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Bamboo Innovator Daily Insight: 28 Jan (Wed) – TED Talks: Carol Dweck says you need to adopt a “growth mindset.” Young-ha Kim says you should never abandon your creativity. Kathryn Schulz says you should embrace your regrets. Sarah Lewis says you should strive for mastery, not success.

Life 

  • Carol Dweck says you need to adopt a “growth mindset.” Young-ha Kim says you should never abandon your creativity. Kathryn Schulz says you should embrace your regrets. Sarah Lewis says you should strive for mastery, not success. BI
  • This Might Be The Easiest, Most Effective Way To Relieve Stress And Clear Your Mind: BI
  • A farewell after eight years championing founders; There has been relentless upheaval in almost all industries in my time writing for the FT: FT
  • Why Entrepreneurs Should NOT Buy Homes: LinkedIn
  • Ask These 5 Tough Questions To Turn Around A Struggling Business: BI
  • City Link owner tells of sincere regret at failure: FT
  • How to develop your marketing as your start-up grows: SpotJobs co-founder Lewis Romano: BRW
  • 13 Habits of Exceptionally Likeable People: Forbes
  • Be Honest About Whether Your Product Really Makes A Difference: Techcrunch
  • On-Demand Workers: ‘We Are Not Robots’; Is Technology Liberating or Squeezing the New Class of Freelance Labor? WSJ
  • The do-or-die struggle for growth; The largest corporations rarely sustain strong growth unless they compete in the right places at the right times.: McKinsey

Investing Process

  • Vocation chief Mark Hutchinson ‘should have been axed earlier’ after a damning audit review into the quality and practices of two of its businesses; How hedge funds predicted Vocation’s collapse: TheAge
  • What entails investing in a brave new world: Forbes
  • Warren Buffett Case Study Of Sanborn Map: VW

Greater China

  • Breakneck growth of Hanergy raises questions: FT
  • Loaded Long Johns: What This Central Banker’s Undergarments Have to Do with China’s Economy: WSJ
  • Tencent’s Latest Investment: Food Delivery Service: WSJ
  • Why The Chinese Are Obsessed With Korea Culture: BI
  • Imported dairy threatens Chinese producers via e-commerce: WCT
  • Hong Kong market regulator sees more enforcement actions in 2015; SFC issued 56 per cent more disciplinary and criminal actions against companies and individuals last year than in 2013: SCMP
  • Wheelock Could Follow Li Ka-Shing’s Plan; If Wheelock & Co. was restructured the way that Cheung Kong was, its stock could surge by 30%.: Barron’s
  • JD.com Beefs Up Its Imported Food Business To Compete Against Alibaba: Techcrunch
  • How China’s Draft Rules May Affect Foreign Investors; Proposed Rules Target Structure Known as Variable Interest Entity: WSJ
  • China’s Chip Makers Explained: WSJ
  • A Crackdown on Shadow Banking May Be Needed to Tame China’s Volatile Stocks: Bloomberg
  • China Looks to Prop Up Domestic Chip Makers; Cybersecurity Concerns Give New Impetus to Country’s Effort to Cut Reliance on Foreign Components: WSJ

India

  • How Loney Antony cracked the payments market in India; How ATM industry veteran Loney Antony successfully turned entrepreneur with a disruptive outsourcing model: Forbes
  • Max India to split into three separate listed companies; Success in the life insurance business has led them to demerge the business into three clusters: Forbes
  • As Obama visits, President Pranab Mukherjee slams nation’s failures: Reuters
  • Nations will only succeed if women are successful, Obama tells India: Reuters

Japan & Korea

  • Japan Inc shuns seniority in favour of merit-based pay: FT
  • Struggling Naver renews its mobile shopping platform: KH; JA
  • Gloom envelops Ulsan, industrial heartland of Korea; Jobs are cut and top engineers find greener pastures – in China: JA
  • Korea’s financial regulator said it will open the door for non-financial companies to launch Internet-based banks, paving the way for conglomerates and portal sites such as Samsung and Naver to advance into the business.  KT
  • Samsung Might Be Going Shopping: Bloomberg

ASEAN

  • Singapore’s family-owned firms least ready for succession in S-E Asia: BT
  • Sea change in penthouse infinity pool views: Buyers of SIngapore property see red; “It turned out to be nothing. The pool is not an infinity pool. It’s ugly. There are horrible double-sided windows around it”: AsiaOne
  • Singapore faces challenges in growing talent for its economy; Formal education should be complemented by learning from experience to promote talent growth, and the country can learn from Scandinavian culture in this aspect: CNA
  • Singapore Adds to Global View Low Oil Here to Stay; Surprise Move Sent Singapore Dollar to Lowest Level in Over Four Years: WSJ
  • Catholic priest celebrated mass at the Philippine Stock Exchange; Philippine Stocks Add to a Hot Streak; Emerging Middle Class Hypercharges Growth; a Boost From Oil Prices: WSJ

Macro

  • In DuPont Fight, Activist Investor Picks a Strong Target: NYT
  • Investors Rethink Taking a Leap Into Junk Bin: WSJ
  • How Student Debt Harms the Economy; In 2010-13, the percentage of younger people owning part of a new business dropped to 3.6% from 6.1%. WSJ
  • Hedging Pays Off at Honeywell as Dollar Surge Punishes P&G: Bloomberg
  • “Equities Will Be Devastated” Crispin Odey Warns, Looming Recession Will Be “Remembered For 100 Years”: ZeroHedge
  • Stay-at-Home Small-Caps in Vogue as Dollar Roils Multinationals: Bloomberg

TMT

  • The Biggest Concern With The Apple Watch Has Nothing To Do With The Actual Watch: BI
  • The Apple Watch is coming in April, and Tim Cook says he “can’t live without it”: Quartz
  • Data And Commerce Elope, Birth Unicorns: Techcrunch
  • Nadella’s Charmed First Year as Microsoft CEO Comes to an Abrupt End: WSJ

Energy & Commodities

  • Glut feeling: The oil industry is struggling to cope with lower prices so what would happen if $50 per barrel became the new normal? FT
  • Troubled rare earths producer Lynas shareholders facing wipe-out on poor outlook: TheAge
  • Big Oil Faces Time of Reckoning; Shell, BP and Others to Report Earnings, Reveal What Role Lower Crude Prices Played On Results: WSJ
  • As oil slides, Singapore oilfield service firms struggle to refinance debt: Reuters

Healthcare

  • Scientists ask if Ebola immunizes as well as kills: Reuters

Consumer & Others

  • Growing market for kids’ spas in US raises concerns: AsiaOne
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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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