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Bamboo Innovator Daily Insight: 18 Feb (Wed) – Vincent Van Gogh: Superstar Of The Year; Comparisons With Others Can Obscure Our Own Goals

Life

  • Comparisons With Others Can Obscure Our Own Goals: NYT
  • Vincent Van Gogh: Superstar Of The Year: Forbes
  • Everything You Need to Know About Becoming a Better Listener: HBR
  • The Mistake Companies Make When Marketing to Different Cultures: HBR
  • Experts Brainstorm Ways to Fund Cities to Withstand Disasters: JG
  • How to Find a Best Friend; It is harder for children to form lasting friendships; rising screen time and lots of activities get in the way: WSJ
  • Unfriendly Persuasion by CFOs Could Spur Faulty Audits; Caught between the need to serve clients and the requirement to be skeptical of them, auditors may stint on audit quality. CFO

Investing Process

  • How to Tell if a CEO Is Lying: A new approach to financial analysis measures executive evasion and candor to gauge a company’s outlook: II
  • The “Oracle of Omaha’s” investment vehicle picked up a stake in 21st Century Fox and ditched all of its Exxon Mobil shares. Fortune

Greater China

  • Hanergy’s Li taps shadow lenders to fund group’s startling growth: FT
  • Western executives should speak truth to Chinese power; Better governance and greater transparency would be a good target: FT
  • China’s Churning Out Billionaires Like It’s 1999: Bloomberg
  • China Considering Mergers Among Its Big State Oil Companies; Beijing’s Step Back With Big Oil: Merging China’s National Oil Companies Would Be Retrograde Move: WSJ1, WSJ2
  • Public corruption in China: Then and now: SCMP

India

  • It’s Time for Modi to Live Up to His Promises; India’s Prime Minister Narendra Modi has spent his first nine months in office on basic reforms, but there’ve yet to be any sweeping changes: WSJ
  • Is India Really Growing Faster Than China?: WSJ

Japan & Korea

  • Firing Up Japan’s Scrappy Steelmaker: WSJ

ASEAN

  • Are Indonesia’s Years of Living Dangerously Over? Investors like Jokowi’s reform agenda but they shouldn’t forget the nation’s past financial missteps: Barron’s
  • Half of Harley Motorcycles in Indonesia Are Said to Be Illegal: JG
  • More Doubts Are Cast Over Jokowi’s Promise to Fight Corruption: JG
  • Editorial: Dearth of Leadership From President Jokowi: JG
  • In Indian Graft Battle, Some Lessons for Indonesia’s President; Joko Widodo may not have heard of Arvind Kejriwal at all but no doubt he would envy his position as head of his own political party: JG
  • KPK vs Polri: Children of light and children of darkness: JP
  • Future of NOL sinks deeper into doubt: BT

Macro

  • Swiss prosecutor raids HSBC premises: FT
  • DuPont Says Trian Bases Fight on ‘Myths’; CEO Kullman says Trian proxy fight ‘based on misrepresentations, inaccurate data, and flawed analyses’: WSJ
  • Retirement-Account Standards May Tighten: Brokers Would Have to Put Clients’ Interests First: WSJ
  • David Tepper Dumps 40% Of US Equity Exposure Despite Claiming “Stocks Inexpensive”: Zerohedge
  • Emerging fund managers stuck in buy-and-hold as trading shrivels: Reuters

TMT

  • Marc Andreessen’s plan for fostering more “Unicorn” startups: Pando
  • It’s ‘Silicon Valley vs. Motor City’: Bloomberg
  • GoPro CIO Prepares to Rein in Rogue IT: WSJ
  • At GM, Internet Ordering Required a Massive Overhaul; Auto maker spent years building internal systems expertise to allow customers to shop online: WSJ
  • Bosch CEO: Tech industry interlopers force car industry to react: Reuters

Energy & Commodities

  • How will the oil crash affect Norway? FT
  • Big Investors Make Big Bets For and Against Energy; Buffett, Soros Sell Off Exxon Mobil Stakes: WSJ
  • Milking New Zealand’s Way of Life: WSJ

Consumer & Others

  • Tim Hortons will become household name around the world, CEO Daniel Schwartz says: FP
  • Has Coca-Cola lost its cool?: TheAge
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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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