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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
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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