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Listen Widely and Be Curious – Bamboo Innovator Daily: 5 Oct (Mon)

Life

  •  Weekend Listening: Listen Widely and Be Curious: CFA
  • Psychologist Barry Schwartz on What Motivates Us to Work, Why Incentives Fail, and How Our Ideas About Human Nature Shape Who We Become: BP
  • The 9 habits of insanely likable and charismatic people: GSK
  • How to Be a Speed Writer: HBR
  • Mystery of how fire ants survive floods solved: Insects hook their legs together to form LIFE RAFTS that help them float: Dailymail
  • How Uncertainty Teaches Us To Adapt For The Better: Forbes
  •  5 Easy Ways To Improve Difficult Relationships, Backed By Research: Barker
  • How Managers Can See the Future More Clearly: HBR
  • Inside The Epic Fantasy That’s Driven Donald Trump For 33 Years: Forbes
  • Michael O’Leary, Ryanair CEO: Growing up in public; A more adult approach has lifted the budget carrier’s profits: FT

Books

  • Why Greatness Cannot Be Planned: The Myth of the Objective: Amazon

Investing Process

  • Bubble warning: MPG (8147): Webb
  • Stung by 50% Sberbank Loss, Motley Fool Stands by Russian Lender: Bloomberg
  • Beware of a Fund Manager Who Is Chicken-Hearted; A new SEC rule that would overhaul how funds manage liquidity risk should make funds a little safer, more transparent and more chicken-hearted than they already are: WSJ
  • Blur, Quindell and Daniel Stewart show the need for boards to be strong enough to hold executives to account: FT
  • Hands up if you can say what your company’s values are; Over the past 10 years the 17 valueless companies have outperformed the others in the FTSE 100 Index by about 70 per cent.: FT

Greater China

  • Donald Tsang, who completed his tenure as Hong Kong’s No. 1 official in 2012, was charged with two counts of misconduct in public office, the anti-corruption bureau said.: WSJ, Bloomberg, SCMP
  • Short Sellers Take On Hong Kong’s Best-Performing Property Stock: Bloomberg
  • Chinese Consumer Apps Burn Out in Price War; Scores of ‘online-to-offline’ apps fold after running out of cash and failing to raise more: WSJ
  • China’s Middle-Class Dreams in Peril; Smaller cities on the cusp of China’s transformation toward consumer-driven growth struggle to overcome ill effects of previous economic model: WSJ
  • Shanghai working to develop robotics industry hub: WCT
  • How much corrupt officials pay for promotions and elections in China: WCT
  • Insolvent companies in China ‘too quick to liquidate’: WCT
  • Animation industry in China reaches tipping point: WCT
  • Tailor-made tours: More Chinese ditching the package tour playbook for deeper cultural immersion: SCMP
  • ZTE who? China’s next push is smartphone brand names in US: SCMP
  • Plans for ETF that would remove a big risk from China stocks: FP
  • As China gas boom falters, state giants grapple with wave of imports: Reuters
  • Streetlight corruption in China: Darkness under the light: The murky business of fancy streetlamps: Economist

India

  • Ola: Taking India on a ride; In just four years, Ola has become the market leader in the cab service space, ahead of Meru and Uber. No wonder, investors can’t get enough of this : Forbes
  • In India, meat and murder threaten Modi’s inclusive agenda: Reuters

Japan & Korea

  • Nintendo dropped from list of top 100 brands for first time: JT

ASEAN

  • Speed dating goes ‘halal’ in Muslim-majority Malaysia: Reuters
  • Singapore exchange to offer custom indices: FT
  •  Indonesia Inc faces tough time rolling over debts: FT
  • Thailand economic tsar pumps in billions and hopes for hit sequel: FT
  • Southeast Asia, once the darling of foreign investors eager to ride an economic boon, now finds itself spurned.: WSJ

Macro

  • Seven Reasons To Listen To Carl Icahn’s Danger Ahead: VW
  • World’s Central Banks Lose Bond-Market Credibility as Woes Mount: Bloomberg
  • New Emerging-Market Woes; Companies’ U.S.-dollar debt could be hurt as commodities and currencies fall: WSJ
  • New Fund Rules: What You Need to Know; We explain the series of changes, coming fast and furious from the SEC: WSJ
  • Here’s how the growing corporate debt bubble could burst: Fortune
  • Policy Makers Skeptical on Preventing Financial Crisis: NYT
  • Don’t Play by the Book: Price-to-book values are near their lowest since the financial crisis, but be wary of inflated asset values as earnings growth weakens: Barron’s
  • It’s still the middle class, dumbo; Yet no American populist has reached the Oval Office since the 19th century: FT
  • Bernanke: More Should Have Been Prosecuted for Crisis: Fox
  • Frontier investors adopt wait-and-see approach: FT
  • Guy Hands: Private equity fees are ‘driving investors away’; Investors chip away at the ‘two and 20’ charging model: FT
  •  Fixed income should not look to ‘The Godfather’ for guidance; Andrew Cole asks if centrals banks are good guys turned bad: FT
  • Emerging market turmoil flashes warning lights for global economy: FT
  • Volkswagen’s threat to the German model; Berlin’s over-reliance on cars is a silly strategy, much like Britain’s dependence on finance: FT
  • Time is money for emerging markets; Record levels of reserves give troubled countries a window for reform: FT
  •  Emerging Asia: The ill wind of deflation; Falling prices hurt profits and spark job losses while fears mount over their effect elsewhere: FT

Energy & Commodities

  • Glencore Oil Deals Could Bite Banks; Slide in crude prices adds risk for lenders who financed ‘jumbo’ transactions with producers: WSJ

Healthcare

  • Valeant’s High-Price Drug Strategy; Valeant’s Drug Price Strategy Enriches It, but Infuriates Patients and Lawmakers: NYT1, 2

TMT

  • Amazon Web Services to Add Analytics; Cloud-computing division enters field designed to make better use of collected data: WSJ
  • A View Emerges of Business Technology’s Future as the Personalization of the Machine: NYT
  • The Role of ‘Disrupters’ in a Rapidly Digitalizing World: JG
  • Why I Fucking Hate Unicorns and the Culture They Breed: BSOTT
  • Embattled Uber faces global crackdown: Star
  •  The inside story of how $1 billion Evernote went from Silicon Valley darling to deep trouble: BI
  • This controversial new business model is taking over retail: BI
  • Homegrown solutions will help Africa thrive online: FT

Consumer & Others

  • American Apparel files for bankruptcy: Guardian
  • Disney Parks Consider Off-Peak Prices; Demand-based pricing could help reduce congestion, raise attendance at slower times: WSJ
  • Lego and Paypal knock Pizza Hut and Nokia out of most valuable brands: Telegraph
  • Nike’s incredible road to becoming the world’s dominant sneaker retailer: BI
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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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