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My Most Powerful Tool for Thinking and Decision Making: The more your write, the more precision of thought you build. It allows you to take fuzzy thinking and distill it into precise line of thought; To Whom Do Japan’s Most Powerful Turn for Advice? The Sensei of Seaweed; Ina Food chief, little known abroad, counsels Toyota boss and others on how to manage a company – Bamboo Innovator Daily: 1-2 Sep (Tues+Wed)

Life

  • My Most Powerful Tool for Thinking and Decision Making: The more your write, the more precision of thought you build. It allows you to take fuzzy thinking and distill it into precise line of thought: SN
  • To Whom Do Japan’s Most Powerful Turn for Advice? The Sensei of Seaweed; Ina Food chief, little known abroad, counsels Toyota boss and others on how to manage a company: WSJ
  • How Making Time for Books Made Me Feel Less Busy: HBR
  •  A CEO says this is one quality entrepreneurs need to be successful: BI
  • Leadership is about understanding people, and you can learn a lot from reading about literature, art, and politics.: Strategy&
  • 4 lessons in storytelling from a screenwriter who’s also a d&d dungeon master: FastCo
  • 11 Secrets Of Irresistible People: Forbes
  • To Stop Procrastinating, Start by Understanding the Emotions Involved; Time management goes only so far; the emotional reasons for delay must also be addressed: WSJ

Investing Process

  • Knowing when to exit the markets is important: Forbes
  • The Misplaced Faith in Optimizing Portfolios: TA
  • Conglomerate Honeywell Finds Love Amid the Breakups; Investors reward Honeywell, even as others are pressured to tighten their focus: WSJ

Greater China

  • China stock probes send shivers through investment community: ‘If I don’t come back, look after my wife’: FP
  • China is scaring away foreign investors with its efforts to defend shares: Economist
  • Nearly 90% of micro-shops on WeChat likely to close: WCT
  • A Secretive Agency Hunts for China’s Crooked Officials Worldwide: Bloomberg
  • In search of China’s local gov debt gap… oh, sorry, we meant cap: FT
  • China risks an economic discontinuity; Many believe the economy is already growing far more slowly than the government admits: FT
  • After 39% Rout, China Stocks Still Cost Double Hong Kong Prices; Bloomberg
  • The $2 Trillion Emerging-Stock Drop Fixing All Eyes on China: Bloomberg
  • Xi Rebukes Powerful China Youth League for Being Out of Touch: Bloomberg
  • China Hedge Funds Face Worst Month in 16 Years After Carnage: Bloomberg
  • Alibaba Investors Backpedal as China Slowdown Saps Sales Growth: Bloomberg
  • If We Don’t Understand Both Sides Of China’s Balance Sheet, We Understand Neither: VW
  • Questions about China’s bad banks and bad debt will not go away: FT
  • Slowing Growth Exposes Chinese Banks’ Debt Debris: NYT
  • At 2 p.m. in China, the Stock Market Rescue Suddenly Switches On: Bloomberg

India

  • Millions of India’s workers threaten to strike: CP
  • Knowing when to exit the markets is important: Forbes
  • MCX: Out of the Jignesh Shah shadow: Forbes
  • Jim Rogers exits India, says one can’t invest just on hope; Rogers said he has sold all his India shares as he saw nothing new coming from Prime Minister Narendra Modi:  LM
  • Of pampered Indian unicorns: FT
  •  Anger as India’s growth fails to provide employment: AsiaOne
  • India pulls back from $6.4bn tax raid on foreign investors: FT
  • India warned to beware gloating over China crisis; Doubts over GDP data and New Delhi’s ability to exploit its neighbour’s difficulties: FT

Japan & Korea

  • Bitten by volatility, ‘Mrs Watanabe’ less bold about buying dollars: Reuters
  • Foreign Investors Head to Tokyo Unshaken by World Stock Rout: Bloomberg
  • Abenomics Pays Fat Dividends as Stocks Trounce Bonds for Yields: Bloomberg

ASEAN

  • Dimming Southeast Asia growth outlook adds to risks for China: Reuters
  • 36,000 Jobs at Risk as Small-Scale Indonesian Textile Factories on the Verge of Collapse: JG
  • Indonesia’s Joko Widodo struggles to extend power base: FT

Macro

  • Welcome to Quantitative Tightening as $12 Trillion Reserves Fall: Bloomberg
  • For Stock Markets, the Moment When Humans Matter; Stock-pricing problems lead to questions about ‘Rule 48’: WSJ
  • Investors wake up to emerging market currency risk: FT
  • Emerging markets: Fixing a broken model; As exports slow and foreign capital takes flight, developing nations must act to avert a crisis: FT
  • The Hedge That Wasn’t: How $150 Billion of Mystery Bonds Flailed: Bloomberg
  • Easy Money Creates the Most Dangerous Bubbles: Bloomberg

Energy & Commodities

  • Why the commodities super cycle was a myth; Falling prices show the world is not running out of resources: FT

Healthcare

  • Robot Millionaire Takes a Shot at Fixing Severed Spines; Bloomberg
  • Genes genie: Oxford Nanopore’s Gordon Sanghera; Gordon Sanghera has a grand ambition: to build a new science-based company under British ownership that commands a large global market. FT
  • Can Some Probiotics Have an Antibiotic Effect? A strain of healthy bacteria can kill harmful bacteria in lab tests: Healthcare

TMT

  • The amazing life of Stewart Butterfield, the CEO of one of the fastest-growing business apps ever: BI
  • Google’s Driverless Cars Run Into Problem: Cars With Drivers: NYT
  • The moral hazard created by buckets of start-up funding: FT
  • Tech Firm Serving Hedge Funds Shows Perils in Money-Losing IPOs: Bloomberg

Consumer & Others

  • Lululemon wants to know if you want your pants to hug you or feel naked: WaPo
  • Forever 21 Rethinks Its Love of Giant Stores; Teen retailer talks to mall owners about scaling down, also seeks a loan: WSJ
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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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