The core factor of success is focus, and here’s how to get it; Serve to Be Great: Leadership Lessons from a Prison, a Monastery, and a Boardroom – Bamboo Innovator Daily: 21 Aug (Fri)

Life

  • The core factor of success is focus, and here’s how to get it: qz
  • How a 29-year-old went from living on welfare to starting a business that earned nearly $1 million in its first year: BI
  • Happiness Isn’t the Absence of Negative Feelings: PERMA = Positive Emotion (Peace, gratitude, satisfaction, pleasure, inspiration, hope, curiosity, and love), Engagement, Relationship, Meaning, Accomplishment: HBR
  • When workers are owner: The received wisdom that employee ownership is a good thing comes with caveats: Economist
  • John Mackey: The conscious capitalist: Fortune
  • We are all sophists now — or should be; The most resilient skill in the modern world is argument: FT

Books

  • Serve to Be Great: Leadership Lessons from a Prison, a Monastery, and a Boardroom: Amazon

Investing Process

  • Rogue stock investors have no place to hide, says Hong Kong’s market regulator Mark Steward: SCMP
  • SFC’s outgoing crime fighter Steward warns successor to beware of nice people: SCMP
  • Individual investors will file a compensation lawsuit against Daewoo Shipbuilding and Marine Engineering (DSME) and Deloitte Anjin next month for allegedly committing accounting fraud: KT
  • The genius of Warren Buffett in 23 quotes: mw
  • A Dozen Things I’ve Learned from David Einhorn About Investing: 25iq

Greater China

  • Chinese province’s debt crisis exposes economic fault line: Reuters
  • To Become the Biggest Economy, China Needs to Stop Fighting Itself: Bloomberg
  • Didi has 78 percent of China’s licensed-vehicle rental business but is raising billions to fend off Uber.: Bloomberg
  • China Chipmakers Plague Intel, Qualcomm in ARM-Aided Share Grab: Bloomberg
  • China’s motor trade: Driven to the brink; Slowing car sales are a threat to shaky dealerships: Economist
  • How General Used His Military Service to Amass Fortune; Before being sent to jail for life, Gu Junshan used his positions in the PLA to enrich himself and relatives: Caixin
  • China’s E-Commerce Boom Set to Overhaul Agriculture: Technode
  • Making it big in China requires a large measure of localisation: FT
  • No need to idolise China’s accident-prone technocrats; As long as the economy is as the party wishes, it turns a blind eye to risk, writes Michael Schuman: FT
  • Malaysian billionaire Tan Sri Quek Leng Chan, who is known for his savvy investment moves, is selling Beijing property – held under  GuocoLand – to a state-owned distressed asset manager: Star
  •  China Struggles to Get Rich Before It Grows Old: Bloomberg

India

  • In India, Rural Internet Rollout Remains a Pipe Dream; Progress is slow on cable-laying project to get 600 million villagers online: WSJ
  • In India, an App That Summons a Private Security Force; One Touch Response is among at least four organizations tapping burgeoning demand for tech-based security services in India, where rapes have increased to an average of four an hr: Bloomberg
  • Goldman’s Billion-Dollar Babies Spur India Internet Fever: Bloomberg
  • Lupin’s appetite for growth: Forbes
  • In ‘Digital India,’ a 15-Minute Wait for Email; Progress is slow on cable-laying project to get 600 million villagers online: WSJ

Japan & Korea

  • Corporate Japan Gets a Jolt From an Outsider: Bloomberg
  • Japan Bond Trading’s 73% Drop to Record Shows Stimulus Damage: Bloomberg
  • Lens maker Hoya struggles to grow its next pillar: Nikkei
  • How South Korea’s AmorePacific Became One Of The World’s Most Innovative Companies: Forbes

ASEAN

  • Indonesia Stocks Poised to Enter Bear Market as Economy Stumbles: Bloomberg
  • Singapore paving the way for cheaper driverless cars: Nikkei
  • Among Malaysia’s Many Scandals; The beleaguered ruling coalition is trying to manipulate electoral laws to its advantage. Again. NYT
  • More Pain Tipped for Southeast Asia Stocks; Thailand, Indonesia and Philippines have taken a beating but shares look pricey given pressure on earnings.: Barron’s
  • Civil justice in S’pore: 50 and going strong: BT

Macro

  • 10 Currencies That May Follow Tenge in Tumble Triggered by China: Bloomberg
  • The Asian Century Hits a Speed Bump: Bloomberg

Energy & Commodities

  • Burned by Slump, Commodity Bulls Exit in Search of Better Return: Bloomberg
  • Commodity Rout Erases $2 Trillion From Stock Values; Prices have plunged after years of overinvestment led to a supply glut at the same time that economic growth is slowing in China: Bloomberg
  • The sell-off in commodities: A decade of bingeing on raw materials may leave an even longer hangover: Economist
  • Feels like 1986: Oil on track for longest weekly losing streak in 29 years: Reuters

Healthcare

  • Valeant Bets $1 Billion on Burgeoning Women’s Libido Market: Bloomberg
  • Jimmy Carter May Benefit From Revolution in Cancer Immune Drugs: Bloomberg

TMT

  • The Foxconn of Bathroom Scales: Flextronics tries to remake itself as a leader in the Internet of Things: Bloomberg
  • Investors Say HTC Ain’t Worth Squat; The phone maker announces more cuts as its market value plummets: Bloomberg
  • Smart cars, meet smart signals: Fortune
  • Toys That Teach the Basics of Coding; Why play with a toy when you can hack one? Puzzlets, Sphero Sprk, and Dash and Dot make it fun for kids to learn the ABCs of programming: WSJ

Consumer & Others

  • Hedge Funds Target Luxury Brands: WSJ
  • Gap to Test ‘Fast Fashion’ Model in Select Stores; With quarterly sales down, apparel retailer says it will try to build new buying method as quickly as it can: WSJ
  • Skechers’ Lesson From a Fad That Flopped; It learns how to avoid getting clobbered by boom-and-bust styles; Skechers’ stock market valuation has risen from $600 million at the end of 2011 to about $8 billion today. Bloomberg
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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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