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Bamboo Innovator Daily Insight: 9 Jan (Fri) – The Power of Asking Pivotal Questions; Mahatma Gandhi and the Art of Travel

Life

The Power of Asking Pivotal Questions: MIT Sloan

Mahatma Gandhi and the Art of Travel: Bloomberg

Can’t get satisfaction? Be entrepreneurial: FT

Why Our Brains Don’t Respond To Our Attempts At Habit Change; We often try to change our behavior by reinforcing negative actions. Here’s how to reframe your motivation and finally follow through: FastCo

How Lego Became The Apple Of Toys; After a decade-long slump, Lego has rebuilt itself into a global juggernaut. An exclusive look inside the company’s top-secret Future Lab: FastCo

In divvying up assets in bankruptcies, Hong Kong liquidators need sensitive touch; Mat Ng is the liquidator currently handling fallen chief secretary Hui’s bankruptcy, selling his music record collection and other assets to repay his creditors. SCMP

Liquidator runs after mistress of bankrupt former HK chief secretary: “I have the duty to chase all assets of Mr. Hui to return to his creditors”: SCMP

The Type of Innovation That Builds Nations: HBR

Family-run jeweller K.M. Oli Mohamed stands the test of a century: TheStar

Grandson’s quest to revive faded Tibor brand’ Sam Reich’s challenge is to restore the famous designer textile name: FT

The lessons learnt by early high flyers: What is it like to achieve extraordinary success at a tender age?Life – The lessons learnt by early high flyers: FT

Integrity Is Free: Strategy&

The Impact of Anand Mahindra’s Nanhi Kali project; These schools focus on skill development of students out of colleges and polytechnic institutes and prepare them for jobs; Forbes

Santander chairman casts aside late father’s strategy: FT

Yuan-dynasty landscapes: Even better than the real thing: Economist

From $1000 to $10 million in a decade; Bashiry’s company, Broadband Solutions, was a one-man start-up in 2005; a broadband voice and data company catering specifically for small businesses: TheAge

17 Tips For Writing An Excellent Email Subject Line: BI

What you need to know about success: Success is messy. DWS

Marking the New Year through history: KoreaTimes

Bill Gates says ‘poop water’ is safe: KoreaTimes

Top Ranked Leaders Know This Secret: Ask For Feedback: Forbes

The frustrating hunt for Genghis Khan’s long-lost tomb just got a whole lot easier: WaPo

Mastering the ‘Name Your Product Category’ Game: MIT

Press Enter for Ecstasy: Chemists all over the planet send their recipes to Chinese factories that make the drugs and ship them by airfreight to avoid detection.: WSJ

Colleges Turn to Personality Assessments to Find Successful Students; Some School Are Looking Past SAT or ACT Admission Tests: WSJ

Why Digital-Movie Effects Still Can’t Do a Human Face; Even today, computer animation can’t begin to reproduce the subtle facial expressions that are the key to human communication: WSJ

The Type of Innovation That Builds Nations: HBR

Books

Understanding Context: Environment, Language, and Information Architecture: Amazon

Everyone Communicates, Few Connect: What the Most Effective People Do Differently: Amazon

Five Of The Best Books On Communication: ValueWalk

Investing Process

Tocqueville’s François Sicart: A Devoted Contrarian Needs Patience: Tocqueville

Greater China

Chinese Property Developer Kaisa Group Appears to Default on offshore bonds, in a development that is raising concerns among global investors; Chinese Developer Kaisa On Verge Of $5Bn Default; Who’s Next?: WSJ, ZeroHedge

Li Ka-shing Is Hong Kong’s Richest Man For 17th Consecutive Year: Forbes1, Forbes2

China’s Anticorruption Campaign Drives Out M.B.A. Students: WSJ

China’s courtship of Latin America tested; China’s decelerating economy and crumbling commodity prices are testing its courtship of Latin America and underscores Beijing’s reluctance to commit cash blindly : FT

Far Eastern Air Transport (FAT, 遠東航空) refuted a Chinese-language magazine’s claim that the airline’s president hollowed out about NT$500 million of company assets: ChinaPost

Taiwan prosecutors conducted a search on the residence of Lin Rong-jin (林榮錦), the former chairman of pharmaceutical company TTY Biopharm (東洋製藥), on suspicion of hollowing out company assets. ChinaPost

Taiwan’s high speed train company is reportedly set to go bankrupt in March 2015, but Taiwan’s government is likely to take over the company’s management in January,: ChinaPost

Li Ning issued a profit warning, saying it expects to suffer a net loss of up to 820 million yuan (HK$1.04 billion) in 2014, more than double its net loss of 391.54 million yuan in 2013.: SCMP

Casino Bad Bets Hit Hong Kong Rich Hard: Forbes

Occupy Central Bodes Well For Hong Kong’s Future, Billionaire Lui Che Woo Says: Forbes

For One Hong Kong Billionaire Optimist, Occupy Central Signaled “Buy”: Forbes

Vast Wealth and a So-so Business; Heiress Pansy Ho Weighs In, Again. MGM Macau made Pansy Ho a billionaire many times over, thanks to a deal she capitalized on more than ten years ago when U.S. casino operators were maneuvering for a foothold : Forbes

Will Taiwan Gain From Embracing China Traders? Making it easier for Chinese retail investors to access local shares is a boon for an already buoyant market.: Barron’s

India

The Gujarat model: How Modi-nomics was forged in one of India’s most business-friendly states: Economist

India’s Stagnant Courts Resist Reform: BW

Modi throws open doors to people of Indian origin around the globe: Reuters

Modi’s Chauvinism Problem: ProjectSyndicate

Modi Struggles to Unlock $200 Billion in Stalled Projects: Bloomberg

Japan & Korea

Korean Air ‘Nut-Rage’ Executive Could Be Headed To Prison For 15 Years: BI

Line, a Korea-Japanese messaging app with more than 500 million registered users, is launching a service called Line Taxi, TechInAsia reports.: BI

Korean investors shifting investments from stocks to bonds en masses: Maeil

Lotte’s endangered dream: If Lotte wants to build the world’s most fun building, there’s no reason it can’t make it the safest as well. JA

SK Innovation, Korea’s largest oil refiner, will most likely post an operating loss in 2014, hit by plunging oil prices.: KoreaTimes

GungHo, Nintendo to combine ‘Super Mario Bros.’ and ‘Puzzle and Dragons’: JapanTimes

Japan’s Fight to Change Suicide Culture Hurt by Latest Recession: Bloomberg

ASEAN

Universal Robina wants to satisfy ASEAN tastes: Nikkei

Widodo Plans Land Bank to Quicken Indonesia Infrastructure: Bloomberg

Indonesia may yet steal a march on India in reforming its economy: SCMP

Marina Bay Sands sues chairman of China Packaging Group for S$3.9 million over debts in Hong Kong; The company’s share price plunged 27.4%: SCMP

Fighting dirty: Muhammad Yusuf, the chief of Indonesia’s financial intelligence unit Financial Transaction Report and Analysis Centre (PPATK), is understandably frustrated because law enforcement agencies have not properly followed up: JPost

The movement of the Siamese capital to the area in the late 18th century led to an increase in population and investment in building canals for irrigation and transport. This led to the first great transformation of Bangkok: Nation

SGX panned as a place to raise funds in 2015; Association which says it represents nearly 30 listed firms urges Singapore businesses to consider markets abroad: BT1, BT2

Macro

Move to liquidate student property fund; The offshore fund is one of a string of student property vehicles marketed to retail investors that have fallen foul of liquidity problems over the past two years.: FT

Pivotal Insider Ruling Is Put to Test: At Issue Is Gesture of Friendship Cited by SEC: WSJ

Missing From Most Pimco Stock Funds: Individual Stocks: WSJ

Scammers Target Brokerage Accounts; The Morgan Stanley Data Breach Is a Reminder of the Big Dollars at Risk: WSJ

Capitalism begins at home: Providing better and more affordable housing could be the next “capitalist achievement”: Economist

The magic of mining: Minting the digital currency has become a big, ruthlessly competitive business: Economist

A crack in the vault: Chatter about breaking up large banks goes public: Economist

Lost a fortune, seeking a role; The seven German Landesbanken that survived the financial crisis are still a mess: Economist

Return of the hired gun: How private armies will remake modern warfare: Economist

