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Bamboo Innovator Daily Insight: 31 Mar (Tues) – Relearning the Art of Asking Question; Looking for Problems Makes Us Tired; Buffet dumps entire stake in POSCO

Life

  • Relearning the Art of Asking Questions: HBR
  • Looking for Problems Makes Us Tired: HBR
  • Protect Rogue Thinkers: The experience of an undercover cop teaches us that we should protect and support those willing to take risks, not leave them out in the cold when it goes wrong: Insead
  • The myths we all believe about breakthrough thinking: Aha moments don’t just happen, they are usually preceded by dead ends and bad ideas. Here’s how to troubleshoot yourself to success. FastCo
  • The Danger of Being Alexander: Leaders may find it tempting to wage ambitious crusades for personal reward, but eventually their troops can turn on them. Collaboration, often missed, can be a viable and sustainable alternative. Insead
  • Art Degree Not Needed: New Sotheby’s CEO Offers Technology Savvy: Bloomberg
  • In shadow of power and glory; Men constantly seek power and glory. Once you taste that nectar, there is no turning back. It is like an addiction. KH
  • FT: Business pioneers in industry, technologyfashion & retail, transportfinance
  • Boost Your Innovation Confidence; Know your customers, understand new technologies, embrace failure, then take a leap of faith. Strategy&
  • S.E.C. Charged Financier Lynn Tilton of Defrauding Investors for allegedly hiding the poor performance of loan funds her firm managed, and collecting almost $200m in fees that it did not deserve: FT, NYT
  • CIA interrogation techniques exported to the workplace: FT
  • Who bears the risk of education innovation: Forbes
  • A new lesson in teaching: The day we have teachers we can trust across education systems, that is when true education innovation will begin to bear fruit. Forbes
  • The 100 Most Trustworthy Companies In America: Forbes
  • Two Ways to Clarify Your Professional Passions: HBR
  • Lee Kuan Yew, truly the father of Changi airport: BT

Books

  • Holacracy: The New Management System for a Rapidly Changing World; Meet the alt-management system invented by a programmer and used by Zappos; Zappos, Medium, and David Allen have all embraced the non-hierarchical management system. Should your company adopt it too?: Amazon, FastCo

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
  • Late audits halt trading in Morgan Stanley-backed stocks Tianhe Chemicals and Sihuan: AFP
  • Hanergy TFP posts strong profits, says parent failed to deliver ordered solar panels and was forced to refund HK$1.26 billion of prepayments: SCMP
  • China’s largest private shipbuilder Rongsheng reports 3.8 billion yuan in negative revenue and a precarious balance sheet with 18.2 billion yuan in borrowings immediately payable: SCMP
  • How to Avoid Bankruptcy: Lessons from a Short Seller: CFO1, CFO2
  • Buffet dumps entire stake in POSCO: Maeil

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
  • Late audits halt trading in Morgan Stanley-backed stocks Tianhe Chemicals and Sihuan: AFP
  • Hanergy TFP posts strong profits, says parent failed to deliver ordered solar panels and was forced to refund HK$1.26 billion of prepayments: SCMP
  • China’s largest private shipbuilder Rongsheng reports 3.8 billion yuan in negative revenue and a precarious balance sheet with 18.2 billion yuan in borrowings immediately payable: SCMP
  • Copper finance incentives hurt China demand; Incentives that for years drove Chinese imports of copper to obtain short-term loans are starting to become less attractive, slowing demand in the world’s largest consumer of the metal. FT
  • China Web Pharmacies Would Have Alibaba Vying With Legacy Firms: Bloomberg
  • Ageing population in China creates business opportunities: FT
  • PBOC slashes downpayment in China’s housing market, sparks rally in stocks to 7-year peak: SCMP
  • Why a2 Milk is not following the dairy gold rush into China: BRW
  • Taken: How China’s anti-graft agents catch targets off guard: WCT
  • Why China’s ‘Illegal’ Golf Boom Is Coming To An End: Forbes
  • Hong Kong and Shanghai, future metals allies or rivals?: Reuters
  • Sell This China Property Stock Now: JPMorgan says China’s Evergrande Real Estate has an unsustainable property development model.: Barron’s
  • Global tech events expand to China amid fast rise of both local buyers and manufacturers: SCMP
  • Born Red: How Xi Jinping, an unremarkable provincial administrator, became China’s most authoritarian leader since Mao. NewYorker
  • Treading boldly: China’s Ren builds global chemicals group ChemChina: Reuters
  • Debt Could Derail China’s Ambitions: Bloomberg
  • China’s Leap Forward in Digital Medicine: Bloomberg

India

  • India’s diamond polishers lose their sparkle: FT
  • Future Group’s ambitious reboot: Future Group’s Kishore Biyani wants to get to Rs 100,000 crore in sales by 2020. He’s chalked out an ambitious push, one that will change the face of his company: Forbes

Japan & Korea

  • Meet the 26-Year-Old Design Prodigy Behind Honda’s New Roadster: Bloomberg
  • Buffet dumps entire stake in POSCO: Maeil
  • Despite grim economic indicators in 2014, chief executive officers and owners of Korea’s major conglomerates enjoyed sharp increases in their annual salaries. JA
  • Hitachi chief looks beyond Japan to build global conglomerate: FT
  • Japan’s reforms push companies to unlock cash: FT

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
  • Southeast Asian borrowers wince as deflation looms: Reuters
  • The Real Singapore Model: What Lee did that was truly revolutionary was to use democratic institutions and the rule of law to curb the predatory appetite of his country’s ruling elite.: PS
  • Megawati to Keep Her Iron Grip on PDI-P: JG

Macro

  • Speed Traders Make Peanuts in Profits From Economic Data Plays: Bloomberg
  • SEC Seeks to Rein in Off-Exchange Traders; The proposed change would enhance regulatory oversight of active proprietary trading firms, such as high-frequency traders. CFO
  • Time to find out hard way if asset management is systemic risk: FT
  • Shipowner warns private equity to stop backing new vessels: FT
  • SEC Commissioner Rejects IFRS: AT, SEC
  • Five-year itch in shipping and PE marriage: FT
  • Macquarie said to cut half of Asia investment banking jobs as deals fizzle: ST
  • How Rife Monetary Easing Will Affect Asia; Pimco’s Asia experts on their outlook for interest rates, inflation and the yuan, yen and Aussie dollar.: Barron’s
  • Foreclosure to Home Free, as 5-Year Clock Expires: NYT
  • Bond Trader Buzzkill Is the Suspicion That Losses May Come Fast: Bloomberg

TMT

  • Jay Z Reveals Plans for Tidal, a Streaming Music Service; “This is a platform that’s owned by artists. We are treating these people that really care about the music with the utmost respect. The challenge is to get everyone to respect music, to recognize its value”: NYT
  • One big way that eBay is trying to be more like Apple: BI
  • These 16 startups are worth $22 billion: Here are the deals that made them so valuable: BI
  • IBM says to invest $3 billion in ‘Internet of Things’ unit: Reuters
  • Australian start-ups stir amid nascent economic transition: FT
  • German firms embrace start-ups to catch up with digital world: Reuters
  • Bosch Rides Apple to MEMS Dominance; How did Bosch achieve a future “MEMS titan” status? Why is STMicroelectronics slipping? Get the lowdown of MEMS Industry status and technology breakdown.: EE

Commodities & Energy

  • Commodities traders’ alarm over Europe’s stricter regulations: FT
  • Why Saudis Could Let Crude Oil Drop to $25; Weak demand, surplus supply hurt Saudi producers but falling oil prices deal a bigger blow for Tehran. Barron’s
  • A Shrewd Oil Call Reverses Fortunes for Lucky Few; Some of those who saw tumble coming overcame past mistakes: WSJ

Healthcare

  • The Condition Cancer Research Is In: NYT

Consumer & Others

  • Kraft Was Global, Then It Wasn’t: 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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