Grounded: How Leaders Stay Rooted in an Uncertain World – Bamboo Innovator Daily: 11 Sep (Fri)

Life

  • Richard Bolles: The man who shaped careers advice; ‘What Color is Your Parachute?’ author looks back over 40 years: FT
  • Socrates knew it: the secret of disagreeing successfully: BRW
  • To implement change, you must rewire your organisation: BT
  • Question Certainty: HBR
  •  The Big Misconceptions Holding Holacracy Back: HBR
  • Helping a Coworker Who’s Stressed Out: HBR
  • Lennon and McCartney: Fifty years of “Yesterday”: Economist
  • The Big Misconceptions Holding Holacracy Back: HBR
  • How One CEO Uses Extreme Openness To Lead 8,000 People: Forbes
  • Question Certainty: HBR
  • Germany in the 18th century: Prussian and powerful; What made Frederick great?: Economist

Books

  • Grounded: How Leaders Stay Rooted in an Uncertain World: Amazon
  • You First: Inspire Your Team to Grow Up, Get Along, and Get Stuff Done: Amazon
  • Stop Playing Safe: Rethink Risk. Unlock the Power of Courage. Achieve Outstanding Success: Amazon
  • Red Team: How to Succeed By Thinking Like the Enemy: Amazon
  • Great Work: How to Make a Difference People Love : Amazon
  • Stacking the Deck: How to Lead Breakthrough Change Against Any Odds: Amazon
  • ENGAGED!: Outbehave Your Competition to Create Customers for Life : Amazon
  • The Oz Principle: Getting Results Through Individual and Organizational Accountability: Amazon
  • The Wisdom of Oz: Using Personal Accountability to Succeed in Everything You Do : Amazon
  • Ted Leonsis On Six Books Every Entrepreneur Must Read: Forbes

Investing Process

  • Howard Marks: Take Investing to Next Level; The Oaktree chairman shows how to “double-think (and triple-think) every angle of every situation.”: Barron’s
  • Adviser on Chinese Reverse Mergers Is Charged in a Securities Fraud Case; Federal prosecutors call him something else: a “master of manipulation” who reaped tens of millions of dollars in illegal profits. NYT
  • How Stanford Took On the Giants of Economics: NYT
  • Smart-beta upstart goes after the big boys wielding lower fees as a weapon; Equal-weighted exposure to the S&P 500 for 30 basis points: IN
  • Make advisers pay when deals go wrong: FT
  • How to Tell the Difference Between the Graham Formula and the Graham Number: VW
  • Giant Hedge Fund’s Radical Idea: Performance Guaranteed or Your Money Back; By hedge-fund standards, their system is nearly unheard of: WSJ
  • Standing on the Shoulders of a Growth Giant: Phil Fisher: IC
  • SEC Charges Three In “Indestructible Wealth” Religious Scam: VW
  • Temasek, GIC can lead in factoring ESG in investing: TODAY

Greater China

  • “If It Bleeds, We Can Kill It” – Top Performing Hedge Fund Manager Compares China To The Predator: zh
  • China uncovers more accounting problems with Three Gorges Dam: Reuters
  • Warning bell for the end of Hong Kong’s 12-year property rally is ringing louder: SCMP
  • Wynn shares sink after reports HK$2 billion was stolen from junket group operating out of Macau casino: SCMP
  • China needs an all-weather market watchdog: Nikkei
  • Beijing Plugs Holes as Great Wall of Credit Cracks; China’s authorities are cracking down on capital leaving the country, with up to $164 billion exiting in August. Barron’s
  •  As Stocks Skid in China, Startups Lose Their Luster; Major investors such as venture capital firms that flocked to support young firms in recent years are pulling back: Caixin
  • For the first time ever, China’s Communist Party is openly questioning its legitimacy: qz
  • As Stocks Skid in China, Startups Lose Their Luster; Major investors such as venture capital firms that flocked to support young firms in recent years are pulling back: Caixin
  • How to Cheat on Taxes in China: NYT
  • The former boss of one of China’s biggest state-owned conglomerates has become the latest senior figure snared in a wide-ranging anti-corruption crackdown: NYT

India

  • Sun Pharmaceuticals: Indian drugmaker sheds weight; Nikkei
  • E-commerce in India: Stack and deliver; Urban Ladder’s rise shows the potential for online selling in India: Economist
  • Diamond cuts: India’s global hub fears more job losses as China slows: Reuters

Japan & Korea

  • Japan’s yakuza: A rare break-up in the world of Japan’s criminal gangs: Economist
  • Japan’s Economy, Crippled by Caution: NYT

ASEAN

  • ‘Pivot or perish’: Rivalry drives top Philippine telecom company’s digital buildup: Nikkei
  • Hong Kong police probe deposits allegedly linked to Najib Razak: FT
  • Thai junta manoeuvres to stay in the game: FT
  • Myanmar Lost Nearly $20 Billion in Illicit Money Since 1960: WSJ

Macro

  • Emerging-Market Currencies: Things Look to Get Worse; Investor bets that Brazil and South Africa will default on their debt hit their highest level since the financial crisis: WSJ
  • Brazil junked: The mystery is why it didn’t happen sooner: Economist
  • As a Boom Fades, Brazilians Wonder How It All Went Wrong: NYT
  • How assets will react to a rate rise; Credit markets may pose highest risk, with investors ill-prepared: FT
  • Brazil downgrade triggers prospect of further turmoil for EMs; Lack of reform leaves developing countries exposed to negative rating actions: FT
  • Goldman’s Next 11 Markets Are Sinking Even Faster Than the BRICs: Bloomberg

Energy & Commodities

  • Oil Could Drop as Low as $20, Goldman Says: Bloomberg

Healthcare

  • Chain reaction: Evidence emerges that Alzheimer’s disease, and other neurodegenerative disorders such as Parkinson’s, may be transmissible: Economist

TMT

  • How Israeli Startups Can Scale: HBR
  • Virtual personal assistants: The software secretaries; Technology firms are competing to become consumers’ personal secretaries, with big implications for commerce and privacy: Economist

Consumer & Others

  • Tesla’s secret formula: Elon Musk has inherited Steve Jobs’s mantle as the cult favourite CEO. And his electric car company has grabbed Apple’s creative crown. An inside look at the world’s most innovative company: Forbes
  • Chobani’s founder has executed a stunning turnaround after almost being ousted from the brand: BI
  • Tiger Wants to Be the Ikea of Denmark: Bloomberg
  • Wal-Mart’s Suppliers Are Finally Fighting Back: Bloomberg
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: