Bamboo Innovator Daily Insight: 6 Jan (Tues) – The cleaner who soared to the board: How companies can recognise the hidden talents within their ranks; Forgiveness: The Least Understood Leadership Trait In The Workplace


The cleaner who soared to the board: How companies can recognise the hidden talents within their ranks: FT

Forgiveness: The Least Understood Leadership Trait In The Workplace: Forbes

Elon Musk Uses This Ancient Critical Thinking Strategy To Outsmart Everybody Else: BI

By creating a mission statement people can begin to identify the underlying causes of behaviors, as well as what truly motivates them to make changes: NYT

The Problem With Meaning: Our fuzzy modern idea of “meaning” is a poor substitute for real moral architecture: NYT

Britain’s 27 most disruptive entrepreneurs of 2014: Telegraph

Start strong or end strong? The public speaker’s dilemma: FT

A false history supports the jihadi myth; Extremist interpretations of Middle Eastern history promote narrow-mindedness: FT

The Isis economy: Meet the new boss; Signs of discontent are evident across the ‘caliphate’ as people tire of its taxes, price caps and shoddy services: FT

Two men have been arrested for allegedly conspiring in a $110 million home loan fraud against a collection of Australia’s biggest banks. TheAge

Volcanic eruptions are among the earth’s most cataclysmic events, but scientists are often reduced to analyzing possibilities within possibilities when making forecasts. The truth is, no one really knows for sure what will happen: NYT

Patient, Heal Thyself: ‘The Patient Will See You Now’ Envisions a New Era of Digitally Perfected Care: NYT

How Divesh Makan gained entry into Zuckerberg’s inner circle: Forbes

How A Comic Book Nerd Became Bond Buyers’ Best Friend; Covenant Review’s Adam Cohen admits that he obsessively read “The Dark Knight Returns” before every exam he took in law school: Forbes

Does focusing too much on the story of social good behind a business hinder long-term success? FP

‘Heartware’ crucial in tackling disasters: TheStar

“I think each language has a certain way of seeing the world. If you speak one language then you have a different way of analyzing and interpreting the world than the speaker of another language does.” : Babbel

CFOs Delve Into the Trenches of Operations: WSJ

Top CFOs Advise: Focus on Company, Not Numbers: WSJ

Hyperbaric Oxygen Therapy Gets More Popular as Unapproved Treatment; Use of HBOT to Treat Autism, Brain Injury Is Growing Despite a Lack of Conclusive Evidence: WSJ

Investing Process

Warren Buffett, corporate raider: Quartz

A little-known Hong Kong-listed firm has come out of nowhere to become the world’s largest solar-power company by market value. A tight relationship with its parent company should give investors reason to worry whether its time in the sun will last. WSJ

Greater China

James Packer among billionaires hit by $100 billion Macau casino losses: TheAge

Founder Group executives held in graft probe following Zenith allegations that executives have committed insider trading, selling state assets, rigging stocks, as well as bribery and forgery of documents: SCMP

China’s largest airline has lost its chief financial officer as part of a widening investigation that has claimed four top executives over the past week: FT

Why Investors In China May Face A Bleak 2015; “This year, China will likely face the worst fiscal challenge since 1981. We believe this is the most important risk to the economy and one that is not well recognized in the market”: Forbes

China’s M&A mission to reach for the stars: FT

HKEx Jumps on Report China’s Li Backs Shenzhen Stock Link: Bloomberg

Explanation of China’s new shadow margin lending, made possible by a Jack Ma owned company: Chiecon

China’s Tencent launches private online bank: report: ChinaPost

Chang Gou: China’s first third-party payment company to go bust?: WantChinaTimes

How Internet Companies Disrupt China’s Secondhand Car Market: TechNode

Petco Removes China-Made Treats Amid Pet Sickness Fears: WSJ

Corruption in China: Does It Matter? JGlobe

“China’s fiscal slide” less fun than it sounds: FT

Xi’s Reform Gambit: ProjectSyndicate

China Property Shows Default Lines: WSJ

Chinese Gadget Makers Vie for Brand Recognition; Lenovo, Huawei Are Prominent Presence at CES, in Attempt to Raise Their Profile: WSJ

Tears ahead for China-driven milk boom in New Zealand: TheAge


CBI raids IRB Infra offices in Pune & Mum; stock tanks 10%: Moneycontrol

Has Bajaj Auto owned up to its strategic mistakes? With its market share falling from a consistent 24% a few years back to 18% now, it appears Bajaj Auto has decided to tweak its earlier strategy of focusing on select models: Moneycontrol

Japan & Korea

Japan turns to Supermums to revive the economy: TheAge

Samsung Electronics attempted to put a difficult year behind it and bring forward a futuristic vision of the “internet of things”, as it hunts for new sources of growth beyond smartphones and tablets: FT

South Korean households pile up debt: FT

Ikea transforms Korea’s local furniture trade; Differentiation is key to living with Goliath: JA1, JA2

Abenomics boost for Japan property shrinks back to Tokyo: Reuters

South Korea Gets Serious About Tackling Corporate Collusion: WSJ


Malaysia trims mega-project near Singapore, report says: FT

1MDB Didn’t Repay $563 Million Loan Due December, Edge Says: Bloomberg

GlobeAsia’s Man of the Year: Ahok, Indonesia’s Shooting Star: JGlobe

Unilever on the hunt for Singapore startups to mentor and partner: BT

Singapore Alert to Risks as Cracks Emerge for Junk: Asean Credit: Bloomberg

Philippines Urges Spending After China-Like Graft Chill: Economy: Bloomberg


Berkshire Soars as Buffett Shifts Focus From Stocks to Takeovers: Bloomberg

Here’s An Interesting Way Visualizing Bubbles Within The Stock Market: BI

Investors gave stock pickers a resounding vote of no confidence in 2014, pouring $216 billion-a record inflow for any mutual-fund firm-into Vanguard Group, the biggest provider of index-tracking products: WSJ

Companies must beware the dividend trap if earnings flag in 2015: FT

Brazil tries to fix nation’s ‘sugar daddy’ problem; Rousseff seeks to reform nation’s overburdened pension system: FT

Nine reasons why banking growth cannot be taken for granted; What if centuries of steady expansion in the banking industry were about to go into reverse? FT

Monetary activism is a virus that infects politics; Investors toast low rates with no thought to the repayment, writes James Grant: FT

The west has lost intellectual self-confidence; Faith in three props of post-cold war world – markets, democracy and US power – has faltered: FT

New hope and old woes as Detroit exits bankruptcy: AFP

Value Managers Root for More Market Turmoil : Bloomberg

Is Citi The Next AIG? ZeroHedge

For Bond Investors, Ignoring Expert Advice Has Been Profitable: NYT

NASDAQ to Buy Dorsey, Wright & Associates for $225M; DWA is a data analytics, passive indexing and smart beta strategies provider with 17 ETFs: ValueWalk


Self-made wealth in America: Robber barons and silicon sultans; Today’s tech billionaires have a lot in common with a previous generation of capitalist titans—perhaps too much for their own good: Economist

The World’s First Mobile ‘Superchip’ By Nvidia Is Insanely Powerful And The Size Of A Thumbnail: BI

Intel’s Impossibly Tiny Chip That Will Allow Super-Thin Laptops Has Finally Arrived: BI

Eye phone: How a TED Fellow’s new app could help restore sight to millions: TED

Start-Ups Aim to Break Down ‘Deep-Linking’ Walls Between Apps and Web: NYT

Scary new world of 3D print which will revolutionise war and foreign policy,not only by making incredible new designs possible but by turning the defence industry – and possibly the entire global economy – on its head. Times

Advertisers to get a glimpse of Apple Watch promise, challenge: Reuters

A Future for PCs? Acer’s Chen Is Betting Company On It: Bloomberg


Rise of superbugs and what we can do about them: KoreaTimes

Stop Subsidizing Big Pharma: NYT

Cancer’s Random Assault: NYT

Energy & Commodities

Saudi Arabia’s $750 Billion Bet Drives Brent Oil Below $54: Forbes

Revamped oil hedges may test OPEC’s patience: FP

The coming showdown between Canadian and Saudi oil producers on the U.S. Gulf Coast: FP

Oilfield Writedowns Loom as Market Collapse Guts Drilling Values: Bloomberg

Consumer & Others

The Rapidly Expanding Grocery Chain Aldi Is Shockingly Cheaper Than Walmart: BI

How Timberland used customer data to reboot its brand: WaPo

LG’s New Washing Machine Is The Most Exciting Thing To Happen To Laundry In Years: BI

Part Generation X, part baby boomer: why products do not suit me: FT

More than 1,500 jobs at risk after Bank Fashion collapses; Bank becomes first retailer since Christmas rush to collapse as pressure grows on high street: Telegraph


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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