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Daily Bamboo Innovator Insight: Mon 24 Nov 2014 – To boost GDP, China may be making a mortgage bomb; Alastair Mitchell, on Running With Your Dreams: A chief executive describes what he calls the “big red bus test”: If a bus were about to run you over, what would be the one thing you’d regret not doing?

Life

Alastair Mitchell, on Running With Your Dreams: A chief executive describes what he calls the “big red bus test”: If a bus were about to run you over, what would be the one thing you’d regret not doing? NYTimes

Tips on staff productivity from a happiness evangelist; Trust and freedom can make staff more productive: FT

Jack Dangermond, billionaire founder of the 45-year-old mapping software company Esri, thinks every businessperson needs more geospatial awareness. Fortune

From graft to gadgets: Chinese official becomes inventor in jail: WantChinaTimes

Inventing Products is Less Valuable Than Inventing Ideas: Forbes

‘How Adam Smith Can Change Your Life: An Unexpected Guide to Human Nature and Happiness’, by Russ Roberts: FT

Creating a Niche Beyond SL Green’s Real Estate Empire; Gary Green, Son of Stephen L. Green, Runs a Successful Building-Services Firm: WSJ

The mind map of blue ocean leadership: JakartaPost

Razon Moves Quickly, From Ports to Resorts; Philippine Billionaire Takes Undemocratic Approach to Running Two Big Businesses: WSJ

Warren Buffett: The three things I look for in a person: FarnamStreet

Ideas are not singular: FarnamStreet

Building a Business and Making Your Mark: FarnamStreet 

《天龙八部》: 修习任何武功之间,总是心存慈悲仁善之念,倘若不以佛学为基,则练武之时,必定伤及自身。功夫练得越深,自身受伤越重。每一项绝技,均须有相应的慈悲佛法为之化解: Zaobao

Greater China

To boost GDP, China may be making a mortgage bomb: Bloomberg

Has the Big China Golf Course Boom Finally Gone Bust? Dan Waornk

vLoan ‘Guarantee Chains’ in China Prove Flimsy; Companies Renege on Promises to Pay Up in a Default: WSJ

Fear Of “Surge In Debt Defaults, Business Failures And Job Losses” Means Many More Chinese Rate Cuts: ZeroHedge

Mainland Investors Turn Sellers Through Hong Kong Stock Link: Bloomberg

Hong Kong Moves to Refashion Itself as a Global Hub of Creativity: NYTimes

Hong Kong-Shanghai-Just Barely-Connect; The much-hyped connection between the two bourses was mostly one way-and can’t overcome China’s economic problems. Barron’s

China’s Surprise Rate Cut Signals Desperation, Bad News Ahead: Fornes

Communist Party should try imperial China’s impeachment system to fight graft, says novelist: SCMP

Ex-CFO of China’s Longtop found liable in rare U.S. investor trial: Reuters

Taiwan ruling party faces rout in biggest ever local polls: Asiaone

China ready to cut rates again on fears of deflation : Reuters

With A Hard-Landing Imminent, China Reminds Residents It Is Illegal To Jump Off Tops Of Buildings:ZeroHedge

Has the Big China Golf Course Boom Finally Gone Bust? Dan Washburn

Chinese leaders committing suicide in droves: WaPo

China to force bosses at central government-run firms to reveal pay: AsiaOne

In China Coal Hub, City Struggles to Survive Amid Economic Slowdown; Workers Go Unpaid, Factories Collect Dust in One of China’s Slowest-Growing Cities: WSJ

China Central Bank Cut in Rates May Be Short on Impact: WSJ

India

India is world’s biggest food delivery market: foodpanda’s Ralf Wenzel: E27

Apollo Hospitals’ Prathap Reddy grooms daughters for leadership positions: Forbes

Modi Seeks to Insure India’s Future; India’s parliament to introduce reforms vital to boosting growth. Insurers to benefit, so too the nation’s poor. Barron’s

Japan & Korea

Himpel CEO may be Korea’s biggest clean-air fan: JoongAng

Super-rich Koreans rush to withdraw cash from borrowed-name accounts: Maeil

Samsung Mobile Executives Set to Pay Price in Overhaul; Samsung Considering Shake-Up in Management; Co-CEO B.K. Yoon May Assume Leadership of Mobile Division: Bloomberg, WSJ

Dongsuh Food CEO accused of cereal fraud; This is the first time that the head of a major food company has been put on trial in connection with a food fraud case here. KoreaTimes

Lotte Homeshopping’s license may be revoked; Lotte Homeshopping’s future hangs in the balance as a former senior staff member has received a prison term in its worst bribery scandal. KoreaTimes

Teaching quality, not lesson quantity, may be key to Japan’s top math marks: JapanTimes

Rich get richer, poor poorer under mixed results of Abenomics’: JapanTimes

Sagging yen saps South Korean export muscle: JapanTimes

South Korea holds winning hand as Japan gambling bill dies: AsiaOne

ASEAN

World’s Oldest Spice Bears Vietnam Modern Riches: Bloomberg

SE Asia fast-growing source of whistleblowing to US regulator; The jump in number of tipoffs on wrongdoing ‘points to lack of in-house whistleblowing channels’: BT

Falling value and output raise questions about S’pore chemicals hub; Chemicals’ value added has fallen from its peak of S$7.36 billion in 2004 to S$3.98 billion in 2013; new growth from knowledge-intensive specialty chemicals: BT

Alarm for Singapore bonds as private bank bid falters: Reuters

ASEAN Economic Community 2015: Will it happen? JakartaPost

An Ethnic Chinese Christian, Breaking Barriers in Indonesia: NYTimes

Macro

How Canada’s auto loan bubble has become a ticking time bomb: FP

Why Christopher Wood is bullish on India and the Philippines and bearish on Hong Kong and Singapore. Barron’s

What Big Economies Got Right, or Wrong, After Crisis: WSJ

TMT

Jeremy Male, Outfront Media: the billboard goes digital; CEO takes CBS’s old outdoor advertising arm into 21st century: FT

Telecoms groups find it difficult to connect with content strategies; Telcos should focus on the core task – connecting people – and let others work out what to push down the pipes: FT

The Hassle of ‘Hands Free’ Car Tech; Voice-Activated Systems Often Don’t Work Right, Can Add to Driver Distraction: WSJ

Goldman Sachs Has Invested In A Company That Could Replace Analysts With Algorithms: BusinessInsider

Commodities & Energy

Hedge Funds Bet on Coal-Mining Failures; Investors Make Trades in Anticipation of Bankruptcies: WSJ

Solar and Wind Energy Start to Win on Price vs. Conventional Fuels: NYTimes

Fed signals curbs on banks’ commodities trading business: FT

Miners in a hole should stop digging; Ramping up iron ore output is a losing game: FT

Oil markets: A new chapter for Opec? After enjoying years of stability, the producers’ cartel is facing a prolonged stretch of lower prices: FT

‘Immoral, but not illegal’: metal warehousing games in the spotlight: Reuters

In China Coal Hub, City Struggles to Survive Amid Economic Slowdown; Workers Go Unpaid, Factories Collect Dust in One of China’s Slowest-Growing Cities: WSJ

Singapore’s offshore and marine sector appears to be sailing into a perfect storm of sinking oil prices, rig oversupply and cuts in capital spending by oil companies: AsiaOne

Energy IPO Boom Leaves Some Wary; Investors Pour Cash Into Master Limited Partnerships, but Experts Urge Caution: WSJ

Some fund managers see oil falling to $60 without OPEC cut: Reuters

Healthcare

How physiotherapy chain Back in Motion plans to expand by franchising: BRW

What Sleep Deprivation Does to Your Brain, in One Stunning Infographic: MIC

Consumer & Others

Brazilian Billionaire Trio Reportedly Sets Up New Fund, Possibly To Acquire All-American Brand Coca-Cola: Forbes

Pie Face, one of the first Australian fast-food chains to expand overseas, has gone into voluntary administration, leaving dozens of high-profile, wealthy investors and scores of franchisees pondering the company’s future: TheAge

Airbus deepens carmaker thinking to drive jet output: Reuters

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About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (www.moatreport.com), a research service focused exclusively on highlighting undervalued wide-moat businesses in Asia; subscribers from North America, Europe, the Oceania and Asia include professional value investors with over $20 billion in asset under management in equities, some of the world’s biggest secretive global hedge fund giants, and savvy private individual investors who are lifelong learners in the art of value investing. KB has been rooted in the principles of value investing for over a decade as an analyst in Asian capital markets. He was head of research and fund manager at a Singapore-based value investment firm. As a member of the investment committee, he helped the firm’s Asia-focused equity funds significantly outperform the benchmark index. He was previously the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. KB has trained CEOs, entrepreneurs, CFOs, management executives in business strategy, value investing, macroeconomic and industry trends, and detecting accounting frauds in Singapore, HK and China. KB was a faculty (accounting) at SMU teaching accounting courses. KB is currently the Chief Investment Officer at an ASX-listed investment holdings company since September 2015, helping to manage the listed Asian equities investments in the Hidden Champions Fund. Disclaimer: This article is for discussion purposes only and does not constitute an offer, recommendation or solicitation to buy or sell any investments, securities, futures or options. All articles in the website reflect the personal opinions of the writer.

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