Advertisements

Bamboo Innovator Daily Insight: 14 Feb (Sat) – Blackstone’s Chief Has a Warning for Wall Street’s Entrepreneurs; Are You Proud of How You’re Spending Your Time?

Life

  • Blackstone’s Chief Has a Warning for Wall Street’s Entrepreneurs: NYT
  • Are You Proud of How You’re Spending Your Time?: HBR
  • Confucius Has Long Held Back China; Under Confucius’s teaching, the majority of Chinese people endured 2,000 years of subsistence living, while the ruling class controlled most resources and wealt: WSJ
  • When the Growth Model Fails; Work hard or get laid off, as opposed to work hard and get higher wages: This management-by-stress technique is a major cause of suffering in our modern societies: NYT
  • Son of Carpetright founder to launch rival flooring retailer: Telegraph
  • For You, Half Price: NYT
  • How Scams Worked In The 1800s: NPR
  • Fund Pros Who Live Together, Buy Together; Study Suggests Managers Are Influenced by Investments of Peers Who Are ‘Neighbors’: WSJ
  • How digital technology is destroying your mind: WaPo
  • Coursera takes aim at education—and unemployment—on a global scale: McKinsey

Books

  • To Explain the World: The Discovery of Modern Science: Amazon, WaPo

Investing Process

  • ‘Machine’ Dalio takes on ‘Man’ Ackman: CNBC
  • This Quiet Activist Investor Has Averaged 19 Percent Returns for More Than a Decade: Bloomberg

Greater China

  • Mobile payments thriving in China: WCT
  • China entering New Year with fewer crackers, less pork, more thrift: Reuters
  • Alibaba Dealings With Chinese Regulator Draw SEC Interest: WSJ
  • China’s Corruption Crackdown a Boon for Lingerie; Sales Increase for Pricey Undergarments as Government Discourages Conspicuous Consumption: WSJ

India

  • Beyond brick & mortar: Inside Grundfos Pumps India: Forbes
  • Indian Banks Struggling With Bad Loans: WSJ
  • The Many Strands of Indian Identity; An ambitious new library of Indian literature shows the cultural riches ignored by today’s Hindu nationalists: WSJ

Japan & Korea

  • Samsung, LG to create drone: Maeil
  • Korean DRAM makers take 70% of the market: JA

ASEAN

  • Off the Wagon: Vietnam’s Binge-Drinking Problem; The nation is the third-largest beer consumer in Asia, behind Japan and China: JG
  • 1MDB Mess Clouds Petronas $7 Billion Debt Proposal: Bloomberg
  • OJK tells Indonesian banks to be vigilant as bad loans rise: JP
  • Post-2015 Asean – empower the people: TheStar
  • LNG tankers lie unused around Singapore as gas downturn turns to crisis: Reuters

Macro

  • Will The Carbon Bubble Be The Next Financial Crisis? Forbes
  • Avoid devaluing currencies to boost trade: TheStar
  • ‘Sin-Vestors’ Can Reap Smoking-Hot Returns: WSJ
  • The Myth of Black Swan Market Events: NYT
  • Opinion: Why the smart money is running from hedge funds: Marketwatch

TMT

  • One of the smartest VCs of all time just warned that startups are chasing the wrong thing right now: BI
  • Why It Makes Perfect Sense For Apple To Invest In The Future Of The Car: Techcrunch
  • Visa to fight fraud with apps: JT
  • Apple Gears Up to Challenge Tesla in Electric Cars: WSJ

Energy & Commodities

  • Mass layoffs complicate oil industry’s long-term plans: Reuters
  • How not to run a national oil company: TheStar

Consumer & Others

  • The incredible staying power of the Oreo cookie: Quartz
  • Hitching a Toy to a Star: Superhero Movies Create Opportunity for Toymakers: NYT
Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: