Bamboo Innovator Daily Insight: 1 Apr (Wed) – What a tree’s name taught me about Lee Kuan Yew; Stockholm: the unicorn factory; Sweden’s capital has a disproportionate number of tech triumphs

Life

  •  Why experiencing awe is actually an essential part of our lives: BI
  • The pioneering business leader’s endless variety; There is no single attribute to the revolutionary businessperson: FT
  • The cost of confusing shareholder value and short-term profit; The biggest rewards should go to managers who think long-term: FT
  • In need of good luck? Change your handwriting; The way you write may just seal your fate: KH
  • Aussie Treasurer Joe Hockey vows to tax profit-shifting multinational ‘thieves’: BRW
  • What a tree’s name taught me about Lee Kuan Yew: AsiaOne
  • Inspired by Mr Lee’s love for his wife: AsiaOne
  • Lee Kuan Yew’s role in shaping India: JP
  • Mr Lee spotted China’s growth potential early; He was the only one who personally met all five of modern China’s top leaders, and kept friendly relationships with them. BT
  • How Being a Worrywart Helps at Work; Pessimism and Anxiety Can Improve Performance: WSJ
  • Tiger Woods Slumps to 104th, Lowest Golf Ranking Since 1996: Bloomberg
  • Former ABC Learning CFO James Black escapes maximum penalty with $2000 fine: TheAge

Books

  • The Power of Myth: Amazon
  • No One Understands You and What to Do About It: Amazon, BI
  • 30 books everyone should read before turning 30: BI

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 Is Still a Head Scratcher: WSJ
  • Japan’s exchange operator is taking steps to restore confidence in the stock market after an investor outcry over a recent string of questionable IPOs with accounting fraud in mobile online game developer Gumi, energy start-up Eneres: FT
  • Quindell, PWC’s review and fair disclosure of the facts: FT
  • Why do companies make attending AGMs so tough?: BT
  • Distressed Diva, Charged of Fraud by SEC, Loved Her Companies Too Much to Mark Them Down: bloomberg
  • Are Money Managers Lemmings?: Bloomberg

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 Is Still a Head Scratcher: WSJ
  • Hong Kong District Feels Drop in Mainland Shoppers; Lower rents as sales drop could mean fewer drugstores in Causeway Bay: WSJ
  • Story of China’s richest woman should worry Taiwan; The success of Zhou Qunfei and Lens Technology signals that an increasing number of Chinese co are entering the high-tech manufacturing industry formerly dominated by Taiwanese co: WCT
  • Slowly, China Prepares to Raise Retirement Age: Caixin
  • China Enters Stock Frenzy as Rookie Traders Open Record Accounts; China’s Big Stock Market Rally Is Being Fueled by High-School Dropouts: Bloomberg1, Bloomberg2
  • Country Garden Holdings Co., China’s third-largest developer by area sold, suspended trading in Hong Kong pending an announcement of “inside information”: Bloomberg
  • China’s Small Businesses Lose Out on Cheaper Loans; Credit goes to state-run enterprises and local municipalities: WSJ
  • Too ambitious? Shanghai aims to be both top financial hub and ‘China’s Silicon Valley’ by 2020: SCMP

India

  • How a man whose name is not Ambani became the richest Indian: Quartz

Japan & Korea

  • Japan’s exchange operator is taking steps to restore confidence in the stock market after an investor outcry over a recent string of questionable IPOs with accounting fraud in mobile online game developer Gumi, energy start-up Eneres: FT
  • SoftBank Founder Son Envisions ‘Happy’ Rise of Machines: WSJ
  • Changes in the Korean language: KH

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
  • Thailand after the coup: The pen and the sword; The junta’s plans for Thailand’s future grow clearer, though no more welcome: Economist
  • Singapore after Lee Kuan Yew: After the patriarch; The island-state mourns its founding father, but its politics is changing: Economist
  • After Lee: Mahathir the last of SE Asia old guard: CP
  • The political risks in Malaysia are growing; Its reputation as a thriving Muslim democracy is under threat: FT
  • Why Philippine Stocks Will Blow Past 8,000? Improving growth will continue to fuel the rally in one of the world’s top 10 performing markets so far this year.; Barron’s

Macro

  • Foreign currency reserves in emerging markets fell last year for the first time in two decades, as developing economies found themselves beset by waning competitiveness, capital outflows and concerns over US monetary policy. FT

TMT

  • Stockholm: the unicorn factory; Sweden’s capital has a disproportionate number of tech triumphs: FT
  • How Apple and Alibaba could destroy the banks?: BI
  • Huawei’s R&D spend is massive even by the standards of American tech giants: Quartz
  • The fallacy of wearables and their future: e27
  • Nasdaq is building a space aimed at teaching future generations of Mark Zuckerbergs how to create and run successful businesses.: NYT
  • Amazon Dash: A way to order products with the touch of a button; A WiFi-connected gadget called theAmazon Dash Button that allows shoppers to refill orders of household staples with the press of a button.: WaPo
  • Google’s new robot project is all about your body: WaPo
  • Once You Align the Analytical Stars, What’s Next? If your analytics results aren’t what you hoped, maybe the fault isn’t in the “stars” — and you can do something about it. MIT

Energy & Commodities

  • A World Remade by Fracking; With storage tanks full, panickers have no place to hoard oil in response to Middle East fears.: WSJ

Healthcare

  • Europe seeks to emulate US biotech investment boom: FT
  • The Healing Power of Your Own Medical Records; There is evidence that letting patients see their medical files helps them take better care of themselves, but the medical establishment still resists sharing the data: NYT
  • Cancer’s Holy Grail; If we can replicate the gene’s targeted killing of malign cells there is the potential to prevent cancer and find new therapies.: WSJ

Consumer & Others

  • Victoria’s Secret built a huge threat to Lululemon in under 2 years: BI
  • Kids are becoming McDonald’s biggest problem: BI
  • Buffett Says Auto Dealerships Are Valuable Whatever Yellen Does: Bloomberg
  • Toyota’s Scion to Use SaleMove Software for Virtual Showroom: Bloomberg
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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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