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Bamboo Innovator Daily Insight: 27 Apr (Mon) – The Reasons We Deny Luck

Life

  • The Reasons We Deny Luck: Farnam
  • The mystery of billionaires’ long marriages; It is remarkable how many of the super-successful have stuck by their first spouse: FT
  • Why Coding Is Your Child’s Key to Unlocking the Future; Educators call for making computer science a cornerstone of the curriculum, even for grade-school kids: WSJ
  • How To Get Organized: 2 Solutions From Philosophy And Kindergarten: Barker
  • Starving for Wisdom: NYT
  • Leo McKee, BrightHouse CEO: unrepentant about rent-to-own: FT
  • Turning a Children’s Rating System Into an Advocacy Army; James Steyer’s nonprofit organization, Common Sense Media, is known for offering parents guidance on games and videos, but he has a grander vision. NYT

Books

  • The HEAD Game: High-Efficiency Analytic Decision Making and the Art of Solving Complex Problems Quickly: Amazon
  • Non-Obvious: How to Think Different, Curate Ideas & Predict The Future: Amazon

AsianExtractor: Unearthing Accounting Fraud in Asia

  • Detecting Accounting Fraud in Asia (Part 4): Introducing Six New Measures: AsianExtractor
  • Sihuan (460 HK) Updates on Audit Delay: Improper accounting treatment in consolidation trick of using MRAs (Market Research Agents) to exclude hidden sales and distribution expenses to artificially boost profits: AsianExtractor
  • China Environment FY2014: Significant Deterioration in Receivables Collectability And No Provision for Impairment: AsianExtractor
  • China Environment (SES: 50U, Bloomberg: CENV SP): Auditor Emphasis of Matter raises more questions on potential accounting tunneling risk: AsianExtractor
  • 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
  • Does Auditor Explanatory Language in Unqualified Audit Reports Indicate Increased Financial Misstatement Risk? “Emphasis of matter” language predicts restatements + China Environment’s Auditor Emphasis of Matter: AsianExtractor

Greater China

  • Why A Chinese Developer’s Default Means Trouble For New York Real Estate: Zerohedge
  • China Inc. Finds Cure to Debt Hangover in Stock-Market Boom: Bloomberg
  • India’s Ratan Tata buys in to China smartphone maker Xiaomi: FT
  • Cirque du Soleil Has No Chance in China: Bloomberg
  • The End of Reform in China; Authoritarian Adaptation Hits a Wall: FA
  • The trouble with market-based financing… in China: FT
  • Love ’em or Hate ’em, China Stocks Are Red Hot in Options Market: Bloomberg
  • China’s Young Leave State Ranks to Chase Riches at Tech Startups: Bloomberg

India

  • Maruti rebooted: Driving a new growth story: Forbes
  • Diageo faces fresh headache with India drinks business: FT

Japan & Korea

  • Billionaire’s Daughter Turning CEO Shows What Japan Inc. Lacks: Bloomberg
  • Park Returns to Korea to Find Government Reeling From Crisis: Bloomberg
  • Korean conglomerates rev up governance structure change: Maeil
  • Pantech is a cautionary tale for start-ups that fly too high, too quickly: JA
  • Japan’s trading houses rethink strategy: FT
  • How History Haunts Shinzo Abe’s Vision for Japan; When Japanese Prime Minister Shinzo Abe visits Washington, he must sell Americans on his vision of a newly vibrant Japan while quelling doubts about his views on World War II: WSJ

ASEAN

  • Corporate tax inquiry: BHP reveals effective tax rate in Singapore: TheAge
  • Why Youth, Debt Make Indonesia a No-Brainer; A young workforce and low debt levels could help realize growth in Southeast Asia’s largest economy.: Barron’s

Macro

  • SEC’s stock market reform club locks out retail brokers: Reuters
  • Burdened With Debt, Law School Graduates Struggle in Job Market: NYT
  • Share buybacks: do investors really benefit? Executives and investors are not always equal beneficiaries: FT
  • US share buybacks loot the future; Corporate leaders should put long-term investment and growth ahead of quick gains: FT
  • How a $17 Trillion Bull Market Falls Short Compared With History: Bloomberg

Energy & Commodities

  • Contaminated Oil That No One Wants Is Heading to Asia: Bloomberg

Healthcare

  • No end in sight to wave of pharma dealmaking: FT

TMT

  • How big shakeups at Canada’s tech giants led to a new wave of successful startups: FP
  • The Latest Fashion, Trending on Google: NYT
  • A great way to look at the tech bubble from a guy that survived the last one: BI
  • Why Google+ failed, according to Google insiders: BI
  • Danger in the digital age: the internet of vulnerable things: FT
    • Apple’s path to power mirrors IBM, and their fall likely will too: TheAge

Consumer & Others

  • Berocca maker Bayer says strong brands stop Woolworths, Coles power hangover: TheAge
  • Where are all the global Asian brands? Emerging market companies have grabbed market share by doing things faster and cheaper. But their next phase of value creation will come from building their brands: Forbes
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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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