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The Rise: Creativity, the Gift of Failure, and the Search for Mastery Paperback; How toy trains inspired Charles Correa to become India’s greatest contemporary architect; How Ford CEO Alan Mullaly turned a broken company into the industry’s comeback kid; A crucial part of values-based leadership, however, is becoming a “best citizen.” This recognizes the responsibility to make a difference in the world – Bamboo Innovator Daily: 18 Jun (Thurs)

Life

  •  How toy trains inspired Charles Correa to become India’s greatest contemporary architect: Quartz
  • How Ford CEO Alan Mullaly turned a broken company into the industry’s comeback kid;  A crucial part of values-based leadership, however, is becoming a “best citizen.” This recognizes the responsibility to make a difference in the world. Quartz
  • The real secret to a more productive brain: Find the Motivation. Invest in the tools. Learn with others. BRW
  • 3 powerful lessons from a classic book that Tony Robbins always recommends: BI
  • Food Network star Ina Garten on the power of saying ‘no’: BI
  • Winston Churchill famously said, “Democracy is the worst form of government, except all the others that have been tried.” Until recently, the same could be said for the factory model of education: Techcrunch
  • On the 200th anniversary of the Battle of Waterloo, remember the dark side of history: Quartz
  • How to word an invoice so it gets paid on time, and other hacks from ‘nudge’ economics: BRW
  • The Last Mover Advantage: techcrunch
  • Managers in the Digital Age Need to Stay Human: HBR
  • Conquering Digital Distraction: HBR
  • Solving Complex Social Problems Through Collaboration: HBR
  • Remembering the legendary Kirk Kerkorian: ‘He paved the way for the modern activist’: FP
  • Should Managers Read Academic Articles?: Forbes
  • Mind the 100-Year Gap in Education; It will take another 100 years for developing countries to reach the levels of developed nations unless drastic measures are taken: Bloomberg
  • The Myth of Perfect Information: SamMcNerney
  • How Maria Sharapova Became the World’s Wealthiest Female Athlete: Bloomberg

Books

  • The Rise: Creativity, the Gift of Failure, and the Search for Mastery: Amazon
  • The Four Things That Matter Most – 10th Anniversary Edition: A Book About Living: Amazon
  • As a Man Thinketh: Amazon
  • Your summer reading list: 70+ book picks from TED speakers and attendees: TED

Investing Process

  • Sunac Found Kaisa Had Zero Net Asset Value During Talks; Sunac’s Sun: While PwC found “a little” net value on Kaisa’s books, “in our understanding, its net assets are basically zero. I stand accountable for this conclusion.”: Bloomberg
  • Focus Media’s Backdoor China Listing Hits Snag; Shell company Jiangsu Hongda New Material being probed by regulators: WSJ
  • KPMG finds evidence of possible irregular transactions in Mudajaya: Star
  • SEBI Hauls Up HBJ Capital For Misleading Investors And Bans It: RJ
  • How going global can ruin your return on assets: BRW
  • Print-loving U.S. billionaire investor Warren Buffett says he is ready to buy more newspapers despite concerns about falling advertising revenues and the move toward online content.: ChinaPost
  • Let’s Impair That Goodwill, Part 2: Techcrunch
  • Toshiba on Wednesday corrected four mistakes in a report from last week on its incorrect accounting, underscoring the ongoing turmoil at the electronics manufacturer.: Nikkei
  • New misadventures in independence: There’s a need to allow non-controlling shareholders more say in the nomination and election of directors and the determination of their independence.: BT
  • Charlie Munger’s Cancer Surgery Formula: Gurufocus

Greater China

  • Legend Holdings: A torch-bearer for Chinese capitalism; The conglomerate built by Liu Chuanzhi is closer to its American and European counterparts than to Asian business groups: Economist
  • China Shares Drop Amid Fears of Equity Bubble: WSJ
  • In Chinese Cinema, Survival of Fittest: NYT
  • Does Xi Jinping Represent a Return to the Mao Era?: ChinaFile
  • Banks Balk at China Commodities Deals: Bloomberg
  • Why BofA’s Global Bond Guru Is Fixated on Chinese Equities; China’s rally has become so big — he called it the world’s largest bubble since dot-com boom of the late 1990s — that the eventual collapse will have consequences for markets: Bloomberg
  • Tesco China bets on data mining to keep shoppers coming back: WCT
  • Big data era set to shape future of China’s film industry: WCT
  • The hospital doctor turned entrepreneur bringing the internet Dxy.cn to China’s medical services: SCMP
  • For China’s retail sector, more isn’t merrier: Nikkei
  • The 300% Instant Gains on China IPOs Are Suddenly Vanishing: Bloomberg
  • This is nuts, find me a greater fool please: FT
  • Rushing to escape low-value trap, China snubs factory heartland: Reuters
  • China shares follow an inverse path; Equities are soaring, despite languishing economic growth: FT
  • A nod to Confucius will not purge communist China of corruption; It is wishful thinking to suppose proverbs can substitute reform, writes Michael Schuman: FT
  • Qihoo Gets $9 Billion Buyout Offer From CEO; Bid for Internet company is latest in push by executives to take their Chinese firms private: WSJ
  • 3 Lessons from Alibaba for Chinese Companies Going Global: Forbes

India

  • India’s delusional economics: Nikkei
  • HDFC Bank launches 10 second loan disbursement scheme : MC
  • A $23 Billion Stock Drop Shows India’s Rising Water Risks; Half of the country faces potential surface-water supply disruptions: Bloomberg
  • India courts solar investors with dollar contracts plan: FT
  • Nestlé Works to Navigate India’s Regulatory Tangle; Dispute over noodle packets highlights environment that makes companies wary: WSJ
  • India’s Domestic Investors Add Fuel to Stocks; As foreign fund managers sell shares, local individuals take up some of the slack: WSJ

Japan & Korea

  • Will Pantech survive?: KT
  • Nintendo talks transformation but won’t forget ‘Mario’; “If there is a secret to the longevity of Nintendo franchises, it is transformation. We never let them stand still.”: JT
  • SoftBank’s Pepper robot now has emotions, Son claims: JT
  • No Crime to Dance All Night in Japan as Clubbing Law Relaxed: bloomberg
  • Short-Selling in Tokyo Surges to Highest Since at Least 2008: Bloomberg
  • SoftBank to Sell Pepper Robot to Consumers From June 20: Bloomberg
  • Elliott Associates: Samsung merger could cost investors $7bn: FT
  • China woes leave Hyundai digging deeper: FT
  • SoftBank: Placed on hold; Masayoshi Son’s ambition to use Sprint to disrupt the US telecoms market was derailed. Can he get his plan back on track?: FT

ASEAN

  • Has the Worst Passed for Indonesia’s Battered Market?: Barron’s
  • Singapore Air Yearns to Reclaim Title of World’s Longest Flight: Bloomberg

Macro

  • Beware of sandstorms: The Middle East is a reminder to business of globalisation’s limits: Economist
  • Switzerland shrugs off its currency’s dramatic appreciation: Ecoonmist
  • Calpers Turns to Separately Run Private Equity Accounts: Bloomberg
  • $138 Billion Swedish Fund Slashes Equities to Escape ‘Herd’ Risk: Bloomberg
  • Something Strange Is Happening in the Already-Weird World of Volatility: Bloomberg
  • Active managers must prove their worth: Following an index and still charging fees is a terrible deal: FT
  • Fitch warns on repo threat to bank funding: FT
  • Major Investors Prepare for Stocks to Plummet; With rate hikes looming, options investors load up on insurance that will pay off in a market collapse. Barron’s

Energy & Commodities

  • Oil-Sands Megaproject Era Wanes as Suncor Scales Back: Bloomberg
  • European oil ‘mini-major’ challenges industry’s old model: Reuters

Healthcare

  • The growing biotech bubble in one chart: Quartz
  • Scientists have developed a potential new drug against malaria that treats the symptoms, can be given as a single, one-off dose, and prevents the infection being transmitted by mosquito bites to other people.” Independent
  • Robot surgery market set to change: FT

TMT

  • After decades languishing in the laboratory, quantum computers are attracting commercial interest: Economist
  • Biometrics: The fashion for wearable technology may get rid of the need for passwords: Economist
  • Wearable technology: Miss fit; Neither profits nor a successful share offering guarantee long-term success: Economist
  • How Paypal Manages Fraud Risk: WSJ
  • Corporate Giants Carefully Turn Silicon Valley Prototypes Into Products: WSJ
  • Red Hat CEO: ‘A large percentage of the Fortune 500 will be left behind’: BI
  • The Perils of Algorithm-Based Marketing: HBR
  • How IBM, Intuit, and Rich Products Became More Customer-Centric: HBR
  • What FitBit Inc needs to do to not become another BlackBerry: FP
  • Google’s Guide To Designing With Empathy: FastCo
  • Surge in smartphones’ popularity, social media threaten online news providers: Reuters
  • Apple mines big profits from Watch band: Reuters
  • Three Asian Tech Titans Join Forces In Robotics Investment: Forbes
  • The Secret Math of Airbnb’s $24 Billion Valuation; Home-rental site’s revenue projected to top more than $900 million: WSJ
  • Clear Storytelling Boosts Value of Analytics: WSJ
  • At Innovation Labs, Playing With Technology Is the Easy Part: WSJ
  • How One Retail Brand Made More Money From the Marketing Cloud: WSJ
  • Expedia’s Dara Khosrowshahi has transformed the travel Website from a tech laggard into a tech leader. What challenges await up the road. Barron’s
  • Andreessen Horowitz: Why we’re not in the next tech bubble: Fortune
  • Revealed: The secret gear connecting Google’s online empire: Wired

Consumer & Others

  • Supplier rebates are at the heart of some supermarket chains’ woes: Economist
  • The fascinating story behind the iconic Coke bottle: BI
  • Bally Buffeted by Currencies as Reimanns Try to Reboot Shoemaker: 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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