Tag: Asia Watch

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

Retail/Consumer Cyclical

China’s Outlet Malls Are the Silver Lining of the Luxury Retail Wreck (jingdaily)

China’s heavy truck makers continue to see strong sales (chinadaily)

China auto sales rise 5.7% in September (chinadaily)

Rising Number of Domestic Luxury Consumers in China Benefits LVMH (jingdaily)

Uniqlo operator says annual profit soars to record (japantimes)

Materials 

Kobe Steel scandal widens to 500 firms (japantimes)

Technology

Brief: Beijing in talks to take direct control of tech giants with 1% stake (techinasia)

Chinese school uses facial recognition system to ensure even forgetful kids get fed (scmp)

Tencent expands insurance footprint (chinadaily)

Ex-Googler gets funding to build another global smash in China (techinasia)

Energy 

China maintains lead as world’s most attractive renewable energy market (chinadaily)

Financial 

Central bank tests digital currency transactions (chinadaily)

Macroeconomic 

China’s trade with North Korea slumps as nuclear sanctions bite (scmp)

Xi Jinping and China’s New Era of Glory (ny times)

Beijing could hinder Trump’s pursuit of concessions by further intervening in China’s economy: analysts (scmp)

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

Retail/Consumer Cyclical

More Luxury Stores Closed in China Over the Last Year Than in Any Other Country (jingdaily)

4 Points That Demystify the Way Women Buy Luxury Cars in China (jingdaily)

Chinese luxury e-commerce firm Secoo debuts on Nasdaq (chinadaily)

Here Are the Top Tactics Chinese Lingerie Start-Ups Use to Win Over Millennials (jingdaily)

Technology

China to keep lead over West in developing consumer technologies, says UBS (scmp)

Softbank agrees limits on Kalanick’s power to proceed with investment in Uber (japantimes)

How the NBA became China’s most popular sports league, with a boost from tech giants such as Weibo and Tencent (scmp)

NXP, Baidu to join hands on self-driving (chinadaily)

Baidu sets up $1.5b fund as it races toward autonomous cars (techinasia)

Apple CEO Tim Cook ‘joins’ Akash Ambani at iPhone 8’s India launch (gadgetsnow)

New iphones go on sale, with short lines at stores (chinadaily)

Amazon’s Twitch ready to take on Japan’s game-streaming market (japantimes)

Brief: China fines WeChat, Weibo in intensifying crackdown on banned content (techinasia)

Consumer Staples 

Asahi sets ambitious goals for expansion in Europe and the U.S., as domestic demand wanes (japantimes)

Healthcare 

Going under the knife: China’s plastic surgery stampede (japantimes)

Chinese robot dentist is first to fit implants in patient’s mouth without any human involvement (scmp)

Macroeconomic 

China opposes protectionism along new Silk Road, resources minister says (scmp)

Japan’s biz leaders push for raising sales tax beyond 10% (japantimes)

Beijing cuts red tape for foreign firms as it vies for investors (scmp)

TPP negotiators work to revise trade deal after U.S. withdrawal (japantimes)

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

Retail/Consumer Cyclical

I tried Nissan’s challenger to Tesla Autopilot — and it was a dream to use in traffic (bi)

This Honda shows why electric cars still have a long way to go before they post massive sales (bi)

Luxury Brands See Online Frenzy for Chinese Valentine’s Day (jingdaily)

Technology

Apple is totally dependent on Samsung for the iPhone 8 (bi)

The ‘Apple of China’ just released an affordable iPhone 7 clone — take a look (bi)

Apple accepts WeChat Pay in bid to reverse sales decline (chinadaily)

Apple has lost its position as the second-biggest smartphone maker in the world (bi)

In China, KFC tests out ‘smile to pay’ (techinasia)

Weibo Has More Influence Over China’s Gen Z Consumers than WeChat (jingdaily)

SoftBank and Line further AI ambitions by joining this startup’s $33m series C (techinasia)

Healthcare 

Cartel restricting cochlear implants, surgeons tell PM (indiatimes)

Financial 

China bans issuance of long-term certificates of deposit (chinadaily)

Macroeconomic 

Trump Wants To Overhaul Trade, And Pact With South Korea Is In His Sights (npr)

Misc

Chinese children crush Americans in math thanks to a mindset Americans only display in one place: sports (bi)

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

Retail/Consumer Cyclical

Tmall Global Launches Big Data Plan to Ensure Product Authenticity (jingdaily)

Technology

Wanted at Indian tech firms: opinionated millennials (qz)

The Cult of India’s Silicon Valley is unchaining techies from their desks (qz)

Brief: WeChat, Weibo, and Baidu caught in Chinese government cybersecurity probe (techinasia)

China’s Silicon Valley: Meet the Chinese counterparts to 11 of the most popular US tech companies (bi)

Financial 

Tencent to roll out a credit rating system (chinadaily)

Basic Materials 

China’s dominance in the global commodity markets, in one chart (bi)

Macroeconomic 

Seven Decades Into Indian Democracy, a Royal Palace Thrives (bloomberg)

China has suddenly stopped buying foreign property (bi)

Other… 

Why this Taiwanese man is the dream husband of so many women in Hong Kong, Taiwan, and China (qz)

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

Retail/Consumer Cyclical

Panel drafting Japan’s casino rules seeks to woo foreign visitors while limiting social ills (japantimes)

Toyota and Mazda want some of that sweet electric car action (fastcompany)

Trending in China: Chinese Government Report Says Gucci Bags Failed Quality Test (jingdaily)

Gaming

Meet China’s e-sports warrior princess battling to put women back in the fight (scmp)

Tencent invests in UK games company Milky Tea in latest overseas move (scmp)

A new reality TV show looks for Southeast Asia’s top video game players (techinasia)

Technology

Apple pulls major VPN from China App Store (scmp)

Xiaomi secures $1b loan to aid retail, global expansion (chiandaily)

India’s top food delivery startup accused of cheating. Swiggy returns fire, calls it a lie (techinasia)

Uber on its unsafe cars in Singapore: ‘We could have done more’ to fix the problem (techinasia)

Financial 

Long before it became a bank, HDFC was one of India’s earliest startups (qz)

Paypal goes after China’s increasingly adventurous shoppers (techinasia)

Alipay, WeChat Pay vie for customers (chinadaily)

Macroeconomic 

China-Africa trade surges 19% in H1 (chinadaily)

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

Retail/Consumer Cyclical

10 Rising Female Brand Ambassadors in China You Should Know (jingdaily)

New Central Asia Luxury Hotels Anticipate Coming Wave of Chinese Arrivals (jingdaily)

Starbucks eyes market growth in China with $1.3b deal (chinadaily)

China’s O2O giant eyes auto sales (chinadaily)

Some Chinese electric car makers mull alliance to save money, time (chinadaily)

Mainland China Drives Hermès’ Sales Growth in the First Half of 2017 (jingdaily)

Amazon has its sights set on Southeast Asia (bi)

Capital Equipment 

WeWork raised $500 million to expand in China (bi)

Technology

Chinese smartphone giant Xiaomi is entering the smart speaker battle (bi)

Macroeconomic 

China’s Luxury Consumer Price Index Soars 82 Percent in 10 Years (jingdaily)

Map: Asia’s infrastructure boom is coming to the cities most threatened by climate change (qz)

Indonesia Passes Law to Chase Tax Evaders Overseas (bloomberg)

India is betting on compulsory internships to improve its unemployable engineers (qz)

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

Retail/Consumer Cyclical

Louis Vuitton Quietly Launches E-commerce Platform in China (jingdaily)

Exclusive Interview with China’s WeChat Goddess Becky Li on Her MINI Collaboration (jingdaily)

Technology

Alibaba, Tencent debut on Fortune Global 500 (chinadaily)

China has pulled off a ‘profound’ feat of teleportation that may help it ‘dominate the way the world works’ (bi)

Softbank is ramping up its investments in the IoT (bi)

