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Bamboo Innovator Daily Insight: 2 Apr (Thurs) – Be kind to live long, world’s oldest woman says from Arkansas; Someone to hold your hand: Having a companion can get a stroke victim faster treatment; Billionaire Yoshiyuki Sankai’s Cyborgs Serve Japan’s Elderly

Life

  • Super dad ignores own ailments to care 24/7 for sick wife and children: AsiaOne
  • Be kind to live long, world’s oldest woman says from Arkansas: Reuters
  • The ultimate sign you’re working for a great company: Fortune
  • How humble first jobs motivated these inspirational speakers: Reuters
  • Advice for Becoming an ‘Engaged Leader’: K@W
  • Making the Pie Bigger’: The Power of Good Relationships: K@W
  • 12 Things Truly Confident People Do Differently: They Get Their Happiness From Within. They Aren’t Afraid to be Wrong. They Stick Their Neck Out. They Celebrate Other People: Forbes
  • The One Lie Deceptive Leaders Tell; In most situations, telling someone to relax is not just annoying, it’s deceptive and hurtful. It’s not going to help resolve their anxiety, but it will make them feel embarrassed for feeling it. LinkedIn
  • Study Reveals 4 Leadership Trends In Dealing With Complexity: Forbes
  • Connect Inventors with the Right Problems: HBR
  • Leaders Win Trust When They Show a Bit of Humanity: HBR
  • 15 must-read books by tech CEOs that will give you a peek inside their brilliant minds: BI
  • Review: Confronting Capitalism, by Philip Kotler; The marketing expert known to generations of students turns his gaze to capitalism’s flaws: FT
  • Checkbook Buddhism Offers Thais Stairway to Heaven: JG
  • Renegades of Junk: The Rise and Fall of the Drexel Empire; The people who lived through Michael Milken’s Wall Street saga tell it in their own words, 25 years later: Bloomberg

Books

  • Breaking the Bow: Speculative Fiction Inspired by the Ramayana; Authors give legends a contemporary twist; Mythological tales are in vogue – some new, some retold: Amazon, Forbes

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
  • 5 Ways Quants Are Predicting the Future; Quantitative investment firms, which use math and computers to forecast price trends and other economic indicators, are increasingly focusing on ways to search out “signals” from new sets of real-world data–“big data” from information sources ranging from social media  to weather reports: WSJ

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
  • China Investors Face Wake-Up Call in Sound Global Slide: Bloomberg
  • Hong Kong securities watchdog fines Merrill Lynch HK$2 million: SCMP
  • Shares in Alibaba’s flagship entertainment unit, Alibaba Pictures, soared this year but have been suspended for trading for over a week. What’s going on is a mystery.: WSJ
  • Addressing the crisis in local government finances: EIU
  • China Tries to Clean Up E-Commerce: WSJ
  • Macau’s Glitter Fades as Beijing Takes Firmer Hand; Gambling revenue, which peaked in 2013, takes a big hit from China’s anticorruption program: WSJ
  • China Rating Companies Say Honesty Doesn’t Pay as Risks Ignored: Bloomberg
  • Xi learned everything he knows from his father, who tried to poison a teacher when he was 14: BI
  • Alibaba now the ‘landlord’ model for e-commerce rivals: WCT
  • Pfizer to shutter vaccines sales business in China after an import license for one of its top-selling treatments, the only vaccine it sold in the country, was not renewed: Reuters
  • Hong Kong investors to be exempt from double taxation on mainland-listed stocks: SCMP
  • Small Dominates Big in China’s Stimulus-Driven Stock ETF Rally: Bloomberg
  • China to toughen inspection on air quality data: Xinhua: Reuters
  • The Tricky Thing About Moral Hazard in China: WSJ
  • Why China May Have the Most Factory Robots in the World by 2017: WSJ
  • Shanghai Traders Make Trillion-Yuan Stock Bet With Borrowed Cash: Bloomberg
  • China Isn’t Ready for Creative Destruction: Bloomberg

Japan & Korea

  • Billionaire Yoshiyuki Sankai’s Cyborgs Serve Japan’s Elderly: Forbes
  • One Woman’s Crusade for Samsung Family to Repay $2.2 Billion IPO Windfall ijn Samsing SDS; Lee family benefited from an illegal transfer of wealth from a 1999 deal later ruled by courts to be illegal: Bloomberg
  • Hyundai Heavy group comes under tax probe; This is the first time since the Park Geun-hye administration was inaugurated that a top 10 conglomerate is being investigated as a whole by the tax office: JA
  • Toyota’s Measly $33 Won’t Save Japan: Bloomberg
  • Forbes Japan’s 50 Richest People: Forbes
  • Japan’s 50 Richest 2015: Thriving On Thrifty Consumers: Forbes
  • Lessons on Rebooting Your Business from Japan’s Richest: Forbes
  • Japan’s Missing Generation Of Entrepreneurs: Forbes
  • Japan Bubble Alert Found in Drug Stock Rally That Won’t Quit: Bloomberg
  • Activist Investor Oasis Eyes Kyocera, Canon After Nintendo Win: Bloomberg

India

  • India’s $18 Billion Mistake?: Bloomberg
  • Apollo Tyre’s mission: An efficiency-obsessed Indian company takes on the world: Economist
  • Indian firms mock gender diversity as boardroom deadline passes: analysts: Reuters
  • Xiaomi’s Passage to India: Bloomberg
  • Tandoori microwaves help Samsung woo India, counter global dip: Reuters
  • India’s IT plans suffer from power cuts, congestion – and monkeys: 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
  • Billionaire Sy to Build Micro Cities Around His Philippine Malls: Bloomberg
  • Singapore’s law sets it apart and makes it hard to imitate; City-state has a middling score for political rights but is near the top of commercial freedoms: FT
  • Malaysia and Thailand: a tale of two economies: SCMP
  • Indonesia Looks to Erect Language Barrier; Proposed rule that foreign workers learn Indonesian rattles businesses, sparks debate in cabinet: WSJ
  • As Rice Mountain Shrinks, Thailand Risks Amassing One for Rubber: bloomberg
  • Meet Asia’s New Manufacturing Powerhouse: Vietnam: Bloomberg
  • Thailand junta replaces martial law with absolute power: AFP
  • In Indonesia, Beer to Go, Slurpees to Stay: WSJ

Macro

  • Accounting Class-Action Filings Jumped 47% Last Year: AT, Cornerstone
  • Class-Action Lawsuits Follow SEC Interest in Accounting Issues: WSJ
  • How one trader made $2.4 million off a tweet; Someone made a big bet on a company minutes before news came out about a possible acquisition. Was it insider trading or a well-programed computer that placed the bet? Fortune
  • US dollar owes its strength to one simple thing: the world’s need to repay a mountain of debt: SCMP
  • Poor land use in the world’s greatest cities carries a huge cost: Economist
  • Watchdog probes sale of financial data; The UK’s data watchdog is investigating claims that financial details of thousands of people approaching retirement has been sold without their consent, leaving them vulnerable to fraudsters. FT
  • Emerging markets: The great unravelling; Developing economies are suffering their biggest capital outflows since the financial crisis: FT
  • Europe Loses a Stock Market Even as Oslo Bors Plans a Dark Pool: Bloomberg
  • For Some Bond Investors, Chicago Isn’t Their Kind of Town; Some fear a multibillion-dollar pension-funding shortfall could undermine the city’s already tenuous finances: WSJ
  • Hard Decisions on Easy Money: Growth Now or Turmoil Later? Fed’s best move would be to stand pat as rate increases risk upsetting progress on inflation, jobs: WSJ
  • SEC charged technology and engineering firm KBR for violating a whistleblower protection rule, its first-ever action against a company for stifling the whistleblowing process: WSJ
  • FASB Panel Proposes Delaying New Revenue-Recognition Rules by One Year; Companies ready to adopt new rules at original 2017 deadline allowed to if they choose: WSJ
  • Distressed Diva Tilton Girds for SEC Battle Over Complex Loans: Bloomberg

TMT

  • Google Lab Puts a Time Limit on Innovations; Mobile-focused projects get two years to prove themselves; hiring mostly outside experts: WSJ
  • The internet of things: Of sensors and sensibility; Connected devices in the home are becoming more widespread: Economist
  • Microsoft at middle age: Opening Windows; A once-dominant software giant is determined to prove that life begins again at 40: Economist
  • MYOB owner dismisses Xero criticism; Xero’s chief executive Rod Drury said MYOB has falsely positioned itself as a fast-growth cloud business, so that Bain could get a good exit. TheAge
  • Cameras roll on a virtual reality future; Video is being transformed by long-anticipated VR technology: FT
  • HP Sues Autonomy Co-Founder Lynch in U.K. for $5.1 Billion: Bloomberg
  • Startups Offer Unusual Reward for Investing; Simple Agreement for Future Equity promises benefits later if the firm is able to move forward: WSJ
  • How Computers Trawl a Sea of Data for Stock Picks; Funds managing billions hunt for investment clues in newswires, weather, Twitter: WSJ
  • Hedge Fund Mines Twitter for Stock Tips: Bloomberg
  • Voice-controlled GPS helmet to help bikers: Reuters
  • The PayPal Mafia’s Golden Touch: NYT
  • Digital hives: Creating a surge around change; Online communities are helping companies engage with employees to accelerate change: McKinsey
  • Amazon’s Internet-of-things strategy takes shape: Fortune

Commodities & Energy

  • CFTC Sues Kraft, Mondelez for Alleged Manipulation of Wheat Market; Suit alleges effort to artificially lower the price of wheat in 2011 by buying large amounts of futures contracts: WSJ

Healthcare

  • Someone to hold your hand: Having a companion can get a stroke victim faster treatment: Economist
  • DNA blood test is accurate for detecting Down syndrome: AFP

Consumer & Auto

  • Toyota Wants Car Buying to Feel More Like Buying an IPad: Bloomberg
  • ‘A true Australian new generation success story’: inside the rise of fashion retailer Cotton On: BRW
  • Companies are preaching to a new audience; Younger consumers with liberal attitudes are a bigger market than religious conservatives: FT
  • RadioShack Is Dead, Long Live RadioShack; New version of the chain will debut this month under ownership of Standard General, with an assist from Sprint: WSJ
  • Kick the Tires on CarMax; Dealer is priced like a cream puff after Buffett’s entry into auto business: WSJ
  • A Chip Off the Old Croc: The Ugly Shoe Is Back: 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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