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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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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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