How to Begin Each Day: A Recipe for Unshakable Sanity and Inner Peace from Marcus Aurelius – Bamboo Innovator Daily: 14 Aug (Fri)

Life

• How to Begin Each Day: A Recipe for Unshakable Sanity and Inner Peace from Marcus Aurelius: BP
• In the ’90s, two companies were using the same motto. They arm wrestled to see who got to keep it.: UW
• William Deresiewicz: How To Learn How To Think: Farnam
• 15 Years Later, Todd Krizelman, Founder Of An Infamous Dotcom Flameout, Finds Success: Forbes
• A Case For Embracing Uncertainty (And Turning It Into Competitive Advantage): Forbes
• The Emotions That Make Us More Creative: HBR
• Conflict Is a Matter of the Heart; Learn to develop a mind-set of curiosity, rather than one of conviction. Strategy&
• How Pepsi CEO Indra Nooyi motivates herself every morning: BI

Investing Process & Research

• The former boss of Singapore-listed magazine publisher and property development firm Eastern Holdings was sentenced to four years in jail yesterday for cheating with cut in related-party loan: AsiaOne
• Can You Judge an IPO by Its CEO?: WSJ
• A new investment may show the limits of Warren Buffett’s winning formula: Economist
• ‘Smart beta’ indexed ETFs sure attract a lot of dumb money: MW
• Perceptions and Price: Evidence from CEO Presentations at IPO Roadshows: Smeal
• PCAOB Continues to Sharpen Focus on Internal Controls: WSJ
• “Project Omega” – Why HFTs Never Lose Money: The Criminal Fraud Explained: zh
• What Makes Alternative Beta Smart? A smart beta strategy should be “low cost, transparent and systematic,” according to Towers Watson. Our research suggests many alternative beta strategies fall short: RA
• A Dozen Things I’ve Learned from Sam Zell about Investing and Business: 25iq

Greater China

• Who’s Crazy Now? Yuan Bears Vindicated by Tumble See More Pain: Bloomberg
• Emerging-Market Exporters Feel Heat From Weakening Yuan; Economies that rely on exports to China are pressured to devalue their own currencies to stay competitive: WSJ
• P&G Tripped Up by Its Assumptions About Diapers in China; Pampers diapers fall behind after aiming too low at the growing middle class: WSJ
• Volatility Saps Momentum for China’s Market Reform; Stock market selloff exposed risks that have left politicians with little appetite for easing capital controls: WSJ
• For Lenovo, Cost-Cutting Is Not Enough to Stem Losses: NYT
• Global companies hurt by slowing China: FT

India

• Modi’s Finding It Tough to Get Work Done in India’s Parliament: Bloomberg
• Indian Politics Trip Up Prime Minister Narendra Modi’s Overhaul Agenda; Parliament ends session without passing crucial measures aimed at improving business climate: WSJ
• Aim high, Mahindra chairman tells nation’s manufacturers: Nikkei

Japan & Korea

• South Korea pardons SK Group leader amid growing discontent over chaebol: Reuters
• Lotte’s succession: A fraternal feud over inheritance fires up South Koreans and regulators: Economist
• Reform chaebol ownership: JA

ASEAN

• Yuan Devaluation Kicks Rupiah When It’s Down; Indonesian currency hits 17-year low, dragged down by weak exports, slow growth and now the PBOC: WSJ
• Widodo Vows Stronger Government to Tame Indonesia Corruption; The first Indonesian leader to hail from outside the country’s elite, Jokowi has largely failed to live up to expectations of better governance and faster development: Bloomberg

Macro

• From alpha to omega: Conglomerates are back in fashion, but only the best will thrive: Economist
• Currency-Hedged ETFs Soften Blow of Dollar’s Rise: WSJ
• The US economy is infested with zombie corporate cash; Low interest rates make it hard to achieve returns in capital markets that many have given up trying: FT
• Back to Fundamentals in Emerging Markets: PS

Energy & Commodities

• Turning sour: As boom turns to bust, global milk prices slump: Economist
• The Lowly Lightbulb Outshines Solar and Wind on U.S. Power Grids: Bloomberg

Healthcare

• The fungus that gives us beer can now produce prescription painkillers: qz
• Diaper sensor can alert caregivers: AsiaOne

TMT

• The Rise of Phone Reading: It’s not the e-reader that will be driving future books sales, it’s the phone; How publishers are rethinking books for the small screen: WSJ

Consumer & Others

• Fiat Heir Embraces Grandfather’s Style to Revamp Agnelli Empire: Bloomberg
• Subway’s Salad Days Are Past; Sprawling sandwich chain, with more than 27,000 domestic stores, finds itself in a slump: WSJ
• Adidas struggles to catch up with Nike’s runaway success: FT