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In Search of Sir Thomas Browne: The Life and Afterlife of the Seventeenth Century’s Most Inquiring Mind; An inside look the historic career of ‘unlikely ballerina’ Misty Copeland, who went from ‘pretty much homeless’ to dance superstar – Bamboo Innovator Daily: 3 Jul (Fri)

Life

  • An inside look the historic career of ‘unlikely ballerina’ Misty Copeland, who went from ‘pretty much homeless’ to dance superstar: BI
  • The skills that make entrepreneurs extraordinary: Forbes
  • Contrarian strategy helps build Hiday Hidaka ramen empire: AsiaOne
  • 7 skills all successful communicators have mastered: BI
  • 11 timeless lessons from a book that changed billionaire CEO Elizabeth Holmes’ life: BI
  • Why one Silicon Valley exec says every CEO should be part Moses, and part Galileo: BI
  • Judge identifies 12 huge lies about justice in America: BI

Books

  • In Search of Sir Thomas Browne: The Life and Afterlife of the Seventeenth Century’s Most Inquiring Mind: AmazonEconomist

Investing Process

  • Warren Buffett Re-Examines Reinsurance; Berkshire Hathaway looks into new pursuits as competitors chase business of taking on others’ risks: WSJ
  • The First Academic Paper with a Shotgun Picture in it: Dynamic Trading with Predictable Returns and Transaction Costs in Journal of Finance: AA
  • JES probe into dodgy payments delayed: ST
  • Battle for ‘stolen’ Paladin assets heats up after sale announcement: SCMP

Greater China

  • BNP Sees China Doing ‘Whatever It Takes’ to Quell Investor Fears: Bloomberg
  • China Futures Exchange Suspends Some Short Selling, Reuters Says: Bloomberg
  • More Chinese couples divorce to dodge home-buying restrictions, then remarry: AsiaOne
  • Chinese Stocks Just Lost 10 Times Greece’s GDP: Bloomberg
  • Good Idea at the Time: China Eyes Cost of Relying on Stocks: Bloomberg
  • Three Seconds Has Become an Eternity in the Chinese Stock Market: Bloomberg
  • China to Individual Investors: Go Ahead, Bet the House on Stocks; “It does come across as relatively desperate. Globally, illiquid assets such as real estate are not accepted as collateral as they are very hard to liquidate.”: Bloomberg
  • Dreams Collide With China Slowdown for Job-Seeking Graduates: Bloomberg
  • Bad loans pile up at China’s small, unlisted banks: Economist
  • Jardine Matheson: Return to China; A grand old trading house seeks a new propellant: Economist
  • Cornering the markets: How China continues to reshape the world of commodities: Economist
  • China’s college students embrace stock trading, thanks to money from mom and dad: qz
  • New Billionaire Clan Defies China Wealth Plunge As Drugmaker’s IPO Gains: Forbes

India

  • India’s $100 billion solar push draws foreign firms as locals take backseat: Reuters

Japan & Korea

  • Hyundai Loses Traction in Fight to Lift Profit; Sales fall despite Korean auto maker’s move to add SUVs to sedan-heavy lineup: WSJ
  • LG: Plucky contender; A South Korean underdog is making a bold bet on OLED technology: Economist
  • The University of Tokyo, also known as Todai, is now proud parent to more than 200 startups born from university patents and personnel. Those startups have a combined value exceeding 1 trillion yen ($8.07 billion): Nikkei
  • English to be Honda’s official language by around 2020: Nikkei
  • Sony losing its ability to hire ‘best and brightest’: Nikkei
  • Panasonic bringing wearable robots to construction sites: Nikkei

ASEAN

  • Investigators Believe Money Flowed to Malaysian Leader’s Accounts; Prime Minister Najib’s bank accounts are scrutinized in probe of investment fund 1MDB: WSJ
  • Thirteen Indonesian airlines, including AIrAsia, are in a race against time to turn their negative equity positive by the end of this month to avoid having their operating permits suspended by the Transportation Ministry.: JP
  • Lawmakers to Address the Rapid Rise of Transport Apps in Indonesia: JG

Energy & Commodities

  • Regulators Warn Banks on Loans to Oil, Gas Producers; Move could limit ability of energy companies to obtain financing: WSJ
  • Fractured finances: America’s shale-energy industry has a future. Many shale firms do not: Economist

Healthcare

  • Computers can spot symptoms of depression psychiatrists may miss: Economist

TMT

  • Apple Music: attempting to recapture the spirit of the iPod: FT
  • Sharing economy starts to go mainstream: FT
  • The Next Mark Zuckerberg Is Not Who You Might Think: NYT
  • Startup Grind helps venture firms learn from others’ mistakes: KH
  • Venture capitalist Reid Hoffman talks unicorns, valuations, and bitcoin: Fortune

Consumer & Others

  • Big Ideas, Small Scale: How GE Is Using The Wisdom Of Crowds To Design Better Appliances: Forbes
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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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