Here’s the inspiring fan letter Steven Spielberg sent The Rock; Why Our Relationship With Ourself is the Most Important of The Three Marriages – Bamboo Innovator Daily: 1 Jul (Wed)

Life

  • Here’s the inspiring fan letter Steven Spielberg sent The Rock: BI
  • Why Our Relationship With Ourself is the Most Important of The Three Marriages: Brainpickings
  • Breathing Is the Key to Persuasive Public Speaking: HBR
  • When CEO Star Power Backfires: Strategy&
  • How David Allen increased Drew Carey’s Productivity: Farnam

Investing Process

  • Ex-securities broker jailed after counseling Olympus on hiding losses: JT
  • Guggenheim ETFs offload Hanergy stock: FT

Greater China

  • China IPO Funds Threatened as Regulators Mull Share Sale Ban: Bloomberg
  • Crowdsourced logistics gain steam in China: WCT
  • Young Fund Managers Lose Out in China Stock Rout; The 10 worst-performing Chinese funds in June were led by inexperienced fund managers: WSJ
  • Chinese Firms Discover Margin Lending’s Downside; Margin debt has been one factor in the recent market slump in China: WSJ
  • China’s Communist Party: Still Big, and Getting Bigger: WSJ
  • The Perils of China’s Faith-Based Stock Investing; Beijing banks on small investors trusting its heavy hand in markets: WSJ
  • There Are Now More Stock Traders in China Than Communist Party Members: Bloomberg
  • Some Chinese Are Taking 22% Margin Loans to Finance Stock Purchases: Bloomberg
  • Biyao’s Bi Sheng is on a mission to revolutionise e-commerce; Biyao.com lets shoppers buy directly from manufacturers, thus offering cheaper prices. SCMP
  • Chinese equities… and fat pipes of wealth extraction: FT
  • Foreign Brands Losing Luster in China: WSJ
  • Will China join the zero interest rate club?: FT

India

  • Billionaire-Backed Hedge Fund to Short India Stocks After Rally: Bloomberg
  • Foreign groups battle for Indian ecommerce: FT

Japan & Korea

  • Japan Can’t Look Away From This Wrenching Succession Dispute at Furniture Retailer Otsuka Kagu: Bloomberg
  • South Korea Court Ruling Raises Likelihood of Samsung Merger: Bloomberg
  • Korean Healthtech Startup Closing In On Cure For Alzheimer’s: Forbes
  • Suzuki’s 85-Year-Old CEO Yields Some Powers to Son; Osamu Suzuki lays groundwork for family succession by giving COO post to son: WSJ
  • Japan Inc. buying spree of foreign companies hits record: Nikkei

ASEAN

  • Indonesia Bans Foreign Currencies in Domestic Transactions; The regulation, which takes effect Wednesday, has raised uncertainties and concerns of increased operating costs: WSJ
  • Myanmar KFC fans queue for hours for first taste of US fast food: JP

Macro

  • Trillions spent but financial crises like Greece’s persist around the world: TheAge
  • Is private equity in the bubble of all bubbles?: CIO
  • Blackstone and BlackRock Are Getting Into Each Other’s Business: Bloomberg
  • SEC Fines KKR $30M for Misallocating Expenses: CFO

Healthcare

  • How Big Data Is Transforming The Fight Against Cancer: Forbes
  • Scientists are trying to create an ‘off switch’ for disease — and it could completely transform medicine: BI

TMT

  • Creating a Tech Hub in Gaza: A pioneering startup accelerator is building businesses in one of the world’s toughest places: Bloomberg
  • How one young guy can create $25 billion: Airbnb founder Brian Chesky has built a company worth billions and stayed at the helm-by seizing on the power of connections. Fortune
  • Robots at Work: SoftBank Aims to Bring Pepper to Stores: Bloomberg
  • Startups Serving The 99 Percent Will Be the Next Billion-Dollar Companies: Techcrunch
  • This investor has an interesting theory on what Google will do with its self-driving cars: BI
  • Online Grocer Ocado Pushes Its Technology; With scant profit in online grocery delivery, company aims to expand sales of know-how: WSJ

Consumer & Others

  • ConAgra Plans to Exit Private Brands; New CEO listens to pressure from activist investor Jana Partners: WSJ
  • Why Nestlé Can Export Poisonous Maggi Noodles Made in India But Not Sell Them There: WSJ
  • The Little-Known Owner of Juicy Couture Is on an Acquisition Spree: Bloomberg
  • How Phil Knight turned the Nike brand into a global powerhouse: Quartz
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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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