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Bamboo Innovator Daily Insight: 10 Feb (Tues) – Plumbing the delicious depths of February with ume; Blossoming during one of the coldest months of the year, often covered in ice and snow, the ume is sometimes thought of as a metaphor for chinmoku (沈黙, silence or reticence) and nintai (忍耐, patience)

Life

  • Plumbing the delicious depths of February with ume: JT
  • The rise of the entrepreneur-in-residence: FT
  • Power of the humble CEO: BT
  • How Ancient Chinese Thought Applies Today: HP
  • Seven strategy lessons from the Staples deal to buy Office Depot; Latest bid shows fragility of competitive advantage but ‘category killer’ notion is not dead: FT
  • The hackathon enters the corporate mainstream; Moving beyond coding roots, they now inject urgency into business: FT
  • Are Economists Overrated? NYT
  • How to use financial blogging to build an audience: LinkedIn
  • Boiling point: redesigning the kettle for the 21st century: Guardian
  • The RadioShack Lesson: Another storied brand succumbs to change and competition. WSJ

Books

  • This Idea Must Die: Scientific Theories That Are Blocking Progress: Amazon, WaPo

Greater China

  • 984 HK and 246 mainland clients named on HSBC list of hidjng assets, including Li Xiaolin – the daughter of former Premier Li Peng. Standard
  • A mining billionaire said to have links with disgraced former security chief Zhou Yongkang and who once launched a bid for Australia’s Sundance Resources was executed for multiple murder: Standard
  • Is the $1tn China carry trade imploding?: FT
  • China’s ‘little red soldiers’ get lessons in loyalty: JT
  • Hidden debts in Beijing: JA
  • China’s Dangerous Debt Drag: Bloomberg
  • Seventy Chinese listed firms affected by far-reaching anti-graft campaign so far: SCMP
  • Refiners in China told to strengthen inventory management; “Over the past several years, China’s crude oil reserves have been a secret: WCT
  • New China law targets tax avoidance offshore: SCMP
  • In China, Heavy Industry Unexpectedly Falls Sharply: NYT
  • Chinese Phone Upstarts Sell With Personality, Not Product: NYT
  • Qualcomm’s Fine Signals China’s Toughened Stance: WSJ, WSJ2

India

  • India GDP figures fuel investor suspicion: FT
  • India’s happy story stands out in Asia: Debt piles elsewhere are worryingly high, particularly in China and South Korea: FT
  • Taking The Taboo Out Of Lingerie In India By Putting It Online: Forbes
  • Subsidies lure firms in India’s electronics push: SCMP
  • India Growth Rate Set to Rival China: WSJ

Japan & Korea

  • Kosdaq’s trillion won club growing: JA
  • Amid mobile slump, Samsung needs more outside customers for its chips and panels: Reuters

ASEAN

  • A tale of two shipbuilders: Petrobras scandal rocks the boat for Singapore’s largest rig makers: SBR
  • 1MDB caught in battle of tycoons brewing in Malaysia: BT
  • Foreign Investors Canceled Plans for 16 Footwear Factories in Indonesia: JG
  • Flamboyant Malaysian Jho Low’s real-estate deals called into question: NYT

Macro

  • HSBC admits failings after helping criminals hide assets; The Swiss Leaks: Bill Whitaker investigates the biggest leak in Swiss banking history and examines HSBC’s business dealings with a collection of international outlaws: TODAY. CBS
  • Leaked HSBC files damage bank and the concept of banking secrecy; Outcry about why more has not been done to prosecute individuals: FT
  • Morgan Stanley eyes an exit from hedge funds; The US bank is looking to sell off its stakes in Lansdowne Partners and other alternative investment groups: Telegraph
  • The S.E.C.’s Hazy Approach to Crime and Punishment: NYT
  • Asian cities attract more overseas money than Switzerland: FT
  • Policy makers eye corporate cash piles in bid to boost growth: FT
  • Too BIG to sail? Container ship giants veer off course in battle of the mega vessels: SCMP
  • Why U.S. Assets Are So Seductive; The drop in oil prices, Europe’s bouts of weakness, and a strong dollar make American stocks and bonds the world’s most attractive–for now.: Barron’s
  • Central Banks Encourage Risky Behavior; Investors in Asia should be wary of low interest rates and rising debt amid weaker growth across the region. Barron’s
  • Asian Borrowers Walk Credit Tightrope; The region’s debt burden has climbed to a massive 244% of GDP and poses a major risk to its economies.  Barron’s
  • More pig farms popping up in US; Growing U.S. hog herd, flat Chinese demand slams pork prices: Yahoo
  • Currency-hedged ETFs in vogue as investors clamor for more: Reuters
  • Regulation of Shadow Banking Takes a Dark Turn: A ‘chain’ of routine securities transactions, the Fed suggests, can transform a nonsystemic firm into a systemic firm. WSJ
  • SEC Advances Hedging Rule; Rule Requires Firms Disclose Whether Employees are Allowed to Hedge Against Company Stock: WSJ
  • New Rules Poised to Reshape Analyst Research Sector; EU Law Requires Investment Managers to Pay for Research or Related Services: WSJ

Energy & Commodities

  • Oil ‘contango’ puts profit in storage: FT
  • Oil could plunge to $20 and this might be ‘the end of OPEC’: Citigroup: FP
  • Oil Producers Stress Surviving $50 Oil; Investors Weigh Independents’ Balance Sheets, Prospects Amid $50 Oil: WSJ

TMT

  • Industrial robots steal a march in east Asia: FT
  • Yahoo: Identity crisis; Once the storefront of the web, the internet company has been overtaken by rivals: FT
  • Cheaper robots could replace more factory workers: study: Reuters
  • The Holy Grail of Welding: Steel + Aluminum; Auto Industry’s Drive for Light-Weight Parts Fuels Voestalpine’s Hunt for New Process: WSJ

Healthcare

  • A Warning From the Heart of Malaria Research; A Veteran Doctor Fears the Rise of a Drug-Resistant Strain Will Help the Disease Spread: WSJ

Consumer & Others

  • Unilever must aim not to spread itself too thinly: FT
  • Paul Polman’s socially responsible Unilever falls short on growth: FT
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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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