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To master any skill, use the learning technique that scared Bruce Lee; 13 secrets for performing better under pressure – Bamboo Innovator Daily: 28 Jul (Tues)

Life

  • To master any skill, use the learning technique that scared Bruce Lee: qz
  • 13 secrets for performing better under pressure: BI
  • David Politis of BetterCloud: Start by Working Beyond Your Résumé; “Whether it’s a company or a market, go where you can actually have a real impact on the business” : NYT
  • The music you like says a lot about how your brain processes information: BI
  • The Ten Golden Rules of Leadership: Classical Wisdom for Modern Leaders: Farnam
  • Love of learning is the key to success in the jobless future: WaPo
  • Not an Introvert, Not an Extrovert? You May Be An Ambivert; Sometimes social, sometimes solitary, ambiverts often make good sales people: WSJ

Investing Process

  • Noble accounting saga: It’s the message that counts, not the messenger; MIchael Dee: Due to the PwC conflict and the review committee’s complete and total conflict of interest, this process should be shut down and disbanded. The SGX has again let down investors by “welcoming” Noble’s conflicted insider and completely misnamed “independent” committee. BT
  • Shanghai-HK Connect program eliminates Hanergy: GT
  • SFC wins Hong Kong case against EY for audit failure in Standard Water Limited as the accounting firm finally handed over the audit papers held by its Mainland affiliate, EY Hua Ming (EYHM): SCMP
  • The Securities and Futures Commission sought to crack down on non-disclosure of price-sensitive information by filing a lawsuit to a tribunal against a Hong Kong-listed company and two senior executives: SCMP
  • The universal dangers shown by Toshiba’s failings; The key lesson is about the malign impact of top-down pressure: FT
  • SEC Poised to Complete CEO-Pay Ratio Rule; Measure would exclude broad exclusions sought by companies; SEC could vote on rule as early as next week: WSJ
  • Alpha Wounds: Benchmark Tail Wags the Portfolio Management Dog: CFA
  • A hedge fund billionaire says there are only two things you need to remember about investing: BI

Greater China

  • Beijing’s Crash Lessons; China is discovering the futility of propping up stock prices.: WSJ
  • China Stocks Tumble 8.5%, Calling Into Question Beijing’s Ability to Prop Up Market: WSJ
  • BofA: Get Ready for ‘Relentless Selling’ Pressure in Chinese Stocks. China’s equities are more levered than you think. Bloomberg
  • The Complete Guide To China’s CNY 4 Trillion Margin Doomsday Machine: Zerohedge
  • Chinese Stocks Suffer Second Biggest Crash In History, 1,500 Companies Halted Limit Down: Zerohedge
  • A fund manager who apparently jumped to his death from a high-rise in downtown Beijing suffered depression and was angry the government intervened in the stock market rout: Caixin
  • China Debt Woes Present a Growing Threat to Supply Chains – Report; The Chartered Institute of Procurement and Supply warns that actions by China’s central bank may raise the potential for defaults and disruptions: WSJ
  • End of the Affair? China’s Love of Stock Leverage May Be Waning: Bloomberg
  • China’s Market-Intervention Folly; A retreat from economic reform is the prime obstacle to continued Chinese progress. WSJ
  • Taiwan’s Formosa Plastics chief quits amid bribery scandal: SCMP
  • Graphics: Didi-Kuaidi’s Dominance: Caixin
  • Hollywood’s New Backer: China; With no library of prior productions generating cash and no intellectual property, such as comic-book characters, to draw upon, new film companies are betting on their ability to generate multiple hits out: WSJ
  • After Quick 8.5% Crash, Confusion Reigns in Chinese Stocks: Bloomberg
  • With China Banks Pinched by Rescues, PBOC Aids State Allies: Bloomberg
  • Monkey King overtakes Kung Fu Panda 2’s China box office record: WCT
  • Monster Hunt becomes most successful Chinese film in history, raking in US$204 million in ticket sales just ten days after it opened: WCT
  • China’s Un-Separation of Powers: The Blurred Lines of Party and Government: FA

India

  • New Nestlé India Head Looks to Rebuild Brand’s Reputation; To use advertising, social media and the courts to repair damage done by Maggi noodles scare: WSJ

Japan & Korea

  • Can Samsung’s new leader dethrone Apple?: Fortune
  • Japan’s Fancy Rice Cookers Score Abroad; Tourists from around Asia queue up for cutting-edge $1,000 appliances to boil, steam and store the staple food: WSJ
  • McDonald’s is drastically redesigning restaurants in Japan to win back trust: BI
  • State-owned Korean banks have rising debt exposure to shipbuilding industry: mk
  • Suntory Holdings, one of the nation’s biggest privately held companies, will consider going public as early as 2018 to pay down its bulging debt and raise growth capital: Nikkei
  • Overseas follies hit Korean builders: KT

ASEAN

  • Singapore analysts split over road ahead as country struggles for growth: SCMP
  • Malaysia lets ringgit fall below 1998-2005 peg: AsiaOne

Macro

  • Secret IPO Filings Feed Deal Frenzy; Many firms file confidentially for IPOs, sparking interest from acquirers: WSJ
  • Rising Costs Strike at German Competitiveness: WSJ
  • Clock Is Ticking for Decision on Landmark Insider-Trading Ruling: Bloomberg

Energy & Commodities

  • UBS Exposes The “Scary Reality” Of Low-Quality High-Yield Energy Bonds: Zerohedge
  • Addicted to antibiotics, Chile’s salmon flops at Costco, grocers: Reuters

Healthcare

  • Biological markers that can shed light on longevity: FT
  • When Her Daughter Was Diagnosed With A Rare Disease, This Accountant Started A Biotech Company: Forbes

TMT

  • While Its Streaming Service Booms, Netflix Streamlines Old Business: NYT
  • Using Algorithms to Determine Character: NYT
  • Musk, Hawking Warn of Artificial Intelligence Weapons: WSJ
  • Is this the holy grail of batteries? This enterprise might just address the flat battery problem that’s the scourge of modern electronics.: TheAge
  • When Things Get Real on TV, Music Pays Real Well; Classically trained composers cue up steady royalties by writing music for reality shows like ‘Survivor,’ ‘Dancing With the Stars,’ ‘The Bachelor’ and ‘The Bachelorette.’ WSJ
  • Why Uber is winning in China, where most U.S. tech companies have failed: WaPo
  •  In its next move, Amazon could turn to physical grocery stores: WaPo
  • Can a LinkedIn for Athletes Ever Replace Sports Agents?: Bloomberg
  • Google admits defeat and guts a key part of Google+: BI
  • Why Google+ failed, according to Google insiders: BI
  • Disney is toying with selling ESPN as a standalone service like HBO Now: BI
  • If you think Amazon is huge now, wait until it becomes America’s biggest fashion retailer: qz
  • The rise and rise of TPG Telecom in one staggering chart; it is now larger than some of Australia’s most storied and best-known companies, including Fortescue Metals, Coca-Cola Amatil, Cochlear and Santos. TheAge
  • India’s redBus travels to Singapore and Malaysia: e27
  • Japan’s Weathernews Partners With Moji, Maker Of China’s Largest Crowdsourced Weather App: techcrunch
  • Translate.com Launches Its Enterprise Translation Platform: techcrunch
  • Goldman in Ventureland: The inside story of how—and why—Goldman Sachs became a tech-investing powerhouse: Bloomberg
  • 1986: Bill Gates and the Windows to the future of computing: TheAge

Consumer & Others

  • Boosting brand image with uniforms; Esta founder seeks to change businesses’ perception about their staff attire by creating stylish yet functional uniforms.: BT
  • Only 6 in 10 F&B businesses last beyond 5 years: study: BT
  • Nike created a crazy mask that helps athletes cool down on the sidelines: BI
  • General Motors is to spend $5bn on a new family of vehicles to push into global growth markets while deepening its partnership with China’s SAIC Motor: FT
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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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