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SuperBetter: A Revolutionary Approach to Getting Stronger, Happier, Braver and More Resilient–Powered by the Science of Games – Bamboo Innovator Daily: 25 Aug (Tues)

Life

  • Making Decisions in a Complex Adaptive System: Farnam
  • How to Stop Overplanning (Even If You’re a Perfectionist): HBR
  • Square Root of Kids’ Math Anxiety: Their Parents’ Help: NYT
  • Starbucks’ CEO sent a memo telling baristas to be nicer because of the stock turmoil; “Let’s be very sensitive to the pressures our customers may be feeling, and do everything we can to individually and collectively exceed their expectations.”: WaPo
  • The world’s top-earning authors: Forbes
  • Being ‘Intensely’ Data Driven Is Not for Everyone; A high-performing culture like Amazon’s is effective, but it also creates winners and losers. And, in some cases, it can quickly go bad. CFO

Books

  • SuperBetter: A Revolutionary Approach to Getting Stronger, Happier, Braver and More Resilient–Powered by the Science of Games: Amazon

Investing Process

  • This Fund Manager Picks Stocks by Watching Bonds, Beating 99% of Peers: Bloomberg

Greater China

  • After spending about $200bn buying shares to prop up falling equity prices over the past seven weeks, Beijing capitulated to market forces on Monday by choosing not to intervene: FT
  • Drop in Yuan Caught Businesses Off Guard; Depreciation ripples through global dealings of companies in complex ways: WSJ
  • For All Its Heft, China’s Economy Is a Black Box; China’s economy is difficult to assess amid murky politics, unreliable data and opaque decision making: WSJ
  • Alibaba Falls Below IPO Price as Rout Adds to China Concerns: Bloomberg
  • Why China’s response to economic freefall is incomplete: WaPo
  • After Spell as Rivals, E-Commerce Giants, Traditional Stores Join Forces; Firms like Alibaba and JD.com used to be seen as the mortal enemies of businesses with physical stores, but recent tie-ups are changing that view: Caixin
  • We have reason to believe the unthinkable is happening to China’s President; Xi Jinping’s reforms encounter ‘unimaginably fierce resistance’, Chinese state media says in ‘furious’ commentary: BI, SCMP
  • From ‘out-dated’ Octopus card to Uber: Is the government’s mindset blocking Hong Kong’s future?: SCMP
  • China taught lesson about economic laws: Telegraph
  • Norway’s Richest Man Says He’s ‘Very Worried’ About China: Bloomberg

India

  • India’s legendary Royal Enfield is taking the fight to Harley-Davidson’s backyard: qz
  • Thieves in India Steal 700kg of Onions as Prices Hit 2-year High: JG
  • ItzCash: Making cash in a cashless world; The business model that Ashok Goel scripted for ItzCash has given the unbanked access to a host of modern-day services: Forbes

Japan & Korea

  • For South Korean Shipbuilders, the Risks Grow; China’s slowdown cuts demand for vessels; stronger won lifts price of Korean ships: WSJ
  • First non-Japanese chief of Tomy believes innovation is key to reviving toymaker’s fortunes: JT
  • Lotte most aggressive chaebol in M&A: KT
  • Korea’s convenience stores vie for IT supremacy: Nation

ASEAN

  • ASEAN: Indonesia Imposes 10% Loss Limit; Philippines Halts Trading Again: Barron’s

Macro

  • Trading was halted 1,200 times Monday; Large ETFs mysteriously dive – $13bn iShares Select Dividend ETF focused on stable American stocks that have a long history of paying dividends plummeted as much as 35% : CNN
  • The Ghost Of 1997 Beckons, Can Asia Escape? Morgan Stanley, BofA Weigh In: zh
  • Forget Rate Hikes: Bridgewater Says QE4 Is Next; Warns World Is Approaching End Of Debt Supercycle: zh
  • From Panic to Judgment Day, Investors Struggle to Describe Rout: Bloomberg
  • Biggest Day in Years for Currencies as Investors Flee Risk; Euro, yen surge; kiwi, aussie tumble; New Zealand’s dollar plunged as much as 8.3 percent, the most in 30 years: Bloomberg
  • The Truck Running Over the Stock Market Was Headed Our Way for Months: Bloomberg
  • Bonds Market Saw Global Selloff Coming; Some bond veterans say softness in investment-grade and junk bonds was ‘canary in the coal mine’: Bloomberg
  • Here’s What Usually Happens to Markets After the S&P 500 Drops 5 Percent in a Week: Bloomberg
  • How Low-Volatility ETFs Can Protect You From Wild Market Swings: Bloomberg
  • Rout Reveals Monetary Policy Dependence; Unwinding carry trades, the absence of PBOC action and the expectation of Fed hikes weigh heavily on stocks. Barron’s
  • Time to Dust Off the Asian Contagion Playbook?: Barron’s
  • Emerging Markets Hit Hard as Global Rout Continues; Growing anxieties about China cause investors to pull money from developing markets: WSJ
  • Behold: Insanity: Dow futures moved over 4,500 points intraday today: zh

Energy & Commodities

  • Oil Traders Rush to Hedge Against Further Drop as Rout Worsens: Bloomberg

TMT

  • #BLACKMONDAY could threaten ‘unicorn’ startups; there will soon be some “dead unicorns” in the tech industry, thanks to a complete “lack of fear” in Silicon Valley that is sending these valuations soaring: Wired
  • Intel to Invest Heavily in Software That Enhances Cloud-Computing Capabilities; “A new world is coming, and it is inevitable. Everyone has to act differently.”: NYT
  • Hot Tech Start-Ups May Face a Long and Bumpy Fall: NYT
  • The Fall Of SFX: From Billion-Dollar Company To Bankruptcy Watch; shares are down 93% from its Oct. 2013 initial public offering price of $13 a share: Forbes

Consumer & Others

  • The CEO of an obscure Mexican chain reveals his secret to beating Chipotle: 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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