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How a brilliant female chemist who owns 55 patents re-invented cotton and made it ‘the fabric of our lives’; Dreams are all about values – Bamboo Innovator Daily: 17-18 Sep (Thurs/Fri)

Life

  • Some of the Wisest Words to Create and Live By: “Be a good steward of your gifts. Protect your time. Feed your inner life. Avoid too much noise. Read good books, have good sentences in your ears.”: BP
  • How a brilliant female chemist who owns 55 patents re-invented cotton and made it ‘the fabric of our lives’: BI
  • Dreams are all about values: JA
  • 10 unique ways leaders bond with employees; Writing a letter to your parents, brewing beer together, playing cards against humanity: These CEOs have cracked the code on engagement.: FastCo
  • SAP CEO Bill McDermott lost his left eye in a freak accident that almost killed him: BI
  • 9 proven strategies to become more charismatic:BI
  •  Some of the best economics teachers are genuine storytellers: TheAge
  • 8 tricks for remembering everything you read: BI
  • SAP CEO Bill McDermott lost his left eye in a freak accident that almost killed him: BI
  • Some of the best economics teachers are genuine storytellers: TheAge
  • 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
  • A prestigious American magazine has named Singaporean scientist Benjamin Tee Chee Keong as an innovator to watch, after he developed an electronic skin that could make prosthetic limbs as sensitive as human ones. ASEAN
  • “World class thinkers learn early on that becoming a millionaire isn’t easy and the need for comfort can be devastating. They learn to be comfortable while operating in a state of ongoing uncertainty. The great ones know there’s a price to pay for : BI
  • 7 lessons you can learn from kids that will make you a more successful adult: BI
  • What Apple employees really think about the company’s internal corporate culture: BI
  • The economics of deception: You have been warned; Two heavyweights show how markets can turn against the unsuspecting: Economist
  • Why markets will never be free of fraud and fools: MW
  • Hostess Brands doesn’t live by Twinkies alone. Two years after being resurrected by private-equity owners, the maker of Ding Dongs, Ho Hos and its famous creme-filled cylindrical cake is setting its sights on bread.
  • Death and transfiguration: The golden age of the Western corporation may be coming to an end: Economist
  • The unlikeable way Facebook pushes our buttons: FT
  • How to Spot Hidden Opportunities for Sales Growth: HBR
  • Nietzsche on the Power of Music; “Without music life would be a mistake.”: BP
  • Bobby Fischer, a troubled genius in the pre-internet age: Guardian
  • We’re All ‘Phools’: Nobel Laureates Have a New Critique of Capitalism; In addition to giving us what we really want, markets also systematically target our weak spots, book says: WSJ
  • Why work? A psychologist explains the deeper meaning of your daily grind: qz
  • Feeling Overwhelmed? Here Are Three Ways To Gain Perspective: Forbes
  • The Systems Mindset: Managing the Machinery of Your Life: Installment 1: WTS
  • 9 proven strategies to become more charismatic: BI
  • 8 tricks for remembering everything you read: BI
  • 5 Common Mental Errors That Sway You From Making Good Decisions: JC
  • How to ruin your financial life, #badadvice: PT
  • Thoreau on How Silence Ennobles Speech and the Ideal Space for Conversation: BP
  • Why Talking About Strategy “Execution” Is Still Dangerous: HBR
  •  Li Ka-shing plans to make a killing as he cuts corporate ties with HK: SCMP
  • New Managers Need a Philosophy About How They’ll Lead: HBR
  • Why Talking About Strategy “Execution” Is Still Dangerous: HBR
  •  10 reasons that explain why the octopus is the most incredible creature of the sea: bi
  • The CEO of Goldman Sachs just talked about China in a way we’ve never heard before: BI
  •  Mark Zuckerberg said this genius is his favorite scientist: BI
  • John Cage on Human Nature, Constructive Anarchy, and How Silence Helps Us Enlarge Each Other’s Goodness: BI
  • 4 misleading signs of entrepreneurial success: Fortune
  • Thoreau on How Silence Ennobles Speech and the Ideal Space for Conversation: BP
  • A Professor Who Put Teaching First; Peter Schramm didn’t publish much, but he showed countless students how to think: WSJ

Books

  • The Most Dangerous Trade: How Short Sellers Uncover Fraud, Keep Markets Honest, and Make and Lose Billions : Amazon
  • Trying Not to Try: Ancient China, Modern Science, and the Power of Spontaneity : Amazon
  • Compelling People: The Hidden Qualities That Make Us Influential : Health
  • Bounce: Mozart, Federer, Picasso, Beckham, and the Science of Success : Amazon

Investing Process

  • Ferrexpo Craters as $174 Million Held in Insolvent Bank: bloomberg
  • How to spot a bear market before it hits; 11 early warning signs that can save you a lot of grief: mw
  • Harvard Endowment Ensnared by Shipper’s Bankruptcy; Global Maritime’s bankruptcy is another stumble for Harvard’s $36 billion endowment: WSJ
  • Is Security Analysis Dead? Why Ben Graham Eventually Embraced Efficient Markets: VW
  • The Art Of Execution – The Hunters: Pursuing Losing Shares: AW
  • Bottom-Up Investing in a Macro World: AI
  • Li Ka-shing plans to make a killing as he cuts corporate ties with HK: SCMP
  • Job interview questions: The size and scope of Alibaba: BC

Greater China

  • How to ruin your financial life, #badadvice: WaPo
  • The price of cement in China has collapsed . and that is not good: BI
  • Renminbi may be risk that wags the tail; ‘Tail risk’ of China currency falls would rattle investors: FT
  •  China Outflows Said To Surpass A Staggering $300 Billion In Under Three Months: ZH
  • As Old China Slows, New China Still Closed to Foreign Firms: Bloomberg
  • Is Hong Kong A Paradise For Charity Fraudsters? It Surely Could Be: Forbes
  • Saving rural India’s “liquid cash”; MIT spinout’s milk-chillers reduce spoilage and boost yields in villages. MIT
  • Lost in translation? Alibaba’s hot deals leave investors cold: Star
  • China’s Smog Kills More Than One Million Each Yeari: JG
  • For China Property Watchers, Land Sales Cast Shadow: WSJ
  • Why Holding up a Hong Kong Billionaire Isn’t So Simple; Shares of Cheung Kong Infrastructure and Power Assets are trading as if a sweetened deal offer may be coming: WSJ
  • Citic Securities’ Trek From Goldman Sachs of China to Scapegoat: Bloomberg
  • The China Syndrome: Lessons from the A-Shares Bubble: RA
  • Alibaba’s Wipeout Leaves Investors Questioning What Comes Next: Bloomberg
  • Renminbi may be risk that wags the tail; ‘Tail risk’ of China currency falls would rattle investors: FT
  • China’s Changing Tastes Offer Upside for Coffee; Country’s growing middle class embraces small luxuries, like a $5.97 latte: WSJ
  • How China Boosts Its Tech Startups; Beijing’s efforts seek to create employment opportunities, sense of social mobility: WSJ
  • Getting Your Money Out Of China: Forbes
  • China Stocks Sink in Late Trade With Volatility at 18-Year High: Bloomberg
  • Goldman Sees 15 Years of Weak Crude as $20 U.S Oil Looms: Bloomberg
  • Hedge Fund Returning 107% Sees More China, Emerging-Market Pain: Bloomberg
  • In China 1300 Hedge Funds “Did Not Fight The Central Bank” And Are Now Liquidating: zh
  • Understanding Indonesia’s consumer-goods market: WB
  • More Hong Kong homebuyers cancel deals amid fears of price slump: SCMP
  • Alibaba’s Judy Tong: from receptionist to vice president: WCT
  • 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
  • JP MORGAN: 1 in 12 Chinese loans will hit trouble when the bubble bursts: JI
  • Chinese growth statistics are too good to be true: FTT
  • China’s forex intervention spurring ‘vicious circle’: BT

India

  • Modi phenomenon weathers India’s economic storm: FT
  • Battling headwinds at Suzlon by putting aside ego: Forbes
  • Why Hong Kong’s Property Market Is A Slow Motion Train Wreck: Barron’s
  • Serum Institute in Talks for Stake Sale at $12 Billion Valuation: Bloomberg
  • Where Things Are Working in India: bloomberg
  • `West Polluted World’ for 150 Years, and India Says It Won’t Pay: Bloomberg
  • Chinese local governments need more help: Nikkei
  • Flemingo International: The global duty-free retail chain: Forbes
  • How Smart, Connected Products Are Transforming Companies: HBR

Japan & Korea

  • ‘Made in Japan’ is back in vogue; Weaker yen and robots make reshoring local manufacturing more viable: FT
  • Debt-Strapped Japan Planning a No-Frills Olympics: Bloomberg
  • Foreign Investors Have Never Hated Japan So Much – We See Opportunity in Fading this Pessimism: GC
  • Will YuuZoo’s new funding deal wreck its share price?: BT
  • A Brewing Giant May Stir Up Japan’s Beer Market; Shares of Japanese brewers Asahi and Kirin rise on hopes AB InBev’s takeover approach of SABMiller could froth up the sector: WSJ
  • Japan’s Public Pension Fund Moves to Invest in Private Equity; GPIF will provide about $500 million to a World Bank unit to invest in private equity in developing countries: WSJ
  • China’s Game Makers Target $7 Billion Japan ‘Treasure Chest’: Bloomberg
  • 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

  • Malaysia Fund 1MDB’s Missing Money Problem Grows; Mystery deepens around fund set up by Prime Minister Najib Razak: WSJ
  • Ringgit, rupiah fall hurt Ananda and Indonesia’s Salim: Star
  • Indonesia to Name Too-Big-To-Fail Banks in New Bailout Rules: Bloomberg
  • China’s Game Makers Target $7 Billion Japan ‘Treasure Chest’: Bloomberg
  • It’s Not 1997: Southeast Asian Currencies Slump Isn’t a Crisis: bloomberg
  • Thailand’s reluctant leader prolongs his grip on power: Reuters
  • China’s Problem Isn’t Its Markets; Heavy-handed, incoherent handling of stock, yuan drop risks making matters much worse: WSJ

Macro

  • Emerging market companies worry about higher US rates: FT
  • Central Banks’ Lesson: Easy Money Alone Isn’t a Growth Salve; Global economy continues slow expansion as governments stalled on policy overhauls: WSJ
  • Exorcising the ghost of Asian financial crisis: BT
  • Fed’s Plosser: Inaction Will ‘Keep Feeding the Frenzy of Uncertainty’: FOX
  • The Story Behind the Emerging-Market Meltdown: Bloomberg
  • ETFs in spotlight as exchanges, regulators seek fix after August volatility; Rules governing markets need to be updated because they aren’t designed to cope with the proliferation of exchange-traded funds: BATS CEO: IN
  • CLSA: The Emerging Market Slowdown Is About to Hit the Developed World: Bloomberg
  • In Some Cities, Even Landlords Think Rents Are Getting Out of Hand: Bloomberg
  • Pension funds warned over herd-like investing behaviour: FT
  • What Fed’s Deferred Rate Hike Means for Asia; Delay prolongs uncertainty and stokes deflation fears. Which markets are vulnerable to more outflows?: Barron’s
  • This time different for Asia as 1997-type crisis averted: Star
  • Cash for residency: Indecorous leave to remain; Schemes that offer residence permits to big investors usually disappoint: Economist
  • Many unhappy returns: High valuations should give investors pause: Economist
  • Yellen’s Decision to Delay Fed Liftoff Points to Global Risks: Bloomberg
  • Emerging market companies worry about higher US rates: FT
  • Fed Angst Gives Stock Traders More Reason to Doubt Profit Bounce: Bloomberg
  • Central Banks’ Lesson: Easy Money Alone Isn’t a Growth Salve; Global economy continues slow expansion as governments stalled on policy overhauls: WSJ
  • Fed’s Plosser: Inaction Will ‘Keep Feeding the Frenzy of Uncertainty’: Fox
  • Ahead of the Fed, Young Bankers Wrestle With a Novel Notion: Interest Rates That Rise; Banks hustle to bring up to speed employees who haven’t experienced an increase: WSJ
  • Macquarie: Emerging Markets Are Not Facing a 1997-Style Crisis-They’re Facing Something Worse: “A far more painful and insidious process.”: Bloomberg
  • Can Goldman Survive in the ETF Market? Bloomberg
  • Emerging market outlook more clouded than in 1997, says Macquarie: TheAge
  • 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
  • Uber: Backseat driver: FT
  • Even after rout, less than 10% of investors consider EM cheap: Star
  • Sizing Indonesia’s Capital Outflow: The Worst Is Yet To Come? (http://blogs.barrons.com/asiastocks/2015/09/16/sizing-indonesias-capital-outflow-the-worst-is-yet-to-come/?mod=BOL_hp_blog_astw)

Energy & Commodities

  • Heated debate over commodity investing: FT
  • Defaults Mount in Beleaguered Energy Industry; Default rate accelerates among U.S. oil and gas companies: WSJ
  • Falling price hits Norwegian oil capital: FT
  • 4 misleading signs of entrepreneurial success: Fortune
  • Aussie Billionaires At Risk As The Commodities Crash Gets Personal: Forbes

Healthcare

  • The ‘Golden Age’ of Biotech Stocks Could Be Nearing an End: WSJ
  • Artificial intelligence in medicine: Now there’s an app for that: Economist
  • Bayer transforms to pure life sciences leader with winning ways: FT

