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Bamboo Innovator Daily Insight: 28 Feb (Sat) – The Rhythm of Great Performance

Life

  • The Rhythm of Great Performance: NYT
  • From Julius Caesar to Taylor Swift: Phrases for Rent; The geniuses who miraculously concocted “Only time will tell,” “Make no mistake” and “Style over substance” could have made a fortune if they had been smart enough to register those expressions: WSJ
  • Multiple Threads to Bind Up a Divided Nation; Lincoln’s second inaugural is actually three speeches in one. It aspires to three coherent but unique arguments in three distinct sections, each brief, each different in tone, and each conveying a discrete message: history, guilt and redemption—the past, the present and the future. WSJ
  • In Short-Lived Fish, Secrets to Aging: NYT
  • Is Innovation More About People or Process?: HBR
  • From Julius Caesar to Taylor Swift: Phrases for Rent; The geniuses who miraculously concocted “Only time will tell,” “Make no mistake” and “Style over substance” could have made a fortune if they had been smart enough to register those expressions: WSJ
  •  ‘Winners: And How They Succeed’, by Alastair Campbell; A star-struck guide to the mindset of high achievers: FT
  • Picking an Adviser? Don’t Be Starry-Eyed; If only finding a good financial adviser were as easy as counting the trophies in his display case. WSJ
  • Brainstorms Brewing; The brain rewires itself remarkably in response to stimuli. But if digital screens change its function for the worse, can novel therapies help us recover from injuries and illness? WSJ
  • Marx transformed ‘Das Kapital’ into a fable about a toy maker who had to sell toys to the devil to meet his bills. WSJ
  • The Great Enrichment that America rode to economic power was hardly slowed by the spoils system. WSJ
  • Multiple Threads to Bind Up a Divided Nation; Lincoln’s second inaugural is actually three speeches in one. It aspires to three coherent but unique arguments in three distinct sections, each brief, each different in tone, and each conveying a discrete message: history, guilt and redemption—the past, the present and the future: WSJ
  • ‘Feeling Certain’ and Other Mistakes That Trip Up Investors: WSJ
  • When is a company too big to manage? HSBC chief’s comments raise questions about leaders’ accountability for the actions of their staff: FT
  • Brainstorms Brewing; The brain rewires itself remarkably in response to stimuli. But if digital screens change its function for the worse, can novel therapies help us recover from injuries and illness? WSJ
  • Marx transformed ‘Das Kapital’ into a fable about a toy maker who had to sell toys to the devil to meet his bills. WSJ
  • The Great Enrichment that America rode to economic power was hardly slowed by the spoils system.: WSJ

Greater China

  • China Plans to Levy Capital-Gains Tax on Foreign Investors; The 10% tax is likely to deal a blow to some investors: WSJ
  • Chinese Internet Giants Get Into the Mobile Game; Tencent, Alibaba among major tech companies developing their own app stores, operating systems: WSJ
  • China’s SOE merger rumours a smoke screen to hide lack of real reform: SCMP
  • Louis Vuitton is now a ‘brand for secretaries’ in China: BI
  • Can Market Mechanisms Clear China’s Bad Air? Data on the financial risks facing listed companies with bad environmental records is seen as a new way to fight pollution: Caixin
  • The Xiaomi shock: China’s booming smartphone market has spawned a genuine innovator: Economist

India

  • A 500-Year-Old Dispute Threatens Modi’s Plan to Remake India: Bloomberg
  • To Fix India, Think Local: Bloomberg

Japan & Korea

  • Why Is Korea Inc. Going Shopping? Bloomberg

ASEAN

  • FELDA Global Ventures Holdings Bhd’s (FGV) ills go beyond accounting standards; under the rules of “fair value accounting”, the company is compelled to make provisions for its land lease agreement (LLA).: Star
  • Can Asia Afford Low Taxes? Bloomberg
  • ASEAN falling short of aim for an integrated community: TODAY

Macro

  • Buffett, a cheerleader for America, takes his checkbook abroad: Reuters
  • Emerging-Market Currencies Tumble on Growth, Stimulus Prospects: WSJ
  • In Europe, Bond Yields and Interest Rates Go Through the Looking Glass: NYT
  • NAB scandal: Rogue financial planners given latitude by lack of regulation: theAge
  • Tax evasion: Leaks on tap; Making tax-transparency standards watertight will be difficult: Economist
  • Why the country produces fewer world-class companies than it should: Economist
  • Brazil: Why the country produces fewer world-class companies than it should: Economist

TMT

  • The epic quest to become the first $1 trillion company: WaPo
  • Cook says Apple Watch will replace car keys: Telegraph: Reuters
  • Why photobooks are booming in a digital age: FT

Healthcare

  • Biotech Sector Addicted to M&A Drug; Valuations call for caution amid rush of deal-making: WSJ
  •  Set a thief to catch a thief is an old proverb. A way to treat bacterial infections with artificial viruses: Economist

Consumer & Others

  • Under Armour Turns Ambitions to Electronic Apparel, Monitoring Apps; Athletic-gear maker envisions clothes that can track movement and biorhythms: WSJ
  • Why Target lost its aim; A discount-store chain which forgot its formula for success: Barrons
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Bamboo Innovator Daily Insight: 27 Feb (Fri) – Warren Buffett’s secret to staying young: “I eat like a six-year-old.” Meet Warren Buffett’s Wannabes: The ‘Brown Buffett’ and ‘Oracle of San Quentin’; As billionaire hits 50 years at Berkshire Hathaway, fans and disciples claim his name; no female Warren Buffett

Life

  • Warren Buffett’s secret to staying young: “I eat like a six-year-old.”: Fortune
  • Meet Warren Buffett’s Wannabes: The ‘Brown Buffett’ and ‘Oracle of San Quentin’; As billionaire hits 50 years at Berkshire Hathaway, fans and disciples claim his name; no female Warren Buffett: WSJ
  • A portrait of the takeover artist as a young man: Warren Buffett’s 1965 letter: FT
  • Investor Irving Kahn, Disciple of Benjamin Graham, Dies at 109: WSJ
  • This advice about surviving prison is surprisingly relevant to real life: BI
  • Financial planning: Advise and dissent; Conflicted financial advice costs Americans $17 billion a year: Economist
  • It’s time to reform Thai Buddhism; Dhammakaya is one among many temples giving priority to amassing wealth by encouraging worshippers to donate large sums. Followers are told that, by doing so, they improve their chance of securing a place in Heaven. This is a damaging distortion of the Lord Buddha’s teachings. JP
  • Stressed? It’s not how much you do, it’s how you do it: Quartz
  • Transform a boring company into a knockout brand with this strategy; If you seek to become Sticky, first get Simple. FP
  • Asia’s Power Businesswomen, 2015: Forbes
  • You Have to Be Fast to Be Seen as a Great Leader: HBR
  • An Introvert’s Path To Fulfillment and 1.5 Million Fans; Insights from Lori Deschene, founder of the popular Tiny Buddha blog: Forbes
  • Five Ways To Be A Mentally Strong Introvert: Forbes
  • See if you can answer the questions asked in a child geniuses competition: BI
  • A psychologist argues that America’s fixation with ‘self esteem’ could raise kids to be bullies and narcissists: BI
  • Thin Slicing: People decide if you’re successful within 5 seconds of meeting you — here’s how to look the part: BI
  • A child genius explains how she can memorize a shuffled deck of cards in less than an hour; For Katherine, each suit of cards represents an image of people, places, animals, etc. She incorporates these images into a story and connects every card to a particular element in that story. BI
  • 6 skills that all extraordinary entrepreneurs have: BI

Investing Process

  • In 1965, Warren Buffett was worried that he was getting too big to beat the market: BI

