Jorgen Vig Knudstorp, Lego’s saviour builds on success; CEO of the toy industry’s biggest group gained leadership skills teaching toddlers – Bamboo Innovator Daily: 5 Sep (Sat)

Life

  • Jorgen Vig Knudstorp, Lego’s saviour builds on success; CEO of the toy industry’s biggest group gained leadership skills teaching toddlers: FT
  • The Power of Brains to Keep Growing; Not long ago, scientists thought that after infancy, our brains never added any neurons: WSJ
  • Jeff Bezos’ email to his employees shows Amazon’s leadership problems are only beginning: qz
  • Longform: the podcast about writing that uncovers the story behind the headlines: Guardian

Investing Process

  • An Investor’s Field Guide to Bottom Fishing: WSJ

Greater China

  • Chinese Companies Share Investors’ Pain; Stockholdings that padded earnings during the market boom now threaten to gut them: WSJ
  • Futures exchange reigns in speculative trade in China: WCT
  • China has created a monster it can’t control; Beijing is desperate for further growth – but that would involve loosening the power of the state: Telegraph
  • China’s Zhou Kept Repeating the Bubble ‘Burst’ at G-20 Meeting: Bloomberg
  • Chinese Companies Share Investors’ Pain; Stockholdings that padded earnings during the market boom now threaten to gut them: WSJ

Japan & Korea

  • Courting the middle class online: Japan’s Lion pounces on Chinese toothbrush market: Nikkei
  • Major Japanese food companies including Yakult Honsha and Ajinomoto are increasingly counting on customers abroad, as incomes rise in emerging economies. Nikkei

ASEAN

  • Scrapping Indonesia’s bullet train leaves top investors confused: Star
  • SGX: Firms in material talks should monitor share trading activity: BT
  • Sunway Group expects the retail sector to be “extremely competitive” with 40 malls anticipated to enter the market in Greater Kuala Lumpur next year: Star

Macro

  • Pensioners warned of ‘number spoofing’ fraud: FT
  • The Art of Capital Flight: PS
  • Judge’s Ruling Offers Peek Into Private Equity’s Secret World; A bankruptcy judge ruled that Apax Partners and TPG Capital will go to trial next year over fraud allegations in a 2006 deal involving Hellas Telecommunication: NYT
  • Actually, China, Exporting Financial Chaos Is Our Thing; A lot of Americans feel a perverse pride in our ability to bring the world’s financial markets to their knees.  WSJ
  • No Emerging Markets in Your Portfolio? Look Again; Some foreign-stock mutual funds have 30% or 40% of assets in developing nations: WSJ
  • Are Investors Bearing Proxy Access Costs?: WSJ
  • Standard Chartered Said to Plan Cutting 250 Managing Directors: Bloomberg
  • Betting on calm may worsen the storm: Reuters

Energy & Commodities

  • The Oil-Sands Glut Is About to Get a Lot Bigger: Bloomberg

Healthcare

  • Why Your Body Clock Gets Out of Whack; Sleep rhythms lose beat when knocked off the 24-hour cycle of day and night: WSJ

TMT

  • Wikipedia’s struggle to save its soul: FT
  • WhatsApp Hits 900M Monthly Users, Edges Closer To An Actual Business Model: Techcrunch
  • The Interdependency Of Stanford And Silicon Valley: Techcrunch
  • With a Revamped Apple TV, Company Hopes to Camp in Your Home: NYT
  • How automakers will save $35 billion by 2022; Wirelessly updating a car’s software can fix bugs, improve performance, and boost automakers’ bottom lines: Fortune
  • Why Microsoft isn’t developing Minecraft 2.0: Fortune

Consumer & Others

  • Buffalo Wild Wings is making a sauce with Mountain Dew: BI
Advertisements

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.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: