Tag: Asia Watch

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Retail/Consumer Cyclical

China to continue incentives for new energy vehicles (chinadaily)

Haier Group looking to takeover GE appliances (chinadaily)

Asians still aren’t buying luxury goods, and it is killing Burberry (bi)

Robotics/Automation

Baidu will have a self-driving vehicle ready to sell in three years (techinasia)

Digital Wallet

Freecharge wants every Indian to accept e-payments in two years (qz)

Technology

Apple wants to build its first retail stores in India (bi)

Xiaomi’s phone sales in 2015 were below its lowest expectations (qz)

Huawei aims to be on par with Apple (chinadaily)

Financial

China’s life insurance market to become world’s thirdlargest: McKinsey (chinadaily)

Macroeconomic

China’s growth slows to 6.9%, but within ‘reasonable’range (chinadaily)

China records first FDI drop in months (chinadaily)

Investment in Internet Start-Ups Appears to Slow in China (nytimes)

“My Career Basically Ended Today”: What Is Really Happening In China (zerohedge)

Keep calm and invest in China, says the head of Southeast Asia’s biggest bank (qz)

PBOC Turns on the Liquidity Firehose in New Policy Approach (bloomberg)

MISC

Treatment of Foreigners in China a ‘Worrying Trend,’ E.U. Envoy Says (nytimes)

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Retail/Consumer Cyclical

Lanxess making ‘green’ tires to suit China (chinadaily)

Great Wall Joins China Carmakers Venturing Abroad for Technology (bloomberg)

LONDON COLLECTIONS: MEN CHINESE DESIGNER SPOTLIGHT | WAN HUNG CHEUNG (jingdaily)

Starbucks to open 2,500 China stores in next five years (chinadaily)

Technology

China’s Xiaomi Under Pressure to Prove Value to Investors (wsj)

Intelligent products to transform homes (chinadaily)

Hon Hai reports record sales of US$134 bil. for the latest iPhone (chinapost)

Real Estate

Chinese families search for bigger homes as two-child policy means 17 million babies could be born by 2021 (scmp)

Macroeconomic

Betting big against the yuan? Beijing will crush you (qz)

Here’s why China’s currency matters more than its stock market (bi)

Say ‘no’ to China stocks but ‘yes’ to other emerging markets (marketwatch)

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Robotics/Automation

Driverless taxi is South Korean entry in race to develop hands-free auto (japantimes)

Digital Wallet

Alibaba’s Finance Arm Said to Seek at Least $1.5 Billion (bloomberg)

Technology

Apple Suppliers Drop Globally After IPhone Output Cut Report (bloomberg)

An Apple supplier denies it is facing layoffs because not enough people are buying the new iPhone (bi)

Samsung bragged that its new super-thin bezel-free TV is so beautiful that it doesn’t even have ‘unsightly’ screws in the back (bi)

SAMSUNG’S NEW REFRIGERATOR WANTS TO DO AWAY WITH YOUR TRIPS TO THE GROCERY STORE (fastcompany)

Macroeconomic

How China accumulated $28 trillion in debt in such a short time (bi)

China Halt Gives Investors New Reason to Shun Hong Kong Stocks (bloomberg)

“It’s Coming To A Head In 2016” – Why Bank of America Thinks The Probability Of A Chinese Crisis Is 100% (zerohedge)

Shanghai stocks to plunge 27% in 2016, analyst says (marketwatch)

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Retail/Consumer Cyclical

5 PREDICTIONS FOR CHINA’S LUXURY INDUSTRY IN 2016 (jingdaily)

Nike defies sales stagnation with China a standout (chinadaily)

China’s makeshift hoverboard industry is imploding after Amazon’s safety crackdown (qz)

Digital Wallet

Samsung Pay In The US Will Soon Allow Online Payments (pymnts)

China will ‘cleanse the market’ of ‘problematic’ peer-to-peer lenders (chinadaily)

Clean Energy

Beijing Warns Children to Stay Indoors as Smog Levels Hit Heavy (bloomberg)

Financial

China to launch registration-based IPO system next year (chinadaily)

Macroeconomic

China’s Central Bank Says It Seeks Yuan Stability Amid Reforms (bloomberg)

Taiwan President Frontrunner Disputes China Framework for Talks (bloomberg)

China unveils two-child policy (cnn)

Stock market remains a big draw despite the roller-coaster year (chinadaily)

China Market Meddling Widens Rift in Onshore-Offshore Prices (bloomberg)

MISC

This 14-year-old makes up to $1,500 a night eating dinner in front of a webcam in South Korea (bi)

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Retail/Consumer Cyclical

Alibaba’s biggest investments of 2015 (techinasia)

One chart shows why Amazon might want to quickly up its game in China (qz)

2016 is shaping up to be Nike’s greatest year ever, thanks to China (qz)

Technology

The Huawei Watch almost made me a believer in smartwatches. Almost. (REVIEW) (techinasia)

Samsung is moving into the biotechnology business (bi)

The CEO of the second-most valuable startup in the world is backing off his company’s sales goals (bi)

China Mobile’s November 4G Growth Positive For Apple (forbes)

China Telecom’s 4G users reach 23% of customer base (mobileworldlive)

India is temporarily banning Facebook’s plan to provide free internet to the developing world (bi)

Commercial Services

Korea’s Yello wants to be the leading digital marketing brand in Asia. Here’s how (techinasia)

Macroeconomic

BOJ Is Done Boosting Stimulus, in View of Half of Economists (bloomberg)

China Signals More Stimulus After Top Meeting to Assess Economy (bloomberg)

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Retail/Consumer Cyclical

China wants its people to buy more Western goods—in China (qz)

Alibaba is paying millions more for the SCMP than Jeff Bezos did for the Washington Post (qz)

Amazon Unseats Flipkart As India’s Most Visited eCommerce Site (pymnts)

Digital Wallet

China UnionPay New Mobile Payment Service Targets Alipay, Tenpay (bloomberg)

Clean Energy

China’s Biggest Polluters Face Wrath of Data-Wielding Citizens (bloomberg)

Canadian start-up sells bottled air to China, says sales booming (cnn)

Macroeconomic

China timed its latest currency announcement brilliantly (bi)

China’s New Yuan Index: Here’s What the Market Needs to Know (bloomberg)

China’s Economic Growth Rate Is Seen Falling Until at Least 2018 (bloomberg)

China has a nasty surprise in store for Latin America’s economies (qz)

Chinese mainland eases restrictions on individualTaiwanese business (chinadaily)

MISC

China Anticorruption Cases Have Quadrupled Since 2013, Study Says (wsj)

China’s president championed online freedom—two days after a lawyer was tried for tweeting (qz)

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Retail/Consumer Cyclical

Why Japanese designers do Americana better than Americans do (qz)

China’s electric car sales will outstrip the US’s this year (qz)

Uber has quietly ended its auto-rickshaw hailing service in India (qz)

China November Auto Sales Surge 18% as Tax Cut Bolsters Demand (bloomberg)

Jakarta governor gives Uber green light to operate in the city (techinasia)

Clean Energy

Beijing Issues First-Ever Red Alert for Hazardous Smog (wsj)

Chinese Solar-Panel Makers Face Possible Renewal of EU Tariffs (bloomberg)

Robotics/Automation

Toyota harbors big ambitions for ‘partner robot’ business (japantimes)

Technology

Taiwan Semiconductor Manufacturing to Open Own Plant in China (nytimes)

Chinese Tech Giant Tencent to Export Video Games to the U.S. (wsj)

Samsung is about to make a major shift in the way its business works (bi)

Healthcare

Affordable senior homes in hot demand (chinadaily)

