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Bamboo Innovator Daily Insight: 9 Feb (Mon) – How to Be Invisible: Stop demanding attention. Be like the arctic fox

Life

  • How to Be Invisible: Stop demanding attention. Be like the arctic fox: NYT
  • Care Is the X Factor at Work: The most powerful influence on people’s engagement at work is feeling genuinely cared for by their supervisor: NYT
  • What is college good for? A college education should infect students with the desire to pursue worthy perception and lofty goals in their lifelong journeys: KT
  • When You’re at the Crossroads of Should and Must: Firstround
  • Would Aristotle find fat bonuses gross? We live in an age of meritocracy, but there is some debate over what this thing we call merit is. SCMP
  • Engage The Fox: Farnam
  • Marcus Aurelius: You Have One Life To Live: Farnam
  • Atul Gawande: The Building Industry’s Strategy for Getting Things Right in Complexity: Farnam

Greater China

  • Kaisa Sequels Coming to China’s Banks Amid Corruption Web: Bloomberg
  • Magic Kingdom in China a mystery after the U.S. entertainment giant pushed back the opening of its first mainland China theme park to 2016: ChinaPost
  • Fraud committed by unlicensed organizations running banking businesses are on the rise in China, reflecting poor government supervision: WCT
  • HK Bitcoin investors claim HK$3b losses: Standard
  • Taiwan’s Richest Man Faces Tougher Times In Mainland China: Forbes
  • “Desperate” China Technocrats Worry About Balance Of Payments Crisis: Forbes
  • In Macau, casino titans join China reform wagon: Reuters

India

  • BRIC Becomes I With India Set to Outperform First Time Since ’99: Bloomberg
  • India Sensex Set for Longest Loss Streak in 15 Months After Vote: Bloomberg
  • With the much-hyped USD 2-billion funding by Mirach falling apart over “forgery” allegations, Sahara has begun exploring fresh options to secure bail for its chief Subrata Roy: Moneycontrol

Japan & Korea

  • More than half of home-furnishing retailers near IKEA’s first shop in South Korea have seen their sales sink for the past two months, hit by the Swedish industry giant’s entry into the local market: KT
  • Korea Pop Fervor to Lift AmorePacific China Sales by 30%: Bloomberg

ASEAN

  • As Technology Entrepreneurs Multiply in Vietnam, So Do Regulations: NYT
  • Indonesian Hotels Face Carnage From Widodo’s State Spending Cuts: Bloomberg

Macro

  • EM fund managers: genuinely active or closet trackers? FT
  • Fed-mageddon Looms Over Asia: The growing number of Americans finding work could lead to higher U.S rates and renewed volatility for Asia. Barron’s
  • Easing Isn’t a Cure-All for Asia: Beijing’s monetary policy isn’t all that aggressive, and India’s central bank chief worries about “hot” money chasing rates. Barron’s
  • Bigger Container Ships Pose Bigger Risks; Insurers, Others Worry About the Potential for Catastrophic Accidents: WSJ
  • Currency-hedged ETFs in vogue as investors clamor for more: Reuters
  • Warren Buffet faces pressure for more disclosure: FT: Reuters
  • Head Of Largest Swiss Cantonal Bank Says Swiss Capital Controls Are “Certainly Possible: ZeroHedge
  • Hanergy’s soaring share price raises bubble fears: SCMP

TMT

  • Predicting Apple’s Future: Tim Cook’s Gentle Path To Avoid Apple’s Downfall: Forbes
  • Uncovering Security Flaws in Digital Education Products for Schoolchildren: NYT
  • Google shares its plan to nab 80% of Microsoft’s Office business: BI
  • Smartwatch App Helps Track Glucose: WSJ

Healthcare

  • Drug Making Breaks Away From Its Old Ways; ‘Continuous-Manufacturing’ Process Can Improve Quality Control, Speed Output: WSJ

Consumer & Others

  • Tapped in: Craft breweries usher in a beer can revival: Fortune
  • Behind RadioShack’s Collapse Is a Tiny Distressed Lender: 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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