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Supersurvivors: The Surprising Link Between Suffering and Success; Redirect: Changing the Stories We Live By – Bamboo Innovator Daily: 19 Sep (Sat)

Life

  • Humanity as a Competitive Advantage; As technology advances, people will need qualities such as empathy, care, attunement, self-awareness and generosity to get ahead. NYT
  • After Trauma, New Strength as Well as New Scars; Survivors of terrible accidents and losses often find more meaningful ways to live and richer types of happiness: WSJ
  •  When C.E.O. Comebacks Fail ; Companies that hire back their old executives hope to emulate Apple. But not everyone can be Steve Jobs. : NewYorker
  • The Sum of Human Knowledge: Computers govern how long the microwave heats food or the dryer spins clothes. Can they learn to form ideas and theories about the world around them as well?: WSJ
  • Why We Can’t Get Over Ourselves: Exposing the reasons we fail to understand the minds of others. Nautil
  • Why Etsy engineers send company-wide emails confessing mistakes they made: qz
  • Why the U.S. Government Is Embracing Behavioral Science: HBR
  • This tower purifies a million cubic feet of air an hour: Wired
  • Asia fund industry veteran goes independent to promote corporate governance: SCMP
  • In warming Arctic, mosquitoes may live long and prosper: Reuters

Books

  • Supersurvivors: The Surprising Link Between Suffering and Success: Amazon
  • Upside: The New Science of Post-Traumatic Growth: Amazon
  • What Doesn’t Kill Us: The New Psychology of Posttraumatic Growth: Amazon
  • Mindwise: Why We Misunderstand What Others Think, Believe, Feel, and Want : Amazon
  • Winning Decisions: Getting It Right the First Time: Amazon
  • Redirect: Changing the Stories We Live By: Amazon
  • The Tell: The Little Clues That Reveal Big Truths about Who We Are: Amazon

Investing Process

  • Here’s why one hedge fund manager thinks Alibaba could be a big fraud: Fortune
  •  Alibaba Objects, but We Stand By Our Cover Story: Barron’s
  •  Incorrect accounts are the board’s problem: Star
  • Deloitte Resigns As Auditor For Tianhe Chemicals: VW
  • Pressure to show a profit led to Toshiba’s accounting scandal: JT
  • A New Strategy for Small Stocks; Small-cap value funds have long been touted as the winning asset class over the long-term. The strategy works-most of the time. What to do when it doesn’t. Barron’s
  • Summit panellists say investors now need abler managers; they can’t just count on market indices to generate returns: BT

Greater China

  • In Chinese Beer Battle, Tsingtao’s Froth May Go Flat; The country’s second-biggest brewer may not benefit from market consolidation: WSJ
  • Apple Pay Begins Entry Into Chinese Market; Apple Pay has registered an entity in the Shanghai free-trade zone: WSJ
  • China’s Strategy in U.S. Car Market: Make Parts First; Chinese firms build, acquire parts plants as toehold in mature markets; Malibu door handles: WSJ
  •  China’s Big Industry Braces for Five-Year Pain: WSJ
  • Online criticism of Li Ka-shing points to break-up with leadership: SCMP
  • Stirring up a growth strategy: China Kweichow Moutai, the maker of baiju, a traditional Chinese liquor, will develop cocktails made with chrysanthemums, roses and blueberries.  Nikkei

India

  • Understanding the Rise of Manufacturing in India: HBR

Japan & Korea

  • Korea’s Beauty Tech Startups Thrive As Traditional Industry Stumbles: Technode
  • Former vice finance minister Sakakibara sees end to era of weaker yen; The yen has weakened about 30 percent since Prime Minister Shinzo Abe came to power at the end of 2012 : JT
  • Panasonic’s ‘samurai’ CEO: Having pulled the company out of the red, Kazuhiro Tsuga, fast-driving president of Panasonic Corporation, is steering it away from consumer electronics as it approaches its centenary in 2018. BT

ASEAN

  • Malaysia Fund 1MDB’s Missing Money Problem Grows; Mystery deepens about fund set up by Prime Minister Najib Razak: WSJ
  • Malaysia Struggles With a Dearth of Deals; Malaysia copes with a drought in IPOs and deals that shows no signs of ending: WSJ

Macro

  • How Rules on Financial Advisers Are Set to Get Tougher; Advisers who are pitching a firm’s own products or alternative investments or are wooing clients to join them at a new firm face increasing scrutiny: WSJ
  • Jamie Dimon’s Stark Rate Hike Warning: Treasurys “Will Be Violently Volatile” When Rates Rise: zh
  • Fed Opens Negative Interest Rate Pandora’s Box: What Happens Next: zh
  • It Begins: Australia’s Largest Investment Bank Just Said “Helicopter Money” Is 12-18 Months Away: zh
  • If Investors Bail, Will Your Bond Fund Flail?: WSJ
  • Watching the Fed, and Remembering the Tequila Crisis: NYT
  • The Future and How to Survive It: HBR
  • 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

Energy & Commodities

  • Glencore’s Shareholder Trouble Has Lessons for All: WSJ
  • WWF: Global Oceanic Populations Slashed in Half in 40 Years: JG

Healthcare

  • Better Value in Health Care Requires Focusing on Outcomes: HBR

TMT

  • UPS Tests a 3-D Printing Service; Delivery giant wants to know if new technology can help or hinder its business: WSJ
  • Could Japanese Paper Art Help Solar Cells Follow the Sun? A technique similar to origami could cut plastic so it can rotate like a plant-and perhaps boost energy collection by 20% to 40%: WSJ
  • Taxing Times for Yahoo! and Its Alibaba Shares; Ominous rumblings from the IRS about a spinoff leave the company groping for a path forward. Bloomberg
  • Can Germany Beat the U.S. to the Industrial Internet?: Bloomberg
  • When Is a Lease Not a Lease? When It’s an iPhone: NYT
  • Now you see it, now you don’t: invisibility cloak nears reality: Reuters

Consumer & Others

  • Coca-Cola Owes $3.3 Billion in Taxes Over Foreign Transfer Licensing: WSJ
  • The new dynamics of automotive supply; The sector is popular with private investors. But before jumping in, buyers must understand the nuances that will drive growth in the next five years. McKinsey
  • Gentex transforms rear-view mirror into high-tech vision system that eventually could be integrated into self-driving cars: Reuters
  • How Vancouver’s achingly hip Herschel Supply Co. backpack became so ubiquitous: FP
  • McRevolt: The Frustrating Life of the McDonald’s Franchisee: 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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