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Bamboo Innovator Daily Insight: 3 Feb (Tues) – Mikaela Shiffrin, the 19-year-old American skiing star, has taken an unconventional approach to the sport, from her training growing up to her pre-race ritual of doing word searches

Life

  • Mikaela Shiffrin, the 19-year-old American skiing star, has taken an unconventional approach to the sport, from her training growing up to her pre-race ritual of doing word searches: WSJ
  • How to Be a Stoic: NYT
  • Remembering Chandrakant Sampat: India’s original value investor: Forbes
  • South Korea-born New Zealand golfer Lydia Ko, 17, became the youngest world No.1 in golf history by reaching the top of the women’s rankings: KT
  • George Lucas: More substance over style, please: TODAY
  • We Know Why You’re Always Late; What Researchers Have Learned About Tardiness and How You Can Arrive on Time More: WSJ
  • The Postmodern Autocrat’s Handbook: JG
  • Secrets for world-class procurement body: JP
  • Music Enhances Feelings of Attraction; Feelings of Interest Among Singles’ First Meeting Increased Significantly If Music Was in the Background: WSJ
  • The Smart Way to Teach Children About Money; Many Parents and Schools Take Exactly the Wrong Approach, Research Suggests: WSJ

Investing Process

  • Why management quality should matter for investors: Forbes
  • Managing the Man Overboard Moment: Making an Informed Decision After a Large Price Drop: CSFB
  • Discounted Cash flow Valuations (DCF): Academic Exercise, Sales Pitch or Investor Tool? VW

Greater China

  • Hanergy Seeks to Reassure Investors on Soundness of Finances: Bloomberg
  • Would You Still Buy Alibaba If It Were Two-Thirds Smaller? If 80% of Taobao’s products are fake, illegal, or substandard, look for that site’s gross merchandise volume-the metric Alibaba uses-to shrink by a large percentage. Forbes
  • Possible Class Action Suit Against Alibaba For Disclosure Failures: Chinatechnews
  • igging into China’s debts: FT
  • China Minsheng President Exits and Investors Follow; Serious allegations add to concerns about risky loans and intentions of the bank’s largest shareholder. Barron’s
  • ‘Li Ka-shing’s Magic Trick: Unlocking Billions From Undervalued Assets: Forbes
  • Too big to fail’ scenario for Alibaba: Standard
  • Shares of Chaoda Modern Agriculture (0682) slumped 45.45 percent to HK$0.60 after it resumed trading after being suspended for more than three years for accounting fraud: Standard
  • Fake HK uni busted: Standard
  • Did compromise between Alibaba and SAIC really achieve progress? WCT
  • Chen Xiaolu, the son of a legendary figure in Communist Party history has denied a report that he is the de fact head of an insurance company in Shenzhen that is in the spotlight for several large purchases at home and abroad: Caixin
  • Farglory billionare Chairman Chao Teng-hsiung (趙藤雄) faces 9 years in Bade bribery case: ChinaPost
  • Singapore looks to Taipei as inspiration in plan to maintain urban cleanliness: ChinaPost
  •  China’s latest corruption probe could spell trouble for the global banking industry: Quartz
  • Austerity bites into China’s new year perks; Goodbye ipads, hello spring onions: staff complain of low-grade presents from bosses: FT
  • China shadow bank regulation shows results: FT
  • Weaker trade is EM’s demon in disguise: Link between global growth and global trade seems to be loosening: FT
  • China Logistics Entrepreneur Zhou Guohui Joins Ranks Of World’s Billionaires: Forbes
  • Mainland China’s perpetual QE and its many losers: SCMP
  • Why the surge in suspected laundering cases in Hong Kong: SCMP
  • Bank of Beijing director in graft probe: SCMP
  • Lesson From China: Hard Times for Coal; Mines Shut as China Burns Less Coal: WSJ
  • China’s Antigraft Drive Turns to Financial Sector: WSJ

India

  • Indian pioneers combine profitability and probity: FT

Japan & Korea

  • Coupang, South Korea’s leading e-commerce company, said Tuesday its value of mobile payment transactions reached $1.27bn in 2014, lending weight to a market bet that the firm is close to going public. KH
  • Hotel Shilla seeks to acquire world’s No. 1 in-flight duty free provider DFASS: Maeil
  • Chaebol leaders mourn Poongsan matriarch: JA
  • The daughter also rises – even at LG Group: JA
  • K-pop’s production line for Gangnam Style wannabes: FT
  • Nut rage: Korean Air boss’s daughter treated crew “like slaves”: AsiaOne

ASEAN

  • ‘Dangerous’ Inequality Spurs Widodo Drive for Indonesia Shakeup: Bloomberg
  • Singapore SMEs urged to work hard at differentiating themselves: BT
  • Thailand’s Dictators in Denial; The junta takes a harder line against popular politicians. WSJ
  • Over 260 investors lodge police reports on gold buyback pyramid scheme in Singapore: TODAY

Macro

  • Robert Samuelson: Challenging what we know about the housing bubble: WaPo
  • It has taken more than a decade, but with just one deal, CRH has transformed itself from an Irish buildings group into the world’s third-biggest building materials supplier by market value. FT
  • The incredible shrinking adviser: How onerous new rules are driving away financial planners in droves: FP

TMT

  • How Africans Keep Talking When Their Pre-Paid Cards Run Out; Lending airtime minutes has proven lucrative for the Lebanese telecom entrepreneur who owns Channel TT: Bloomberg
  • Apple has enough cash to buy the best startups in the world: BI
  • The moment digital selling tips over into creepy stalking; The ‘creepiness quotient’ is a vital sales and marketing metric: FT
  • Driven to distraction by electric cars; A great idea in theory is more difficult to put into practice: FT
  • Tyrants will find the key to the internet’s back door; Banning strong encryption is no solution to security: FT
  • What to make of Amazon’s island of misfit toys: WaPo
  • Silicon Valley Boom Unnerves Some Venture Capitalists: NYT

Healthcare

  •  Health advances using ‘big data’ at risk, ministers warned: FT
  • Big pharmaceuticals groups faces biosimilars challenge: FT
  • After 70 years, why aren’t we better at developing flu vaccines?: Fortune
  • No Place for a Heart Attack: A Group of 12 Institutions Are Working to Improve Survival Rates for In-Hospital Attack Patients: WSJ

Commodities & Energy

  • Rise and fall of a commodities powerhouse: FT

Consumer & Others

  • Four ways McDonald’s almost ruined Chipotle: Quartz
  • After 94 years, RadioShack may be about to pull the plug: Fortune
  • 7 Quotes That Show How Much Chipotle Hates McDonald’s: Buzzfeed
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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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