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Bamboo Innovator Daily Insight: 25 Feb (Wed) – Jetpack dream takes off as Martin Aircraft debuts on ASX; “For years Vanessa worked overtime shifts at night and on the weekends as a nurse to keep the money rolling in, so I could keep plugging away at research and development.”

Life

  • Jetpack dream takes off as Martin Aircraft debuts on ASX; “For years Vanessa worked overtime shifts at night and on the weekends as a nurse to keep the money rolling in, so I could keep plugging away at research and development”: BRW

Jetpack

  • Nick Leeson on banking: extremely competitive . and improperly policed; Twenty years after he lost £862m and bust Barings bank, the plasterer’s son from Watford talks about his experiences and the wider state of the industry; Barings collapse at 20: How rogue trader Nick Leeson broke the bank: Guardian1, Guardian2
  • How Four Seconds Can Dramatically Improve Your Life And Career: Forbes
  • Cognitive Exhaustion: Resting Your Mental Muscle: Farnam
  • How to Seize the Opportunities When Megatrends Collide: Strategy&
  • Daniel Kahneman: The Human Side of Decision Making: VW
  • We hunt unicorns but must also value technology zebras; Individuals and start-ups have opportunities and must be allowed to flourish: FT
  • James Proud, Hello: Degree skipped, product shipped; James Proud left London for California and created a sleep sensor: FT
  • How to Know If a Spin-Off Will Succeed: HBR
  • How SEEK codified culture and disrupted performance reviews: BRW
  • After Funding, Watch Burn Rates And Beware The Tyranny Of Incrementalism: techcrunch

Books

  • Focus: The Hidden Driver of Excellence: Amazon
  • The Myths of Creativity: The Truth About How Innovative Companies and People Generate Great Ideas: Amazon

Greater China

  • How addiction to debt came to China; Huge increases in private sector credit preceded many financial crises: FT
  • ‘Don’t touch the fruits’: Hong Kong fruit vendor’s signs warn mainlanders to back off: Shanghaiist
  • From China, Two Members of Billion Dollar Startup Club: WSJ
  • Unit of Alibaba turns a mom into a billionaire: CD
  • Watch: Dazzling Poor Man’s Fireworks in a Chinese Steel City: WSJ
  • Short Sellers Target A-Share ETF After Mainland Rally: Bloomberg
  • Beijing’s glare deepens crisis in Macau: Reuters
  • Myth of China’s lack of ghettos exposed: WCT
  • High Flying Investments: Prices for Racing Pigeons Soar on Demand From China: Bloomberg

India

  • Modi Wants to Replace Crowded Slums in India With 20 Million Homes: Bloomberg
  • Indian farmers balk at land law reforms: FT
  • Can Bvlgari succeed in India in its second coming?: Forbes
  • A brilliant opportunity for India to overtake China: A reform-oriented budget should give agriculture the boost to contribute more to a rising GDP: Forbes
  • SBI seizing Kingfisher House shows public banks are finally taking on influential defaulters: FP
  • Sahara’s woes continue: Supreme Court asks it to explain diversion of funds: FP
  • With Triple the Wages, China Is Still a Lure for Indian Producer: Bloomberg
  • Retail dilemma in India – nice malls are few and far between: Reuters
  • Doctors in India profiteering from sick patients: reports: Reuters

Japan & Korea

  • Tycoon Park at crossroads on fate of Kumho Asiana Group: KH
  • Japan Inc shops abroad to duck bleak domestic prospects: Reuters
  • Bubble Risk Seen in Record Small-Cap Valuations: Korea Markets: Bloomberg
  • Low oil price forces South Korean shipbuilders to cut costs: FT
  • All in the timing for Korean brands in China: WCT

ASEAN

  • Indonesia to crack down on corporate tax avoidance via transfer pricing: Reuters
  • Singapore Exchange CEO to Leave Firm after a five-year tenure marked by a decline in activity in regular stocks: WSJ
  • U.S. raises concerns over “made in Indonesia” smartphone law: Reuters

Macro

  • Regulator fines Aviva Investors £18m after finding the group’s traders manipulated deals to boost their fees at the expense of customers: FT
  • Best Stock Pickers Say Easy Money Has Made Their Job Harder: Bloomberg
  • Risks squeezed out of banks pop up elsewhere: FT
  • “This Shorting Opportunity Is As Great As 2007-2009”, Billionaire Crispin Odey Warns: Zerohedge
  • The end of the British establishment; From politics to finance Britain’s old order has lost its way: FT
  • Lure of Wall Street Cash Said to Skew Credit Ratings: Bloomberg
  • Asia’s FX vulnerabilities, charted: FT

Healthcare

  • How to Develop New Antibiotics: NYT
  • Shire, Maker of Binge-Eating Drug Vyvanse, First Marketed the Disease; The strategy for a new drug to treat binge-eating disorder reveals how a pharmaceutical company can influence the treatment of a medical condition. NYT

Energy & Commodities

  • PREPA, Petrobras, Shell Trading Accused of $1 Billion Plus Oil Fraud Scheme: VW
  • Which Oil Stocks Are Most At Risk of Write-Offs? Bernstein identifies major companies from India and China as most vulnerable amid low energy prices. Barron’s

TMT

  • Could Jony Ive Pull off an Apple Car?: Newyorker
  • How Adobe is kicking back against its disruptors: BRW
  • Samsung Electronics may be looking forward to the end of Moore’s Law as a way to gain a new competitive edge: EE
  • The key to an $80 billion wearables market? Invisibility. Fortune
  • Magic Leap prepares leap of faith headset: FT
  • Apple investors eye $1tn valuation target: FT
  • Dead phone battery? Welcome to the tiny charger that ends a big problem; Nanotechnology has been harnessed by Israeli firm StoreDot to develop a battery that can be charged in just 60 seconds: Guardian

Consumer & Others

  • Reebok is catching up to Under Armour and Nike by going after a different kind of customer; The brand is trying to win over a so-called “tough fitness” customer through partnerships: BI
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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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