“Life has its ups and downs but you can only look forward,” says Frank Lowy, Australia’s fast-footed tycoon; The head of Westfield on boldness, demergers and the World Cup – Bamboo Innovator Daily: 22 Jun (Mon)


  • Frank Lowy: Australia’s fast-footed tycoon; The head of Westfield on boldness, demergers and the World Cup: FT
  • The founder of an award-winning tequila brand shares the 2 most powerful lessons his father ever taught him: BI
  • Five Elements of Effective Thinking: Farnam
  •  ‘Inside Out’ Is Something Truly Special, Even For Pixar: Forbes
  • 14 successful people share the best advice they ever got from their dads: BI
  • The ridiculous myth that ego can ever be left at the door: FT

Investing Process

  • Court Appointee Chases (and Finds) Investor Cash That Vanished in China; For some U.S. investors trying to hold Chinese companies to account for accounting fraud, Robert Seiden could be the last, best hope; More than 170 U.S.-traded Chinese companies have faced accounting or disclosure questions since 2011: WSJ
  • How Chinese Billionaire Li Hejun’s Solar Bet Soured; Hanergy founder, once China’s richest man, now faces company investigation after stock implosion: WSJ
  • Popularity of “smart” funds push fees to record lows: Reuters

Greater China

  • More ‘Tofu Buildings’? String of Collapses Causes Alarm in China: WSJ
  • The Lesson In China: Don’t Go Bubble In the First Place: Zerohedge
  • Subscription video streaming services expected to boom in China: WCT
  • Internet Companies Writing New Prescription for Health Care Industry; Companies offering health-related apps are looking for more tangible – and profitable – offline options, a change that could revolutionize the medical sector: Caixin
  • Chinese firms pour money into U.S. R&D in shift to innovation: Reuters
  • In China, Illegal Drugs Are Sold Online in an Unbridled Market: NYT
  • China think-tank questions state-run lottery spending; FT


  • India set to change listing rules for start-ups: FT

Japan & Korea

  • In sensitive Samsung vote, South Korea pension fund may seek outside help: Reuters
  • Proving unprofitable, ATMs start to disappear in Korea: JA


  • Rising unemployment piles up problems for Indonesian president: Reuters
  • Indonesia’s Largest Animal Feed Producer Charoen Pokphand Indonesia to Enter the Packaged Tea Industry: JG


  • Norway’s Shift From Oil Stirs Trouble in Fiords; Attempt to diversify economy with mining runs into opposition from fish farmers: WSJ
  • Brazilian officials arrested the heads of two Latin American construction giants, alleging they helped to mastermind a cartel that stole billions of dollars from state-run oil company Petrobras with the help of corrupt politicians to whom they paid kickbacks: WSJ
  • Why Railroads Can’t Keep Enough Boxcars in Service; Aging symbol of U.S. economic might is being scrapped faster than replacements are built: WSJ
  • ‘It’s time to hold physical cash,’ says one of Britain’s most senior fund managers; It may be time to money under the mattress. High profile fund managers explain how to prepare for a ‘systemic event’: Telegraph
  • Legg Mason Is Considering Smart-Beta ETF Strategies: Yahoo
  • Asia struggles to overhaul export-led growth models: SCMP
  •  Liquidity will keep drying up without reliable research: FT
  • More asset managers become shadow banks: FT

Energy & Commodities

  • Why Canada cannot export its water: BI


  • Bosses Use Anonymous Networks to Learn What Workers Really Think: WSJ
  • Slack Is Just The Tip Of The Iceberg For Enterprise Tech: Techcrunch
  • Enterprise Software’s Trillion-Dollar Opportunity : Techcrunch
  • The innovators: the customised robotic hand you can print out at home; Joel Gibbard has developed a method of producing bespoke bionic prostheses for a fraction of the price of similar devices on the market by using a 3D printer: Guardian
  • As Fitbit stock soars, what’s next for the wearable firm: Fortune
  • Harnessing the Power of the Internet of Things: II
  • The strange death of the tech IPO: FT

Consumer & Others

  • Samsonite makes move downmarket to protect China sales: FT
  • Italian coffee group Illy to look at strategic options including the possibility of a stock market listing amid a period of consolidation in the $80bn coffee industry: FT

About bambooinnovator
KB Kee is the Managing Editor of the Moat Report Asia (, 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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