Advertisements

Bamboo Innovator Daily Insight: 25 Mar (Wed) – Lee Kuan Yew’s Power of Forgiveness

Notice: The website AsianExtractor: Unearthing Accounting Fraud in Asia (www.AsianExtractor.com) is down on technical issues and we are trying to resolve the problem asap.

Remembering Lee Kuan Yew

  • Lee Kuan Yew’s Power of Forgiveness; When it came to the sins of the past, the prime minister put the future of Singapore first: WSJ
  • Mr Lee Kuan Yew and his red box: TODAY
  • LKY: A leader who’s ruthless in demanding honesty: AsiaOne
  • All roads lead to Singapore: Asians study Lee Kuan Yew’s mantra: Reuters

Life

  • Six Books Bill Gates Recommended For TED 2015: VW
  • A Conversation With the Authors of ‘Becoming Steve Jobs’: NYT
  • 6 Rules for Building and Scaling Company Culture: HBR
  • Why Family Firms in East Asia Struggle with Succession: HBR
  • Collaboration, from the Wright Brothers to Robots: HBR
  • 9 habits of exceptional leaders, according to the classic book ‘How to Win Friends and Influence People’: BI
  • All dictators live ‘in fear,’ former Libyan PM says; “When you oppress people, when you do wrong to others, you cannot live happily”: JA

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
  • Hanergy: The 10-minute trade and unusual trading patterns over the past two years: FT

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
  • Hanergy: The 10-minute trade and unusual trading patterns over the past two years: FT
  • Hong Kong has 56,000 people with liquid assets of more than HK$10 million – and most are worried about their children’s education, a survey has found.: Standard
  • Mobile financial transactions on the rise in China: WCT
  • The Unbearable Exuberance of China’s Markets: JG

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

  • Property Investors’ Latest Horror: Zombie REITs: WSJ
  • The-worlds-next-credit-crunch-could-make-2008-look-like-a-hiccup.html The world’s next credit crunch could make 2008 look like a hiccup: Telegraph

Energy & Commodities

  • Here’s How $20 Oil Could Become a Reality If Storage Runs Out; The looming storage crisis explained: bloomberg
  • ‘We are just good plumbers’: The man who sold Beaumont Energy for half a billion despite oilpatch gloom: FP
  • Canada crude falls below US$30 for first time in six years as BMO warns oilsands must cut costs; ‘At $30 crude, something has to give’: Why there’s a reality check coming for Canadian oil stocks: FP1, FP2

TMT

  • Netflix, Amazon and Hulu No Longer Find Themselves Upstarts in Online Streaming: NYT
  • Datto and the million-dollar data backup business; Austin McChord makes big money by selling peace of mind to small businesses hoping to avoid the catastrophe of data loss: Forbes
  • Connected cars will be huge in Asia:BI

Healthcare

  • Biotech’s Rally Fuels Bubble Fears; As Valuations Skyrocket and Nasdaq Nears Record, Anxiety Builds: WSJ
  • From Pills That Snitch to Xbox Sensors, Drugmaker Goes High Tech: Bloomberg
  • Biotech’s Rally Fuels Bubble Fears; As Valuations Skyrocket and Nasdaq Nears Record, Anxiety Builds: WSJ

Consumer & Others

  • How Burger King beat Wendy’s: BI
Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: