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Bamboo Innovator Daily Insight: 5 Jan (Mon) – Madoff’s Little Helpers: At first blush, they seem like ordinary people who simply had the misfortune to work for a man responsible for the greatest fraud ever. But jurors were convinced that these five were the ones who made the Ponzi scheme work

Life 

Madoff’s Little Helpers: At first blush, they seem like ordinary people who simply had the misfortune to work for a man responsible for the greatest fraud ever. But jurors were convinced that these five were the ones who made the Ponzi scheme work: Forbes

Modern tech entrepreneur decries old way of learning and thinking; PayPal co-founder and fabled start-up investor Peter Thiel muses on why luck is not a good thing and why Silicon Roundabout is a bad thing: Guardian

Crucibles of Leadership: HBR

Charlie Munger: Adding Mental Models to Your Mind’s Toolbox: Farnam

What It Really Takes to Be an Artist: MacArthur Genius Teresita Fernández’s Magnificent Commencement Address: BrainPickings

What Does Science Tell Us About Teaching Kids to Think? One thing seems certain: Just giving out more writing assignments won’t do the trick: Atlantic

How Disneyland Is Like Apple: BI

More scrutiny needed of retail forex trading platforms; Bets sold as way to dodge investment doldrums and get rich quick: FT

Slog to become government cog is long, hard and centuries old: JoongAng

How To Stop Procrastinating: 4 New Steps Backed By Research: Bark

The best digital security is analog: expert: TheAge

Are Conspiracy Theories All Bad? The United States has a long tradition of conspiracy theories – a reflection of a widespread suspicion of powerful groups secretly undermining democratic society: NYT

For the Indie Writers of Amazon, It’s Publish or Perish: NYT

Launching free banking was a mistake, says ex Midland boss; Hervé de Carmoy, who ran bank after it introduced free current accounts three decades ago, says free banking is now a major problem: Telegraph

How to approach your own career like an entrepreneur: Fortune

In the new year, spend your time wisely: BT

Building points of access: The founder of self-service terminals provider AXS thinks three steps ahead so as to capitalise on the next generation of solutions. BT

Law-School Program Emphasizes Practical Skills: WSJ

Albert Einstein: “Education is not the learning of facts, but the training of the mind to think.” : TODAY

Bruce Lee on Self Regulation versus External Regulation: Farnam

If You Want to Meet That Deadline, Play a Trick on Your Mind: NYT

A CEO Way With Words: Techcrunch

21st Century self-help gurus go Desi; A small but growing tribe of Indian authors is writing self-help books that tout desi values as the key to success in the workplace, and in life: Forbes

12 Public Speaking Habits To Avoid At All Costs: BI

Greater China

China’s Cities Face Judgment Day on Debts as Costs Soar: Bloomberg

Securities and Futures Commission has spun out of control in the Moody’s Red Flags case; China was selected for the first market in which this system would be employed and the results showed a forest of red flags. SCMP

China’s crackdown on tax evasion to impact cross-border transactions; Multinationals told to be more cautious about intra-group transactions as Beijing imposes stiff measures against avoidance and evasion: SCMP

Hong Kong and HSBC under scrutiny as US cracks down on American tax cheats: SCMP

Hong Kong’s tycoons look to shake off a tough year; “Paying fees isn’t in their DNA — but they do love ideas” : FT

TCL may have acquired Palm: WantChinaTimes

China’s high-end tea retail sales take a nosedive: ChinaPost

Shopping by phone turns up heat in China e-commerce battle: SCMP

Falling Through the Cracks of China’s Health-Care System; Millions of Migrant Workers Can’t Pay Their Medical Bills or Tap Insurance Benefits: WSJ

China frees prices of commodities, services in fresh reforms: Reuters

Losses of over US$9.6bn were recorded for the Chinese government while operating the country’s expressway network in 2013, yet the 19 listed expressway operators actually recorded a net profit margin growth of 20.59%: WantChinaTimes

Alibaba’s Tmall growing out of Taobao’s ‘little brother’ role: WantChinaTimes

India

Narendra Modi pledges India banking shake-up: FT

India to Consider Holding Company for Government Stakes in Banks: Bloomberg

UTI Aims to Dispel State-Owned Image: Indian Asset-Management Firm Targets Listing in Return to Dominance: WSJ

India PM replaces Soviet-style planning body, aiming to boost growth: Reuters

Political Risk Rises in India: Indian shares could offer a bumpy ride if Modi’s agenda gets stretched out or substantially altered. Barron’s

Japan & Korea

Samsung fights ‘mid-life crisis’: KoreaTimes

Samsung Takes Google Software Challenge to TVs After Phone Flop: Bloomberg

The apparel industry plans to attach a special tag to “genuine” Japan-made clothing to differentiate items made with high skill from cheaper products made in China: JapanTimes

Behind the wheel: Honda thinks outside the box: Journalist Jeffrey Rothfeder goes behind closed doors in a bid to discover the automaker’s global recipe for success: JapanTimes

ASEAN

AEC will pose huge challenge this year: Nation

Pebbles in Jokowi’s shoes in 2015 : JPost

Macro

Chaos Rules at Russian Hedge Fund as Boss Vanishes; Blackfield Capital CJSC was one of Moscow’s hottest hedge funds, hosting glitzy parties and embarking on ambitious plans to expand to the U.S. WSJ

Permanent capital: Perpetual cash machines; Private equity and hedge funds seek never-ending supply of money: FT

Directors are still not properly policing corporate dangers; Study of audit committees shows slow progress on monitoring accounts and risks; Tesco’s accounting issues have highlighted the role of directors in spotting problems: Telegraph

Betting on Default: Speculation with derivatives is back, the kind of risky behavior that led to the last financial crisis. And Congress is enabling it by weakening Dodd-Frank: NYT

The centenary delusion: Asia in 2014 was not Europe in 1914 after all, but the echoes warrant heeding: Economist

UK financial watchdog doubles interventions: FT

US should enjoy afternoon sunshine while it lasts; In 2015 Europe will still be waiting for Godot while America copes with return to normality: FT

France’s 75% ‘supertax’ quietly dies with few mourners: AFP

Mutual fund fee reform coming in Canada – maybe sooner than you think: FP

Fed officials and economists are cautioning about potential turbulence as the central bank moves to raise interest rates this year for the first time in nearly a decade: WSJ

Energy & Commodities

After the oil price fall, is natural gas next? FT

Here Comes The Saudi Dynasty Succession Crisis: BI

Canada’s Richest Grain Family Betting on Rebound in Oil: Bloomberg

TMT

Investor rush to artificial intelligence is real deal: FT

Investigation Discovery Network Makes Crime Pay: NYT

The Future Of Digital Media In 2015: Techcrunch

How two entrepreneurs hope to push 3-D printers into homes and schools: FP

International CES: The Internet of Things Hits Homes: NYT

Big Banks Can Survive Mobile Ice Age; Mobile Technology Won’t Kill Large Lenders, but Smaller Ones May Struggle to Adapt: WSJ

The Race to Build Command Centers for Smart Homes; Nest Labs, Wink and Other Household Gadget Makers Vie for Space on Store Shelves: WSJ

Healthcare

Aging population lifts China’s medtech market: ChinaPost

Consumer & Others

Struggling supermarkets sitting on more than 1,000 acres of land; Food retailers building on just 6pc of land as falling sales leads to projects being scrapped: Telegraph

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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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