Sir Adrian Cadbury, corporate governance pioneer, 1929-2015 – Bamboo Innovator Daily: 8 Sep (Tues)

Life

  • Sir Adrian Cadbury, corporate governance pioneer, 1929-2015: FT
  • Why More and More Companies Are Ditching Performance Ratings: HBR
  • How non-technical startup founders can find their technical ‘other half’: BI

Investing Process

  • A New Raison d’Etre for the Conglomerate?: Insead
  • Akerlof & Shiller, Phishing for Phools: The Economics of Manipulation and Deception: VW
  • Michael Mauboussin: Methods To Estimate A Company’s Potential Sales: VW

Greater China

  • The exact moment Jim Chanos decided he would bet against China: BI
  • China will have to go bankrupt to survive!: MS
  • Uber’s China Rival Says It Has to ‘Burn Cash’ to Build Scale: Bloomberg
  • Chart of the day: China’s debt woes worsen: SCMP
  • Rivals Try to Reinvent Xiaomi Business Model; Smartphone makers are flooding China’s market with high-end, low-cost devices: WSJ
  • China will stumble if Xi stalls on reform; If Beijing relies on state enterprises it will be favouring special interests: FT
  • For-profit schools and universities could be allowed to operate in China for the first time under a proposed change to the law: caixin
  • China has spent $236-billion so far rescuing its stocks as it burns through cash like never before: FP

India

  • Modi Gathers India’s Top Economic Minds as Stocks, Currency Fall: Bloomberg
  • Warehouse sector set to boom in India: Nikkei
  • Expectations for Modinomics wane: Nikkei
  • Can the Falling Rupee Revive Indian Stocks? Barron’s
  • Modi brainstorms with billionaires as China worries deepen: SCMP
  • Modi brainstorms with billionaires as China worries deepen: SCMP

Japan & Korea

  • Samsung to Cut 10% of Head Office Staff, Economic Daily Says: Bloomberg
  • Fast Retailing casts eye beyond apparel: Nikkei
  • Toshiba scandal has consequences for all of corporate Japan: Nikkei
  • With Branches Fit for a Bond Movie, Japanese Shun Mobile Banking: Bloomberg

ASEAN

  • Philippines to Roll Out Nationwide Free Wi-Fi Service by 2016: Bloomberg
  • Philippine retail: Consumption boom prompts M&A binge: Nikkei
  • Indonesia Set to Rejoin OPEC After Break of Almost Seven Years: Bloomberg
  • Singapore property may face ageing threat: BT
  • Indonesian Rupiah Rout Swells Cost of $304 Billion Foreign Debt: Bloomberg

Macro

  • Liar Loans Redux: They’re Back and Sneaking Into AAA Rated Bonds: Bloomberg
  • Cost of Skyscraper Glass Hits Dizzying Heights: WSJ

Energy & Commodities

  •  Others seek to mimic US shale success: FT

TMT

  • Surge In Mobile Startups Valued at Over $1 Billion Signals a Bubble: Bloomberg
  •  Will software that writes code alter tech’s script?: FT
  • The Business Of Fraud: Techcrunch

Consumer & Others

  • Lindt CEO Remains Hungry for Chocolate Acquisitions: Bloomberg
  • Supermarkets can’t compete with kiranas: SCA India head Cecilia Edebo; Ecommerce and mom-and-pop stores will be the future of retail, says Swedish hygiene company SCA India head Cecilia Edebo: Forbes
  • Nescafé feels the heat over instant coffee recipe change: TheAge
  • Tag Heuer CEO interview: New smartwatch comes with a secret ‘surprise'” Attlee
Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: