Sir Adrian Cadbury, corporate governance pioneer, 1929-2015 – Bamboo Innovator Daily: 8 Sep (Tues)


  • Sir Adrian Cadbury, corporate governance pioneer, 1929-2015: FT
  • Why More and More Companies Are Ditching Performance Ratings: HBR
  • How non-technical startup founders can find their technical ‘other half’: BI

Investing Process

  • A New Raison d’Etre for the Conglomerate?: Insead
  • Akerlof & Shiller, Phishing for Phools: The Economics of Manipulation and Deception: VW
  • Michael Mauboussin: Methods To Estimate A Company’s Potential Sales: VW

Greater China

  • The exact moment Jim Chanos decided he would bet against China: BI
  • China will have to go bankrupt to survive!: MS
  • Uber’s China Rival Says It Has to ‘Burn Cash’ to Build Scale: Bloomberg
  • Chart of the day: China’s debt woes worsen: SCMP
  • Rivals Try to Reinvent Xiaomi Business Model; Smartphone makers are flooding China’s market with high-end, low-cost devices: WSJ
  • China will stumble if Xi stalls on reform; If Beijing relies on state enterprises it will be favouring special interests: FT
  • For-profit schools and universities could be allowed to operate in China for the first time under a proposed change to the law: caixin
  • China has spent $236-billion so far rescuing its stocks as it burns through cash like never before: FP


  • Modi Gathers India’s Top Economic Minds as Stocks, Currency Fall: Bloomberg
  • Warehouse sector set to boom in India: Nikkei
  • Expectations for Modinomics wane: Nikkei
  • Can the Falling Rupee Revive Indian Stocks? Barron’s
  • Modi brainstorms with billionaires as China worries deepen: SCMP
  • Modi brainstorms with billionaires as China worries deepen: SCMP

Japan & Korea

  • Samsung to Cut 10% of Head Office Staff, Economic Daily Says: Bloomberg
  • Fast Retailing casts eye beyond apparel: Nikkei
  • Toshiba scandal has consequences for all of corporate Japan: Nikkei
  • With Branches Fit for a Bond Movie, Japanese Shun Mobile Banking: Bloomberg


  • Philippines to Roll Out Nationwide Free Wi-Fi Service by 2016: Bloomberg
  • Philippine retail: Consumption boom prompts M&A binge: Nikkei
  • Indonesia Set to Rejoin OPEC After Break of Almost Seven Years: Bloomberg
  • Singapore property may face ageing threat: BT
  • Indonesian Rupiah Rout Swells Cost of $304 Billion Foreign Debt: Bloomberg


  • Liar Loans Redux: They’re Back and Sneaking Into AAA Rated Bonds: Bloomberg
  • Cost of Skyscraper Glass Hits Dizzying Heights: WSJ

Energy & Commodities

  •  Others seek to mimic US shale success: FT


  • Surge In Mobile Startups Valued at Over $1 Billion Signals a Bubble: Bloomberg
  •  Will software that writes code alter tech’s script?: FT
  • The Business Of Fraud: Techcrunch

Consumer & Others

  • Lindt CEO Remains Hungry for Chocolate Acquisitions: Bloomberg
  • Supermarkets can’t compete with kiranas: SCA India head Cecilia Edebo; Ecommerce and mom-and-pop stores will be the future of retail, says Swedish hygiene company SCA India head Cecilia Edebo: Forbes
  • Nescafé feels the heat over instant coffee recipe change: TheAge
  • Tag Heuer CEO interview: New smartwatch comes with a secret ‘surprise'” Attlee

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 (, 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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