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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
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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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