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