Greater China

  • China atwitter over next ‘tiger’ to fall in corruption purge; Article on Manchu prince puts spotlight on former vice-president Zeng Qinghong, right-hand man to former President Jiang Zemin and one of the most powerful politicians of modern China: FT
  • Chinese rivals snap at Alibaba’s heels in cross-border e-commerce race: Reuters
  • HK SFC wins court order to wind up China metal recycler for forgery : SCMP
  • The SEC Caves on China: An exemption for Chinese auditors puts U.S. markets at risk.: WSJ
  • Failure on reform is biggest threat to our city, says Hong Kong’s richest man Li Ka-shing: SCMP
  • Chinese tech giants Lenovo, Alibaba become hot targets of US class-action lawsuits: SCMP
  • ‘Stay tuned’ as China readies to publish corruption confessions: Reuters
  • China’s Real Property Problem: Bloomberg
  • Foxconn targets 70% automation in 3 years: Gou: ChinaPost

India

  • India to Spend $137 Billion to Upgrade Railways; Some 23 million Indians take trains each day. Freight rates have been kept high to subsidize the passenger services.: WSJ
  • Modi’s Make-or-Break Budget; India’s Prime Minister Narendra Modi needs to prove he’s the transformative leader his country needs. WSJ
  • Kumar Mangalam Birla: Seeking a truly transformative budget: Forbes

Japan & Korea

  • Samsung Elec to freeze salaries in South Korea for first time since 2009: Reuters
  • How Samsung won the smartphone wars – then blew it: BI
  • Sony chief denies spinoffs mean immediate withdrawal: JT
  • Furniture retailer Otsuka Kagu founder tries to oust daughter from management, again: JT
  • Mocha Migration: Korean Entrepreneur Taps Into China’s Coffee Craze: Forbes
  • Dancing With Robots: Mayumi Kotani Leads With Japan’s Top Industrial Machines: Forbes

ASEAN

  • Noble says Iceberg author a former staff; group posts US$240m Q4 loss; Noble Group, an ‘asset light’ commodity nomad: BT, FT
  • Loophole for Crooks Is Pandora’s Box for Graft-Busters; ‘Sarpin Effect’ — Critics warn fight against corruption will be held up by controversial legal precedent allowing suspects to have charges against them thrown out before they are in: JG
  • Lippo Jumps to E-Commerce, Sees $1 Billion in Sales in 2 Years: JG
  • GM’s Indonesia closure highlights automakers’ emerging markets woes: Reuters

Macro

  • SEC Commissioners Push Lifetime Bans on Executives; “There is an increasing perception that the rules are simply different for large corporations that violate the law. That there is a two-tier system of justice”: WSJ
  • Bank of England banishes ‘fireside chats’; Central bank overhauls City dealings in transparency drive: FT
  • Regulators on Leveraged Lending: A Cheat Sheet: WSJ
  • Major Firms Are Saying the Stage Is Set for Another Crisis in the Bond Market: Bloomberg
  • HSBC inquisition leaves questions unanswered; Bank’s bosses failed to explain convincingly their previous actions: FT
  • HSBC, the bank that ran aground while overseas; To anyone who witnessed its rise to become a global bank, the entire thing is baffling: FT
  • Negative yields Q&A: what is the rationale?: FT

Energy & Commodities

  • Mining firms such as BHP Billiton and Rio Tinto have escaped writing down the value of iron-ore pits in Australia, despite slumping commodity prices; contrast with Big Oil: WSJ

Healthcare

  • Billion-Dollar Health Startups: WSJ
  • Cancer Drug Once Bought for $7 Million May Now Fetch $18 Billion: Bloomberg
  • The Drug Pipeline Flows Again; More new drugs are getting approved, but innovation carries a huge price tag: Bloomberg

TMT

  • Mobile Industry’s 5G Revolution Heralds the Rise of the Machines: Bloomberg
  • For elderly, Robear is a powerful pick-me-up: JT
  • Morgan Stanley thinks LinkedIn could surge if it can dominate these industries: BI
  • The two big lessons Ginni Rometty learned from IBM’s recent struggles: No. 1. The enterprise tech world is changing faster than she thought it would. No. 2. She wasn’t watching how consumer technology was invading the workplace. BI
  • The legend of the Silicon Valley unicorns; Tech companies are raising private money through financing rounds rather than IPOs: FT

Consumer & Others

  • Food waste costs more than $500b a year as millions starve: Consumer
  • Who Killed Tony the Tiger? How Kellogg lost breakfast: Bloomberg
  • KFC tests edible coffee cups lined with white chocolate: CNN

