Bamboo Innovator Daily Insight: 12 Mar (Thurs) – Warren Buffett shows HSBC and Delta Air Lines how to say sorry; When business leaders make mistakes, they have nothing to lose from a proper apology

Life

  • Warren Buffett shows HSBC and Delta Air Lines how to say sorry; When business leaders make mistakes, they have nothing to lose from a proper apology: FT
  • Berkshire Hathaway: 50 Years of Enduring Advice: Burgundy
  • Lessons from the great Beanie Babies crash; The amazing rise and terrible fall of the “Steve Jobs of plush”: Fortune
  • What to say when your kids notice their friends have more – or less – money than they do: BI
  • Here’s the personality trait that predicts success for employees – and entrepreneurs: BI
  • Is There a Next Jack Bogle? Not If You Ask Jack Bogle: Bloomberg
  • Leadership Lessons From Virgin Hotels, Courtesy Of Richard Branson And CEO Raul Leal: Forbes
  • The Passport King: Christian Kalin’s business is showing poor countries they have at least one resource worth selling: citizenship. Bloomberg
  • Perspectives on the long term: What will it take to shift markets and companies away from a short-term way of thinking?: McKinsey

Greater China

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • China’s local government debt: Defusing a bomb: Economist
  • The unfrothing of Alibaba: FT
  • China’s Hottest Phone? Here’s the Upstart Chasing Xiaomi: Bloomberg
  • China Said to Plan Overhaul of $3 Trillion Industrial Machine: Bloomberg, Reuters
  • Viral Role Model Emerges In Innovation-Starved Tech Hub Taiwan: Forbes
  • Only China Can Contain China: HP
  • For Chinese Economy, Strengths Are Now Weaknesses: NYT
  • China’s Antigraft Drive Exposes Military Risks; Takedown of generals shines light on rampant buying of ranks: WSJ

India

  • India could become the engine room for the IoT-enabled world: Forbes

Japan & Korea

  • Nurturing Korea’s Disneys: KH
  • LG heir sued for fraud: KH
  • Samsung scions plan on paying 6 trillion won in taxes: JA
  • How KakaoTalk’s Billionaire Creator Ignited A Global Messaging War: Forbes
  • Far from dying, Abenomics may yet be coming up roses; Japan could be the only wealthy nation that is increasing the size of its middle class: FT
  • Korean students suffer from all work and no play: AsiaOne
  • Plunge Protection Exposed: Bank Of Japan Stepped In A Stunning 143 Times To Buy Stocks, Prevent Drop: Zerohedge

ASEAN

  • Open Letter to SGX/MAS: Reply to CFO of SGX-Listed China Environment (CENV SP) on report “Potential Accounting Tunneling Fraud at China Environment?” – Address the accounting and governance concerns in an SGX/MAS announcement: AsianExtractor
  • Jho Low and the Wolf of Wall Street: how Malaysian businessman ‘hooked up DiCaprio’; ‘I’ve nothing to hide’: Malaysia’s Jho Low breaks silence to deny money laundering allegations: SCMP1, 2
  • Thai Temple’s Gospel of Wealth Draws Protests; Dhammakaya Temple’s spectacular growth is raising awkward questions about how Buddhism should adapt to decades of pell-mell growth in Asia: WSJ
  • Car Hub Project to Spur Philippine Manufacturing: Southeast Asia: Bloomberg

Macro

  • Investors Forced to Get Creative for ‘Carry’ Trade; Borrow in euros, buy in the Philippines and Sri Lanka: WSJ
  • What the Strongest U.S. Dollar in a Decade Means for Your Wallet: Bloomberg
  • Incentives favour short-term investment focus; Pension funds and insurers forced to shy away from infrastructure: FT
  • Mafia thrives on Italy’s legalized gambling addiction: Reuters
  • “We Have Front-Row Seats To An Imminent Market Shock”, Hedge Fund Billionaire Warns: Zerohedge

Energy & Commodities

  • History Suggests OPEC’s Days Could Be Numbered: Bloomberg

Healthcare

  • Ultrasound Shows Promise in Mice for Treating Alzheimer’s: WSJ

TMT

  • Apple Watch Skewed to Geeky Guys Risks Alienating Female Buyers: Bloomberg
  • Apple Pay faces a battle with banks to enter China’s huge mobile payments market: SCMP
  • Launching the Apple Watch: The time machine; Apple wants to make smartwatches a mainstream technology. That will take time: Economist
  • How Rebellion Photonics built a business on gas fumes; By creating a better tool for spotting gas leaks from oilfields and pipelines, tiny Rebellion Photonics got the jump on a global market no one else could see: Forbes
  • Getting Advantage from Proprietary Data: WSJ
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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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