Apple reportedly chose LG to be the only supplier of L-shaped batteries for next year’s iPhone (bi)

China got a wake-up call on AI when a Western machine beat the best Asian players at Go (qz)

Transportation

India is rolling out trains with solar-powered coaches that’ll save thousands of litres of diesel (qz)

Financial 

Chinese e-commerce payment platform to make Kenyan market entry (chinadaily)

Consumer Staples

A startup is looking to rule India’s cow economy with dung soap and urine toothpaste (qz)

Macro

Future of Sino-US trade ‘still in doubt’ (scmp)

China’s per capita disposable income up 8.8% in H1 (chinadaily)

MISC

Justin Bieber joins the illustrious list of musicians banned from China (qz)

China’s former ‘King of IPOs’ has been found guilty of corruption (bi)

North Korea’s economy is booming (qz)

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

Retail/Consumer Cyclical

What People Are Saying About JD’s Spat with Tmall on Social Media (jingdaily)

WeChat Pay Continues its Global Push with New Strategy in Malaysia (jingdaily)

China has become important market for Walt Disney International (chinadaily)

Luxury Brands Need to Embrace These Digital Engagement Tactics or Become Irrelevant (jingdaily)

Technology

Video: AI creates fake Obama (techinasia)

Internet TV brands switch onto smart business opportunities (chinadaily)

Macroeconomic

TPP, the Trade Deal Trump Killed, Is Back in Talks Without U.S. (nytimes)

MISC

The Beijing marriage market: putting a price on a perfect match in a Chinese park (scmp)

Video: In Skin-Care-Obsessed South Korea, Even A Baby Can Get A Facial (npr)

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

Retail/Consumer Cyclical

GST effect: Pay more to buy home appliances from today (indiatimes)

GST effect on bikes and scooters (indiatimes)

3 Tips from Nike’s Customizable Sneaker Service That’s Fast-Growing in the China Market (jingdaily)

Baidu investigated after CEO tests driverless car on Beijing roads (scmp)

Luxury Clothing Rentals Rise as China Embraces the Sharing Economy (jingdaily)

Thailand’s Top Retailers Partner with TripAdvisor to Attract Wealthy Chinese Tourists (jingdaily)

Tesla to build world’s biggest battery in Australia amid energy crisis (japantimes)

Technology

Tencent sets limits for online gaming (chinadaily)

Honor of Kings a king-size hit (chinadaily)

Xiaomi inks multi-year patent deal with Nokia (chinadaily)

Pakistani pizzeria’s robot waitress proving hot draw (japantimes)

Transportation

Airbus taps into growing aircraft demand from China’s airlines (chinadaily)

Macroeconomic

Do China’s efforts to broaden investor access and internationalise yuan go far enough? (scmp)

MISC

China, U.S. Entrepreneurs Dominate World’s Young Billionaires List (jingdaily)

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

Retail/Consumer Cyclical

Spurred by JD-Farfetch Deal, Alibaba Reportedly in Talks with Yoox Net-A-Porter (jingdaily)

Vending machines expand product offerings, from diapers to charitable contributions (japantimes)

Hollywood movie studios are concerned they are being short-changed on box office sales from China(bi)

This Muji-like Chinese chain is expanding in the US—and North Korea (qz)

Effects of Takata Bankruptcy to Extend Far and Wide (nytimes)

All our cars to have hybrid powertrain in India: Volvo country head (indiatimes)

Technology

China’s hottest new tech trend is turning into an integral part of daily life (techinasia)

The subtle, invisible AI that Indian unicorns have made a part of consumers’ lives (qz)

Aerospace/Defense

Chinese Navy launches most advanced homegrown destroyer (japantimes)

Financials

Asian fintech hubs are pushing full steam ahead (bi)

How Hong Kong’s Banks Turned Chinese (npr)

Macroeconomic

China says it’s open to free trade agreement with Mexico (scmp)

China Launches New Index to Measure Consumption Habits of the Rich (jingdaily)

MISC

What you need to know about China’s intelligence law that takes effect today (qz)