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Bamboo Innovator Daily Insight: 26 Mar (Thurs) – Lee Kuan Yew: Devoted husband and caring father

Notice: The website AsianExtractor: Unearthing Accounting Fraud in Asia (www.AsianExtractor.com) is back online after seven days of technical problems.

Remembering Lee Kuan Yew

  • Lee Kuan Yew: Devoted husband and caring father: AsiaOne
  • In Lee’s death, Singapore efficiency shines through: AsiaOne
  • Remembering Lee Kuan Yew, the candid leader: AsiaOne
  • Jon Huntsman: What I learnt from Lee Kuan Yew: BT
  • Former Senior Minister of State: ‘If you won his trust, he wouldn’t question you’: AsiaOne
  • Journey with a master teacher: AsiaOne
  • What Comes After Lee Kuan Yew?: PS
  • Singapore, the Nation That Lee Kuan Yew Built, Questions Its Direction: NYT

Life

  • Mark Cuban shares the most important lesson he learned in his 20s; “Most people won’t put in the time to get a knowledge advantage”: BI
  • Sam Walton’s Rules For Building A Business: VW
  • Why Shake Shack founder Danny Meyer makes all of his new executives bus tables: BI
  • The amazing rags-to-riches story of Li Ka-Shing, Asia’s richest man: BI
  • Inside Google’s insanely popular emotional intelligence course: Fastco
  • 5 Lessons On Innovation From Modern-Day Explorers And Adventurers: Fastco
  • The higher people rise at work, the more they are flattered and the less they hear honest criticism: FT
  • Wanted: flexible corporate strategies for fast times; Frameworks used by managers are worn and compelling new theory is rare: FT
  • Delighting in the possible: In an unpredictable world, executives should stretch beyond managing the probable.: McKinsey

Books

  • A Curious Mind: The Secret to a Bigger Life: Amazon, FT

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
  • FASB and the International Accounting Standards Board (IASB) voted to propose additional changes to the converged revenue recognition standard to address implementation concerns of financial statement preparers: JoA
  • Investors Shouldn’t Ignore Other Comprehensive Income: AT
  • HOWARD MARKS: Liquidity is not how easily you can sell something, but what price you get when you’re forced to: BI

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
  • Who is watching the Hong Kong’s Securities and Futures Commission and Asia’s Regulatory Authorities?: SCMP
  • Hanergy’s soaring share price raises questions; Hong Kong authorities need to satisfy themselves on the solar group: FT
  • China’s regulatory grip on IPOs leads to arbitrage and distortions: FT
  • China’s Xi says miscarriages of justice must be tackled properly: Reuters
  • China low on crude oil storage capacity: FT
  • Foxconn Leads Fight to Save Business Tax Breaks in China; Assembler of iPhones holds up proposed factory over curbs on promised subsidies: WSJ

India

  • What Can Modi Learn From Lee Kuan Yew?: bloomberg
  • India’s Illicit Moneylenders Aren’t Going Away; Greater access to banking system doesn’t resolve needs of India’s massive informal economy: WSJ

Japan & Korea

  • Investors seek piece of accounting scandal-hit Japanese start-up Eneres: Reuters
  • Modular mojo: Toyota re-engineers its appeal: Reuters

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

  • Chronic institutional weakness holds Brazil back: FT
  • Buyout Firms Feel Pinch From Lending Crackdown; Regulatory guidance that seeks to limit the use of borrowed money in takeovers has hampered the business of debt-laden acquisitions: WSJ

Energy & Commodities

  • Billionaire Fredriksen Sails Into Three-Year Rig Storm: bloomberg

TMT

  • One VC had the perfect response to another VC who says we’re not in a bubble: BI
  • Apple just invented an incredible technology that would help the iPhone further distance itself from every other smartphone: BI
  • Silicon Valley is seizing the customers; Instead of building for others, companies are doing more for themselves: FT
  • Force fields could be the next big battlefield innovation: WaPo
  • What Can Apple Watch Learn from Google Glass?: K@W

Healthcare

  • Drugs companies unite to mine genetic data: FT
  • The true value of a life is not about the pharmaceutical costs; Perhaps governments should finance the payment of a national licence fee for drugs: FT
  • Biotech Stocks Deliver a Dose of Pain; Nasdaq Composite posts its biggest one-day decline in nearly a year: WSJ

Consumer & Others

  • How the Heinz-Kraft merger is part of a consumer staples feeding frenzy: FP
  • Here’s what the new Kraft Heinz Company will look like: BI
  • Taco Bell compares McDonald’s to a communist dictatorship: BI
  • Here are the problems Warren Buffett just inherited from Kraft Foods: BI
  • Kraft, Heinz Brands Need Some Catching Up; Many of their products haven’t kept pace with changing American tastes: 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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