Bamboo Innovator Daily Insight: 23 Feb (Mon) – The Making of the (First) President: How a conservative planter became the ‘indispensable man’ in revolution and war

Life

  • The Making of the (First) President; How a conservative planter became the ‘indispensable man’ in revolution and war. WSJ
  • The Art of Stillness: Farnam
  • Naming revolution can hold key to group’s evolution: FT
  • ‘I am not a martyr’, says LuxLeaks whistleblower facing jail: FT
  • The Bright Side of Parkinson’s: To understand this disease is to understand the brain.: NYT

Greater China

  • Chinese Cars Fall Farther Behind; The Xiali, once a status symbol, struggles to keep pace with Volkswagen and Chevrolet: WSJ
  • Hong Kong’s tech dreams tied to unrestricted mainland access: SCMP
  • Can Hong Kong be a dream city for start-ups to scale up?: SCMP
  • AliPay and TenPay set for clash with UnionPay: SCMP
  • China opens up to foreign short sellers; Strict limits on shorting volumes criticised: FT
  • Online education sector to see push in China: WCT
  • Manufacturing center Dongguan aims to become China’s robot capital: WCT

India

  • Indian corporate espionage scandal deepens as employees held: FT
  • India Readies Budget as Investors Seek Proof Modinomics Is Real: Bloomberg
  • Modi Takes on India Billionaires With Probe Into Stolen Secrets: Bloomberg
  • India’s overleveraged companies seek new dawn; Suzlon’s asset sales have given hope to other highly leveraged groups: FT

Japan & Korea

  • Unemployment puts a strain on young Koreans; Those in their 20s and 30s are being forced to delay major milestones: JA
  • Korea’s Finance Minister Choi says, “our good old days are gone”: Maeil
  • Daewoo’s global business legacy lives on; Founder Kim Woo-choong’s formula for success in emerging markets still applicable, says professor?: KH
  • Clocking off: Japan calls time on long-hours work culture; As stress levels and karoshi – deaths through overwork – increase, the Japanese government is planning a law to force workers to take paid holiday: Guardian
  • Abenomics Divides Stocks as Smallest Shares Left Behind: Bloomberg

ASEAN

  • Housing glut worries over Johor’s mega projects: AsiaOne
  • Singapore Set to Boost Welfare Ahead of Election in 2017: Bloomberg

Healthcare

  • New Cancer Technology Gives Investors a Shot in the Arm: WSJ

Energy & Commodities

  • Global dairy crisis simmers as supply overwhelms: Reuters

TMT

  • Robots are not going to steal your job, says Yaskawa chairman: FT
  • Insider reveals why investors are going crazy about companies like Uber, Snapchat, and Pinterest: BI
  • Google’s Android Auto and Apple’s CarPlay in fight for your dashboard: TheAge
  • Monday interview: Shantanu Narayen, Adobe CEO: FT
  • Artificial intelligence: Digital designs for life: FT
  • Asian Startups Claim 11% Of Billion Dollar Club: Forbes
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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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