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Bamboo Innovator Daily Insight: 29 Jan (Thurs) – 15 Successful Entrepreneurs Share The Most Important Lesson They Learned In Their 20

Life

  • 15 Successful Entrepreneurs Share The Most Important Lesson They Learned In Their 20s: BI
  • Such a Stoic: How Seneca became Ancient Rome’s philosopher-fixer. NewYorker
  • This Is Bill Gates’ Biggest Regret In Life: BI
  • This Mental Bias Explains Why Investing Is So Scary: BI
  • Six Essential Productivity Tips For Introverts: Forbes
  • Storytellers find versatile medium in podcasting; The extraordinary success of the program “Serial” has commentators tipping a big year ahead for podcasting. TheAge
  • Laser’s co-inventor, Nobel laureate Charles Townes, dead at 99: Reuters
  • Review: Act Like a Leader, Think Like a Leader by Herminia Ibarra: FT
  • Flight Centre’s Graham Turner and Cofounders Are Flying High: Forbes
  • “The key to financial success isn’t saving, but investing in your own future production.” Cullen Roche: Link
  • What sort of face do you need to have to become a FTSE 100 chief executive?: Telegraph
  • Billionaire Ananda Krishnan in foundation to promote study of Mandarin and English: TheStar
  • Guanxi in China ‘can be a double-edged sword’; a relationship of trust could lead one to overlook fraud or other undeclared issues: BT

Investing Process

  • Why factor investing is flavour of the month; But four-decade run of outperformance may not last: FT
  • A Revelation For Small-Cap Investing Strategies; Yes, Virginia, there is a small-cap premium, but to harvest it in a meaningful way we’ll have to rethink how we invest in these companies. CS
  • A Dozen Things I’ve Learned from Joel Greenblatt about Value Investing: 25iq

Greater China

  • Debt That Once Boosted Its Cities Now Burdens China; Behind Nation’s Debt Load: Rampant Local Borrowing for Roads, Housing, Airports: WSJ
  • Regulator releases damning report on Alibaba over fake, substandard goods on Taobao: SCMP
  • Democratising finance: China’s P2P industry attracts scammers: FT
  • 1001 Fights: Wuxia chivalry took Alibaba’s Jack Ma to the top: WCT
  • Kaisa saga puts focus on investor Sino Life Insurance: SCMP
  • New Rules in China Upset Western Tech Companies: NYT
  • China regulator to inspect stock margin trading at 46 firms: Reuters

India

  • Modi’s Reform Push; India’s leader takes some risks to clear obstacles to growth. WSJ
  • With India Bulls Everywhere, a Rare Look at the Risks: Bloomberg

Japan & Korea

  • 26 Korean firms caught having disguised themselves as SMBs to clinch deals: Maeil
  • The creative economy dilemma in Korea: JA
  • 90 industrial complexes nationwide in Korea house just 1 company: Maeil

ASEAN

  • ‘Zombies’ haunt Vietnam’s trade bonanza bid: Reuters
  • Editorial: First, We Must Teach Indonesia’s Teachers: JG
  • Leaders Say Graduates in Indonesia Don’t Make the Grade: JG
  • Storm Warning For Keppel, Sembcorp Marine; Weak oil prices and tighter spending budgets means investors should be wary of Singapore’s rig builders. Barron’s
  • Singapore bourse hopes Southeast Asia will copy HK-Shanghai stock link: Reuters
  • Philippine Growth Rises for Best Three Years Since Mid-1950s: Bloomberg

Macro

  • Sweden’s Wallenberg family shake up Investor: FT
  • Bonds: Caught in a debt trap; The markets’ verdict on central bank policies is that they are failing on inflation and growth: FT
  • Currencies Hit as Monetary Policies Shift; Central Banks’ Moves Are in Response to Stronger U.S. Dollar, Threat of Deflation: WSJ
  • ‘Fake margin calls’: Forex traders furious after losses: TheAge

TMT

  • Lesson Learned: How An Apple Contractor, Taiwan’s second-largest touch panel manufacturer, Went Bankrupt: Forbes
  • Apple’s massive market cap still trails these historical giants: Quartz
  • Samsung’s $100 Million Internet of Things Bet Is Even Crazier Than You Think: FastCo
  • Alibaba given little advance warning of Yahoo split decision: FT
  • The Next Front Of Wearables: Techcrunch
  • How Tim Cook’s Apple conquered the world: Telegraph
  • The Technology that Unmasks Your Hidden Emotions; Using Psychology and Data Mining to Discern Emotions as People Shop, Watch Ads; Breeding Privacy Concerns: WSJ
  • Apple’s World Domination Shows No Sign of Stopping: Bloomberg
  • Samsung’s $100 Million Internet of Things Bet Is Even Crazier Than You Think: FastCo
  • To Buy or Not to Buy: How Increased TV Watching Impacts E-commerce: K@W

Energy & Commodities

  • Big Oil Faces Time of Reckoning; Shell, BP and Others to Report Earnings, Reveal What Role Lower Crude Prices Played On Results: WSJ
  • Consumer-goods firms and advertising: The dangers of cut-price soap; Why the likes of Unilever should think twice before discounting their wares: Economist
  • ‘We have all seen this before’: In Calgary, end of the oil boom has yet to sink in: FP
  • Cocoa, Once Hot, Is Facing a Chill; Weaker Economic Prospects in Many Markets, Higher Candy Prices Hit Demand: WSJ

Consumer & Others

  • McDonald’s CEO Steps Down; Move Comes Amid Declining Sales, Menu Changes: WSJ
  • Who’s Driving World Wine Consumption? A new industry report has revealed how much wine is being produced each year—and who’s drinking it. The findings may surprise you. WSJ
  • Why Target’s Big Canadian Expansion Went South: K@W
  • Why It’s So Hard for McDonald’s to Change; “The system” McDonald’s holds dear is what’s holding it back: Bloomberg
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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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