92 Life Lessons: The Most Important Things You’ll Ever Learn

Bamboo Innovator Daily Insight: 26 Feb (Thurs) – What to Expect From Buffett’s 50th Anniversary Letter; The dark side of achievement culture; FOMO (fear of missing out) is the enemy of valuing your own time. Value yourself for things that don’t appear on your resume. Find something to believe in; Experience Is Measured In Stories, Not Year

Life

  • The dark side of America’s achievement culture; FOMO (fear of missing out) is the enemy of valuing your own time. Value yourself for things that don’t appear on your resume. Find something to believe in. Quartz
  • Experience Is Measured In Stories, Not Years: Forbes
  • I Don’t Have a Job. I Have a Higher Calling; Some employees balk as many firms-from motorcycles to accounting-step up talk about changing the world: WSJ
  • Reforming the Bar Exam to Produce Better Lawyers; A recent overhaul of the test deserves a flunking grade. How about focusing on skills like factual investigation? WSJ
  • The personality types of all 50 states: BI
  • HSBC, tax and why good companies do bad things; There is a pattern to companies that employ decent people and fall into disgrace: FT
  • When Customers Will (Willingly) Pay More for Less: HBR
  • Heads of large public firms can avoid responsibility, and keep their bonus: SCMP
  • Warren Buffett’s Transparency Problem: Newsweek
  • The ‘Big 3’ Mistakes (And Their Fixes) For First-Time Entrepreneurs: Forbes
  • Wake-up Call: Why Everyone Needs More Sleep; productivity, creativity and workplace morale are all taking a hit as a quickening capitalist society and the human need for getting to REM jostle for attention. K@W
  • An Interview with The Outsiders’ William Thorndike: Motley Fool

Books, Investing Process

  • What to Expect From Buffett’s 50th Anniversary Letter: Bloomberg
  • The Culture Map: Breaking Through the Invisible Boundaries of Global Business; Why getting drunk is so important in Japanese business relations: Amazon, BI
  • Buffett sets sights on German companies: Reuters

Greater China

  • Corrupt officials sought sniper kills of Xi Jinping, Wang Qishan: Boxun: WCT
  • Hong Kong and Singapore plot divergent fiscal paths: FT
  • Rumors of major SOE mergers do the rounds in China: WCT
  • The long history of China’s obsession with numbered policies: Quartz
  • Closer Look: Local Officials Have Little Love for National Hukou Reform: Caixin
  • Minsheng Tries Weathering a Maelstrom; A new shareholder has stepped in and a president has been forced out as winds of change blow through the bank: Caixin
  • China drops leading technology brands for state purchases: Reuters
  • Forecasting China’s Oil Buying Grows Harder: WSJ
  • Communist Party Mints Xi-Branded Slogan: WSJ

India

  • Vijay Govindarajan: We need big, bold ideas; This is a make-or-break budget for India. Game-changing innovations to boost the economy are the need of the hour: Forbes

Japan & Korea

  • Chinese Tourists Take South Korea’s Jeju Island by Storm: WSJ
  • South Korea toughens up on chaebol law breakers: FT
  • Lessons from Sony’s fall: Japan’s situation clearly demonstrates the limits of winners who were followers rather than creators. JA
  • Samsung gobbles up tech start-ups: KH
  • Samsung Electronics and its affiliates are using mergers and acquisitions (M&A) as a new growth tool, a change of strategy pursued by its Vice Chairman Lee Jae-yong: KT
  • Under Japanese law, breaks are sacred and standby counts as work: JT
  • The Humble Light Bulb Helps Japan Fill Energy Gap Left From Shutting Down Nuclear Reactors: Bloomberg
  • South Korea’s Household Debt Balloons on Cheap Credit: WSJ
  • Mobile Chat Service KakaoTalk Faces Growing Pains: WSJ
  • In Japan, robot dogs are for life – and death: AsiaOne

