5 ways mentally strong people approach risk-taking; The man who discovered penicillin was a national hero. But the woman who made it available to millions died in relative obscurity; To accept that one may at times be wrong is a mark not of stupidity but of intelligence – Bamboo Innovator Daily: 4-5 Aug (Tues/Wed)

Life

  • 5 ways mentally strong people approach risk-taking: BI
  • The man who discovered penicillin was a national hero. But the woman who made it available to millions died in relative obscurity: WSJ
  • Keynes was halfway right about the facts: To accept that one may at times be wrong is a mark not of stupidity but of intelligence: FT
  • Nobel Laureate André Gide on What It Really Means to Be Original and Goethe’s Paradoxical Model of Creativity: BP
  • He sold all his assets to buy firm he works in: Meinhardt’s Shahzad Nasim: AsiaOne
  • 17 billionaires who were once dirt poor: BI
  • Simone Weil on True Genius and the Crushing Illusion of Inferiority: BP
  •  How to Distribute Leadership: High performing organisations distribute leadership to wherever the best information and capabilities reside. Insead
  • 20/20 Foresight: Many business leaders need to improve their perceptual acuity. Here’s how you can develop the ability to look around corners — and become a catalyst for change. Strategy&
  • Thinking Like a Leader: Three Big Shifts: Strategy&
  • Where Buddha was born: BBC
  • Guess how to blow $1.5 billion: The Marciano brothers made Guess the sexiest name in jeans and themselves a $2.7 billion fortune at its peak. Today the family and business are in tatters: Forbes
  • Jonathan Bendor: Why criticism is good for innovation: Forbes
  • Here’s how Jake Gyllenhaal feels about losing out on Batman and Spider-Man roles; “I believe whatever happens, happens for good.”: BI, dailymail
  • Researchers discovered a linguistic trick that will help you negotiate anything; Focus on what you’re giving the other person as opposed to what they’re losing. BI
  • The language you speak may affect your ability to get rich: BI
  • Here’s why Taylor Swift wrote that Apple letter; The singer details her motivations in a new interview: Fortune
  • How 17 famous companies got their quirky names: BI
  •  New ‘gig’ economy spells end to lifetime careers; Full-time employees are being recast into contractors, vendors and temporary workers: FT

Books

  • The Seed: Finding Purpose and Happiness in Life and Work: Amazon
  • The Shark and the Goldfish: Positive Ways to Thrive During Waves of Change: Amazon
  • Soup: A Recipe to Nourish Your Team and Culture: Amazon
  • The Energy Bus: 10 Rules to Fuel Your Life, Work, and Team with Positive Energy: Amazon

Investing Process

  • Bessemer Venture Partners’ Anti-Portfolio: BVP
  • Delaware’s Attraction and Cynk’s Manipulation: Bloomberg
  • How To Make An Acquisition Successful: Techcrunch
  • For His Next Trick, Barefoot Genius Aims to End Broker Rip-Offs: Bloomberg
  • Growing beyond the core business; Most companies are seeking growth outside their core business. But few have made revenue gains as a result-or have the right capabilities to support it. McKinsey
  • The Pain Of Patience: How Excessive Short-Term Focus Hurts And Ways To Combat Our Tendencies: FEG

Greater China

  • Banning Shorts Leaves China More Exposed; Beijing’s crackdown on short-selling is short on impact, and long on unintended consequences. Barron’s
  • The Next Step in China’s Market Bailout; Beijing holds even more A shares after buying to stop the slide. Here’s what it can do with those shares. Barron’s
  • Meet China’s Stock Savior: He Never Saw the Crash Coming: Bloomberg
  • Family offices flourish as China’s ultra-rich strive to preserve their wealth for generations: SCMP
  • No letup in Xi’s corruption battle as elders get angry: Nikkei
  • Kai-Fu Lee on the State of Chinese Entrepreneurship; Innovation Works CEO says you don’t have to be disruptive to be innovative: WSJ
  • Barclays: Forget the Wild Stock Market Swings, China’s Real Estate Sector Is What’s Most Worrisome: Bloomberg
  • China to Set Up ‘Security Offices’ Inside Internet Companies: Bloomberg
  • China Hopes to Defy History of Market Bailouts: Bloomberg
  • Chinese Demand May Worsen as BMW to Toyota Issue Warnings: Bloomberg
  • Digital money gifts may become taxable in China: AsiaOne
  • Auditors Probe Sinopec, Savvy Broker in Angola: Caixin
  • China’s global logistics powerhouse standing on shoddy stilts: WCT
  • Has China’s anti-graft campaign reached Shaolin’s Kung Fu temple?: Fortune
  • BMW shifts gear and steers sales away from China: FT
  • China sticks with tradition by supporting stocks; Japan and Hong Kong have used similar tactics but difference lies in valuation levels: FT
  •  China’s Stock Market ‘Bun’-anza: WSJ
  • China’s Response to Stock Rout Exposes Regulatory Disarray; Poor coordination in responding to market plunge prompted Premier Li Keqiang to chastise officials at July 4 meeting: WSJ
  • China’s Aluminum Producers Stare Down Price Plunge; Surging Chinese aluminum exports have been one of the biggest drivers of falling prices: WSJ
  • China Dethroned as World’s Most Liquid Stock Market After Curbs: Bloomberg

India

  • Modi takes aim at India’s ailing public banks: FT
  • India’s multi-billion dollar e-commerce battle heats up: Star
  • India Inc. Learns Its Place: Narendra Modi has an agenda of his own. Bloomberg
  • Modi getting middle class to ‘give it up’ on subsidies: AsiaOne

Japan & Korea

  • Hiroshima: 70 Years After the Atomic Bomb: WSJ
  • Hurdle of chaebol: The ugly family feud over the reins of Lotte Group has reignited long-simmering public anger against chaebol, or family controlled conglomerates: KT
  • Lotte affiliate faces tax probe amid public family feud: AsiaOne
  • Brother Against Brother: Lotte Feud Exposes Fratricidal Rivalries Among Heirs To Korea’s Chaebol: Forbes
  • Japanese equities strike a familiar tone; Investors shun the domestic story as foreign purchases roar up: FT
  • Korea Inc struggles to keep it in the family: Star
  • Son boots out father in battle for South Korean giant Lotte: ST
  • Samsung glamour days over as it fights to save mobile market share: Reuters
  • Loeb Targets Suzuki Declaring New Age for Japan Activism; Bloomberg

ASEAN

  • Indonesia struggles to boost foreign investment: FT
  • Najib’s critics unbowed despite anti-graft agency support: AsiaOne
  • Thailand’s Generals Don’t Have an Economic Plan: Bloomberg
  • The Singapore Way: Very Rich and Living With Mom: Bloomberg
  • BreadTalk says sorry for ‘freshly prepared’ drink: AsiaOne
  • Overseas properties, investment schemes to come under advertising guidelines: BT
  • Carmakers braced for more pain in Indonesia; Production curtailed as steep discounts fail to spur sales: FT

Macro

  • Time to move beyond ‘emerging markets’; Alternatives must be found for a phrase that has lost use and meaning: FT
  • Emerging market investors dominated by indices: FT
  • More than 65 per cent of MySuper providers are too small to deliver benefits of scale for their account holders, charge unjustifiably high fees and should be merged, independent superannuation research firm Chant West : theAge
  • The Painful Lesson of Selling Risky, Esoteric Debt in a Downturn: Bloomberg
  • Redefining EM: Matrix offers new perspective on definition; ‘Brics to Blocs’ captures influence of two economic tides that order the EM universe: FT
  • Q&A: What is an emerging market? It groups economies as diverse as China and the Czech Republic but what does it really mean?: FT
  • Redefining EM: Latam, an emerging or submerging market? Policymaking and a focus on the long term have separated winners from losers; but size also matters: FT
  • Emerging markets: Redrawing the world map; The term has become obsolete, say critics, as developing markets overtake developed ones in some areas: FT
  • Moody’s warns over lending crackdown threat to refinancing: FT
  • Exit From Leveraged-Credit Funds Seen as Sign of Things to Come: Bloomberg
  • Hidden Bond-Fund Dangers Make Stocks Look Relatively Stable: Bloomberg

Energy & Commodities

  • Oil Companies’ Spending Cuts Unlikely to Be Enough; Lower-cost drilling projects, other efficiencies are sought in face of sagging crude prices: WSJ
  • The Oil Crash Has Caused a $1.3 Trillion Wipeout: Bloomberg
  • Shale Boom Propels Propane-Powered Trucks From Dream to Reality: Bloomberg
  • Oil-and-Gas Debt Deals Sting Investors; Funds face paper losses on substantial investments this year in exploration-and-production companies: WSJ
  • Forget gold! Diamonds may be the next big thing in the futures market: Marketwatch

Healthcare

  • AAC, the chain of drug and alcohol treatment clinics, Plunges After President Charged With Murdering Patient: Bloomberg
  • Shire Wants to Spend $30 Billion to Acquire More of the World’s Priciest Drugs; Shire Plc’s unsolicited $30 billion offer for Baxalta Inc. shows how drugs for once-neglected diseases have become a pharmaceutical gold mine. Bloomberg
  • New cocktails to test limits of cancer drug pricing: Reuters

TMT

  • Why do startups fail: Part 1: e27
  • Why one CEO thinks the market Box and Dropbox created will be wiped out in two years: BI
  • G.E. Plans App Store for Gears of Industry; The investment of $500 million annually signals the importance of the Internet of Things to the future of manufacturing. NYT
  • Inside the company that’s made viral videos big business: Wired
  • The Internet of Things and the Future of Farming: NYT
  • The biggest stars on YouTube make huge incomes … yet they can’t keep the vast majority of it: BI
  • Becoming a 21st Century Digital Tinkerer: WSJ
  •  For Mobile Messaging, GIFs Prove to Be Worth at Least a Thousand Words: NYT
  • Radar Detectors Are Now Technologically Advanced Enough to Match Your Supercar: Bloomberg
  • German Carmakers Buy Nokia’s Here Mapping Unit for $3 Billion: NYT

Consumer & Others

  • U.S. restaurants betting on ‘Breakfastarians’ for growth: Reuters
  • Regulators Investigate For-Profit College Chain Apollo For ‘Deceptive’ Marketing: Bloomberg
  • How Target Is Taking Sustainable Products Mainstream: HBR
  • A pizza chain that emulates Chipotle’s business model is going international: BI
  • How Victoria’s Secret’s core customers have completely changed: 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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