How Fanuc quietly took over the world; Why Scientists and Poets Seek New Frontiers; From Galileo and Kepler to the space probe Philae, curiosity about new worlds has long been part of human nature – Bamboo Innovator Daily: 27 Jun (Sat)

Life

  • Why Scientists and Poets Seek New Frontiers; From Galileo and Kepler to the space probe Philae, curiosity about new worlds has long been part of human nature: WSJ
  • The education of Airbnb’s Brian Chesky: Fortune
  • How to Own Your Story: Vivian Gornick on the Art of Personal Narrative and the Power of Textured Storytelling: Brainpickings
  • The Three Essential Properties of the Engineering Mind-Set: Farnam
  • Artificial Intelligence Machine Gets Testy With Its Programmer: WSJ
  • How Not to Be Misled by Data: Numbers can deceive just as surely as words—so here’s a guide to avoid being led astray.: WSJ
  • A Cure for ‘Conflict of Interest’ Mania; A crusading physician says medical progress is hampered by a holier-than-thou ‘moralistic bullying.’: WSJ
  • CampdenFB European Families Business Award 2015 Shortlist: Campden
  • Towers Watson CEO John Haley, a mathematician at the core, sums up the HR and risk management firm’s story. BT
  • Lunch with the FT: Thomas Piketty; France’s ‘rock-star’ economist talks about his fears of eurozone ‘catastrophe’, what spurred his interest in inequality : FT
  • Stephen Ross, property billionaire; Having sold soccer to the US, the Miami Dolphins’ owner aims to do the same with F1 motorsport: FT
  • The practice legendary tycoon Andrew Carnegie credits for his riches can be used by anyone: BI
  • Why Airbnb’s CEO asked for management advice from the former head of the CIA: BI

Books

  • Filters Against Folly: How To Survive Despite Economists, Ecologists, and the Merely Eloquent : Amazon, Farnam

Investing Process

  • Investing is a great way to learn about human behavior—and about yourself: WSJ
  • The Power of Thinking Small in Institutional Investment: II
  • Even after revealing details of past accounting irregularities, Toshiba executives left many investors puzzled after the company’s annual shareholders meeting: Nikkei
  • Apple Tops Barron’s List of Respected Companies: Barron’s

Greater China

  • Shanghai Gets the Hook as Margin Lending Turns: WSJ
  • Investing in China: The Stock Market’s Brave New World; Even with the latest drop, Chinese shares have more than doubled over the past year. We weigh the pros and cons of the world’s hottest major market. WSJ
  • 2,000 Chinese stocks go limit-down as margin traders flee: Nikkei
  •  How Chinese corporates owe a debt to ratings agencies: SCMP
  • THX plans to tap China’s film market with its cinema certification business: SCMP
  • Beijing marks 3,060th anniversary of city’s founding: WCT
  • No room for optimism over China’s local government debt: WCT
  • Red supply chain threatens Taiwan’s electronics industry: WCT
  • Prices of imported skin care products in China expected to tumble: WCT
  • Startups in Beijing’s Zhongguancun Inno Way win RMB1.8bn in investment: WCT
  • Firms in China use Times Square billboards to target domestic consumers: WCT
  • China UnionPay overtakes Visa to become world’s top bank card: WCT
  • HSBC dumps China PMI as Beijing tightens information flows: AFR
  • ‘Rats leaving a sinking ship’ as China’s equity bubble implodes; Margin lending and the stimulus that will never come spook China’s stock markets into correction territory: Telegraph

India

  • India’s Micromax Considers Investment Proposals From Alibaba, Others; Three companies made proposals to Indian phone maker: WSJ

Japan & Korea

  • How Fanuc quietly took over the world: Nikkei
  • On Samsung’s Home Turf, U.S. Hedge Fund Fights to Block Merger: WSJ
  • Hagoromo president explains why he closed down his beloved chalk business: Nikkei
  • Japanese clothiers add bug-resistant offerings: Nikkei
  • Japanese stocks emerging as safe haven for global investors: Nikkei
  • Did Lone Star shoot itself in foot? Legal documents show buyout fund exonerates Korean government: KT

ASEAN

  • San Miguel Aims to Shake Up Its Heady Brew of Beer and Fuel; Revenue bubbles up on President Ramon Ang’s buying spree, but shares remain flat: WSJ
  • Indonesia May Replace Economics Team, Vice President Says, as it struggles to reverse a downturn in Southeast Asia’s largest economy: WSJ
  • Vietnam to Scrap 49% Limit on Foreign Ownership: WSJ
  • Ready for capital market’s new rules in Malaysia? THE two main components of Malaysia’s securities laws will soon have another round of changes: Star
  • Time to review SGX’s wearing of two hats: BT
  • The mystery of Myanmar’s gyrating kyat: Nikkei
  • Foreign Possession of Properties Can Last A Lifetime: Minister: JG
  • Indonesia Regulator to Issue Rules to Manage Risk at Financial Conglomerates: JG

Macro

  • That Russelling is the sound of indices being realigned; Annual recasting of listings has traders scrambling to keep up with – and game – the market: FT

Energy & Commodities

  • Green technology: Positive energy; A commercial breakthrough could prove pivotal in the search for efficient renewable power: FT

Healthcare

  • A scientist just raised 4 serious questions about the blood test that made Elizabeth Holmes a billionaire: BI

TMT

  • Measuring Technology’s Impact on the Evolution of Financial Services: WSJ
  • The great technology transformation: Star
  •  The #1 reason people want to work for Vox Media is really technical and somewhat nerdy: BI
  • The real reason why Apple wanted to acquire Dropbox before it became a $10 billion startup: BI
  • Tech Companies Line Up Behind ‘Containers’ and the Cloud: NYT
  • ZestFinance Takes Its Big Data Credit Scoring to China: NYT
  • How Much Do Silicon Valley Firms Really Earn? This year, earnings of a dozen big technology companies will be overstated by more than $16 billion. Why doesn’t anyone seem to care?: Barron’s
  • The Tech Industry Is In Denial, But The Bubble Is About To Burst: Techcrunch

Consumer & Others

  • Rum’s success stems from certain resilience of spirit: FT
  • Caribbean rum strategy wants more sip and not mix: FT
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: