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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
Kee Koon Boon (“KB”) is the co-founder and director of HERO Investment Management which provides specialized fund management and investment advisory services to the ARCHEA Asia HERO Innovators Fund (www.heroinnovator.com), the only Asian SMID-cap tech-focused fund in the industry. KB is an internationally featured investor rooted in the principles of value investing for over a decade as a fund manager and analyst in the Asian capital markets who started his career at a boutique hedge fund in Singapore where he was with the firm since 2002 and was also part of the core investment committee in significantly outperforming the index in the 10-year-plus-old flagship Asian fund. He was also the portfolio manager for Asia-Pacific equities at Korea’s largest mutual fund company. Prior to setting up the H.E.R.O. Innovators Fund, KB was the Chief Investment Officer & CEO of a Singapore Registered Fund Management Company (RFMC) where he is responsible for listed Asian equity investments. KB had taught accounting at the Singapore Management University (SMU) as a faculty member and also pioneered the 15-week course on Accounting Fraud in Asia as an official module at SMU. KB remains grateful and honored to be invited by Singapore’s financial regulator Monetary Authority of Singapore (MAS) to present to their top management team about implementing a world’s first fact-based forward-looking fraud detection framework to bring about benefits for the capital markets in Singapore and for the public and investment community. KB also served the community in sharing his insights in writing articles about value investing and corporate governance in the media that include Business Times, Straits Times, Jakarta Post, Manual of Ideas, Investopedia, TedXWallStreet. He had also presented in top investment, banking and finance conferences in America, Italy, Sydney, Cape Town, HK, China. He has trained CEOs, entrepreneurs, CFOs, management executives in business strategy & business model innovation in Singapore, HK and China.

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