ASEAN

  • The legacy of its founder looms over Singapore; A palpable sense of dissatisfaction exists among the island nation’s citizens: FT
  • Thai graft regulator expands its influence: FT
  • Forbes Malaysia’s 50 Richest; Oil Burns A Hole; Malaysia’s Billionaires Reel As Ringgit Slips: Forbes
  • Kossan’s Lim Kuang Sia Has A Head For Science And Heart In Glovemaking: Forbes
  • Jakarta Govt Vows Tough Action on Bootleg Alcohol Producers: JG
  • Indonesia Should Find Its Own Educational Path: JG
  • Japan’s E-Commerce Giant Rakuten Trains SMEs in Indonesia: JG

Macro

  • Crispin Odey “I Am Amazed To See So Many Are Fully Invested Given That Equities Are Already Fighting The Downtrend”: VW
  • High costs warning for EU failed trade rules: FT
  • Smart beta chipping away at Barclays’ bond index dominance: FT
  • Yes, the World Is Out to Get Active Managers: bloomberg
  • A dangerous revolt: People are refusing to pay back student loans: WaPo
  • Barings’ collapse was the start of the City’s cultural decline; The cultural DNA of the City changed to one that favoured transactions over relationships and short-term results over sustainability: Telegraph
  • Should You Cash Out, Like Private Equity? A report that Blackstone and other buyout firms have made huge payouts should give stock investors pause. Barron’s
  • Special FX Should Scare Asia’s Borrowers; With 28% of Asia’s corporate loans denominated in U.S dollars, a close eye should be kept on the rising greenback.: Barron’s
  • Negative Is the New Zero; Germany sold five-year government debt with a negative yield for the first time; in the longer term, it is storing up problems for investors; the bigger price falls could be in the future if rates ever rise.: WSJ
  • Buyout Shops Keep Skin in the Game; Firms increasingly accept buyers’ shares as part of price when selling companies they own: WSJ
  • Downgrade of Brazil Oil Giant Stirs Wider Concern: WSJ
  • SEC Probes Companies’ Treatment of Whistleblowers; Agency Officials Concerned About Corporate Backlash Against Whistleblowers: WSJ
  • Morrison Foester: Overview Of Insider Trading Law: VW
  • The corporate watchdog has revealed it exercised “formal legal powers” as part of an expanding investigation into National Australia Bank’s under-fire financial planning division.: TheAge
  • Lightning strikes twice: $7m fraud at firm controlled by family of late BRW Rich Lister Allan Scott: TheAge

Energy & Commodities

  • That sinking feeling: North Sea oil was a challenge before prices halved. Now the UK industry fears a fatal blow: FT

Healthcare

  • So-called basket studies, which group cancer patients in a new way, could revolutionize the path from the lab to F.D.A. approval and market success. NYT

TMT

  • Once a pioneer, Google’s now playing catch-up to Apple in mobile payments: Quartz
  • Researchers Find Way to Harness Brain to Control Bionic Hands; Fitted With Robotic Hands, Three Austrian Men Are Able to Perform Tasks Such as Buttoning a Coat: WSJ
  • What Clever Robots Mean for Jobs; Experts rethink belief that tech always lifts employment as machines take on skills once thought uniquely human: WSJ
  • Why Robots Still Can’t Fold Your Laundry; Machines struggle to match a human’s dexterity and problem-solving skills: WSJ
  • Here’s what google’s super-fast flight search reveals about its product strategy: BI
  • One of the smartest VCs of all time says Silicon Valley is in a risk bubble; Investors Beware: Today’s $100M+ Late-stage Private Rounds Are Very Different from an IPO: BI, Abovethecrowd
  • Auto Trader plans IPO after massive online success: BI
  • YouTube: 1 Billion Viewers, No Profit; Revenue growing at Google video site, but still limited by narrow audience: WSJ

Consumer & Others

  • Whiskey’s domination could last for decades: BI
  • Lego enjoys record year and gets closer to reaching ‘every child in the world’: Telegraph

Bamboo Innovator Daily Insight: 25 Feb (Wed) – Jetpack dream takes off as Martin Aircraft debuts on ASX; “For years Vanessa worked overtime shifts at night and on the weekends as a nurse to keep the money rolling in, so I could keep plugging away at research and development.”

Life

  • Jetpack dream takes off as Martin Aircraft debuts on ASX; “For years Vanessa worked overtime shifts at night and on the weekends as a nurse to keep the money rolling in, so I could keep plugging away at research and development”: BRW

Jetpack

  • Nick Leeson on banking: extremely competitive . and improperly policed; Twenty years after he lost £862m and bust Barings bank, the plasterer’s son from Watford talks about his experiences and the wider state of the industry; Barings collapse at 20: How rogue trader Nick Leeson broke the bank: Guardian1, Guardian2
  • How Four Seconds Can Dramatically Improve Your Life And Career: Forbes
  • Cognitive Exhaustion: Resting Your Mental Muscle: Farnam
  • How to Seize the Opportunities When Megatrends Collide: Strategy&
  • Daniel Kahneman: The Human Side of Decision Making: VW
  • We hunt unicorns but must also value technology zebras; Individuals and start-ups have opportunities and must be allowed to flourish: FT
  • James Proud, Hello: Degree skipped, product shipped; James Proud left London for California and created a sleep sensor: FT
  • How to Know If a Spin-Off Will Succeed: HBR
  • How SEEK codified culture and disrupted performance reviews: BRW
  • After Funding, Watch Burn Rates And Beware The Tyranny Of Incrementalism: techcrunch

Books

  • Focus: The Hidden Driver of Excellence: Amazon
  • The Myths of Creativity: The Truth About How Innovative Companies and People Generate Great Ideas: Amazon

Greater China

  • How addiction to debt came to China; Huge increases in private sector credit preceded many financial crises: FT
  • ‘Don’t touch the fruits’: Hong Kong fruit vendor’s signs warn mainlanders to back off: Shanghaiist
  • From China, Two Members of Billion Dollar Startup Club: WSJ
  • Unit of Alibaba turns a mom into a billionaire: CD
  • Watch: Dazzling Poor Man’s Fireworks in a Chinese Steel City: WSJ
  • Short Sellers Target A-Share ETF After Mainland Rally: Bloomberg
  • Beijing’s glare deepens crisis in Macau: Reuters
  • Myth of China’s lack of ghettos exposed: WCT
  • High Flying Investments: Prices for Racing Pigeons Soar on Demand From China: Bloomberg

India

  • Modi Wants to Replace Crowded Slums in India With 20 Million Homes: Bloomberg
  • Indian farmers balk at land law reforms: FT
  • Can Bvlgari succeed in India in its second coming?: Forbes
  • A brilliant opportunity for India to overtake China: A reform-oriented budget should give agriculture the boost to contribute more to a rising GDP: Forbes
  • SBI seizing Kingfisher House shows public banks are finally taking on influential defaulters: FP
  • Sahara’s woes continue: Supreme Court asks it to explain diversion of funds: FP
  • With Triple the Wages, China Is Still a Lure for Indian Producer: Bloomberg
  • Retail dilemma in India – nice malls are few and far between: Reuters
  • Doctors in India profiteering from sick patients: reports: Reuters

Japan & Korea

  • Tycoon Park at crossroads on fate of Kumho Asiana Group: KH
  • Japan Inc shops abroad to duck bleak domestic prospects: Reuters
  • Bubble Risk Seen in Record Small-Cap Valuations: Korea Markets: Bloomberg
  • Low oil price forces South Korean shipbuilders to cut costs: FT
  • All in the timing for Korean brands in China: WCT

ASEAN

  • Indonesia to crack down on corporate tax avoidance via transfer pricing: Reuters
  • Singapore Exchange CEO to Leave Firm after a five-year tenure marked by a decline in activity in regular stocks: WSJ
  • U.S. raises concerns over “made in Indonesia” smartphone law: Reuters

Macro

  • Regulator fines Aviva Investors £18m after finding the group’s traders manipulated deals to boost their fees at the expense of customers: FT
  • Best Stock Pickers Say Easy Money Has Made Their Job Harder: Bloomberg
  • Risks squeezed out of banks pop up elsewhere: FT
  • “This Shorting Opportunity Is As Great As 2007-2009”, Billionaire Crispin Odey Warns: Zerohedge
  • The end of the British establishment; From politics to finance Britain’s old order has lost its way: FT
  • Lure of Wall Street Cash Said to Skew Credit Ratings: Bloomberg
  • Asia’s FX vulnerabilities, charted: FT

