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Bamboo Innovator Daily Insight: 17 Mar (Tues) – The Steve Jobs you didn’t know: Kind, Patient, and Human

Life

  • The Steve Jobs you didn’t know: kind, patient, and human: FastCo
  • Skills in Flux : We are already using a set of subtle, flexible new skills to fit the new economy. It’s time we understood them. NYT
  • The Hidden Talent of Steve Jobs: Genius alone didn’t bring Apple back. It took management chops. NYT
  • Decoding the Rules of Conversation; The French love to land zingers. The British live in the land of irony. And Americans? It’s all about reassurance.: NYT
  • Agility Is Within Reach; With strategic responsiveness and organizational flexibility, you can move quickly when your industry changes. Strategy&
  • Would-Be Financial Whiz Is Charged With Stealing From Investors; Mark Malik’s fund won praise from ranking firms: WSJ
  • Does Stress Make Us Forgetful? (Is That Why We Can’t Find the Car Keys?): WSJ
  • Disruptive innovation is catching on: BT
  • ‘Cinderella’ and the power of kindness: WaPo
  • Motivational speakers modern charlatans: TheAge

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
  • In pursuit of runaway funds, Beijing struck a deal with a fraudster Li Dongzhe tired of life on the run; Li is one of the 18,000 Chinese economic escapees hiding around the world: WSJ
  • Sunac Said to Find Kaisa Unprofitable in Due Diligence Work; Analysts are still forecasting a profit for the full year, with the average of six estimates compiled by Bloomberg at 3.1 billion yuan ($495 million). Bloomberg
  • China’s slowdown has suddenly become a “fiscal shock”; Land auctions make up a huge chunk of local government revenues-an estimated 40% in 2013-and account for a big chunk of China’s GDP: Quartz
  • In China, trust firms shift, rather than reduce, shadow banking risk: Reuters
  • Don’t Count on China’s Debt Problems Going Away: WSJ
  • PetroChina Vice Chairman Under Investigation for Graft Allegations: WSJ
  • Mainland corruption crackdown poses risks for foreign investors: SCMP
  • Q. and A.: David Shambaugh on the Risks to Chinese Communist Rule: NYT
  • Alibaba’s Jack Ma shows off new ‘pay with a selfie’ technology; New facial recognition software is intended to buttress the fast-growing mobile-payments business. Fortune
  • A vote of no confidence from China’s young consumers; A vote of no confidence from China’s young consumers: FT
  • China’s Answer to Pixar Unveils New 3-D Feature About Guardian Spirits: WSJ
  • All You Need to Know About Alibaba’s Lock-Up Expiration: WSJ
  • Hong Kong’s Decade-Long Property Boom Could Be Ending: Chart : Bloomberg

India

  • India needs own model of manufacturing: BT
  • Jewelers in India Jump Online for $22 Billion E-Commerce Pie: Bloomberg

Japan & Korea

  • Japan’s Devaluation Warning for Europe; Monetary easing without reform has reduced real wages.: WSJ
  • Nintendo Opens Door to Smartphone Games: WSJ

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
  • SGX needs to serve up equities revival: FT
  • Deficiencies found in fair value measure in Singapore: audit survey: BT

Macro

  • Can Asia Survive a Strong Dollar? Bloomberg
  • IMF fears emerging markets instability: FT
  • Why Wimp label sticks to emerging nations; They suffer from lacking international monetary power: FT
  • Regulators step up warnings against pension scams: FT
  • A Mystery in Hedge Fund Investing: Hedge fund performance has been terrible. Hedge fund expenses are insane. People continue to invest in hedge funds anyway. NYT
  • A ‘Merger of Equals’ Is More Fragile: WSJ
  • In Shift, Firms Give Investors New Clout Over Board Seats; Move rattles some as proxy access could give pension funds, unions greater influence over firms’ strategic choices: WSJ
  • How a Rising Dollar Is Creating Trouble for Emerging Economies: NYT
  • Insider trading masterminds Lukas Kamay, Christopher Hill jailed after Block bid: TheAge
  • Funds Run by Robots Now Account for $400 Billion: Bloomberg
  • Court Strikes on Insider Trading, and Congress Lobs Back: NYT

Energy & Commodities

  • Are the good times over for growth in U.S. shale gas?: Reuters
  • Fortescue turns to the junk bond market for $US2.5b after US loan investors demanded better terms, forcing the miner to pay up to extend and refinance its debt: TheAge

TMT

  • Big problem for fund managers: liking Apple too much: Reuters
  • Apple Watch shows the strategic ripple effects of a big splash: Engage? Ignore? Retreat? How to react when a powerful new product arrives in your sector:FT
  • Can GrubHub Go the Last Mile?: Bloomberg
  • Driverless cars: A tremendous innovation with a glaring Achilles’ heel: WaPo
  • John Maeda says design is winning in Silicon Valley: WaPo

Healthcare

  • Intensive Care Gets Friendlier with Apps, Devices: Family participation helps patients; respect and dignity are priorities: WSJ
  • Scientists’ New Goal: Growing Old Without Disease; Researchers plan to test a pill to prevent or delay Alzheimer’s, heart disease and other ailments that come with age: WSJ
  • Sirtex Medical loses $1b in market value after cancer trial disappoints: TheAge
  • Horse dung has scientists on scent of antibiotic success: Reuters
  • Looking at the Promise and Perils of the Emerging Big Data Sector: NYT

Consumer & Others

  • Craft versus Kraft: Big US food groups are struggling to adapt to the diverse tastes of younger generations and immigrant populations: FT
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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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