Daily Bamboo Innovator Insight: Mon 1 Dec 2014 – Murata makes it big in small components: The Murata Manufacturing chief discusses a post-smartphone future


“Stumbling your way to greatness: One reason people who spend a lot of time thinking about and working on a problem or a craft seem to find breakthroughs more often than everyone else is that they’ve failed more often than everyone else.”: SethGodin

Akihiko Otsuka, the chairman of Otsuka Holdings Inc. and creator of such signature products as Pocari Sweat, died on Friday. He was 77.: WSJ

Mental illness: Caregivers are forgotten collateral damage: AsiaOne

Inventions for a better world: Star

How To Sell Almost Anything: Forbes

Math Anxiety: Why Hollywood Makes Robots of Alan Turing and Other Geniuses: NYTimes

Why We Needn’t Fear the Machines; A Basic Truth: Computers Can’t Be Replacements for Humans: WSJ

Eight Ways to Say No With Grace and Style: Farnam

Investing Process

The Difference Between a Good Company and a Great Company: ClearEyes


Reality check: Challenges face VR technology in China: WantChinaTimes

Eight Innovative Industries China Does Better Than Anywhere Else: Forbes

China: Fear of a deflationary spiral; Falling prices for manufacturers plagued by overcapacity present a problem for Beijing’s policy makers: FT

Paths Diverge for China ETFs; U.S. Investors Pump Cash Into Funds; Tide Recedes in Hong Kong: WSJ

Japan & Korea

Samsung ‘crown prince’ Lee Jae-yong poised to make mark: FT

Pantech, Korea’s No. 3 smartphone manufacturer, is at the risk of being closed as its going-concern value turned out to be lower than the liquidation value. Maeil

Hyundai Motor cuts new path in chaebol system; The 1997 financial crisis weaned chaebol from its dependency on the government that enabled them to make their incredible growth. KoreaTimes

Amore Pacific puts premium drive on hold; CEO admits flagship products struggle in target markets: KoreaTimes

‘Three arrows’ said half complete as families struggle with ‘Abenomics’: JapanTimes

Sony executive heralds a revolution in virtual reality: FT

Japan Dairies Losing as Abe’s Weak Yen Boosts Corn Costs: Bloomberg

In fading Japan hinterland, skeptics doubt ‘Abenomics’ will cure ills: Reuters


Tax reform the key to making Thailand an attractive place to set up a treasury centre: Nation

Bakrie Set to Win Golkar Fight in Widodo Setback: Bloomberg

Vietnam Delays Plan to Ease Restrictions on Foreign Shareholders: Bloomberg


Bond Funds Load Up on Cash; Portfolio Managers Gird for Volatility Amid Expected Rate Increase: WSJ

Pimco suffers $100bn in redemptions from top funds: FT

American Manufacturing Is Alive and Well; Economic Engine Seems to Be Running Nicely: WSJ

Get the SEC Out of the PR Business; Crowing about prosecutions is inappropriate when the agency is also the one deciding guilt and innocence. WSJ


Apply Pay: Yet another billion dollar business: Asymco

1999 all over again for tech start-ups: BRW

The Algorithm Economy Heads To Amazon: TechCrunch

GrowthStory’s Billion Dollar Dreams; Krishnan and Meena Ganesh, the Bangalore-based entrepreneurial couple, have bet big on a simple mantra: Do what the competition is doing, but do it perfectly. Forbes

Google Unseats Apple In U.S. Classrooms As Chromebooks Beat iPads: Forbes

YouTube stars face authenticity test; Watchdog’s native ads clampdown poses challenge for vloggers: FT

Crackdown on tax abuses by technology companies: FT

Google-Glass Deal Thrusts Intel Deeper Into Wearable Tech: WSJ

Asian shoppers flock to Korean online shops; 72 per cent of Gmarket’s foreign customers are from China or from Chinese-speaking countries like Taiwan: AsiaOne

Energy & Commodities

Saudis risk playing with fire in shale-price showdown as crude crashes: Telegraph

GRANTHAM: ‘US Fracking Is A Very Large Red Herring’: BI

Levelized Cost Of Electricity: Renewable Energy’s Ticking Time Bomb? Forbes

Is OPEC A Toothless Tiger? Forbes

Prepare for a long-term fall in energy prices: FT

The Global Shakeout From Plunging Oil; New supply-rather than demand-is dominating the market, and OPEC has been caught by surprise. WSJ

Wind Power Is Intermittent, But Subsidies Are Eternal; There is no need to extend a program that has cost U.S. taxpayers $7.3 billion over the past seven years.: WSJ

China’s Slowdown Hits Price of Iron Ore; Sluggish Demand, Falling Commodity Prices Reduce Government Tax Revenue and Affect Currency Values: WSJ

Brevan Howard Said to Close Commodity Hedge Fund After Losses: Bloomberg

Iran Wary of Oil ‘Shock Therapy’ as OPEC Vies for Market: Bloomberg

Miners ‘Covering Their Eyes’ on China’s Commodity Cliff: Bloomberg

Oil at $40 Possible as Market Transforms Caracas to Iran: Bloomberg


How Montreal startup BiogeniQ is looking to challenge Google-backed 23andMe: FP

Consumer & Others

Unique products are winning over Korean shoppers: JoongAng

Supermarkets, once the envy of business leaders, are in danger of being left on the scrap heap: Telegraph

Domino’s Pizza sees gold in online orders: JPost


About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (, 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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