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Bamboo Innovator Daily Insight: 11 Feb (Wed) – The classic allegory of ‘stone soup’ provides a lesson every entrepreneur should learn

Life

  • The classic allegory of ‘stone soup’ provides a lesson every entrepreneur should learn: BI
  • A Time for Fewer, Better Friends; As people get older, they deliberately narrow their social circles. Ties with close friends tighten; less meaningful relationships are discarded. WSJ
  • The Act of Rigorous Forgiving: NYT
  • TIM COOK: ‘Sitting is the new cancer’; Apple Watch will gently vibrate on his wrist to remind him to occasionally get up and move: BI
  • The fear of not delivering that accompanied Ocado’s rise; Creating a business often requires self-belief bordering on the sociopathic: FT
  • Five Ways to Reverse the Downward Spiral of Distrust: Strategy&
  • Peter Thiel has never met a regulation he didn’t hate: Fortune
  • Everything Is Awesome! Why You Can’t Tell Employees They’re Doing a Bad Job; New Mantra at Many Workplaces Is ‘Accentuate the Positive’: WSJ
  • Malcolm Gladwell shares the worst advice he’s ever received: ‘It’s been done” : BI
  • The Redefined No of the CFO; For today’s financial leader, decisions are based on strategy, not spreadsheets. Strategy&
  • Your Lifetime Earnings Are Decided in the First 10 Years of Your Career: Bloomberg
  • Ending the cycle of elect and regret: TheStar

Investing Process

  • Booth Laird 2014 Annual Letter: Reflection On 7 Years: VW
  • On the Perils of Management Access & Straying From Process: Our Adventure With Jones Soda: SSA

Greater China

  • Credit insurer Atradius warns of spiraling payment problems in China as trade data for January signals the sharpest slowdown in domestic demand in five years: SCMP
  • Jack Ma, Alibaba Navigate a Tangled Web in China: WSJ
  • Political risks stalk China SOEs abroad: FT
  • First online hospital in China starts services in Guangdong: WCT
  • The ‘New Normal’ for Doing Business in China; While the business environment isn’t perfect for U.S. companies operating in China, the glass is still half full. WSJ
  • China Stocks Become Asia’s Biggest Loser; Chinese Stocks Fall After 2014 Rally; Worsening Economy, Flurry of IPOs, Reliance on Borrowed Money Spell Trouble: WSJ
  • Ageing China draws investors to its ‘hot as Internet’ healthcare sector: Reuters
  • Hong Kong warns over digital currencies amid alleged bitcoin fraud: Reuters

India

  • Beware of froth over India’s tech sector turning into a bubble; Hopes for a ‘mobile-first’ ecommerce model rest on questionable assumptions: FT
  • Sahil Barua: Leading E-commerce logistics with Delhivery; The potential of ecommerce logistics is a no-brainer and Sahil Barua’s Delhivery spotted the opportunity before most in India: Forbes
  • India’s ruling party trounced in Delhi in big blow for Modi; Winning power in India’s states is critical to control of the upper house of parliament, where Modi’s party lacks a majority and has been thwarted in its effort to pass reform: Reuters

Japan & Korea

  • Korean companies still offer lowest payout ratios among big Asia markets: FT
  • Loeb’s Third Point takes aim at Fanuc; A famed US activist investor is taking on one of Japan’s most obsessive companies in what promises to be an epic clash of cultures across the Pacific. FT
  • Competitive lives of Korean superrich supermoms: KH
  • Unconventional analysts thriving during hard times in Korea; Changing demands of investors reshaping a financial profession: JA
  • Japan’s deflationary challenge caught in a bottle of ketchup: Reuters

ASEAN

  • Foreign Ownership Cap, Divestments Loom in Revived Indonesian Banking Bill: JG
  • OW Bunker accounting fraud fallout could lead to exit of Opet Singapore: BI
  • Hard, soft or effete: Jokowi, choose your brand of power!: JP

Macro

  • Tax avoidance as bad as bottom of the harbour schemes: TheAge
  • Asian cities attract more overseas money than Switzerland: FT
  • Sin stocks pay as alcohol and cigarettes beat sober rivals: FT
  • EM bond allure fades as US rate rise looms: FT
  • The inaugural Luxembourg tax-avoidance power rankings: Quartz
  • Most CFOs are embarrassed by their companies’ tax avoidance schemes; just take a look at how Pepsi runs money through Luxembourg shell companies to “optimize” its tax bill: Quartz
  • HSBC files: Swiss bank aggressively pushed way for clients to avoid new tax; Far from acting as passive party to clients’ tax schemes, HSBC Suisse marketed device to effectively sabotage European savings directive: Guardian
  • Cash pilgrims and bricks of money: HSBC Swiss bank operated like cash machine for rich clients: Guardian
  • Sri Lanka Cancels Casinos, Spotlights Asia Investment Risk Crapshoot: Forbes
  • The Paratroopers of Crony Capitalism; Why give golden parachutes to executives who leave to enter government service?: WSJ
  • Australia’s Property Boom Spurs Interest in ‘Granny Flats’: WSJ
  • GMO Q4 Letter: Jeremy Grantham: ‘How On Earth Did I Miss This!’ Jeremy Grantham says that falling oil prices shouldn’t have been such a surprise, calling it his major regret for 2014: VW

TMT

  • Tim Cook demolishes anyone who thinks Apple is about to get smoked by Chinese upstarts like Xiaomi: BI
  • Google has a patent for a wearable that makes you smell better: Quartz
  • SAP’s Bill McDermott Pushes Into the Cloud: WSJ
  • Handwriting Isn’t Dead-Smart Pens and Styluses Are Saving It; Connected Pens and Improved Styluses Make Your Handwritten Notes Available on All of Your Devices: WSJ
  • Apple: the first $700 billion company: Fortune, WSJ

Healthcare

  • Healthcare: The race to cure rising drug costs; Critics are asking if the big pharma industry’s premium pricing model can endure: FT
  • New Dosages of Old Drugs Are Used to Raise Their Prices: NYT

Consumer & Others

  • Unilever must aim not to spread itself too thinly: FT
  • Saving McDonald’s; With fourth-quarter earnings dropping 21% and global sales down, the company needs a back-to-basics turnaround. WSJ
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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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