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
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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