJ

TMT

  • Wikipedia’s struggle to save its soul: FT
  • WhatsApp Hits 900M Monthly Users, Edges Closer To An Actual Business Model: Techcrunch
  • The Interdependency Of Stanford And Silicon Valley: Techcrunch
  • With a Revamped Apple TV, Company Hopes to Camp in Your Home: NYT
  • How automakers will save $35 billion by 2022; Wirelessly updating a car’s software can fix bugs, improve performance, and boost automakers’ bottom lines: Fortune
  • Why Microsoft isn’t developing Minecraft 2.0: Fortune

Consumer & Others

  • Buffalo Wild Wings is making a sauce with Mountain Dew: BI
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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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