H.E.R.O.’s Journey in Tech (5 November 2018) – Seth Godin on How to Say “No,” Market Like a Professional, and Win at Life

Companies

  • Trade war squeezes corporate earnings in Japan and China; Tokyo Electron lowered its full-year outlook, but peers including Advantest and Shin-Etsu Chemical have upgraded their projections. (Nikkei)
  • Webjet boss John Guscic labels short sellers a sideshow (AFR)

BATTSS – Baidu, Alibaba, Tencent, TSMC, Softbank, Samsung

  • Vying for Vuitton – China’s e-commerce rivals seek luxury stranglehold (Reuters)
  • Tencent to step up investments in industrial internet to support shift from consumers to businesses (SCMP)

Asia Tech & Innovation Trends

  • Why China’s tech giants are cozying up to the Communist Party (CNN)
  • China’s venture capitalists struggle to raise funds; Chinese startups feel the heat as new funding drops 70% (Nikkei)
  • China and US set for arms race in AI that will lead to respective spheres of dominance, says expert (SCMP)
  • The shy geek behind Hellobike – the latecomer that battled for survival in China’s bike sharing industry (SCMP)
  • China to Create Stock Venue in Shanghai for High-Tech Companies (Bloomberg)
  • Japan invests in service industry, reshaping its legendary hospitality (Reuters)

Global Tech & Innovation Trends

  • Edge vs cloud computing: which is the best investment? (AFR)
  • Short-sellers take aim at Apple tech supplier IQE (FT)
  • Newly Public Tech Firms Race Back to Market as IPO Frenzy Continues; As their shares outperform, companies are returning to sell more stock at a nearly unprecedented clip (WSJ)

Life

  • Seth Godin on How to Say “No,” Market Like a Professional, and Win at Life (#343) (Tim Ferris)
  • No One is Crazy by Morgan Housel (Morgan Housel)

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