Tag: Asia Watch

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

Retail/Consumer Cyclical

With ‘Pickup Scooter,’ America Meets Indian Car Maker (npr)

Why Singles’ Day in China Is Bigger Than Cyber Monday (bloomberg)

Robotics/Automation

Toyota’s $1 billion investment in Silicon Valley shows it wants to become a software maker (bi)

Asia Casinos/Gambling

The ballers are getting chased out of Macau (bi)

Technology

Another Apple manufacturer freezes new jobs (chinadaily)

Apple Cuts Component Orders By 10% Due To Weak iPhone 6s Demand: Credit Suisse (zerohedge)

Xiaomi Plans to Sell 2 Million Phones on Singles’ Day in China (bloomberg)

Macroeconomic

Shanghai Stock Exchange revises trading suspension rules (chinadaily)

China is on the brink of a major milestone, and the consequences for global markets are huge (bi)

Here’s why China mentioned the word ‘innovation’ 71 times after a meeting to decide its 5-year plan (bi)

Chinese inflation remains weak, opening the door to further stimulus (bi)

Two-Child Policy Will Boost China’s GDP Growth by 0.5%, Government Says (wsj)

China’s Crackdown on Financial Markets Gets Top-Level Support (nytimes)

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

Retail/Consumer Cyclical

Why the TPP may quickly make your imported shoes duty-free (marketwatch)

24 trendy Zalora competitors in Southeast Asia (techinasia)

Robotics/Automation

Toyota is investing $1 billion into artificial intelligence research (qz)

Technology

Samsung claims edge over Apple in India (indiatimes)

Xiaomi competitor Letv just sold 550,000 smartphones in two hours (sort of) (techinasia)

Macroeconomic

CHINA’S SINGLES ARE BIG SPENDERS (pymnts)

Bad news, everyone—China just committed itself to growing 6.5% a year until 2020 (qz)

‘One Child’ Culture Is Entrenched in China (nytimes)

Companies hope to get a boost from ‘baby boom’ (chinadaily)

Obama administration releases text of TPP trade deal (cnn)

MISC

Taiwan and China to hold historic summit in Singapore (bbc)

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

Retail/Consumer Cyclical

China’s ecommerce giant JD sets up shop in Indonesia (techinasia)

CITI: China’s movie market is exploding (bi)

Twice as big as the Titanic: reports China’s first luxury cruise liner set for launch in 2020 (scmp)

Tesla’s China sales to catch up with US in 5-6 years: CEO (chinadaily)

IMAX BETS CHINA’S RICH WILL SKIP BOX OFFICE FOR LAVISH PRIVATE THEATERS (jingdaily)

Digital Wallet

Why mobile payments in Southeast Asia are about to take off (techinasia)

Apple Pay to hit Singapore and Hong Kong in 2016 (techinasia)

Robotics/Automation

Chinese workforce shrinks, robots fill factories (cnn)

Japan’s Carmakers Proceed With Caution on Self-Driving Cars (bloomberg)

Technology

Which company do China’s techies like better: Huawei or Xiaomi? (techinasia)

Xiaomi probably won’t hit its smartphone sales targets this year (techinasia)

Macroeconomic

Xi’s Baby Steps on Child Policies Seen as Weakness, Not Strength (bloomberg)

USD, EUR, JPY: The 10 most important economic charts of the week (qz)

MISC

The seven kinds of entrepreneurs you can find in India—or soon will (qz)

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

Retail/Consumer Cyclical

China’s bite of the U.S. fast food market will get a lot smaller (marketwatch)

WHAT CHINA’S ‘WEDDING OF THE YEAR’ SAYS ABOUT LUXURY BRANDING IN 2015 (jingdaily)

U.S. regulator may expand Takata air bag probe (japantimes)

O2O is China’s next billion-dollar battleground (techinasia)

Wal-Mart paid millions of dollars as bribes in India: Report (indiatimes)

Master technicians at heart of Infiniti’s pursuit of quality (chinadaily)

China Auto Deliveries Show Early Gains in October After Tax Cuts (bloomberg)

Three charts that explain how India shops online (qz)

UK home appliance maker Dyson looks for cleansweep in China (chinadaily)

Digital Wallet

Pay by watch expected to be next big thing (chinadaily)

Technology

Charted: The Xiaomi effect on the Chinese smartphone market (qz)

Transportation

China Said to Consider Consolidation Among Big 3 Airlines (bloomberg)

Macroeconomic

China Has an Odd Way of Manipulating the Yuan: David Fickling (bloomberg)

The Trans-Pacific Partnership Agreement reached: What does it mean for you? (jdsupra)

TPP Means Good Morning, Vietnam (uncommonwisdomdaily)

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

Retail/Consumer Cyclical

Uniqlo chief: China slowdown ‘no impact’ on growth plans (chinadaily)

India Said to Plan Debt Relief for Ailing Power Retailers (bloomberg)

Digital Wallet

PAY WITH ALIPAY (QR CODE) AT MCDONALD’S CHINA (pymnts)

SAMSUNG PAY’S BIG LAUNCH DAY (pmnts)

Technology

Baidu is taking a bigger slice of China’s O2O pie (techinasia)

Samsung just can’t catch a break (bi)

Consumer Staples

Chinese sprout an interest in organic farming amid concerns over food safety (scmp)

Macroeconomic

Autos, dairy, IP still sticking points for TPP deal (cnbc)

China’s manufacturing PMI rises to 49.8 in Sept (chinadaily)

The next big China worry on Wall Street (bi)

These Charts Show the Big Change in Chinese Corporate Debt Since 2007 (bloomberg)

India’s central bank just stunned markets with a bigger-than-expected rate cut (bi)

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

Which U.S.-China Tech Leaders Met with Xi Jinping (And Why) (wsj)

Retail/Consumer Cyclical

MILAN FASHION WEEK TEAMS UP WITH JD.COM TO REACH CHINA’S ONLINE SHOPPERS (jingdaily)

Asian Casino/Gambling

That Macau casino heist is starting to wallop the entire gambling industry (bi)

Robotics/Automation

Foreign robotics companies find success in China (bi)

Transportation

Uber will connect carpoolers in China, and not take a cut (marketwatch)

Financial

Shadow Finance Expansion by Chinese Banks Deepens Credit Mystery — China’s riskier banks are investing more customer funds in financing that is kept off their loan books, making it harder for rating companies to gauge their asset quality. (bloomberg)

Technology

Silicon Valley shouldn’t let China strong-arm it into spying (qz)

A first look at the Chinese operating system the government wants to replace Windows (qz)

Video: How Did Apple’s App Store in China Get Hacked? (wsj)

This is how long it takes to pay for an iPhone in these cities (marketwatch)

Can Chinese smartphones spark India’s long overdue manufacturing revolution? (qz)

XIAOMI TAKES ON APPLE WITH NEW, CHEAPER SMARTPHONE (pymnts)

Macroeconomic

China’s Slowdown Doesn’t Look So Bad in Data From Alibaba, Baidu (bloomberg)

Hong Kong Growth Could Slow to 1% in 2016, UBS Warns (wsj)

Business sentiment among Japanese companies in China improves (chinadaily)

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

Retail/Consumer Cyclical

China Car Sales Driven Lower by Slowing Economy (wsj)

China Signals It May Let Weaker Automakers Merge as Sales Slow (bloomberg)

Tokyo is running out of regular hotel rooms—why not stay in a converted corporate office instead? (qz)

Technology

China asks foreign tech companies to sign up for outside inspections (marketwatch)

Samsung to tap China’s fashion market with the help of Alibaba (chinadaily)

Tencent to start small loan service on WeChat (chinadaily)

How Baidu is expanding globally (techinasia)

Apple Watch and Hermès: a Match Made for China (jingdaily)

A day in the life of a Chinese app addict (qz)

Transportation

China’s first high-speed train in the US will connect Los Angeles to Las Vegas (qz)

Materials

Nervousness of steel: A wave of cheap Chinese metal exports hits the region (economist)

China Market

China Brokers Shut Out of Own Futures Market Try Singapore (bloomberg)

Macroeconomic

China lost the entire GDP of the UK in 22 days (bi)

China’s total offshore investment on track to exceed US$1 trillion by end of 2015 (scmp)

Taiwan Presidential Hopeful Calls for More Economic Openness (bloomberg)

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

Retail/Consumer Cyclical

Netflix continues its quest for global domination with four crucial new markets in Asia (qz)

Zivame sells a bra a minute, raises $40 million as lingerie gets hot (techinasia)

Iconic automaker exudes confidence in China (chinadaily)

Digital Wallet

Mobile fingerprinting terminals to speed up immigration at airports (newsonjapan)

Technology

Xiaomi looking to the West for growth (chinadaily)

How to Buy a Xiaomi in Two Short Months (wsj)

Despite its fame, Apple needs lessons in patient care (chinadaily)

Whoa! Amazon throws open a million books for Indians on Kindle at $3 a month (techinasia)

Transportation

Indonesia has cancelled a completely unnecessary $5 billion high-speed rail line, jilting Japan and China (qz)

The CEO of Uber’s biggest rival in China told Travis Kalanick that he is his ‘inspiration’ (bi)

Another Chinese city just dealt a big blow to Uber, Didi Kuaidi (techinasia)

China Car-Hailing Regulations Bar Private Cars, Info Daily Says (bloomberg)

Uber’s China Foe Said to Join Alibaba, Tencent in Lyft Deal (bloomberg)

Air China’s Beijing service set to boost New Zealand economy (chinadaily)

China

Maybe China thought no one would notice that it just killed the biggest stock futures market in the world (bi)

China’s market moves are now just about saving face (bi)

China, Trying to Bolster Currency, Taps Foreign Reserves (nytimes)

China’s `New Normal’ Growth Model Is Starting to Get Expensive (bloomberg)

Here’s why China is closing foreign exchange loopholes – while Greece is loosening them (bi)

China bears “are worrying too much,” premier Li Keqiang tells the World Economic Forum (qz)

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

Retail/Consumer Cyclical

Chinese Travelers to Celebrate Anti-Japanese Parade with Luxury Shopping in Japan (jingdaily)

Geely performance hits 5-year high (chinadaily)

Chinese Tourists Still Love Shopping as Outbound Ranks Grow 19.5 Percent (jingdaily)

Digital Wallet

Startups innovate to make payments faster. But e-wallets face Ashley-Madison-like threats (asiawatch)

Technology

Xiaomi Considers Introducing Laptop to Compete With Apple (bloomberg)

China’s smartphone growth will grind to a halt this year: IDC (techinasia)

Uber China closes $1b funding round (chinadaily)

Drone explosion? Nearly $200M has been poured into China’s drone industry in the past few months (techinasia)

Apple’s China “Crisis” (pymnts)

Samsung’s Smartwatch Launches And ‘Android Wears’ Apple (pymnts)

China

China’s best hope for its economy is fading (bi)

China to relax investment rules and set up development fund for SMEs (scmp)

China Falters, and the Global Economy Is Forced to Adapt (nytimes)

Property investment rules eased (chinadaily)

5 Things to Know About China’s Xi Jinping (wsj)

16 trillion yuan debt ceiling set (chinadaily)

Macroeconomic

Why 500 Startups is pouring money into Vietnam (techinasia)

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

Retail/Consumer Cyclical

Netflix partners with SoftBank for upcoming Japan launch (techinasia)

Warner Bros. in Talks to Make Films in China With Local Partner (bloomberg)

Locavores, Health Food, and Celebrity Chefs: The Hottest Trends in Shanghai’s Dining Scene (jingdaily)

Chinese Consumers Change the Face of Swiss Watch Sales (jingdaily)

Clean Energy

TSMC to close solar energy operations (chinapost)

Digital Wallet

Ola’s mobile wallet goes beyond rides, now can be used for online shopping (techinasia)

Technology

Here are some rare insights into how Indonesians consume apps (techinasia)

Chinese drone maker takes to the skies with $42M series B funding (techinasia)

Uber is complaining that it has been scrubbed from WeChat in China (qz)

Consumer Staples

Coca-Cola to invest $4b in China over three years (chinadaily)

Macroeconomic

Taiwan Unemployment rate improves to 15-year low in June: DGBAS (chinapost)

Taiwan Stocks Jump Most in Four Years as Rescue Fund Revived (bloomberg)

China Market

China’s Stunning Stock Market Moves in One Huge, Annotated Chart (bloomberg)

China just took action to reduce stock market speculation (bi)

One of China’s most powerful bankers is being investigated for illegal trading (qz)

China Loses All Control: Arrests Journalist, Financial Executive Over Market Crash (zerohedge)

Another Asian financial crisis? Unlikely. But one country looks especially vulnerable (qz)

These are the European stock markets most exposed to China’s meltdown (bi)