Transportation

Japanese bullet trains could be serving India’s biggest city by 2023 (qz)

Financial

Circuit breaker set to start in 2016 (chinadaily)

Macroeconomic

Chinese Demand for Aussie Homes Drops as Much 15%, McGrath Says (bloomberg)

China is hemorraging foreign currency reserves at the exact wrong moment (qz)

Japan didn’t actually fall into recession in the third quarter (marketwatch)

Yen Embraced by U.S. Banks as Heir Apparent to Dollar’s Throne (bloomberg)

Yuan Closes at Four-Year Low in `Stress Test’ Before Fed Liftoff (bloomberg)

China Surpasses Japan as Asia’s Top High-Tech Exporter, ADB Says (bloomberg)

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Retail/Consumer Cyclical

Japan Bans Certain Takata Air Bag Inflators for Future Cars (bloomberg)

Technology

9 Samsung Execs Are Being Investigated For Insider Trading (huffpost)

Samsung has agreed to pay Apple over $500 million (bi)

Oops! Apple’s big news was accidentally leaked hours early, and no one was ready for the response (bi)

Hon Hai remains 2nd-largest smartphone assembler in Q3 (chinapost)

Macroeconomic

Don’t celebrate just yet: India’s economy is still far away from a full recovery (qz)

China’s non-manufacturing activity picks up in November (chinadaily)

China manufacturing PMI dips in November (chinadaily)

IMF lifts Chinese yuan to elite lending-reserve currency status (marketwatch)

Some bankers aren’t worried about China — they’re excited about the ‘new economy’ (bi)

China to Ban Derivatives Funding for Stock Trades, CSRC Says (bloomberg)

Why China is now the world’s biggest champion for a united Africa (qz)

MISC

China ‘cloning factory’ to produce cattle, racehorses and pets (telegraph)

Top China Cop Targets Bankers After Locking Up Security Czar (bloomberg)

It’s getting easier and easier to become a Chinese bureaucrat (qz)

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Retail/Consumer Cyclical

Jack Ma’s growing media empire in China already rivals Jeff Bezos’s in the US (qz)

It shouldn’t be this hard to order a pizza. Soon in India, it won’t be (qz)

Technology

Xiaomi’s $45 Billion Valuation Seen `Unfeasible’ as Growth Cools (bloomberg)

Digital Wallet

Apple Pay will launch in China early next year, (engadget)

Samsung is going to pay people to use its payment app (bi)

MISC

Beware of China’s Safety Record (nytimes)

China’s biggest brokerage overstated its derivatives business by $166 billion (bi)

China’s latest censorship battlefield is global beauty pageants (qz)

Today’s must-reads in Asia, curated by O’Neil Research Analysts. Asia Watch.

Retail/Consumer Cyclical

Nissan Plans to Double South Africa Output With New Model (bloomberg)

Alibaba vs. Amazon: How the world’s two online shopping giants stack up (qz)

Geely Plans Hybrid, Electric Versions for 90% of Models by 2020 (bloomberg)

Following Tesla’s lead, Gogoro to take funky electric scooters to Amsterdam (techinasia)

Fintech

China’s version of Lending Club is planning an IPO on the NYSE (techinasia)

Clean Energy

Pollution boosts online sales of air purifiers (inidatimes)

Robotics/Automation

The largest property developer in China is making its own driverless cars (bi)

Technology

How are people making money in India’s mobile gaming industry? (techinasia)

Macroeconomic

The Shanghai Free Trade Zone was never that free—and might be corrupt (qz)

Lending by China’s Biggest Banks Falls for First Time Since ’09 (bloomberg)

MISC

India may soon have more internet users than the US (qz)

Investors poured $6.6 billion into Chinese internet companies in the first half of 2015 (businessinsider)(qz)

Fear Spreads as China’s Finance Firms Face Arrests (bloomberg)

Everyone on Wall Street is talking about this dark new China report (bi)