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Thoreau on How Silence Ennobles Speech and the Ideal Space for Conversation: “There are many fine things which we cannot say if we have to shout.” – Bamboo Innovator Daily: 16 Sep (Wed)

Life

  • Thoreau on How Silence Ennobles Speech and the Ideal Space for Conversation; “There are many fine things which we cannot say if we have to shout.” : BP
  • John Cage on Human Nature, Constructive Anarchy, and How Silence Helps Us Enlarge Each Other’s Goodness; “It is essential that we be convinced of the goodness of human nature, and we must act as though people are good.”: BP
  • Study: Feelings of Pride Influence How Much Willpower You Have; Pride in who you are, not what you’ve accomplished, is the key to self-discipline.: Forbes
  • A Professor Who Put Teaching First; Peter Schramm didn’t publish much, but he showed countless students how to think: WSJ
  • 4 misleading signs of entrepreneurial success: Fortune
  • The 2015 world champion of public speaking has a surprising trick for beating stage fright; “keep in mind that you are better than everyone who’s watching you because you have the courage to stand and they don’t.” BI
  • Mark Zuckerberg said this genius is his favorite scientist: BI
  • New Managers Need a Philosophy About How They’ll Lead: HBR
  • Why Talking About Strategy “Execution” Is Still Dangerous: HBR
  •  Ex-Evernote CEO turns VC: ‘I don’t believe in work-life balance. I believe in life’s work.’: BI
  • 10 reasons that explain why the octopus is the most incredible creature of the sea: BI

Books

  • Bounce: Mozart, Federer, Picasso, Beckham, and the Science of Success : Amazon
  • Trying Not to Try: Ancient China, Modern Science, and the Power of Spontaneity : Amazon
  • Compelling People: The Hidden Qualities That Make Us Influential : Amazon

Investing Process

  • How to ruin your financial life, #badadvice: WaPo
  • Manifesto – Value of Value Investing: CE
  • Buffett On Economic Moats: AA

Greater China

  • JP MORGAN: 1 in 12 Chinese loans will hit trouble when the bubble bursts: BI
  • China Braces for Second Onshore Bond Default by State Firm: Bloomberg
  • China’s Problem Isn’t Its Markets; Heavy-handed, incoherent handling of stock, yuan drop risks making matters much worse: WSJ
  • Alibaba’s Judy Tong: from receptionist to vice president: WCT
  • Li Ka-shing plans to make a killing as he cuts corporate ties with HK: SCMP
  • More Hong Kong homebuyers cancel deals amid fears of price slump: SCMP
  • Chinese local governments need more help: Nikkei
  • Chinese growth statistics are too good to be true: FT
  • The CEO of Goldman Sachs just talked about China in a way we’ve never heard before: BI
  • China’s forex intervention spurring ‘vicious circle’: BI
  • China Scraps Overseas Debt Quotas as Capital Outflows Worsen: Bloomberg
  • China Investigates Citic Securities President for Insider Trading: WSJ
  • China Bear James Chanos Roars After Years of Losses: WSJ
  • The Obscure Chinese Operating System Sold by Dell and HP; 40% of PCs in China come preloaded not with Microsoft Windows, but with a Chinese operating system called NeoKylin OS: WSJ
  • No Escape for China Hedge Funds Overwhelmed by Stocks Collapse: bloomberg
  • Wages Below China Spark Russian Dreams of Manufacturing Revival: Bloomberg

India

  • Flemingo International: The global duty-free retail chain: Forbes
  • Ecom Express: A trusted delivery partner; Riding on the ecommerce boom, the logistics service provider has grown into a formidable player in just two-and-a-half years: Forbes
  • Nobel Hygiene: India’s first maker of adult diapers: Forbes
  • Amtek Euro Debt Downgraded as S&P Sees Up to 50% Potential Loss: Bloomberg

Japan & Korea

  • Chaebol children own shares worth close to W100b: KH
  • ‘Korea more active than Japan in Southeast Asian tech’:KH
  • Japan Rating Cut by S&P as Abe Falls Short of Early Promise: Bloomberg

ASEAN

  • Thailand’s reluctant leader prolongs his grip on power: Reuters
  • Sizing Indonesia’s Capital Outflow: The Worst Is Yet To Come?: Barron’s
  • Tutor of Indonesia’s Economic Chiefs Blasts Policy Drift: Bloomberg
  • Singapore Vote Won’t Reverse Property Curbs — A Price Drop Will: Bloomberg
  • Malaysia’s troubles just beginning: TODAY
  • Corporate sleuths target Indonesia as cheaper assets lure investors: Reuters

Macro

  • Only serious reforms can save emerging economies now: Nikkei
  • Asia’s trade recession deepens; Vicious circle of weakening currencies and faltering demand hits exports: FT
  • Even after rout, less than 10% of investors consider EM cheap: Star
  • Even If the Fed Raises Rates, Bank Stocks Could Suffer; If the Fed signals that it will hold off on future rate rises, falling expectations for bank interest income will sink shares. WSJ
  • Will a Rate Rise Reach Money-Fund Investors? An increase in interest rates would force many asset managers to make a hard decision: keep the extra money or pass it along to returns-starved clients: WSJ
  • ETF Asset Values Separating Fact And Fiction: VW
  • Hedge Fund Bridgewater Defends Its ‘Risk-Parity’ Strategy; Firm led by investor Ray Dalio has had a rough summer and been the target of criticism: WSJ
  • Aussie Property Market Collapse Looms As Chinese Flee Amid Capital Controls: zh
  • Indebted emerging world about to count cost of Fed rate rise: Reuters
  • Fed Liftoff Fears Spark Surging Demand for Higher Rate Hedges: Bloomberg

Energy & Commodities

  • Falling price hits Norwegian oil capital: FT
  • Comexodus: JPMorgan’s Vault Is One Withdrawal Away From Running Out Of Deliverable Gold: zh
  • Oil Traders Hire Tanks on Tiny Island to Profit From Global Glut: Bloomberg

Healthcare

  • Bayer transforms to pure life sciences leader with winning ways: FT
  • As the World Gets Fatter, This Pharma Giant Gets Richer: Bloomberg

TMT

  • How Smart, Connected Products Are Transforming Companies: HBR
  • Data Is the Next Big Thing in Content Marketing: HBR
  • A Case Study Of Startup Failure: Techcrunch
  • Uber: Backseat driver: FT
  • Why the Internet Won’t Be the Next TV for Advertising; Ad spending may be leaving TV. But digital publishers and app makers don’t seem to be reaping all the spoils.: WSJ
  • Google’s ‘Self-Driving Toaster’ Finally Rattles Automakers: Bloomberg

Consumer & Others

  • Winds Of Change At Dyson; Can the pioneering vacuum maker transform itself into a full-blown tech company? An exclusive peek inside the house that suction built. FastCo
  • New Balance’s Fight to Win Over Women With Fashionable Workout Gear: Bloomberg
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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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