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Bamboo Innovator Daily Insight: 16 Feb (Mon) – If you want something done, do not write a to-do list

Life

  • If you want something done, do not write a to-do list: FT
  • How To Be Someone People Love To Talk To: Bark
  • A new aristocracy? The beauty of Koreans’ zeal for education was that it gave people a chance, and a reason to work hard so they could build their own future. But a recent study paints an alarming picture: KT

Greater China

  • Deflation is making China’s debt mountain even more terrifying: BI
  • Internet payment portals luring Chinese customers with red envelope war: WCT
  • The Global Economy’s Chinese Headwinds: PS
  • China’s ‘blood famine’ drives patients to the black market: Reuters
  • HK needs more risk-takers to nurture start-up culture: SCMP
  • Hong Kong firms must break their family ties: SCMP

India

  • Delhi Wakes Up to an Air Pollution Problem It Cannot Ignore: NYT

Japan & Korea

  • ‘Nut rage’ prompts S.Korea to consider law against as “gabjil”, or high-handedness conduct by the rich and powerful: AsiaOne

ASEAN

  • Myanmar’s next steps depend on the generals: FT
  • Jokowi Has Forgotten Some Basic Truths About His Job: JG
  • In Indonesia, fresh chance to break gas pump monopoly: Reuters
  • The polemic on Indonesia’s wasteful and inefficient bureaucracy has resurfaced after ban on holding of meetings and other government events in hotels as from Dec. 1, 2014: JP
  • Indonesia Faces a Crossroads in Corruption Battle: WSJ

Macro

  • Corporate bonds: Emerging bubble; Signs of distress are appearing in companies’ debt: FT
  • Banks dismantle ‘strings of pearls’ as they turn to dust; Pressure from investors and regulators has led lenders to dismantle units built in boom years: FT
  • The $100m man’s guide to Brazilian graft: FT
  • Negative rates to rattle financial system; Impact to hit pension funds and insurance groups: FT

Energy & Commodities

  • Rigged, manipulated and opaque: the $3 trillion oil market needs reform: Telegraph

TMT

  • British companies are attempting to boldly go where no manufacturer has gone before by enabling huge pieces of hardware for satellites to be built in space. FT
  • Hoping Google’s Lab Is a Rainmaker: NYT
  • Slice and Carve: The Next Wave in Computer-Aided Creativity: NYT
  • Five Ways That Apple Is Already Positioned to Be a Car Company: Bloomberg
  • Online Bank Robbers Steal Up to $1 Billion: Researcher: Bloomberg

Consumer & Others

  • Starbucks in Britain: A loss-making machine; Why one of Starbucks’ divisions in a coffee-loving country is so unprofitable: Economist
  • Hello Kitty…For Men! But Can Sanrio’s New Fashion Line Overcome The Pussy Factor?: Forbes
  • Does Levi Strauss still fit America?: Fortune
  • Vitamins Hide the Low Quality of Our Food: NYT
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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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