Healthcare

  • How to Develop New Antibiotics: NYT
  • Shire, Maker of Binge-Eating Drug Vyvanse, First Marketed the Disease; The strategy for a new drug to treat binge-eating disorder reveals how a pharmaceutical company can influence the treatment of a medical condition. NYT

Energy & Commodities

  • PREPA, Petrobras, Shell Trading Accused of $1 Billion Plus Oil Fraud Scheme: VW
  • Which Oil Stocks Are Most At Risk of Write-Offs? Bernstein identifies major companies from India and China as most vulnerable amid low energy prices. Barron’s

TMT

  • Could Jony Ive Pull off an Apple Car?: Newyorker
  • How Adobe is kicking back against its disruptors: BRW
  • Samsung Electronics may be looking forward to the end of Moore’s Law as a way to gain a new competitive edge: EE
  • The key to an $80 billion wearables market? Invisibility. Fortune
  • Magic Leap prepares leap of faith headset: FT
  • Apple investors eye $1tn valuation target: FT
  • Dead phone battery? Welcome to the tiny charger that ends a big problem; Nanotechnology has been harnessed by Israeli firm StoreDot to develop a battery that can be charged in just 60 seconds: Guardian

Consumer & Others

  • Reebok is catching up to Under Armour and Nike by going after a different kind of customer; The brand is trying to win over a so-called “tough fitness” customer through partnerships: BI

Bamboo Innovator Daily Insight: 24 Feb (Tues) – How To Find Happiness In Today’s Hectic World; Why We Suck At Spotting Liars; In Hong Kong, Grandma Has to Find a Job

Life

  • How To Find Happiness In Today’s Hectic World: EB
  • Why We Suck At Spotting Liars: Forbes
  • East Coast Q4 Letter: Twenty-Four Lessons I Learned From Andrew Carnegie: VW
  • Marketing Is Dead, and Loyalty Killed It: HBR
  • Two Heads Are Better Than One; The brain is organized as modules and circuits for specialized actions. The scientist who figured that out reflects on his discovery: WSJ
  • Bird spit coffee? Asia firms seek global appetite for China delicacy: Reuters

Research

  • Artful Paltering: The Risks and Rewards of Using Truthful Statements to Mislead Others: SSRN

Greater China

  • In Hong Kong, Grandma Has to Find a Job: Bloomberg
  • HK SFC action against China Metal Recycling for accounting fraud serves as test case for HK laws involving mainland China firms: SCMP
  • Baidu May Steal Some of Alibaba’s Limelight with its inclusion in MSCI’s China and emerging-markets indexes: WSJ
  • B shares belong in a museum: SCMP
  • China’s bitter home truths: SCMP
  • Increasing number of Hong Kong people want to emigrate to Taiwan: WCT
  • Not all fu is fortune, say Chinese luxury brand consumers; This is not the first time that a major brand has made the wrong call in the consumer’s eye. WCT
  • Taiwan night markets to accept Chinese UnionPay cards: WCT
  • Support from Beijing boosts China’s cross-border e-commerce: WCT
  • Taiwan Hangs Out Welcome Sign; Foreigners scoop up $4 billion of stocks this year amid the ongoing recovery in the U.S. and lower oil prices. Barron’s
  • China calls the shots in Asia’s currency war: Reuters

India

  • Indian Outsourcers Struggle to Evolve as Growth Slows; Indian technology outsourcing companies look to create off-the-shelf software instead of peddling services of programmers: WSJ
  • NSEL retracts note claiming brokers were involved in fraud: Livemint
  • Modi bets on GM crops for India’s second green revolution: Reuters
  • Companies Of Several Indian Billionaires Embroiled In A Case Of Corporate Espionage: Forbes
  • Reserve Bank of India is getting tougher on extending unlimited credit to the country’s banks to try to ensure they push interest rate cuts through the financial system and to stop them from making what one official called a “mockery” of its operations: Reuters
  • India’s reluctant ‘prince’, Rahul Gandhi, takes break from politics: Reuters

Japan & Korea

  • South Korean Tech Startup Industry Offers Graduates Life Beyond Samsung: JG
  • Meet the man who helped Sony get its game back: JT
  • Samsung’s heir-apparent meets PayPal founder as S. Korean tech firm looks to online payment business; Thiel is expected to also meet officials from Naver Corp: KH
  • Is Japan in danger of a “fiscal crisis”? FT

ASEAN

  • Jokowi’s supporters are starting to doubt the ‘Indonesian Obama’: Conversation
  • Thailand Turns To A Tried And Trusted Recipe In Dealing With China: Forbes
  • The government says it has instructed Indonesia’s largest pharmaceutical firm, Kalbe Farma, to halt production of its anesthetic and anti-bleeding products at the center of investigations into the death of two women, while they were undergoing surgeries at Siloam Hospital in Tangerang earlier this month. JG
  • Indonesian Furniture Makers Shutting Factories, as Orders Shift to Vietnam: JG
  •  In Search of a True Local Automotive Component With Astra Otoparts: JG
  • Jokowi Banks on $385m Road to Banten’s Paradise; Main Attraction: Resorts and conference facilities will be built to boost tourism industry at Tanjung Lesung special economic zone: JG
  • The Performance of Many Hedge Funds Just Comes Down to Owning Apple: Bloomberg

Macro

  • As ‘Spoof’ Trading Persists, Regulators Clamp Down; Bluffing Tactic That Dodd-Frank Banned in 2010 Can Distort Markets: WSJ
  • Looming Bank Rules Haunt Insurers; Insurance companies could struggle under proposal meant to make lenders safe enough to fail: WSJ
  • Copper Tells Two Stories on Global Economy; Copper’s gyrations have left analysts unusually polarized over where its price will go next: WSJ
  • Revenue recognition implementation concerns finance executives: JOA
  • HSBC’s Swiss bank client base has shrunk 70%: BI
  • US launches crackdown on pension adviser conflicts: FT
  • Do eerie parallels presage new crisis? Falling oil, rising dollar and fears over US rate increase present in 1997-98: FT
  • HSBC and the problem of managing mega banks: FT
  • Nobel economist Shiller sees Japan-like slow growth everywhere: JT
  • Britain’s mid-sized companies overtake the Mittelstand by revenues: Telegraph
  • Insider Trading Case Could Push Congress to Define a Murky World: NYT
  • Longer Lives Hit Companies With Pension Plans Hard; Firms’ balance sheets will have to reflect higher costs: WSJ
  • Bad Can Be So Good for Credit Buyers as Fallen Angels Become Hot: Bloomberg
  • Why the World Is So Bad at Tracking Dirty Money: Bloomberg

TMT

  • 3-D Printers in a Jam: Valuations of companies leave plenty of risk in an industry prone to uneven performance: WSJ
  • This simple comparison shows how well Apple Pay has taken off: BI
  • DEAR SILICON VALLEY: Here’s your wake-up call.: BI
  • Building a Face, and a Case, on DNA: NYT
  • The tale of two IPOs: Facebook and Twitter: Fortune
  • NZ jetpack company soars in Australian stock market debut: Reuters
  • Apple Is Now More Than Double the Size of Exxon-And Everyone Else: WSJ

Healthcare

  • About-Face on Preventing Peanut Allergies; Study finds introducing peanuts in many infants’ diets could help avoid the allergies later in childhood: WSJ

Energy & Commodities

  • Norway faces up to prospect of North Sea slowdown; Drop in oil prices comes as investment in petroleum industry peaks: FT
  • Will America’s shale boomtowns bust? A report from the heart of North Dakota’s fracking country: Fortune
  • Hard up miners turn to Asian contractors to help fund projects: Reuters
  • Big Banks Face Scrutiny Over Pricing of Metals; U.S. Justice Department investigates price-setting process for gold, silver,  WSJ

Consumer & Others

Singapore’s pedantic and rigid education: Only one right answer to science questions?

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