US still the dominant superpower in derivatives trade: FT

Risks lurk in failure to simplify finance: FT

Deutsche Bank reveals 7 reasons why ‘Canada is in serious trouble,’ starting with a 63% overvalued housing market: FP

DuPont Finds Itself a Target of an Activist: NYT

Beware the Currency Wars of 2015; More aggressive currency devaluations in Asia and Europe could create great systemic risks world-wide.: WSJ

Europe’s Largest Bank Stock Suspended, Admits Need For $8.9 Billion Capital Raise: ZeroHedge

The BRICs Will Be Cut to the ICs if Brazil and Russia Don’t Shape Up, Warns Phrasemaker O’Neill : Bloomberg

TMT

In China, Shirtmaker TAL Uses Data Analysis for Efficiency Boost: BW

Samsung Gets Mugged in Androidland: Bloomberg

Five Rules for Strategic Partnerships in a Digital World: Strategy&

Advanced Micro Devices CEO Lisa Su, Fortune 500’s newest woman CEO, talks about her first 90 days on the job and details her plans for the tech giant. Fortune

Xero Wants All Small Businesses To Do Accounting In The Cloud: Forbes

Meet the market shapers: A new breed of high-tech economist is helping firms crack new markets: Economist

Hidden in the long tail: Consumers reap the benefits of e-commerce in surprising ways: Economist

A Chinese Company Is Already Making Fake Apple Watches And Proudly Displaying Them In Las Vegas; Apple Watch faces attack of the clones at CES: BI, FT

Google Is Losing Its Grip On Search: BI

GoPro expansion to focus on China; GoPro’s Need for Speed; Camera Maker’s Stock Valuation May Be Too Pricey: FT, WSJ

Tech world feels its way through the dark in internet of things: FT

Memo to activist investors: Unless you understand tech, you’ll do more harm than good: Pando

How Flipboard Is The Epitome Of Web 3.0; Every year, Flipboard looks more and more like the future of magazines.: Medium

Online retail share crash heralds bursting of tech bubble: Telegraph

What is Xiaomi?: Stratechery

Amazon Bought This Man’s Company. Now He’s Coming for Them: BW

12 million driverless cars to be on the road by 2035: Reuters

If Mark Zuckerberg is the next Oprah, Facebook is in trouble: WaPo

The Dark Side of Information Technology: MIT

Energy & Commodities

Energy bondholders could lose out in refinance deals; Risk heightened by weaker investor protection written into bonds: FT

Barrick Gold Corp comes under fire, cut to underperform in extensive analyst report: FP

‘No white knight coming’: Distressed natural gas producers hunker down amid new energy reality: FP

Wall Street isn’t feeling so ‘super’ about the oil trade: Fortune

Oil-Price Drop Takes Shine Off Steel Town; Ohio Workers Who Benefited From Energy Boom Now Face Layoffs: WSJ

Cargill Energy-Trading Earnings Rise While Crude Plunges: Bloomberg

Oil Plunge Leaves $27 Billion of Energy Bonds Junk Priced: Bloomberg

Why OPEC Is Talking Oil Down, Not Up, After 48% Selloff: Bloomberg

Oil Slump Giving Asian M&A Predators One-Year Window for Deals: Bloomberg

Healthcare

The Drugs That Companies Promote to Doctors Are Rarely Breakthroughs: NYT

The $3 billion startup that wants to help you to make medicines in your own body: Fortune

Consumer & Others

McDonald’s: When the chips are down; After a long run of success, the world’s largest fast-food chain is floundering-and activist investors are circling; Why slightly more upmarket outlets are eating fast food’s lunch: Economist (Part 1, Part 2)

Soylent’s Magical Milkshake Is Now Worth $100 Million: BI

GameStop Has A Brilliant Plan To Avoid Becoming The Next Blockbuster: BI

LVMH head Ravi Thakran looking to invest in Australia’s ‘hidden gems’: BRW

Fiat has already benefited from spinning off its most valuable brand Ferrari, but can the legendary Italian sports car company find a new gear on its own?: Forbes

Under Armour Overtakes Adidas in U.S. Sportswear Market; Baltimore-Based Company Boosts Sales in Apparel and Footwear at German Rival’s Expense: WSJ

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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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