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Bamboo Innovator Daily Insight: 15 Mar (Sun) – André Gide on Sincerity, Being vs. Appearing, and What It Really Means to Be Yourself

Life

  • André Gide on Sincerity, Being vs. Appearing, and What It Really Means to Be Yourself: BP
  • Rilke on How Great Sadnesses Bring Us Closer to Ourselves: BP
  • Here’s why patents are innovation’s worst enemy: WaPo

Investing Process

  • 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
  • Great Expectations for Small-Cap Active Management: RoyceFunds

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
  • The one Chinese innovation that could change the way we think about money; The upcoming launch of the new China International Payments System is part of a broader internationalization strategy for China’s currency to make it accepted worldwide: WaPo

Japan & Korea

  • Onetime bestselling maker Sanyo to effectively vanish : JP

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

Macro

  • S.E.C. Wants the Sinners to Own Up; In a shift to its policy, the regulator is asking for more than settlements. It wants companies and individuals to admit to their misdeeds. NYT
  • How Many Mutual Funds Routinely Rout the Market? Zero: NYT
  • Norway’s Sovereign-Wealth Fund Reduces Exposure to Europe: WSJ
  • Bonds Or Stocks: Which Bubble Is Bigger? SocGen Answers: Zerohedge
  • Michael Lewis is Right “Spoofing” Proves Market Rigged on Daily Basis: EconMatters

Energy & Commodities

  • U.S. Producers Ready New Oil Wave; Even as crude plummets, energy firms are waiting to unleash more supply, capping any price gains: WSJ

TMT

  • This could be Apple’s secret Apple Watch strategy: Fortune
  • Leica Survives the Digital Shift; Camera maker struggled with the death of film, but now it has a lucrative niche: digital, retro cameras: WSJ

Consumer & Others

  • How Starbucks’ dominance could one day be threatened: WaPo
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