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Bamboo Innovator Daily Insight: 15 Jan (Thurs) – Managing fast and slow in a world that keeps accelerating; Varying the pace of work in an accelerating world

Life 

Managing fast and slow in a world that keeps accelerating; Varying the pace of work in an accelerating world: FT

Deutsche Bank Sued by TPV Founder by Stanley Pan Fang-Jen Over $32 Million Trading Losses in FX Derivatives and Accumulators: Bloomberg

Mutual Fund Billionaire Accused of Fraud in Suit; lawsuit claims that Charles B. Johnson concealed $146 million in Franklin Resources shares that were intended to go to the heir of an early investor: NYT

Singapore accountant Ewe Pang Kooi, managing partner of certified public accounting firm Ewe, Loke & Partners, ‘pocketed’ $40m from clients: AsiaOne

Accountants Play Critical Role in Establishing Global Transparency; If CPAs are like the Swiss-Army knife, then transparency is the Master Key that unlocks good business practices; transparency holds decision-makers accountable: AICPA

Family Firms Face ‘Sticky Baton’ Syndrome: Most family-owned businesses don’t plan for a successor, and the top executives stay longer than they should.: CFO

Deloitte ranks 100 ‘most exceptional’ companies: Google’s not one, nor is Amazon: Fortune

Why We’re Losing to Radical Islam: Fourteen years after 9/11, we still lack a strategy. Congress should lead with hearings on the enemy and how to prevail: WSJ

A Second Mona Lisa? Science Offers Few Clues: WSJ

Why Brands Need to Practice ‘Nimbleocity’: K@W

How Teaching Online Courses Helped One Entrepreneur Put A Down Payment On A House: BI

Here’s How The Most Prolific Art Forger In US History Gets Away With It: BI

Investing Process & Research

Why you should buy the most despised company in America; Hated companies carry an Unpopular Discount, making it easier for them to confound expectations: Marketwatch

Michael Mauboussin: Capital Allocation Outside the U.S.: VW

Flexible Business Models and Firms’ Financial Reporting Practices: SSRN

Greater China

The prudent mogul breaks up his empire; Investors tolerate the foibles of a founder who displays talent, but are suspicious of his successors: FT

Jiangsu SOHO Units Miss $32.3 Million Letter of Credit Payments: Bloomberg

BAML: Dr. Copper Is Shouting ‘Sell’ Chinese Stocks: BI

China Adds 3.5 Million Investors as Funds Exit: Chart of the Day: Bloomberg

Founder Securities denies related company embezzled 2.8 billion yuan: SCMP

Kaisa an object lesson in the perils of China: Reuters

China Regulators Watching Online Loans as Risks Multiply: Bloomberg

Li Ka-shing’s new CK Property group seen focusing outside HK, China: SCMP

A review of Hong Kong’s aerospace financing rules could see the city leapfrog Singapore to become the first choice financial centre for Asia’s rapidly expanding aviation industry.: SCMP

Premium Price for Li Ka-shing Reshuffle: WSJ

Gene sequencing controversial but lucrative in China: WCT

What Does 2015 Have In Store For China’s Healthcare Economy?: Forbes

Could China Become The OPEC Of Solar Manufacturing?: Forbes

Innovative Chinese Drone Maker Gets $10M Boost To Go Mainstream: Forbes

Hong Kong Chief Executive Warns: Don’t Challenge Beijing; “The root of many social and economic problems in Hong Kong lies in the shortage of land for development. We cannot have our cake and eat it.”: WSJ

Beijing’s Concern Grows Over Anti-Corruption Critics: WSJ

Pension Fund to Lose Out as Chinese Brokerages Raise Cash; Private Placements Allow Firms’ Parents to Avoid Payments: WSJ

India

Jet Air Falls Most in a Month After Goyal Pledges Stake; Jet Air Founder Agreed to Refrain From Reducing Stake: Bloomberg

Rural India slowdown threatens Modi’s promise of ‘better days’: Reuters

India in 2015: Optimism Returns as Modi Finds His Footing: K@W

Delhi’s tortoise limbers up to challenge Beijing’s hare: FT

Japan & Korea

Lotte succession war far from over; even though Dong-joo lost his official titles, he still holds considerable stakes in Lotte Confectionary and other key units of the group here. Has Shin Dong-bin won Lotte succession race?: KH

Korean students think English lessons ‘useless’: KTKH

ASEAN

Anonymous letter sparks off Malaysian-listed mTouche discovery of RM6.3m accounting fraud: TheStar

Thai Housewife’s Small-Cap Fever Masks Valuation Risk: JGlobe

More non-Asean firms prepared for AEC: TheStar

Proposed Johor multi-billion-ringgit Forest City Project scaled down: TheStar

Myanmar set to open first stock exchange: AsiaOne

Singapore 2014 Home Sales Drop to Lowest in Six Years on Curbs: Bloomberg

Macro

Spoofers Tricked High-Speed Traders by Hitting Keys Fast: Bloomberg

Golden parachutes are lead balloon for investors: Chiefs’ merger-related windfalls face increasing scrutiny: FT

The bitcoin crash is worse than both crude oil and the ruble: Quartz

In Vanguard’s Shadow, Small Firm Scores Tweaking Indexes: Bloomberg

Bitcoin’s Plunge Bites ‘Miners’; As Value Falls, Some Pull Plug on Computers Supporting System: WSJ

Investment firms face FRC crackdown over stewardship code: FT

TMT

Samsung Tries to Shake Google Reliance With $92 India Phone: Bloomberg

A swarm of incredibly cheap camera drones is buzzing your way: Quartz

‘I’ll believe it when I see it’: BlackBerry Ltd reportedly gets US$7.5B takeover offer from Samsung: FP

Study Highlights Silicon Valley’s Powerful Economic Mix: NYT

To Keep BlackBerry Alive, CEO Leans on the Internet of Things: JGlobe

Carlos Slim becomes top New York Times shareholder: Reuters, Bloomberg

Sellers Need Amazon, but at What Cost?; Aware That E-Commerce Platform Is Also a Rival, Firms Aim to Lessen Dependence; ‘In a Way, It’s a Deal With the Devil’: WSJ

Google Translate App Now Converts Spoken Conversations, Text From Photos: WSJ

The things Amazon chooses to charge you more for (and why): WaPo

Google partners with auto suppliers on self-driving car: Reuters

Google Apps Exec: ‘The Whole Industry Looked At Us Like We Were Crazy’: BI

Energy & Commodities

Commodity Traders Exploit Crude Crash to Make Oil Storage King: Bloomberg

Copper prices collapsed to a 5½ year low as investors in China and Asia sold heavily: WSJ

Inglorious writedowns: Gold sector’s bad bets wiping out lifetime earnings — and investor confidence: FP

How once-booming Calgary is now becoming the drag on national home prices: FP

America’s Going to Lose the Oil Price War: Bloomberg

Banks withdrawal opens doors for niche financiers in gold sector: Reuters

Copper’s plunge: bad omen for world economy or just an interesting sideshow?: Reuters

Brazil’s Petrobras Is Hit by Oil-Price Drop, Corruption Probe; State-Run Oil Company’s Aggressive Offshore Expansion Is Threatened: WSJ

4 Reasons Warren Buffett Should Fear Oil’s Plunge (and a Few Reasons He’ll Like It): Bloomberg

Here Are The Countries Feeling The Pain Of The Copper Crash: BI

Healthcare

FBI raids Florida firm Med-Care Diabetic & Medical Supplies with ‘Wolf of Wall Street’ link; firm allegedly engaged in Medicare fraud by using aggressive and misleading telemarketers to sell unneeded medical equipment to patients: Reuters

FDA Clears ‘Pacemaker for the Stomach’: WSJ

Consumer & Others

Historic chocolatier Ernest Hillier for sale after collapse; Australia’s oldest chocolate maker, Ernest Hillier, goes bust: BRW, TheAge

How family business Coopers is growing despite punters switching from beer to wine and cider: BRW

Elon Musk’s Next Plan: Millions of Tesla Electric Cars and Factories On Three Continents: Forbes

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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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