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Bamboo Innovator Daily Insight: 27 Jan (Tues) – Munger: Art of Stock Picking; The Secret Sauce of Corporate Leadership: Splitting the CEO and chairman jobs is beside the point. What’s needed is a skeptical No. 2.

Life 

  • The Secret Sauce of Corporate Leadership: Splitting the CEO and chairman jobs is beside the point. What’s needed is a skeptical No. 2.: WSJ
  • What Kind of Leader Do You Want to Be?: HBR
  • Is Your Brand Telling Meaningful Stories? Forbes
  • When to Sell with Facts and Figures, and When to Appeal to Emotions: HBR
  • Former executive shares the secrets to how Disney runs its empire: FastCo

Books

  • The Discomfort Zone: How Leaders Turn Difficult Conversations Into Breakthroughs: Amazon
  • The 15 Commitments of Conscious Leadership: A New Paradigm for Sustainable Success : Amazon
  • Why Motivating People Doesn’t Work . . . and What Does: The New Science of Leading, Energizing, and Engaging: Amazon

Investing Process

  • Munger: Art of Stock Picking: G&D
  • Small can be beautiful but quality is key; Avoid the urge to punt the riskiest small-cap stocks: FT

Greater China

  • China’s financing curbs raise credit crunch fears: SCMP
  • China Property Agony Deepens as Trust-Loan Lifelines Cut: Bloomberg
  • China Private Bond Faces Stress as LGFV Says No Pledge: Bloomberg
  • ICYMI, China’s credit buildup was pretty damn fast: FT
  • Death Threats and Dawn Raids: Welcome to China’s Anti-Graft Drive: Bloomberg
  • What’s behind Li Ka-shing’s corporate restructuring?: WCT
  • Dagong’s internet finance blacklist stirs up the industry: WCT
  • Overseas Hopes Lift China Manufacturing Family Into Billionaire Ranks: Forbes
  • Chinese tycoon sues local governments for late payment; Action over contracts highlights risks to financial system: FT
  • Shanghai first major Chinese region to ditch GDP growth target: FT
  • China Yuanbang Declines After Chairman Held in Custody Quits: Bloomberg
  • China’s Reform Stalemate: PS
  • China’s Twisted Logic: The People’s Bank of China has taken a different, if not bizarre, view of how global trade and currency markets work amid Europe’s €1 trillion stimulus. Barron’s
  • China’s Other E-Commerce Giant JD.com Follows Its Own Path: NYT
  • Foreign Law Firms Face Pressure in China; Lawyers Compete Not Only With Each Other, but Also 19,000 Chinese Firms: WSJ
  • What’s behind Li Ka-shing’s corporate restructuring?: WCT
  • Dagong’s internet finance blacklist stirs up the industry: WCT
  • Overseas Hopes Lift China Manufacturing Family Into Billionaire Ranks: Forbes
  •  China’s financing curbs raise credit crunch fears: SCMP

India

  • India: The next superpower?: Fortune

Japan & Korea

  • Japanese carmakers risk ceding self-driving car market to rivals: FT
  • Starting South Korea’s New Growth Engines: PS
  • Samsung Blind Faith Makes Cheil Expensive Revamp Bet: Bloomberg

ASEAN

  • Thai Junta Unloading Mountain of Rice Amid World Surplus: Bloomberg
  • The Financial Services Authority (OJK) plans to set a minimum capital requirement for entities to control their financial groups, ensuring sustainability amid risks faced by their subsidiaries. JP
  • Rising Vacancies and Default Auctions Show Singapore Property Is on the Decline: Bloomberg

Macro

  • Owners of Negative-Yield Sovereign Debt Say They’re No Fools: Bloomberg
  • For New Revenue-Recognition Rules, It’s Ready vs. Not: WSJ
  • Asia’s Richest Man Has Seen the Future and It’s in Europe: Bloomberg
  • Crispin Odey Sees Global Slowdown That Will ‘Devastate’ Equities: Bloomberg
  • Will Reverse Factoring Cause the Next Financial Bubble? Reverse factoring can raise the risk profile of supply chains to dangerous levels, and could even cause a systematic financial failure. CFO
  • For Vanguard, these are the best of times: Vanguard Group surpassed State Street Global Advisors as the second-largest ETF provider, a new milestone following a year that was filled with them: IN
  • Tricky Ratio of Chief Executive’s Pay To Workers’: NYT
  • George Soros may be in a car race with Warren Buffett: Fortune
  • Asia’s Life Agents Sing to Sell Insurance; Anthems Help to Psych Up Staff in Competitive Market: WSJ
  • Too big to innovate: Get excited for the coming disruption of banks: WaPo
  • The new 70s show: Australian dollar in the doldrums : TheAge

TMT

  • Tech Giants Invest in New Dreams of Grandeur: NYT
  • How The Founders Of TransferWise Came Up With The Idea For Their Billion-Dollar Company; Why TransferWise’s $1 Billion Valuation Will Terrify The Banks: BI

Healthcare

  • The Operation Before the Operation; Three-dimensional printing allows surgeons to foresee issues, not stumble into them. NYT

Consumer & Others

  • Carlsberg may soon be serving beer in cardboard bottles: Quartz
  • Here’s why Mattel ousted its CEO Bryan Stockton: Fortune
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About bambooinnovator
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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