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Bamboo Innovator Daily Insight: 28 Feb (Sat) – The Rhythm of Great Performance

Life

  • The Rhythm of Great Performance: NYT
  • From Julius Caesar to Taylor Swift: Phrases for Rent; The geniuses who miraculously concocted “Only time will tell,” “Make no mistake” and “Style over substance” could have made a fortune if they had been smart enough to register those expressions: WSJ
  • Multiple Threads to Bind Up a Divided Nation; Lincoln’s second inaugural is actually three speeches in one. It aspires to three coherent but unique arguments in three distinct sections, each brief, each different in tone, and each conveying a discrete message: history, guilt and redemption—the past, the present and the future. WSJ
  • In Short-Lived Fish, Secrets to Aging: NYT
  • Is Innovation More About People or Process?: HBR
  • From Julius Caesar to Taylor Swift: Phrases for Rent; The geniuses who miraculously concocted “Only time will tell,” “Make no mistake” and “Style over substance” could have made a fortune if they had been smart enough to register those expressions: WSJ
  •  ‘Winners: And How They Succeed’, by Alastair Campbell; A star-struck guide to the mindset of high achievers: FT
  • Picking an Adviser? Don’t Be Starry-Eyed; If only finding a good financial adviser were as easy as counting the trophies in his display case. WSJ
  • Brainstorms Brewing; The brain rewires itself remarkably in response to stimuli. But if digital screens change its function for the worse, can novel therapies help us recover from injuries and illness? WSJ
  • Marx transformed ‘Das Kapital’ into a fable about a toy maker who had to sell toys to the devil to meet his bills. WSJ
  • The Great Enrichment that America rode to economic power was hardly slowed by the spoils system. WSJ
  • Multiple Threads to Bind Up a Divided Nation; Lincoln’s second inaugural is actually three speeches in one. It aspires to three coherent but unique arguments in three distinct sections, each brief, each different in tone, and each conveying a discrete message: history, guilt and redemption—the past, the present and the future: WSJ
  • ‘Feeling Certain’ and Other Mistakes That Trip Up Investors: WSJ
  • When is a company too big to manage? HSBC chief’s comments raise questions about leaders’ accountability for the actions of their staff: FT
  • Brainstorms Brewing; The brain rewires itself remarkably in response to stimuli. But if digital screens change its function for the worse, can novel therapies help us recover from injuries and illness? WSJ
  • Marx transformed ‘Das Kapital’ into a fable about a toy maker who had to sell toys to the devil to meet his bills. WSJ
  • The Great Enrichment that America rode to economic power was hardly slowed by the spoils system.: WSJ

Greater China

  • China Plans to Levy Capital-Gains Tax on Foreign Investors; The 10% tax is likely to deal a blow to some investors: WSJ
  • Chinese Internet Giants Get Into the Mobile Game; Tencent, Alibaba among major tech companies developing their own app stores, operating systems: WSJ
  • China’s SOE merger rumours a smoke screen to hide lack of real reform: SCMP
  • Louis Vuitton is now a ‘brand for secretaries’ in China: BI
  • Can Market Mechanisms Clear China’s Bad Air? Data on the financial risks facing listed companies with bad environmental records is seen as a new way to fight pollution: Caixin
  • The Xiaomi shock: China’s booming smartphone market has spawned a genuine innovator: Economist

India

  • A 500-Year-Old Dispute Threatens Modi’s Plan to Remake India: Bloomberg
  • To Fix India, Think Local: Bloomberg

Japan & Korea

  • Why Is Korea Inc. Going Shopping? Bloomberg

ASEAN

  • FELDA Global Ventures Holdings Bhd’s (FGV) ills go beyond accounting standards; under the rules of “fair value accounting”, the company is compelled to make provisions for its land lease agreement (LLA).: Star
  • Can Asia Afford Low Taxes? Bloomberg
  • ASEAN falling short of aim for an integrated community: TODAY

Macro

  • Buffett, a cheerleader for America, takes his checkbook abroad: Reuters
  • Emerging-Market Currencies Tumble on Growth, Stimulus Prospects: WSJ
  • In Europe, Bond Yields and Interest Rates Go Through the Looking Glass: NYT
  • NAB scandal: Rogue financial planners given latitude by lack of regulation: theAge
  • Tax evasion: Leaks on tap; Making tax-transparency standards watertight will be difficult: Economist
  • Why the country produces fewer world-class companies than it should: Economist
  • Brazil: Why the country produces fewer world-class companies than it should: Economist

TMT

  • The epic quest to become the first $1 trillion company: WaPo
  • Cook says Apple Watch will replace car keys: Telegraph: Reuters
  • Why photobooks are booming in a digital age: FT

Healthcare

  • Biotech Sector Addicted to M&A Drug; Valuations call for caution amid rush of deal-making: WSJ
  •  Set a thief to catch a thief is an old proverb. A way to treat bacterial infections with artificial viruses: Economist

Consumer & Others

  • Under Armour Turns Ambitions to Electronic Apparel, Monitoring Apps; Athletic-gear maker envisions clothes that can track movement and biorhythms: WSJ
  • Why Target lost its aim; A discount-store chain which forgot its formula for success: Barrons
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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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