How Good Habits Can Make You Happier; The Rebellious and Revolutionary Life of Galileo, Illustrated; How a college dropout reordered the heavens and forever changed our understanding of our place in the universe – Bamboo Innovator Daily: 23 Jul (Thurs)

Life

  • How Good Habits Can Make You Happier: K@W
  • The Rebellious and Revolutionary Life of Galileo, Illustrated; How a college dropout reordered the heavens and forever changed our understanding of our place in the universe.: BP
  • 23 of the Most Amazingly Successful Introverts in History: Inc
  • The head coach of the 49ers once quit a six-figure job and lived out of a car while working as an unpaid college football assistant: BI
  • 10 beliefs highly successful people share:BI
  • Hiring for goodness not greatness lets startup founders manage less and trust more: BRW
  • Culture, Capacity And Craftsmanship: How To Hire For A Startup: Techcruch
  • Why Are There So Many Young Adult Writers On The Top-Earning Authors List?: Forbes
  • 7 habits that can turn an employee into the CEO: BI
  • What does the discovery of the world’s oldest Quran tell us?: qz
  • Global CEOs Who Lack Language Skills Get Lost in Translation: Bloomberg

Investing Process

  • The chairman of Vietnam’s state-run oil firm has been fired and arrested for alleged financial irregularities in his previous job. WSJ
  • The Oldest Trick In The Accounting Book Is Back: How Coke Just “Beat” EPS Despite Sliding Revenues And Profit Using Lower Non-GAAP Effective Tax Rate: Zerohedge
  • Behind the curtain of investment process: rp
  • 2015 Fab 50: Asia’s Best Big Public Companies: Forbes
  • How to invest like . . . T Rowe Price, the ‘growth stock’ evangelist; It seemed crazy to expect firms to grow during the Great Depression. But it worked for T Rowe Price: Telegraph

Greater China

  • China Just Started Nationalizing Its Stock Market; Buy-up turns central bank-backed CSF top 10 shareholder of many listed-firms: Zerohedge, ChinaDaily
  • Stock Downturn Hits Chinese Investors in the Heart, Not Just the Wallet: NYT
  • Why Investors Shy Away From China’s $6.4 Trillion Bond Market; China is opening up its domestic bond market, but foreigners aren’t swooping in: WSJ
  • Beijing’s stock rescue has $800 billion bark, small market bite: Reuters
  • China’s looming stock market disaster is part 1929 America, part 1989 Japan: qz
  • Giant Hedge Fund Bridgewater Flips View on China: ‘No Safe Places to Invest’; Investment firm warns that recent stock gyrations will have broad, negative repercussions: WSJ
  • How a Chinese Company Slipped on Canada’s Oil Sands; State-controlled Cnooc bought Canada’s Nexen to expand globally but now faces poor production, oil spill: WSJ
  • Chinese Art Curator Admits to Faking Masterpieces: WSJ
  • A Simple China Trading Rule to Trounce the State-Run Market: Bloomberg
  • Tsinghua’s interest in Micron evokes memories of Japanese chip onslaught of the 1980s: FT
  • Tech Takeoff Lifts Drone Industry to New Heights: Caixin
  • Ding Xuexiang, Xi Jinping’s low-key right hand man: WCT
  • After alienating the media and raising prices, Huawei is selling more phones than ever: qz
  • Chinese Consumers Enjoy Freebies Amid Venture-Fueled App Boom: CMN

India

  • HDFC Bank’s Aditya Puri Has Created India’s Most Valuable Bank: Forbes
  • Tata Group’s First Ever CTO Sets Sights On Making Company Top Ten Innovator In The World: Forbes
  • How Indian families took over the Antwerp diamond trade from orthodox Jews: qz
  • Insurers Are Benefiting From Nestle’s $2.3 Billion India Noodle Mess: Bloomberg
  • Swiss Footwearmaker Bata Expands In India With Bigger, Brighter Stores: Forbes
  • Bata-Shoemaker For Indians From The 1930s: Forbes

Japan & Korea

  • Hyundai Card on the power of brand translation and the beauty of crisis; Long after CEO Ted Chung brought the credit-card company back from a crisis, he continues to embrace the idea that constant change is the best way to keep a company ready for anything: McKinsey
  • Sony to Swoop Into Drone Market for Business Customers; New drone company will offer services such as inspecting infrastructure and surveying land: WSJ
  • As the Part-Time Market Booms, Japan’s Largest Job-Search Website Excels: Forbes
  • After Toshiba scandal, foreign investors want tougher Japan governance steps: Reuters
  • Japan will gain from Toshiba’s humiliation; The slow, bumpy, but inexorable progress in corporate reform offers investors an opportunity: FT
  • Samsung BioLogics vows to create another success story in bio: Maeil
  • Corporate governance, poison pills and raids: Calls for new defences; Elliott raid, stirring echoes of attack on SK in 2003, rallies Korea, Inc.:JA
  • Japanese Investors Finding Voice Amid Abe Push for Independence: Bloomberg

ASEAN

  • Capitalist Soul Rises as Ho Chi Minh City Sheds Its Past: NYT
  • ‘Weak corporate governance’ cause of 1MDB’s muddled financials: BT, PDF
  • Unlocking Myanmar’s state-owned enterprise ‘black box’: Nikkei
  • Singapore Rich List 2015: Fortunes Of 50 Richest Drop In Country’s Golden Jubilee Year: Forbes
  • Bangkok could be underwater in two decades: Report: CNA
  • Political Strains Test Indonesian Leader; Joko Widodo is hamstrung by the oligarchs and power brokers who dominate politics here: WSJ
  • Hunt for Thai king’s foes misguided: ChinaPost
  • It’s Lonely Planet’s No. 1 Destination. Where Are the Tourists? Singapore was ranked as Lonely Planet’s top 2015 destination. That hasn’t helped the island draw more tourists so far this year.: Bloomberg

Macro

  • Hedge Funds Gear Up for Another Big Short; Some money managers are looking to profit from potential trouble at some ‘alternative’ mutual funds and bond ETFs: WSJ
  • Wells Fargo & Co. Is the Earth’s Most Valuable Bank: WSJ
  • Blackstone champions hedge funds for the little guy: Reuters
  • Index Funds May Work a Little Too Well: Bloomberg
  • Bond markets out of kilter with rate reality; Complacency on policy expectations keeps front-end yields low: FT
  • Terror Alarm Turns Turkey From Best to Worst in Emerging Markets: Bloomberg

Energy & Commodities

  • “Far Worse Than 1986”: The Oil Downturn Has No Parallel In Recorded History, Morgan Stanley Says: Zerohedge
  • Oil Warning: The Crash Could Be Worst in More Than 45 Years: Bloomberg

Healthcare

  • Doctors Object to High Cancer-Drug Prices; More than 100 oncologists call for new regulations to control soaring patient costs in U.S.: WSJ
  • Drug companies are exploiting rare mutations that make one person nearly immune to pain, another to broken bones: Bloomberg
  • Scientists find first drug that appears to slow Alzheimer’s disease: BI

TMT

  • How two bored 1970s housewives helped create the PC industry: Vector Graphic became one of the best-known computer manufacturers of its era. it went public. Then the IBM PC changed everything. FastCo
  • Why Isn’t the Inventor of SMS Better Known?: Techcrunch
  • Microsoft’s hardware strategy under scrutiny after record loss: Reuters
  • Why Silicon Valley’s giants are supporting Samsung in its patent fight with Apple: WaPo
  • John Malone and His Cable/Media Empire: Jnvestor
  • Start-up invents ‘Shazam for property’; The technology has incredible application for the real estate market. TheAge
  • Tech world’s biggest challenge: Finding the right talent: BT
  • In Apple Watch Debut, Signs of a Familiar Path to Success: NYT
  • Is Silicon Valley Saving the World or Just Making Money?: NYT
  • How Bosch and TomTom are capitalizing on the driverless car movement: Fortune
  • The number of ‘unicorns’ in tech is exploding — here’s a chart that shows one reason why: BI
  • Tim Cook’s $181 Billion Headache: Apple’s Cash Held Overseas: bloomberg

Consumer & Others

  • Pitching Products to Wal-Mart, in 30 Minutes; Entrepreneurs, in ‘Shark Tank’ style, try to get their gadgets and foods onto retailer’s shelves: WSJ
  • So, um, Starbucks may be a big player in the future of news: Wired
  • Beer Sales Outpace Economic Growth in Asia; Thailand will ban alcohol sales near universities and technical colleges, putting the nation at the forefront of efforts in Asia to curb consumption.: Bloomberg
  • How Berlin’s Futuristic Airport Became a $6 Billion Embarrassment; Inside Germany’s profligate (Greek-like!) fiasco called Berlin Brandenburg: Bloomberg
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: