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Daily Bamboo Innovator Insight: Thurs 27 Nov 2014 – Asia’s Aging Tech Leaders Struggle to Find Successors: Many Now-Global Firms Are Still Run Like Family Businesses, Making Handoffs Difficult

Life

What To Do When You Have Too Much To Do And Too Little Time: FastCo

What Maslow’s Hierarchy Won’t Tell You About Motivation: HBR

What Abraham Lincoln Can Teach You About Being a Better Investor: OldSchool

The New Habit Challenge: How To Trick Yourself Into Accomplishing Your Goals: FastCo

Steal Without Shame: The Legend of Bagger Vance was stolen from the Bhagavad-GIta; “I just changed Arjuna from a troubled warrior to a troubled golf champion—and changed Krishna from his charioteer to his caddie”: Steve Pressfield

When G.M. Was Google: The art of the corporate devotional. NewYorker

Back to the Future: When the CEO Returns: K@W

3 Subtle Differences Between Workaholics and High Performers: BusinessInsider, LinkedIn

Here’s An Exciting New Clue About Why Some People Stay Sharp As They Age: BusinessInsider

Billionaire Clive Palmer created ‘sham’ document to cover up dishonest use of funds, court told: BRW

Pilgrims and the Roots of the American Thanksgiving; English settlers of the 17th century were a diverse lot, and they became Americans despite themselves: WSJ

What Managers Really Need from Academics: HBR

A Chief Innovation Officer’s Actual Responsibilities: HBR

Too many ‘thought leaders’; These days everyone purports to be an expert – but are they really? “A real thought leader changes a paradigm or way we think about something at a fundamental level” : TheAge

Stephen Hawking: How He Speaks & Spells: The technology that helped resurrect the life of Stephen Hawking after the physicist was stricken by Lou Gehrig’s disease. EETimes

Gut check: how vultures dine on rotting flesh, and like it: Reuters

Investing Process

Spot spin-off candidates to profit from activist activities: FT

Greater China

China Gerui Advanced Materials, a Chinese specialty steelmaker, was sued by an investor for spending more than $230 million on antique porcelain and the share price decline that followed: Bloomberg

China Says West Hampering Anticorruption Efforts; China Says Western Prejudices Blocking Efforts to Retrieve Fugitives Involved in Corruption Cases: WSJ

Fonterra learns from a corporate health scare in China: FT

Why Boston’s $29 billion man avoids China: Bloomberg

Fonterra learns from a corporate health scare in China: FT

Buzz Over Hong Kong Startups Gets A Reality Check; All It Takes Is 1 Hong Kong Startup To Break Through: Forbes

Why Venture Capital Is Declining In High-Tech Taiwan: Forbes

Chinese VIPs Flee Vegas Baccarat Amid Crackdown at Home: Bloomberg

Beijing watches anxiously as Taiwan readies for local polls: AsiaOne

How China’s shadowy agency is working to absorb Taiwan: Reuters

In Taiwan, a Retirement Delayed 17 Years; Bruce Cheng of Delta Electronics, the world’s largest maker of electronics power supplies, and the current chairman Yancey Hai, discuss a management transition more than a decade in the making: WSJ

Banking tricks blunt China’s drive to increase lending: Reuters

India

Alibaba Looks to Invest More in India: WSJ

Snapdeal: Connecting the Dots between Demand and Supply in India; Snapdeal co-founder Kunal Bahl discusses the company’s unique business model. K@W

Japan & Korea

Korea needs activist investors: JoongAng

The saving of Hynix; The Hynix turnaround can provide a solution to the entire lethargic Korean manufacturing sector: JoongAng

The way ahead:  Samsung Group has decided to sell off four subsidiaries in the petrochemicals and defense industries to Hanwha Group to focus on its core areas of competitiveness: JoongAng

Samsung’s affiliate sales intensify speculation about succession; Affected Samsung employees wary about future: JoongAng

IKEA’s entry into Korea; The truth is that Korean consumers, especially at the higher end of the spectrum, have created a strange market where overpricing is actually an effective marketing strategy. KoreaTimes

Asia’s 13% Carry Return Lures Record Japan Funds Amid Yield Hunt: Bloomberg

IKEA’s entry into Korea; The truth is that Korean consumers, especially at the higher end of the spectrum, have created a strange market where overpricing is actually an effective marketing strategy. KoreaTimes

Tabelog.com’s customer-generated restaurant reviews prompt food fight: JapanTimes

Nearly 50% of Japanese firms suffering due to weaker yen, online poll suggests: JapanTimes

Samsung’s Heir Makes Mark With $8 Billion of Deals: Bloomberg

Woowa Brothers, a South Korean startup that operates the country’s most popular food-delivery mobile service, attracted $36m in funding; processed about 4 million food-delivery orders from 145,000 registered restaurants: WSJ

Samsung to Buy Back $2 Billion Worth of Shares, First Such Move in Seven Years: WSJ

Toyota Aims to Bring Crash-Prevention Technology to Mainstream; Camera, Radar Would Help Detect Objects Near Car; Automated Braking Also Offered: WSJ

ASEAN

Singapore tests its success; Demographic shifts pose fresh challenges: FT

Philippine Economy Expanding Like It’s 1950s on Consumption Boom: Bloomberg

Golkar Split, a Proxy Fight for Leadership: JakartaGlobe

Thailand’s elections could be delayed until 2016: BBC

Singapore Civil Servants Win or Lose Bonuses on State of Economy: Bloomberg

Jets Depart Saigon Belly Full as Samsung Spurs Cargo Boom: Bloomberg

Macro

A Bearish Hedge Fund Bets Against the Bulls and Still Profits: Bloomberg

Global Investors Plow Cash Into Asian Stocks as Year-End Nears: WSJ

How to Build an ‘African Model’ for Success in Manufacturing: K@W

Gatekeepers digging deeper into smart beta strategies: FT

‘Vulture’ hedge funds set to target unprotected government debt: FT

Many wealth managers and private banks have been failing to make clear when they are placing customer money into funds they run themselves, a review by the UK financial watchdog has found. FT

Disclosure of funds’ “active share” figure should become the norm to prevent investors being misled into buying overpriced funds whose performance closely mirrors that of a benchmark index: FT

Fed’s game of pretend must end soon; Rate rise delay will make deleveraging more painful: FT

TMT

Asia’s Aging Tech Leaders Struggle to Find Successors; Many Now-Global Firms Are Still Run Like Family Businesses, Making Handoffs Difficult: WSJ

How the smart went out of the Samsung phone: South Korea’s group has never persuaded consumers its brand is as desirable as Apple’s: FT

Unsold. Unwanted. Unloved. Samsung’s Galaxy S5 Gamble Failed; Samsung is going to suffer continued pain over this over-confidence: Forbes

Those Amazon Delivery Drones? Not So Fast: WSJ

Now, Anyone Can Buy a Drone. Heaven Help Us. NYTimes

Now, Anyone Can Buy a Drone. Heaven Help Us. NYTimes

Global Tech Companies Make Melbourne Their Australian Home: Forbes

Proto Labs is turning the manufacturing process on its head: Forbes

Is Uber Really Worth $40 Billion? Bloomberg

GoPro to roll out consumer drones; Company Plans to Start Selling Multirotor Helicopters With High-Definition Cameras Late Next Year: WSJ

Behind Google’s Europe woes, American accents: Reuters

Ultra-strong graphene’s weak spot could be key to fuel cells: Reuters

Energy & Commodities

For The World’s Largest Rig Operator, The “Recovery” Is Now Worse Than The Post-Lehman Crash; Seadrill collapsed 20% following a shocking overnight announcement that it had once again halted its dividend: ZeroHedge

Opec price wars, then and now: FT

Oil price fall starts to weigh on banks; Banks including Barclays and Wells Fargo are facing potentially heavy losses on an $850m loan made to two oil and gas companies, in a sign of how the dramatic slide in the price of oil is beginning to reverberate through the wider economy. FT

OPEC price war fears evokes ugly memories of 1986 oil bust for U.S. drillers: FP

Cheap energy is the new cheap labour; For companies wondering where to locate, the world has turned upside down: FT

OPEC price war fears evokes ugly memories of 1986 oil bust for U.S. drillers: FP

Cheap energy is the new cheap labour; For companies wondering where to locate, the world has turned upside down: FT

Jim Rogers Weighs In on Commodities: Barron’s

Heavy Metals Weigh On Banks; Asian lenders are closely eyeing loans to resource companies. Which banks are most at risk? Barron’s

19 US Shale Areas That Are Suddenly Endangered, “The Shale Revolution Doesn’t Work At $80”: ZeroHedge

Healthcare

FDA Requires Calorie Labels at Groceries, Pizzerias to fight obesity: Bloomberg

Failed Allergan Deal Strains Valeant’s Business Model: NYTimes

What If We’re Wrong About Depression? Some researchers say we need new ways of thinking about depression entirely – and that one day, therapy could start with a blood test. NYTimes

Mt Elizabeth Hospital sets fixed surgery prices: AsiaOne

Stem Cells Hold Promise for Skin Disease Treatment: WSJ

Consumer & Others

Sir Terry Leahy ‘shocked’ by events at Tesco; Sir Terry Leahy, who has been accused of leaving a ‘very sad legacy’: Guardian

BMW’s genius move is from Apple’s playbook; BMW is redesigning the way its dealerships operate, a process that will include more “genius” product specialists and fewer sales personnel: Fortune

Yakult Falls After Danone Said to Consider Selling 20% Stake: Bloomberg

Luggage maker Tumi travels toward moatworthy status in the luxury goods industry: Morningstar

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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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