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Daily Bamboo Innovator Insight: Fri 5 Dec 2014 – Casino-Like Fuel Hedges Seen Hurting Airlines as Crude Plummets; Shale Producers Say Bring It, in Oil Price Showdown – explorers can drill new wells profitably in some areas even if crude falls to $25 a barrel; Era of Lower Oil Masks Challenges for Southeast Asian Titans

Life

Clayton Christensen: Tesla Is Not Disruptive and Other Corrections: BW

Milk, hold the coffee: how Box Corporate’s Martin Halphen honed his $40m delivery business: BRW

This Innovative Meeting Hack Helped A Chicago Pizza Business Grow Into An Empire: BI

The Surprising Power of an Electric Eel’s Shock: NYTimes

A Depression-Fighting Strategy That Could Go Viral: NYTimes

How Billable Hours Changed the Legal Profession: BW

Here’s How Silicon Valley CEOs Make The Most Of Their Weekends: BI

Wall Street regains its old way with words; The wheelers and dealers of the financial world twist and turn the English language to their advantage: FT

China

Anta’s Fall Shows Fragile Support for China Companies: Bloomberg

Hong Kong Fund Probed for Stock Manipulation, NHK Says: Bloomberg

The world is Xi’s oyster: A confident Chinese leader sets out his foreign-policy store. It is not wholly comforting: Economist

China’s Tax Authority Targets Income of Foreigners, Wealthy Chinese: WSJ

China’s levered stock market: FT

China Plans Wealth-Product Rules to Cut Shadow Banking Risks: Bloomberg

China Plans Wealth-Product Rules to Cut Shadow Banking Risks: Reuters

Japan & Korea

Samsung’s new mantra is slim; After smartphone squeeze, reshuffles and layoffs are new normal: JoongAng

SoftBank aims to be goose that lays golden eggs; Run of spectacular investments raises Japanese group’s stature: FT

Japan Pension Fund Head Calls for $389 Billion Stock Revamp: Bloomberg

ASEAN

Era of Lower Oil Masks Challenges for Southeast Asian Titans: Bloomberg

Macro

‘Toronto has less influence now’: How Canadian corporate power is making a big shift westward: FP

Australian Small Stocks Lose by Most on Record on Economy: Bloomberg

Emerging Markets and State-Owned Enterprises: WisdomTree

Energy & Commodities

Casino-Like Fuel Hedges Seen Hurting Airlines as Crude Plummets: Bloomberg

Shale Producers Say Bring It, in Oil Price Showdown: Bloomberg

India shows link between crude oil and gold: Reuters

The Rise and Fall of OPEC: BW

Will Cheap Oil Lead to Big Mergers? Price Collapses Often Serve as the Trigger for Consolidation in Energy: WSJ

TMT

Amazon’s Many Businesses: Here’s a Map to Keep It All Straight: BW

ESPN Is The Biggest Reason Cable TV Isn’t Going To Die Anytime Soon: BI

The Problem With The Internet Of Things: TechCrunch

Healthcare

Cancer’s Super-Survivors: How the Promise of Immunotherapy Is Transforming Oncology: WSJ

Consumer & Others

With Market Saturated, Starbucks Looks to High End: NYTimes

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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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