TMT

  • How a Google glitch propelled BuzzFeed into a $1.5 billion company: BI
  • Microsoft CEO Satya Nadella has three big ‘ambitions’ for the company: BI
  • Bill Gurley finally explains why he keeps shouting about the tech bubble: BI
  • The Web-Tracking Tipping Point: Techcrunch
  • There might not have been an iRobot without Rosie the robot: How a fascination with the Jetsons’s maid inspired a whole generation of roboticists, including iRobot CEO and cofounder Colin Angle. FastCo
  • Data-centre software: Progress without profits; A flock of startups is making cloud computing faster and more flexible, but most of them will not survive: Economist
  • The number of ‘unicorn’ startups worth over $1 billion has grown by 3000% since 2009: BI
  • Welcome to hell: Apple vs. Google vs. Facebook and the slow death of the web: Verge
  • Why 3D printing is the future of manufacturing, not just a cool gimmick: Fortune
  • The Dolans, the Clan That Built the Cablevision Empire, Say Goodbye: NYT
  • The Data-Driven Rebirth of a Salesman; Software tools that combine predictive smarts, automation promise to push sales into a new era of efficiency: WSJ
  • Netflix-Lite Dream Merchant Wants to Make You a TV Millionaire: TTF
  • Uber CEO says the fact that billionaire Marc Benioff used Uber’s carpooling service says everything about its vision: BI
  • How a Google glitch propelled BuzzFeed into a $1.5 billion company: BI
  •  Microsoft CEO Satya Nadella has three big ‘ambitions’ for the company: BI
  • Bill Gurley finally explains why he keeps shouting about the tech bubble: BI
  •  John Malone’s Media Mashup: Starz Aligning; Possible tie-up between AMC Networks and Starz could be part of a larger plan for Liberty Media’s chairman: WSJ
  • Here’s How Interactive Content Is Growth-Hacking Brands’ Storytelling Abilities: Forbes
  • Udacity Says It Can Teach Tech Skills to Millions, and Fast: NYT
  • Amazon and the Power of Planting Seeds: Gurofocus
  • Data Is the Next Big Thing in Content Marketing: HBR
  • Single-Family Offices Are Increasingly Co-Investing With Institutional Investors: Forbes
  • 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.: NYT
  • 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
  • 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

Consumer & Others

  • AC/DC guide to M&A charts a rocky road to making a beer monster; SABMiller chief could tap into rock music lyrics for some clues on how to handle approach:  FT
  • How a tiny Brazilian brewery came to completely dominate the beer industry: BI
  • Under Armour just proved it’s a major threat to Nike: BI
  • Baublebar’s secrets to tripling its business; the co-CEOs of Baublebar have built a lean, mean, high-growth jewelry machine. Here’s how they did it.: FastCo
  • A giant drinks merger: Beer monster; AB Inbev may combine with SABMiller, in a flat market for big beer brands: Economist
  • Food technology: Liquid lunch; A startup called Soylent wants to change the way people consume calories: Economist
  • How Kroger built a $1 billion threat to Whole Foods in only 2 years: BI
  • Target challenges Amazon, enters grocery delivery with Instacart: Star
  • McDonald’s investor wants it to cut antibiotics in all meats: Star
  • Flushed with success, Toto pledges to take toilet innovation and design to next level: NM
  • Hostess Brands doesn’t live by Twinkies alone. Two years after being resurrected by private-equity owners, the maker of Ding Dongs, Ho Hos and its famous creme-filled cylindrical cake is setting its sights on bread.: WSJ
  • Coca-Cola Amatil’s lesson in what not to do to Ultra C: TheAge
  • AC/DC guide to M&A charts a rocky road to making a beer monster; SABMiller chief could tap into rock music lyrics for some clues on how to handle approach: FT
  • Under Armour just proved it’s a major threat to Nike: BI
  • Brazilian Tycoons Pursue Capstone for Beer Empire; Billionaire co-founders of 3G Capital played key role in molding SABMiller suitor AB InBev: WSJ
  • Creating the OPEC of Beer: Combined, Anheuser-Busch InBev and SABMiller would control almost 30 percent of the global beer market.: Bloomberg
  • The World’s Second-Richest Person Is Closing In on Number One; Amancio Ortega pulls within $10 billion of Bill Gates: Bloomberg
  • Brands and Retailers Should Team Up in Emerging Markets; When companies “share the shelf,” everyone wins. Strategy&
  • A Case Study Of Startup Failure: Techcrunch
  • 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
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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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