Deep lessons from a little tree; The Wisdom of Seneca: A Lawyer’s Advice For Life In The Fast Lane – Bamboo Innovator Daily: 3 Aug (Mon)

Life

  • Deep lessons from a little tree: Star
  • The Wisdom of Seneca: A Lawyer’s Advice For Life In The Fast Lane: Farnam
  • Tommy Koh: Letter to my grandchildren in 2065: ST
  • 10 things successful leaders remember when things go wrong: BI
  • Interact with a wider circle and your ideas will take flight: FT
  • Tricks to engage an audience by being lost for words: FT
  • Haruki Murakami: the moment I knew I would be a novelist; Murakami reveals how a baseball game – and a wounded pigeon – changed the course of his life: Telegraph
  • The importance of stupidity in scientific research: biologists
  • Use these two words on your college essay to get into Harvard: FastCo
  • The Pleasures of Reading in an Age of Distraction: Farnam
  • The most common lies told by startup CEOs; Some startup founders tend to exaggerate on growth rate, funding, number of staff to make things look bigger and better than they really are: e27

Investing Process

  • Aluminium products maker China Zhongwang hit with book-cooking and fraud allegations: SCMP
  • China’s Sihuan Pharm reports long delayed earnings and accounting overhaul: SCMP
  •  When Can Investors Talk to Companies?: Bloomberg
  • Charles Brandes and the Orthodoxy of Value Investing: Charles Brandes has applied the value investing principles of Benjamin Graham on a global stage to create great wealth, but his investors haven’t always shared in it. II

Greater China

  • As China Admits It Lied About Its Local Debt Levels, Local Billionaires Are Quietly Liquidating Their Assets: Zerohedge
  • Mystery deepens over China’s scandal-hit ‘CEO monk’ Shi Yongxin: FT
  • China’s entrepreneurs need to chill out and diversify, says boss of air-conditioning giant; “I would encourage more young people to use the skills that they have learned to develop more technologies, which can be used to empower our nation in our everyday working lives.” SCMP
  • Dairy processors Mengniu have the obligation to support upstream dairy farmers China Modern Dairy (1117 HK), even though they don’t need any more milk. “They are committed to purchasing a minimum amount and at a price higher than free market prices.” Barron’s
  • Of China’s capital outflows and foreign banks: FT
  • Former teenage soldier hatches millions from Chinese egg futures: Reuters

Japan & Korea

  • Suzuki hits a record as Loeb discloses stake: FT
  • Lotte scions escalate their battle for control of group: JA
  • Lotte succession war turns into family mudslinging after the revelations that the sons of Lotte Group founder Shin Kyuk-ho failed to report their investment decisions and heavy losses to their father: KT
  • Lotte’s image tarnished severely; The brewing feud between the two sons of the Lotte Group founder has significantly tarnished the image of the nation’s fifth-biggest conglomerate.: KT
  • Sanrio boosts social media cute quotient of Hello Kitty: Nikkei
  • Curiosity overcomes animosity as Chinese tourists flock to Japan: JT
  • Japan Rethinks Higher Education in Skills Push; Liberal arts will be cut back in favor of business programs that emphasize research or vocational training: WSJ

ASEAN

  • Malaysia stocks and ringgit lead EM rout; “the bigger threats to Malaysia’s economy lie . . . in the form of the slump in the currency, which has highlighted the country’s rapid build-up of US dollar debt”: FT
  • Vietnam’s fast rising property market leaves hard times behind; Vietnam’s property market valued at $21 billion in 2014, compared with Thailand’s $89 billion and Singapore’s $241 billion: Reuters
  •  Instant coffee demand brings Vietnam up the caffeine value chain: TODAY

Macro

  • Index tracker fund price war heats up: FT
  • Brazil: Engine trouble; Once a motor of the global economy the country is now the sick man of emerging markets: FT
  • US$21tril to US32tril stashed away in tax havens pose economic challenge: Star
  • Are ETF Launches a Contrarian Indicator? There are currently more than 1,000 ETFs in registration with the SEC. As soon as specific sectors get hot, ETF launches will quickly follow: Barron’s
  • Global Currency Wars Export Misery to Asia; Asia’s exports are under attack from waning demand and as more countries devalue their currencies. Barron’s
  • Dole and Other Companies Sour on Delaware as Corporate Haven; Most popular state for corporate registrations has challengers who say it doesn’t offer enough protections against shareholder lawsuits: WSJ

Healthcare

  • Medicare and Medicaid at 50: Time to Check Fiscal Health: Barron’s

TMT

  • Self-Driving Cars Would Make LA the Greatest City: Bloomberg
  • How the CEO of Polyvore, who just sold her company to Yahoo, got her start: Fortune
  • Why Some Start-Ups Are Called Tech Companies and Others Are Not: NYT
  • Samsung patent could point to smartphone that folds in half: theAge
  • Vans With Lasers Are Telling Engineers Which Roads to Fix First; With 65 percent of U.S. roads rated in less than good condition, cities and states no longer leave funding decisions to intuition and influence. Bloomberg

Consumer & Others

  • Meal-replacement startup Soylent goes after the casual user with on-the-go bottles: BI
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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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