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Bamboo Innovator Daily Insight: 26 Jan (Mon) – Questions that will help you find your purpose in life: What makes you forget to eat? How can you better embarrass yourself?

Life

  • Questions that will help you find your purpose in life: What makes you forget to eat? How can you better embarrass yourself? Quartz
  • Tycoon’s bold strokes in paint; Goh Cheng Liang has made a mint in businesses ranging from health care to instant noodles, but his decision to return to his first big score – paint – has made him Singapore’s wealthiest person: ST
  • Cheap and cheerful: After some teething troubles, frugal innovation is on the rise: Economist
  • What CEOs Say.and What They Mean: StockViews
  • Busting graft: Tone from the top is key; How can CEOs build and sustain a graft-free corporate culture in today’s business environment? BT
  • Frederick W. Taylor: Time Management Skills: Farnam
  • The most important skill in science or self-improvement is noticing the unexpected. Farnam

Books

  • Steal Like an Artist: 10 Things Nobody Told You About Being Creative: Amazon

Investing Process

  • Human investment managers risk obsolescence: FT
  • Buffett Wisddom That You May Not Have Heard Before: MI

Greater China

  • The great sprawl of China: How to fix Chinese cities: Economist
  • Skiing: To the piste! To satisfy skiers, China is covering its arid hills with snow: Economist
  • China: Monopoly position; Architect of Beijing’s antitrust laws says they are being used in a turf war between regulators: FT
  • Disenchanted Hong Kongers are preparing to escape Beijing’s rule: Quartz
  • Obesity problem in China balloons out of control: WCT
  • Mobile internet in China booms as users reached 1 billion: WCT
  • Confusion abounds over China’s emerging credit reporting industry: SCMP
  • Row over fees gives glimpse into Beijing-backed takeovers: SCMP
  • Taiwan’s Odds Of Opening The Next Backdoor To Restricted China Stocks: Forbes
  • Japanese rice: the new, safe luxury food in China: Reuters

India

  • Vibrant Gujarat: High on solar energy: Forbes
  • Ghost employees and vanishing finances; Indian bureaucrats, some may argue, are second to none in devising newer methods of corruption: Pioneer
  • India turns to corner shops, mobile phones for banking revolution: Reuters

Japan & Korea

  • Samsung expected to repeat success of memory biz in system semiconductor biz: Maeil
  • Korean virtue of ‘jeong’ still works; Foibles of status and prestige that infest modern life aren’t the virtues that helped Koreans get to where they are and won’t be the virtues that will help them go where they want to go: KT
  • Korea’s exports of instant noodles to Japan plunge: KT
  • Lotte runs Japanese units independently; Lotte Group Chairman Shin Dong-bin said he will not take management control of affiliates in Japan following the unexpected dismissal of his elder brother : KT
  • Smart’ factory touted as an industrial model; Korea’s largest “smart factory” is at LS Industrial Systems (LSIS), one of the nation’s largest cable makers. : JA
  • Shinsegae sets out to overtake Lotte: KT
  • Investors rediscover the Kosdaq: JA

ASEAN

  • Telecoms in Myanmar: Mobile mania; One of the last great “unphoned” territories opens up: Economist
  • Joko Widodo: 100 days as president: AsiaOne
  • Investors in gold scheme in Singapore ; Not only is its owner uncontactable, but the company’s office at Keypoint in Beach Road has also been closed.alarmed by firm’s silence: AsiaOne
  • Vacancy rate for private homes in Singapore at 10-year high: AsiaOne
  • Case of the S$2 mln furniture vouchers grips Singapore property market: Reuters
  • A third of traditional Chinese medicine (TCM) stores as well as one-fifth of TCM practitioners are in danger of folding when GST is implemented in Malaysia: AsiaOne

Macro

  • Anne Stausboll, Calpers CEO: the $300bn woman; The mighty US pension fund boss squeezing fund managers’ fees: FT
  • Andrew Left, Sahm Adrangi NPR Interview: We’re Short America: NPR
  • Dodging peril: Instead of uniting China and the West, jihadist violence risks further dividing them: Economist
  • Foreign investment in Africa: A sub-Saharan scramble; Private-equity investors are getting hot for Africa. Businesses there need all the capital on offer, and more: Economist
  • Rousseff’s dream of Brazilian shipbuilding titan in deep water: FT
  • Saudi Arabia: Threat from Isis will only grow; The internet, more than bombs, could be the government’s undoing: FT
  • Let statisticians cry foul when politicians bend the truth; Those responsible for government numbers should not be working for ministers: FT
  • Rise in second jobs makes UK a nation of grafters; Falling real incomes explain wave of industriousness: FT
  • Why Two Big ETFs Are Shrinking: Barron’s
  • Can Managed-Futures Hedge Funds Revive?: Barron’s
  • Hedge Funds Learn Secrets Not So Safe; Data Providers Let Banks, Brokers Know What Reports Subscribers Read: WSJ
  • Markets Get Bumpier as Fed Withdraws Safety Net: WSJ
  • British builders lose £2bn a year as clients fail to pay: Telegraph
  • What happens after shock and awe of QE subsides?: Telegraph
  • Stanchart shares tumble on reports CEO to be replaced by end of the year: SCMP
  • Banking – the ultimate dead-end job; Why work for a gloomy bank when you can work for a Palo Alto company that … is trying to change the world?: SCMP

Energy & Commodities

  • America’s oil industry: The tough get going; Amid the gloom and cutbacks in the industry, the strong will get stronger: Economist
  • With King Abdullah’s death, new realities may force Saudi Arabia to change oil policy: FP
  • Oil collapse could trigger billions in bank losses; Huge expansion in leveraged loans to oil and gas sector in recent years suggests heavy losses from defaults: Telegraph
  • Commodity financing exposure in Asia-Pacific hits banks hard: SCMP

TMT

  • Spotify for books: Authors and publishers may constrain the rise of e-book subscriptions: Economist
  • Meet The Man Behind Microsoft’s Ambitious Vision For The Future Of Computing: BI
  • GoPro just changed what live sports are going to look like: Quartz
  • Box IPO: The $120 million that got away: Fortune
  • Who is Alibaba’s biggest shareholder? Clue: they invested 14 years ago: Technode
  • [Korean Startup Interview] US$1B Valued Yello Mobile Cherry-picks Best Mobile Apps: Technode
  • Israel Grows From Startup Nation To Exit Nation: Techcrunch
  • Investors Want Proof You’re High Fantasy: Techcrunch
  • Mozilla Wants To Bring Virtual Reality To The Browser: Techcrunch
  • New Tricks for an Aging Microsoft: WSJ
  • Inroads Made by Apple Pay Propel ‘Mobile Wallet’ Idea: WSJ
  • Why Apps for Messaging Are Trending: NYT
  • The smart money now seeking pre-IPO investments in tech start-ups: SCMP
  • Delivery van-booking apps seen having good prospects in Asia: BT
  • Inroads Made by Apple Pay Propel ‘Mobile Wallet’ Idea: WSJ

Healthcare

  • Vaccine Skeptics on the Rise; Latest Measles Outbreak Shines Light on New Trend Worrying Health Officials: WSJ

Consumer & Others

  • Britain’s bold move on plain cigarette packaging; UK is right to ban all promotional graphics in the sale of tobacco: FT
  • This is Origami—Starbucks’ single-use pourover kit in Japan: Quartz
  • America’s best-selling cars and trucks are built on lies: The rise of fake engine noise: WaPo
  • Catalogs, After Years of Decline, Are Revamped for Changing Times: NYT
  • Car makers must prepare for the obesity epidemic; Ford’s “futurologist” says vehicles need to adapt to cope with the ever-expanding human body: Telegraph
  • Snowboarding falls out of favor on U.S. slopes: JT
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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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