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Buckminster Fuller’s Brilliant Metaphor for the Greatest Key to Transformation and Growth: Trimtab; “What you do with yourself, just the little things you do yourself, these are the things that count.” – Bamboo Innovator Daily: 24 Aug (Mon)

Life

  • Buckminster Fuller’s Brilliant Metaphor for the Greatest Key to Transformation and Growth; “What you do with yourself, just the little things you do yourself, these are the things that count.”: BP
  • How To Increase Mental Toughness: 4 Secrets Of Navy SEALs And Olympians: Barker
  • Sweden’s ‘lagom’ philosophy in the office; Teamwork and work-life balance are part of the Swedish mindset: FT
  • The Man Behind Modern Math: After Fibonacci introduced Arabic numbers to Europe in the 13th century, commerce flourished. Naturally, government tried to stop him. Barron’s
  • Asia’s history: Brilliant threads; An ambitious work pushes world history’s focus eastward: Economist
  • Why Introverts Make Great Entrepreneurs; Conventional wisdom says you need to be an extrovert to start a successful business. That’s wrong for all sorts of reasons. WSJ

Investing Process

  • Troubles are building up at Amtek Auto with bondholders of its subsidiary Castex Technologies looking to approach UK courts alleging manipulation of the company’s stock price to force a conversion of FCCBs into equity shares: Livemint
  • The ‘Wolf of WhatsApp’ wants to sell you penny stocks: BI
  • Vague Disclosures by Highflying Mutual Funds May Put Investors in Peril: NYT
  • A prominent VC firm just released a great cheat sheet to help you see through startup hype: BI
  • Investing: Whatever the weather? A ‘risk parity’ strategy designed by Ray Dalio faces a stiff test when the Fed raises rates: FT
  • Victim of fraud? Why the authorities WON’T investigate; A £10,000 loss might mean the world to you, but to the police it’s small beer: Telegraph
  • SolarCity Plunges After Chanos Discloses Short Position: Bloomberg

Greater China

  • Angry Chinese Investors Capture Head Of Metals Exchange In Predawn Hotel Raid: zh, FT
  • Fading Economy and Graft Crackdown Rattle China’s Leaders: NYT
  • China Plagues Niche ETFs: Barron’s
  • China Worries Could Hurt Pharma’s Health; U.S. drug pricing is a top concern for pharmaceuticals companies. But what is going on in China also deserves attention. WSJ
  • China currency turmoil spreads to other emerging markets: FT
  • China’s ‘little tigers’ present political challenge; For most people, it is corruption among rank-and-file civil servants that really matters: FT
  • Smart household market burgeoning in China: WCT
  • Pyramid scheme micro e-commerce sales hit hard in China: WCT
  • Hong Kong Can’t Escape the Turmoil Next Door: Bloomberg
  • China Traders Say Stock Intervention Misguided Amid Slowdown: Bloomberg
  • In Uber’s Quest to Win Over China, Tencent Blocks the Way: Bloomberg
  • Foreign Car Factories Curb Output in China; Makers including GM and VW run Chinese plants at less than full capacity as sales slow: WSJ

India

  • Sebi bans Royal Twinkle for raising Rs 2,656 cr illegally in the garb of sham ‘time share’ holiday plans: MC
  • Gunned Down: The Wild Lawless State That Could Break Modi’s India: Bloomberg

Japan & Korea

  • Robot Maker Fanuc Bets on Artificial Intelligence: WSJ
  • Workaholic South Koreans to take more time off: FT
  • Hanwha’s success built on trust and loyalty: JA
  • LG bets big with innovative two-tub washer; It took eight years for LG to develop such a dual system, a process that involved a total of 150 engineers and workers.: JA
  • Court rules Lotte copied rival Glico’s snack design: KH
  • Investigation of POSCO drags on: KT
  • Japan reform: Some may buck corporate governance trend: Nikkei

ASEAN

  • Swiss launch criminal inquiry related to Malaysia’s 1MDB; ‘Two entities’ of state fund probed in case involving suspected corruption: FT
  • Penang schools banned from Malaysia’s National Day celebrations – due to word ‘bersih’ in slogan: ST
  • Uphill task for Somkid to deliver despite having economic dream team: Nation
  • Indonesia Bear Market Sends Buy Signal to Nation’s Largest Fund: Bloomberg
  • Ringgit sinks below 3 to the Singapore dollar for first time ever: ST

Macro

  • Donald Trump says ‘hedge fund guys’ are ‘getting away with murder’; “I want to save the middle class,” says Donald Trump.  TheAge
  • Emerging markets turmoil: in charts: FT
  • US asset manager warns over ‘risk parity’ which is exacerbating the fragility of financial markets and worsening sell-offs. FT
  •  What has gone wrong for emerging markets?: FT
  • Gazelles are the key to Australia’s economic future but we are obsessed with mice and elephants: BRW
  • From porridge to pizza, global investors juggle euphoria and gloom: Nikkei

Energy & Commodities

  • In downturn, frackers turn to toilet water in drought-prone Texas: Reuters
  • Iron Ore Billionaire Attacks ‘Market Vandalism’ as Rout Deepens: Bloomberg
  • Don’t Dive Into Oil Yet: Prices dipping below $40 a barrel don’t mean it is a great time to buy: WSJ

TMT

  • Twenty years ago Microsoft launched Windows 95, changing the world; The launch of Windows 95 redefined home computing and began a golden age for Bill Gates’ company: Telegraph
  • The ‘Unicorn’ Club, Now Admitting New Members: NYT
  • Big Investors Are Finding Ripe Start-Up Targets in Europe: NYT

Consumer & Others

  • How Phil Knight built Nike into of the biggest brands in the world and became a billionaire: BI
  • Abercrombie & Fitch has completely reinvented itself; Rather than relying on trends, the brand says it is now offering “timeless” styles; For the first time in history, teens are spending as much on food as they are on clothing, 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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