Tag: Asia Watch

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

Retail/Consumer Cyclical

Luxury Brands Are Beginning to Embrace WeChat’s New Multimedia Moments Ads (jingdaily)

China automaker Geely to build electric black London taxi cabs (chinadaily)

Indian engineers are so bad that a tech giant wants to hire high school graduates (qz)

Technology

Tencent Planning E-Book IPO (pymnts.com)

Tencent Leads $350 Million Round in Viral Chinese Video Service (bloomberg)

Apple is convincing more Indians to buy iPhones but has yet to win over the government (qz)

India is going to come online using old-school feature phones (qz)

Consumer Staples

Shares in a Chinese dairy company plunged 85% in just minutes (bi)

In China, dairy companies are training chefs to bring on the butter, cheese, and cream (qz)

Macroeconomic

China’s New Limits on Money Outflows Hit a Would-Be Paradise (nytimes)

Beijing imposes fresh home purchase restrictions to close the ‘divorce’ loophole (scmp)

MISC

The Philippine tourism chief wants coverage of the drug war toned down to make her job easier (qz)

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

Retail/Consumer Cyclical

Uniqlo Thinks Faster Fashion Can Help It Beat Zara (bloomberg)

Nike apologizes for misleading sneaker marketing in China (marketwatch)

Zara will enter India’s e-commerce scene in 2017 (qz)

Is broken Dick Clark deal the beginning of the end of China’s Hollywood buying binge? (scmp)

Technology

Samsung Galaxy S8 To Have Facial Recognition For Payments (pymnts)

A struggling Chinese tech giant looking to make a big splash in the US is said to be selling off property to raise money (bi)

Uber in India is fundamentally different from Uber in the West (qz)

New regulatory hurdles in Indonesia bring Grab, Uber, and Go-Jek together in protest (techinasia)

The $300 Nintendo Switch has been great for my relationship (bi)

Macroeconomic

Singapore Exports Surge Most in Five Years, Beating Forecasts (bloomberg)

Did China follow the Fed in raising rates? If yes, why is the central bank denying it? (scmp)

MISC

Here’s how a preemptive strike on North Korea would go down (bi)

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

Retail/Consumer Cyclical

One of China’s richest men suggested that dodgy dealers should be imprisoned for a week for every fake item they sell (bi)

Taobao is banning merchants from selling foreign media in China—even media approved by censors (qz)

Technology

Online video games are the latest casualty of China’s war against Korean businesses (qz)

Financial

China Plans Stricter Bank Capital Rules to Contain Risks (bloomberg)

Marcoeconomic

China is worried that “deglobalization” and protectionism will threaten its growth (qz)

China’s Finance Minister Indicates Room for More Government Debt (bloomberg)

Here Are the Top China-U.S. Trade Flashpoints as Trump Readies Case (bloomberg)

MISC

China’s gigantic mega-cities reveal a striking divide between rich and poor (bi)

India doesn’t know what to do with all its young people (qz)

China is now letting the people judge its judges (qz)

The US is considering a direct strike against North Korea — here’s how it would go down (bi)

No country comes even close to China in self-made female billionaires (qz)

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

Retail/Consumer Cyclical

Geely Chairman Says He Plans to Abandon Bid for Lotus Owner (Bloomberg)

China is trying to punish South Korea by keeping its tourists away (qz)

Casino stocks rise after Macau gaming sales hit 2-year high (cnbc)

Millennial 20/20 Summit: 4 Chinese Millennial Realities Luxury Brands Need to Know (jingdaily)

Home appliance makers’ profits up 20.4% last year (chinadaily)

Alibaba Calls on China to Crack Down Harder on Counterfeiters (jingdaily)

Financial

China’s New Watchdog to Tackle Shadow Banking, Property Bubbles (Bloomberg)

China seen as having key role in helping Blockchain technology grow (chinadaily)

Technology

Lenovo Sells Another Property Asset as Smartphone Sales Tank (Bloomberg)

This Chinese tech company wants Apple to build its own in-display fingerprint sensor (bi)

India has the best internet policy in the world, but actually getting online is another story (qz)

WeChat’s ‘instant apps’ are falling flat (techinasia)

Marcoeconomic

Pimco, BlackRock and Mobius’s Predictions for China in 2017 (Bloomberg)

Xi Jinping may have signaled a huge transformation for China’s economy (bi)

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

Retail/Consumer Cyclical

Why China’s SUV sales can accelerate even as the economy slows (scmp)

Geely set to bid for Malaysian carmaker Proton (chinadaily)

Packer Accelerates Crown Makeover as CEO Leaves, IPO Scrapped (bloomberg)

India’s $600 billion market is not big enough for it to top global retail rankings (qz)

Fintech

Jack Ma’s Ant Financial pushes into Korea with $200m investment (techinasia)

Clean Energy/Pollution

BYD electric taxi fleet to start engines in Singapore (chinadaily)

Toxicity rising in top gear: CSE report finds shocking pitfalls in car emission testing (indiatimes)

Technology

China’s Weibo will soon have more users than Twitter (techinasia)

These new leaked photos appear to reveal more details about Samsung’s Galaxy S8 (bi)

China is funding Baidu to take on the US in deep-learning research (qz)

Consumer Staples

India’s Battle With Booze Isn’t Stopping Johnnie Walker (bloomberg)

Macroeconomic

With the TPP dead, Asia-Pacific eyes turn to Kobe meet for regional trade framework (japantimes)

China overtakes U.S., France as Germany’s biggest trading partner (japantimes)

Hong Kong’s Next Chief Executive to Inherit Improving Economy (bloomberg)

China Home Prices Rise in Fewest Cities in a Year Amid Curbs (bloomberg)

Why Japan may finally emerge from its lost decades (marketwatch)

Trump says China is a ‘grand champion’ at manipulating its currency (bi)

Investor survey finds mainland and Hong Kong investors upbeat on markets close to home (scmp)

MISC

China Wants to Attract More Foreigners (of a Certain Kind) (nytimes)

While Americans boycott Ivanka Trump, Chinese firms are naming their wallpaper and booze “Ivanka” (qz)

Chinese president Xi Jinping has vowed to lead the “new world order” (qz)

Hong Kong’s former leader Donald Tsang just became the highest-ranking official to land in prison (qz)

Beijing cements South China Sea land grab with missile defense sites while the world awaits US response (bi)

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

Retail/Consumer Cyclical

China’s auto sales slow sharply in January (chinadaily)

Transportation

China aims for more efficient, advanced logistics network (chinadaily)

Technology

Baidu just acquired the startup building China’s answer to Alexa (techinasia)

Tencent’s AI dug through tons of data to analyze Chinese teens’ fashion sense (techinasia)

Xiaomi soars as India’s smartphone boom reaches record high (techinasia)

Xiaomi boss’s VC makes maiden India investment (techinasia)

NetEase rakes in profits from mobile gaming (chinadaily)

Shares in Samsung’s flagship company fall after the Samsung Group’s leader was arrested (bi)

Pollution/Clean Energy

India’s Air Pollution Rivals China’s as World’s Deadliest (nytimes)

Aerospace/Defense

India Launches 104 Satellites From a Single Rocket, Ramping Up a Space Race (nytimes)
India’s space agency has a

India’s space agency has a new fan: Elon Musk (qz)

Macroeconomic

DEUTSCHE BANK: Chinese lending exploded in January (bi)

Chinese investors pull back on overseas spending in January (chinadaily)

Demonetisation was just the start, now 1.8 million Indians have probing emails from tax officials (qz)

MISC

In China’s poorest villages, not even a man’s life savings can “buy” a wife (qz)

“They are executioners”: Justice is elusive in the fog of the Philippines’ drug war (qz)

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

Retail/Consumer Cyclical

Walmart ups stake in JD.com (bi)
 

Hermes Sales Advance, Adding Evidence of Luxury Recovery (bloomberg)
 

Tesla coming to India? 10 factors to consider before and after debut (timesofindia)
 

Fintech

A Chinese clampdown reveals a fundamental problem with the bitcoin markets (qz)
 

Jack Ma’s Ant Financial Raising Under $3 Billion of Debt to Fund Deals: Sources (bloomberg)
 

Technology

Xiaomi begins phone manufacturing in Indonesia (techinasia)
 

Financial

China Property Stocks Priced for Disaster are Bargain to Goldman (bloomberg)
 

Macroeconomic

This is how you know something desperate is going on in China’s economy (bi)
 

China sees record outbound financial assets expansion in 2016 (chinadaily)
 

Thailand Holds Rate to Shield Growth as Trade Risks Mount (bloomberg)
 

MISC

China is collecting the fingerprints of foreigners entering the country (qz)
 

After a phone call with China’s Xi Jinping, Trump has decided “to agree to honor” the “One China” policy (qz)
 

India sucks at protecting intellectual property, according to a new ranking (qz)
 

People in Hong Kong are moving into 20-square-foot ‘coffin homes’ to save money (bi)
 

You can now draw with marker pens made from Asia’s air pollution (qz)
 

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

Technology

In a demonetized India, people scrimped on necessities but indulged on Apple (qz)

A for Apple. B for Bengaluru. C for coming soon (qz)

Apple’s iPhone loses sales crown to Oppo’s R9 in China in 2016 (chinadaily)

Across the globe, a golden year for China’s smartphone brands (techinasia)

Nintendo sticks to 2 million sales target for new Switch (AP)

Uber Taiwan slams on the brakes (chinapost)

Union Budget 2017: Here’s why smartphone brands are happy (gadgetsnow)

Basic Materials

India’s gold demand fell sharply by 21% to 676 ton in 2016 (timesofindia)

Consumer Staples

A Skin-Care Ad Tackles Social Taboos in China (bloomberg)

2017-18 Union Budget

How does Arun Jaitley’s budget impact my take-home salary? (qz)

Modi to Spend $59 Billion to Upgrade India’s Infrastructure (bloomberg)

India to Inject $1.48 Billion of Capital Into State-Run Lenders (bloomberg)

India’s government thinks a Universal Basic Income could eradicate poverty (bi)

MISC

The Indian government has delivered a piercing criticism of rating firms like Standard & Poor’s and Moody’s (qz)

In India, people are getting paid to use the toilet (qz)

Duterte’s war on drugs has created “an economy of murder” in the Philippines, says Amnesty International (qz)

Trump adviser Steve Bannon thinks there’s “no doubt” the US is headed for war in the South China Sea (qz)

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

Retail/Consumer Cyclical

China is investing $290 billion to kickstart a, ‘toilet revolution’ (bi)

Aerospace/Defense

China Will Launch Moon-Sampling Mission In November (npr)

Fintech

Jack Ma Not Making It Easy for Western Union as Shares Slide (bloomberg)

Technology

Hugo Barra is leaving Xiaomi to lead Facebook’s virtual reality division (qz)

The Galaxy Note 7 Explosion Findings Could Chang How Samsung Makes Smartphones (fc)

Xiaomi Is Aiming To Become The Everything Company (pymnts)

Chinese brands dominate India’s smartphone market (chinadaily)

Basic Materials

India’s millennials are changing the way the gold-crazy country buys jewelry  (qz)

Amundi: Why cement means calling time on China’s economic recovery is premature (cnbc)

MISC

China’s president Xi Jinping now has a dozen titles, and counting (qz)

Japan’s elderly account for 20% of all crime – and it’s turning prisons into nursing homes (bi)

One Chinese city built more skyscrapers in 2016 than the US and Australia combined (bi)

Trump

4 ways China could deal with Donald Trump (cnn)

Trump Set for ‘Antagonistic’ China Relations, Citigroup Says (bloomberg)

Why Trump’s withdrawal from the TPP is a boon for China (scmp)

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

Retail/Consumer Cyclical

Groupon Gains On, Alibaba Takeover Rumors (pymnts)

China says bad film reviews, not bad films, are killing its box office (qz)

Flipkart and Snapdeal aren’t enough. Indian shoppers are spending millions on Chinese and American websites (qz)

Aerospace/Defense

India’s low-cost airline to buy up to 205 new Boeing planes (ap)

Basic Materials

U.S. seizes $25 million worth of aluminum linked to Chinese billionaire (marketwatch)

Technology

The world’s largest tech investment fund is almost ready for business, but it sounds different from what Trump was told (bi)

Macroeconomic

Asia’s Smallest Economies Are Among Its Fastest Growing (bloomberg)

MISC

Women Are Making Their Voices Heard In Male-Dominated Japanese Politics (npr)