Uncertainty and Our Search for Meaning: Legendary Psychiatrist Irvin D. Yalom on How We Glean Our Sense of Purpose; “The search for meaning, much like the search for pleasure, must be conducted obliquely. Meaning ensues from meaningful activity: the more we deliberately pursue it, the less likely are we to find it” – Bamboo Innovator Daily: 28 Sep (Mon)

Life

• Uncertainty and Our Search for Meaning: Legendary Psychiatrist Irvin D. Yalom on How We Glean Our Sense of Purpose; “The search for meaning, much like the search for pleasure, must be conducted obliquely. Meaning ensues from meaningful activity: the more we deliberately pursue it, the less likely are we to find it.” BP
• The Five Life-Stages of Happiness: How Our Definition of Contentment Changes Over the Course of Our Lifetime; “Our meaning of happiness is constantly shaped and reshaped by small choices we make every day.” BP
• 11 wildly successful people who dropped out of high school: BI
• Inside Chipotle’s extremely intense, 39-point checklist for good management: qz
• Decision Making on Freeways and in Parking Lots: IC
• Finding the next Einstein: Forbes
• A new kind of smart: It’s time to change the way we think about human potential, says Scott Barry Kaufman. APA
• Why You Should Stop Trying to Learn From Your Mistakes; A new study shows that remembering past mistakes can impact your self-control and decision-making: FastCo
• Pascal’s Wager 2.0: Pascal’s famous wager requires a choice between believing and not believing in God. But there’s more than one way not to believe. Opinionator
• Ditching work-life balance can ease multitasking malaise; Strict compartmentalisation can be counter-productive: FT
• How Humans Can Win the Race Against the Machines; American education is ripe for a technology revolution to prepare students for the 21st century: WSJ
• Legendary Investor Richard Rainwater Dies: Master deal maker helped turn Bass brothers of Texas into billionaires: WSJ

Books

• Kerry Stokes: the Boy from Nowhere: Amazon

Investing Process

• Bubbles and troubles in Hong Kong: Ongoing abusive “open offers” and placings making out in multi-billion-dollar bubbles. David Webb calls on regulators and rule-makers to take action. Webb
• Active funds underperform the ‘inertia index’, never mind the market; Measure shows limited worth of managers buying and selling stocks and shares: FT
• How Some Investors Get Special Access to Companies; In meetings with top executives, facts and body language flow from public companies to handpicked recipients: WSJ
• Book Excerpt: Muddy Waters’ Carson Block on Short Selling: II

Greater China

• World haunted by heavy reliance on China: Nikkei
• China kicks the can on SOE reform: Nikkei
•  China’s Founder Securities says it cannot reach director amid probe by regulators: SCMP
• Asset managers slap health warnings on China funds in risk rethink: Reuters
• Why Volkswagen’s Problems Don’t Include China: WSJ
• The “Hard-Landing” Has Arrived: Chinese Coal Company Fires 100,000: zh

India

• India Replaces China as Next Big Frontier for U.S. Tech Companies: NYT
• Suzlon’s rise from the ashes: Forbes
• India’s Modi Calls Internet Key to Dream of $20 Trillion Economy: Bloomberg
• Narendra Modi, Indian Premier, Courts Silicon Valley to Try to Ease Nation’s Poverty: NYT

ASEAN

• Singapore Stocks at Cheapest in Decade Can’t Tempt Samsung Asset: Bloomberg
• Vietnam Refusal to Budge on Bond Yields Puts Growth Plan at Risk: Bloomberg
• Johor – the big battleground; The new opposition coalition is gearing up to capture Johor because, strategically speaking, it will be the start of the end for Barisan Nasional if the southern jewel falls: Star
• Foreign Firms Fret at Obstacles in Indonesia; From beer bans to tariff hikes, investment hurdles lurk in Southeast Asia’s top economy: WSJ

Macro

• How Sweden’s negative interest rates experiment has turned economics on its head: Telegraph
• Investors only sing redemption songs about emerging markets: FT
• Good vet wanted to spot grey emerging market swan; Chance that next financial crisis will emerge from emerging markets seems high, says David Oakley: FT
• Emerging market ETFs bleed $19bn so far this year: FT
• Relentless capital outflows and sinking currencies; John Plender on the end of years of hype about the wonders of investing in the developing world: FT
• Jerome Booth: ‘The whole market is wrong about EM’; It would be difficult to find anyone more evangelical about investing in emerging markets than Jerome Booth. FT
• Investors Pull Back From Junk Bonds: A decline in investors’ appetite for high-yield bonds poses a threat to the merger boom: WSJ
• From Ferraris to Cement, Europe’s Rich Families Turn Dealmakers: Bloomberg

Energy & Commodities

• Glencore Sinks to All-Time Low on Continued Debt Fears: WSJ
• With $19 Billion In Derivative Liabilties, Some Observations On Glencore’s “Counterparty Risk”: zh
• Glencore Implodes: Stock Plunges Most Ever, CDS Blow Out To Record Up On Equity Wipeout Fears: zh
• Commodity Carnage Continues Amid Fears Of Glencore Liquidation: zh
• Saudi Arabia withdraws overseas funds: FT
• Competition authorities in Switzerland said that they are investigating seven big banks over the possible manipulation of the prices of gold, silver and other precious metals: WSJ
• Banks Discuss Shifts to How London Gold Traded for 300 Years: Bloomberg
• Oil Traders May Look to the Sea for Profit Amid Price Collapse: Bloomberg

Healthcare

• 70,000 Ways to Classify Ailments: Enormous expansion of codes doctors use will change paperwork, insurance, monitoring: WSJ

TMT

• Fourth industrial revolution is about to begin with disruptive innovation: WFK Industry Track: mk
• Tech Wizards Behind ‘Baahubali’ Reveal Their Bag Of Tricks: Forbes
• Brands Woo Millennials With a Wink, an Emoji or Whatever It Takes: NYT
• How an entrepreneur turned his pet food startup into a viral website with more than a million visitors a day; BI
• Big Publishers’ Fraud Rate is 2.8%, Wider Web’s is 11%, Studies Say; Online media companies aim to distance themselves from ad fraud: WSJ
• Virtual Reality as a Therapy Tool; Doctors say immersing patients in simulated situations helps them confront their worst fears: WSJ

Auto

• VW and Germany’s curse of provincial corporate culture: FT
• Auto-Parts Makers Hit by VW Scandal; Suppliers move to defend diesel technology, fearing shift toward alternatives: WSJ
• Volkswagen scandal: VW board warned about emissions test cheating in 2011 – reports: SMH

Consumer & Others

• Banks stop lending to new 7-Eleven franchisees: TheAge
• Inside Zegna: A look at the world’s largest luxury menswear company, still family-run and famous for its elegant fabrics and well-cut suits. Barron’s
• Lululemon is insanely popular – and that’s terrible news for the brand: BI
• Lego enters a new dimension with its digital strategy: FT
• Cereal Makers Look for New Dawn Abroad; As U.S. sales sag, producers tweak recipes for emerging markets—porridge, anyone? WSJ