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What Formula Would Einstein Use If He Was A Business Leader Today? PROGRESS = SPEED times LEARNING divided by COST (P = SL/C); Empathy: Why It Matters, and How to Get It – Bamboo Innovator Daily: 14 Sep (Mon)

Life

  • What Formula Would Einstein Use If He Was A Business Leader Today? Forbes
  • The leadership genius of Abraham Lincoln: FastCo
  •  Socrates knew it: the secret of disagreeing successfully: BRW
  • Zuckerberg’s meaningful failure: JA
  • To get the most out of your day, manage your attention not your time: qz
  • 3 Ways Empathy Can Improve Your Life, Backed By Research: Barker
  • The cofounder of Apple talks about what it was like to work with Steve Jobs when the company was failing: BI

Books

  • Empathy: Why It Matters, and How to Get It : Amazon

Investing Process

  • Refining SGX’s red flags to better alert investors: ST
  • Toshiba hit by record fine and put ‘on alert’ by Tokyo exchange: FT
  • Judge Rakoff Says Brokers Should Face Trial Despite Insider Trading Ruling: WSJ
  • Defensive shares of yesteryear take a haircut: FT
  • Was Tom Hayes Running the Biggest Financial Conspiracy in History?: Bloomberg

Greater China

  • China’s Baidu searches for AI edge: FT
  • Chinese equities hit hard as Shenzhen Composite leads sell-off to fall nearly 7%: FT
  • Big Volumes Don’t Mean Big Profits in China’s Beer Market; Having the world’s best-selling beer brand does little for SABMiller’s bottom line: WSJ
  • Why China’s Next Bad Bank May Not Be All That Good; China wants to tap more foreign capital to help clean up its debt mess. Investors should steer clear. WSJ
  • 100% Of US Economists Think China Is Lying About GDP Growth, WSJ Finds: zh
  • China to Carry Out Biggest SOE Overhaul in More Than Two Decades: bloomberg
  • As Sales Slump, Hong Kong’s Luxury Jewelers Think Local: WSJ
  • China Inc. Resists Li Reform Push as Debt Swells Most Since 2012: Bloomberg
  • The hidden story in China’s FDI statistics: ST
  • China Unveils Overhaul of Bloated State Sector; Beijing to allow state-owned enterprises to add private investors: WSJ
  • Chill Descends at Chinese Startups; Stock-market tumult and slowdown fears make investors wary of tech sector: WSJ
  • Foxconn: Taiwanese assembler has robotics dream: Nikkei
  • As cosmetics business flourishes in Korea, ill-prepared firms come in: KT

India

  • Local Funds Key to Shielding India From China Swings, Tata Says; Bloomberg
  • Indian Stocks Beckon Patient Investors: Barron’s
  • CarTrade: On the fast lane in auto classifieds; The auto classifieds portal has created an online ecosystem for the sale of used cars in India: Forbes

Japan & Korea

  • In Japan, the Rise of the Machines Solves Labor and Productivity: Bloomberg
  • Super Mario celebrates his 30th anniversary: CP

ASEAN

  • The Malay Supremacy Gambit — How Far Will It Go Under Najib Razak?: Forbes
  • Thailand’s inheritance tax law will take effect on February 1 but wealthy families can keep taxmen away from their fortunes by setting up holding companies: Nation
  • Penang’s retail space glut worsens: Star
  • Filipinos use English skills, easygoing nature to take over world’s kitchens: JT
  • Calling in economic reinforcements: Malaysia wants state companies to repatriate foreign earnings: Nikkei

Macro

  • Seven years on, investors forget harsh lessons from Lehman collapse: TheAge
  • Interest rate rise: Redemption at last for banks?: FT
  • Why market volatility is growing more intense: FT
  • Fight breaks out over high-yield funds:FT
  • Will emerging economies cause global ‘quantitative tightening’?: FT
  • Weak Link in Asia’s Flight Boom: Airports; Poor air-safety features in Indonesia and other nations heightens the risk of accidents, experts say: WSJ
  • China, Brazil Among Emerging Markets at Risk of Bank Crisis: Bloomberg
  • Wild Trading Exposed Flaws in ETFs; Managers of exchange-traded funds, such as BlackRock, work to find out what caused disruptions on Aug. 24: WSJ
  • Bargains in Emerging Markets Can Be Risky: WSJ
  • Depth Disappears Just When Needed in $5.3 Trillion-a-Day Market: bloomberg
  • Lesson for Fed: Higher Interest Rates Haven’t Been Sticking; Advanced-economy central banks that raised rates recently have all had to backtrack and start cutting: WSJ

Energy & Commodities

Healthcare

TMT

  • The pitfalls of the Microsoft and Apple ‘frenemy’ pact; Corporate rivals that collaborate tread a fine line: FT
  • Etsy Welcomes Manufacturers to Artisanal Fold: NYT
  • Aussie techs to star in Singapore: TheAge
  • Realizing the Digital Economy’s Potential: WSJ

Consumer & Others

  • YouTube superstar Michelle Phan’s makeup delivery startup just raised $100 million to battle Birchbox: BI
  • Gerry Harvey: straight-talking, even by Aussie rules; Wary of web hype: Gerry Harvey says he dislikes ‘cult-like’ enthusiasm for internet retailing: FT
  • Lines blur between advertising and children’s entertainment; Toymakers are generating their own content to reach kids online: FT
  • Auto Makers Enter Untested Waters as Technology Takes Bigger Role: WSJ
  • The woman driving Patagonia to be (even more) radical: Fortune
  • Why Canada needs entrepreneurial clusters, and how to go about making them: FP
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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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