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Bamboo Innovator Daily Insight: 21 Jan (Wed) – It’s More Important To Be Brave Than Smart, Says Top VC Ben Horowitz; Starting and running a successful business is less about your brains and more about your guts. The biggest challenge for entrepreneurs is to keep your own mind from attacking you

Life 

It’s More Important To Be Brave Than Smart, Says Top VC Ben Horowitz; Starting and running a successful business is less about your brains and more about your guts. The biggest challenge for entrepreneurs is to keep your own mind from attacking you: BI

Why Some Things Catch On And Others Flop: BI

Entrepreneurs who curb their ambition to be happy instead; Quiet industries and locations have advantages, especially compared with the madhouse of London: FT

DIY vs Delegate: AVC

13 Questions You Should Be Asking Your Employees To Create A Culture Of Growth: Forbes

Tesco, Terry Leahy and the importance of keeping shtum; Keeping quiet can be painful for ex-CEOs, but it is likely to be better in the end: FT

40 brilliant idioms that simply can’t be translated literally: TED

How to Trick Yourself into Doing Tasks You Dread: HBR

New strategies needed as Third Industrial Revolution unfolds: SCMP

Scientists Have Finally Explained Why Helicopters Are So Loud: BI

Books

Better Than Before: Mastering the Habits of Our Everyday Lives: Amazon

Do the KIND Thing: Think Boundlessly, Work Purposefully, Live Passionately: Amazon

The Like Switch: An Ex-FBI Agent’s Guide to Influencing, Attracting, and Winning People Over: Amazon

Make Your Mark: The Creative’s Guide to Building a Business with Impact: Amazon

Greater China

Asian Tycoons Take Note of Li Ka-shing’s Property Move: Bankers Say Heads of Asian Conglomerates Are Looking at Li’s Split: WSJ

Billionaire Li Ka-shing’s Cheung Kong Infrastructure Holdings (CKI) announced a plan to issue 80 million news shares to its controlling shareholder Hutchison Infrastructure Holdings to raise HK$4.6 billion: SCMP

Opaque jobs picture poses hidden threat to China’s ‘new normal’; True employment picture raises questions over slowdown nonchalance: FT

China’s slowdown: From a very big base: Economist

What the Fu? Backlash for Burberry Over Chinese Scarf Design: WSJ

Chinese Milk Is Being Dumped In Fields: Forbes

Chinese property companies are having to turn to more expensive sources of finance as problems at developer Kaisa Group make it increasingly difficult for them to get credit in the offshore market. Reuters

Citic Embraces Change By Selling Stakes: WSJ

TCL’s valuation envy, JD.com looks back on Dangdang: SCMP

Questions That Kaisa Dollar Bondholders Should Ask: Bloomberg

World’s Wildest Stocks Show Chinese Booms and Busts Getting Bigger on Debt: Bloomberg

China Stock Euphoria Fading, 58% of Investors Say Rally Over: Bloomberg

More Casino Losses Seen on Chinese Corruption Crackdown: Options: Bloomberg

Kaisa Said Unable to Repay Trust as Third Party Steps In: Bloomberg

India

Narendra Modi has no room for complacency: FT

India reforms hit political roadblock: FT

Japan & Korea

The Dongwon Education Foundation, established by ocean-industry conglomerate Dongwon Group in 1979, is going through difficult financial times and some of its social services are on a verge of being shut down: JA

Abe’s Japan Is ‘Back’…To ‘Normal’: A Great Tourist Destination; Heading To Fiscal Crack-Up?: Forbes

ASEAN

House Lawmakers Seek to Revive Bank Century Probe: JG

OJK to Let Indonesia Mutual Funds to Invest Abroad: JG

Indonesian govt to tighten rules on minimarkets, protect small kiosks: JP

Red lights blinking on Malaysia’s economic dashboard: TheStar

Malaysia Takes Ax to Budget Amid Oil-Price Jolt; Asia’s Biggest Oil Exporter Slashes 2015 Spending Amid Sharply Lower Crude Prices: WSJ

Macro

SEC Gets Busy With Accounting Investigations: WSJ

Does the Dollar Have Even Further to Go? A Widely Held View Among Strategists and Investors Is That the Dollar Will Rise Further, But There Are Serious Implications: WSJ

Fraudsters will take advantage of reforms that give people more control over their retirement savings, industry figures and regulators fear. “It is a racing certainty that fraudsters are going to make hay in this environment” : FT

Forex turmoil brings regulatory issues into sharp focus; Most UK operators are based offshore away from regulator’s scrutiny: FT

Macquarie fares better than peers through diversifying: TheAge

Bombardier Inc losing market’s confidence when it needs money more than ever: FP

An appeals court decision that reversed the insider trading convictions of two hedge fund managers has been the equivalent of dropping a big rock into a calm lake as the waves keep spreading to other cases. NYT

Futures Regulator to Review Leverage Limits for Retail FX Trades: Move Follows Market Volatility Stemming From Surge in Swiss Franc: WSJ

Is Dollar Next? Investors Reassess After Swiss Shock: Currencies: Bloomberg

How Swiss Shock Humbled the King of Leveraged Currency Trading; FXCM Owners Are Almost Wiped in Swiss Franc Turmoil: Bloomberg1, Bloomberg2

Compliance Is New Buzzword in Scandal-Ridden Brazil: Bloomberg

Energy & Commodities

Crude Collapse Has Investors Braced for ’80s-Like Oil Casualties: Bloomberg

TMT

A New Apple Patent Reveals How You Could Control iOS And Mac Devices With Your Eyes: BI

Can we code? Yes we can! Facets of software technology have recently become exponentially more accessible: FT

Big data tops humans at picking ‘significant’ films: study: Reuters

The Two-Day Laptop Battery Is Here: WSJ

Consumer & Others

A taste of the Nando’s secret sauce: The Johannesburg café that grew into a global fast-food chain: FT

The Real Reason Behind McDonald’s And Burger King’s Chicken Nugget War: BI

Business not so sweet for another confectioner: TheAge

Fashion’s comeback king: Umberto Angeloni set to repeat success of Brioni: Forbes

Burger Bubble: Is 1 Shake Shack Really Worth 3.6 McDonald’s?: Forbes

Shareholders Face Quandary in Battle for Family Dollar: NYT

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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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