Bamboo Innovator Daily Insight: 28 Mar (Sat) – ‘Mr Lee Kuan Yew thought about others, even when he was sick’; Lee Kuan Yew, the Man Who Remade Asia; He preached ‘Asian values’ and turned a tiny, poor city-state into an astonishing economic success.

Remembering Lee Kuan Yew

• ‘Mr Lee thought about others, even when he was sick’: AsiaOne
• Lee Kuan Yew, the Man Who Remade Asia; He preached ‘Asian values’ and turned a tiny, poor city-state into an astonishing economic success. Is Lee’s ‘Singapore model’ the future of Asia?: WSJ
• The wise man of the East: Authoritarians draw the wrong lessons from Lee Kuan Yew’s success in Singapore: Economist
• Mr Lee Kuan Yew ‘embodied frugality in personal life, government’: TODAY
• Singapore: Life after Lee; The death of its founding father has triggered questions over the future of the tightly controlled city-state: FT
• An exacting boss who drove his people to do their very best: ST
• Lee Kuan Yew’s Son Faces a Changing Singapore; Prime Minister Lee Hsien Loong grapples with eroding support for the party founded by his father: WSJ
• Lee’s ‘rule by virtue’ : JP
• A Tale Of Two Economies: Singapore And Cuba: VW

Life

• Spanx founder Sara Blakely reveals her secret for coming up with million dollar ideas: BI
• Top entrepreneurs go back to school with Alibaba mega success Jack Ma: AsiaOne
• The Surface of the Earth Is Rising Beneath Your Feet: Bloomberg
• Top 10 Australian family businesses: CampdenFb
• 10 Things to Remember When You’re Struggling and Feel Stuck: TinyBuddha
• The Key to Loving Yourself, Other People, and Life: TinyBuddha
• The world is going to university: More and more money is being spent on higher education. Too little is known about whether it is worth it: Economist
• This is the biggest factor keeping planes from fully flying themselves: BI
• The Hermès chief executive talks about harvesting handbags, his Protestant work ethic and the culture of craftsmanship: FT
• How solution economy can solve bigger economic problems: Forbes
• Eight ways to find the true passion in life that has eluded you: Telegraph
•  The Most Productive Way to Develop as a Leader: HBR
• Building a Collaborative Enterprise: HBR

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
• The financials of tycoon Li Hejun’s Hanergy remains a mystery: SCMP
• Judging the process – prosecuting insider trading: TheStar
• Are Index-Fund Investors Smarter?: WSJ
• Ben Graham And Woe Betide The Value Investor: RA
• How Activist Investors Pick Their Targets: VW
• Things You Didn’t Know About Buffett’s Strategy: VW
• How to Combine Value and Momentum Investing Strategies: AA
• The Perfect Storm for Risk-Conscious Active Managers: A conversation between Steve Lipper and Francis Gannon: Royce

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 financials of tycoon Li Hejun’s Hanergy remains a mystery: SCMP
• Banks Slash Dividends as Loans Sour From Beijing To Pearl River: Bloomberg
• Chinese regulator to devolve some IPO approval powers: Securities Times: Reuters
• Hong Kong Tycoon Li Ka-shing Ventures Deeper Into Tech: WSJ

Japan & Korea

• Daughter bests father in feud at Japan shareholder’s meeting: Reuters
• Oasis Investments Up 2.7% In 2015; Bullish On Japanese ‘ROE Revolution’: VW
• Saving becomes luxury for Koreans: KT
• Akihabara outfit aims to become a hub for hardware startups: JT

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
• You Won’t Be Able to Buy Beer at Your Neighborhood Store in Indonesia Soon: Bloomberg
• Innovate or die: Thailand’s top industrial firms ramp up R&D budgets: Reuters

Macro

• The New Era of Low Stock Returns: WSJ
• Munger Says Prepare for Harder World as Buying Power Slides: Bloomberg
• Creative Destruction, Eh! Why There’s No Reason To Fear The Demise Of Canadian Companies: VW
• Negative yields – a fascinating situation: TheStar
• Brazil uncovers multibillion-dollar tax fraud at Finance Ministry: Reuters
• The Investing Lesson of 1937: Hold Some Cash; Sure, yields are puny. But when stocks next tumble, the value of cash will be clear. WSJ
• Leading offshore financial centres have been told to rethink their opposition to David Cameron’s demand that they create a central register revealing companies’ ultimate owners. FT
• Emerging markets and how cheapness carries extra risk: FT
• How to Make Investing Safer: NYT
• How Chicago has used Financial Engineering to Paper over its Massive Budget Gap: A philosophical meditation on the politics of debt and disclosure: Medium
• The Shift From a Beer-Based Economy to a Currency-Based Economy Is Tricky: Bloomberg

Healthcare

• Biotech Stocks.and Benjamin Graham: WSJ

Energy & Commodities

• Confusion After Every Analyst Missed Oil’s Collapse: Bloomberg

TMT

• Selling Songs for a Song? Scrutinizing the Streaming Model; For less than a penny per song play, Spotify and its ilk monetize music and beat back piracy: WSJ
• Ford, Mercedes-Benz Set Up Shop in Silicon Valley; New nexus of car industry emerges as Apple, Uber and Google push automotive ambitions: WSJ
• How Wall Street Middlemen Help Silicon Valley Employees Cash In Early; Financial firms create ad hoc market where hot stocks of closely held technology companies trade largely out of sight of regulators: WSJ
• THE STORY OF ANDROID: How a flailing startup became the world’s biggest computing platform: BI
• Dr Google assists in robotic surgery: FT
• The resurgence of audio drama: From comedy podcasts to new fiction and adaptations, the medium of radio is enjoying a renaissance: FT
• Tumult at the Daily Telegraph: From colonels to clickbait – Henry Mance on the identity crisis of an establishment newspaper: FT

Consumer & Others

• Why investors like AOL co-founder Steve Case are betting big on food; “There are opportunities to improve the way things are done at every level: How food is produced, exported, processed, consumed,” : WaPo
• With Car Dealerships’ Ranks Thinned, the Survivors Thrive: NYT
• Heinz-Kraft deal: The stories behind the brands: JP
• HeinzKraft and the lack of leaks: FT