How to Begin Each Day: A Recipe for Unshakable Sanity and Inner Peace from Marcus Aurelius – Bamboo Innovator Daily: 14 Aug (Fri)

Life

  • How to Begin Each Day: A Recipe for Unshakable Sanity and Inner Peace from Marcus Aurelius: BP
  • In the ’90s, two companies were using the same motto. They arm wrestled to see who got to keep it.: UW
  • William Deresiewicz: How To Learn How To Think: Farnam
  • 15 Years Later, Todd Krizelman, Founder Of An Infamous Dotcom Flameout, Finds Success: Forbes
  • A Case For Embracing Uncertainty (And Turning It Into Competitive Advantage): Forbes
  • The Emotions That Make Us More Creative: HBR
  • Conflict Is a Matter of the Heart; Learn to develop a mind-set of curiosity, rather than one of conviction. Strategy&
  • How Pepsi CEO Indra Nooyi motivates herself every morning: BI

Investing Process & Research

  • The former boss of Singapore-listed magazine publisher and property development firm Eastern Holdings was sentenced to four years in jail yesterday for cheating with cut in related-party loan: AsiaOne
  • Can You Judge an IPO by Its CEO?: WSJ
  • A new investment may show the limits of Warren Buffett’s winning formula: Economist
  • ‘Smart beta’ indexed ETFs sure attract a lot of dumb money: MW
  • Perceptions and Price: Evidence from CEO Presentations at IPO Roadshows: Smeal
  • PCAOB Continues to Sharpen Focus on Internal Controls: WSJ
  • “Project Omega” – Why HFTs Never Lose Money: The Criminal Fraud Explained: zh
  • What Makes Alternative Beta Smart? A smart beta strategy should be “low cost, transparent and systematic,” according to Towers Watson. Our research suggests many alternative beta strategies fall short: RA
  • A Dozen Things I’ve Learned from Sam Zell about Investing and Business: 25iq

Greater China

  • Who’s Crazy Now? Yuan Bears Vindicated by Tumble See More Pain: Bloomberg
  • Emerging-Market Exporters Feel Heat From Weakening Yuan; Economies that rely on exports to China are pressured to devalue their own currencies to stay competitive: WSJ
  • P&G Tripped Up by Its Assumptions About Diapers in China; Pampers diapers fall behind after aiming too low at the growing middle class: WSJ
  • Volatility Saps Momentum for China’s Market Reform; Stock market selloff exposed risks that have left politicians with little appetite for easing capital controls: WSJ
  • For Lenovo, Cost-Cutting Is Not Enough to Stem Losses: NYT
  • Global companies hurt by slowing China: FT

India

  • Modi’s Finding It Tough to Get Work Done in India’s Parliament: Bloomberg
  • Indian Politics Trip Up Prime Minister Narendra Modi’s Overhaul Agenda; Parliament ends session without passing crucial measures aimed at improving business climate: WSJ
  • Aim high, Mahindra chairman tells nation’s manufacturers: Nikkei

Japan & Korea

  • South Korea pardons SK Group leader amid growing discontent over chaebol: Reuters
  • Lotte’s succession: A fraternal feud over inheritance fires up South Koreans and regulators: Economist
  • Reform chaebol ownership: JA

ASEAN

  • Yuan Devaluation Kicks Rupiah When It’s Down; Indonesian currency hits 17-year low, dragged down by weak exports, slow growth and now the PBOC: WSJ
  • Widodo Vows Stronger Government to Tame Indonesia Corruption; The first Indonesian leader to hail from outside the country’s elite, Jokowi has largely failed to live up to expectations of better governance and faster development: Bloomberg

Macro

  • From alpha to omega: Conglomerates are back in fashion, but only the best will thrive: Economist
  • Currency-Hedged ETFs Soften Blow of Dollar’s Rise: WSJ
  • The US economy is infested with zombie corporate cash; Low interest rates make it hard to achieve returns in capital markets that many have given up trying: FT
  • Back to Fundamentals in Emerging Markets: PS

Energy & Commodities

  • Turning sour: As boom turns to bust, global milk prices slump: Economist
  • The Lowly Lightbulb Outshines Solar and Wind on U.S. Power Grids: Bloomberg

Healthcare

  • The fungus that gives us beer can now produce prescription painkillers: qz
  • Diaper sensor can alert caregivers: AsiaOne

TMT

  • The Rise of Phone Reading: It’s not the e-reader that will be driving future books sales, it’s the phone; How publishers are rethinking books for the small screen: WSJ

Consumer & Others

  • Fiat Heir Embraces Grandfather’s Style to Revamp Agnelli Empire: Bloomberg
  • Subway’s Salad Days Are Past; Sprawling sandwich chain, with more than 27,000 domestic stores, finds itself in a slump: WSJ
  • Adidas struggles to catch up with Nike’s runaway success: 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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