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Rising Strong: Brené Brown on the Physics of Vulnerability and What Resilient People Have in Common; “There is really no substitute for the integrity that inspires people to do good work because they want to do good work.” – Bamboo Innovator Daily: 4 Sep (Fri)

Life

  • Rising Strong: Brené Brown on the Physics of Vulnerability and What Resilient People Have in Common: BP
  • “There is really no substitute for the integrity that inspires people to do good work because they want to do good work.”: BI
  • Multi-tasking: how to survive in the 21st century; Modern life now forces us to do a multitude of things at once — but can we? Should we?: FT
  • The war on malaria: A charge that sticks; Static electricity may lead to better mosquito nets: Economist
  • The Trump in every leader; Bosses must learn how to deal with the egomania that comes with power: Economist
  • How Trump Invented Trump: Bloomberg
  • 5 Strategy Questions Every Leader Should Make Time For: HBR
  • How to build a great company by blending bureaucracy and holacracy: WaPo

Investing Process

  • Accused Fraudster Spent His Money on Other Frauds: Bloomberg

Greater China

  • Baby-goods businesses not booming despite loosening of China’s one-child policy: SCMP
  • I’ll do it my way: Only one in five of China’s second-generation rich willing to take over family business: SCMP
  • Hon Hai: Kicking the Apple addiction; The Taiwanese firm strives to avoid over-dependence on its main client: Economist
  • Can China catch up with the west (or Korea)?: FT
  • China risks repeating the errors of Japan: FT
  • China Prods Industry to Make a Great Leap: Bloomberg

India

  • India’s Economy: Growth has proved resistant to external shocks, but not to local politics: Economist

ASEAN

  • Indonesia Cancels Plans for First High-Speed Train; Government axes planned link between Jakarta and Bandung, citing cost and short distance: WSJ

Macro

  • Banks that financed the boom in emerging markets are in a tricky spot: Economist
  • Market woes prompt regulator to warn on securities-based loans: FT
  • PE funds trade body in push to standardise fees reporting: FT
  • EM dollar bond issuers engage in corporate ‘carry trade’: FT
  • Banks should not be able to game accounting rules: FT
  • How to purge emerging markets of corruption: FT
  • Traders Ride the ETF Roller Coaster: WSJ
  • Is Proxy Access Costing Investors?: WSJ
  • JPM Head Quant Is Back With New Warning: “Only Half The Selling Is Done; Expect More Downside”: zh
  • IIF warns of emerging market sell-off of crisis proportions: Reuters

Healthcare

  • Medicinal chemistry: Drugs that live long will prosper; A simple change to some pharmaceuticals might boost their efficacy, and make a few firms a packet along the way: Economist
  • Short sellers keep sights trained on biotechs: FT
  • The impact of biosimilars in the U.S. will be gradual. Drug-company investors should still be wary. WSJ

TMT

  • Why tech booms are good but do not last: FT
  • Technology: Sony rewired; Some doubt the 70-year-old company’s new ventures can set it on a path to sustainable growth: FT

Consumer & Others

  • Faster, cheaper fashion: A rapidly rising, super-cheap Irish clothes retailer prepares to conquer America. Rivals should be fearful: Economist
  • A Dyson car? Don’t rule it out, says vacuum firm’s boss: Telegraph
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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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