Tag: Asia Watch

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

Retail/Consumer Cyclical

China’s Athleisure Market Isn’t Going Anywhere As Functional Fitness Wear Brands Expand (jingdaily)

Digital Wallet

China spends more than ever on Alipay amid mobile payments boom (techinasia)

Technology

Profit growth key for Huawei (chinadaily)

China’s Tencent doubles down on Southeast Asia (techinasia)

Samsung plans $150m for early-stage AI, VR, and IoT startups (techinasia)

Hon Hai ‘to move forward with US$5 billion project in India’ (chinapost)

Largan rally continues with shares closing at new record (chinapost)

MISC

Why ‘birth tourism’ from China persists, despite US crackdown (scmp)

Beijing is playing down its pollution problem (qz)

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

Retail/Consumer Cyclical

BYD accelerates green autos (chinadaily)

Technology

China’s ‘Uber for trucks’ has received a $1 billion valuation (bi)

Dear Apple, here’s what you need to do to succeed in India in 2017 (qz)

Xiaomi ‘covering up’ smartphone fire (chinadaily)

Fintech/Digital Wallet

India’s PM just launched a stripped-down app for mobile payments (techinasia)

Healthcare

Report: Chinese Medical Tourism Grows by 500 Percent in 2016 (jingdaily)

Health food maker Grape King Bio (GKI.TW) accused of selling expired products (chinapost)

2016 in Review

A Year in China Markets: Yuan Down, Stocks Down, Bonds Faltering (bloomberg)

Prohibition to demonetisation: How India’s liquor companies lost the buzz in 2016 (qz)

Who had the worst year? How Asian leaders fared in 2016 (japantimes)

Macroeconomic

Easing China’s Housing Bubble Has Unintended Side Effects (bloomberg)

China is behind the latest bitcoin craze (bi)

Japan’s economy may see a light at the end of the tunnel, and it’s not a train (newsonjapan)

MISC

A 24-year-old’s ‘death from overwork’ causes Japan to rethink work-life balance (bi)

Japan Wants Its Overworked Citizens to Start Weekends Early (bloomberg)

Modi Set to Face Fallout From His 50-Day Cash Promise to India (bloomberg)

World’s highest bridge opens in China (gulp, don’t look down) (marketwatch)

In Japan, a lot of the country stays home on New Year’s Eve and watches TV (qz)

Trump again takes credit for 8,000 jobs where credit is actually due Softbank’s Son (japantimes)

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

Retail/Consumer Cyclical

A designer is turning expensive sneakers into smog masks to combat China’s ‘red alert’ pollution levels (bi)

U.S. puts Alibaba on counterfeit-goods watchlist (marketwatch)

Fintech/Digital Wallet

India Wants To Go Cashless. But It’s Easier Said Than Done (npr)

India is trying to solve its cash crisis with a massive lottery of electronic money (bi)

Asia Casinos/Gambling

Japan’s Big Bet on Casinos (Bloomberg)

Technology

The $2,500 answer to Amazon’s Echo could make Japan’s sex crisis even worse (bi)

China’s Uber for Trucks Huochebang Fetches $1 Billion Valuation (Bloomberg)

Baidu aims for $1 billion IPO for video-streaming site iQiyi.com (marketwatch)

Macroeconomic

China to Boost Economy by Getting People to Jump Out of Planes (Bloomberg)

Asian Central Banks Are Taking Donald Trump in Their Stride (Bloomberg)

China tycoon Cao Dewang moves jobs to US, citing high taxes at home (indiatimes)

MISC

Making sense of why Filipinos fear Duterte’s war on drugs but approve of him so highly (qz)

The warming relations between China and the Vatican seem to have gone cold (qz)

The memes that took over China’s internet in 2016 speak to the country’s power and fragility (qz)

Beijing districts to cap population in bid to tackle smog, congestion (japantimes)

Japan’s newborns projected to fall below 1 million for first time in 2016 (japantimes)

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

Retail/Consumer Cyclical

Amazon video hits Taiwan, steps up challenge to Netflix (chinapost)

Luxury car sales slide as demonetisation dampens sentiments (indiatimes)

Technology

Nintendo’s Super Mario mobile game could rake in millions (bi)

Japan is using QR stickers to track down the elderly (cnn)

Financial

Ant Financial makes inroads in South Korea (chinadaily)

Transportation

Chinese Airlines Are Flooding the World With Super-Cheap Airfares (Bloomberg)

Macroeconomic

WHY DOES INDONESIA CLING TO ITS PLAGUED CHINESE INFRASTRUCTURE PROJECTS? (scmp)

China invests in over 25% of US startups, report says (chinadaily)

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

Retail/Consumer Cyclical

China Car Sales Rise 20% as Buyers Rush to Beat Expiring Tax Cut (bloomberg)

Asian Casinos/Gambling

Casino Stocks Plummet on Report of ATM Limit Imposed in Macau (bloomberg)

Technology

The ‘Apple of China’ might be launching an electric vehicle on Monday (bi)

Apple just invested in China’s largest wind-turbine maker to power its supply chain (qz)

Apple argues for ban on iPhone 6 to be lifted (chinadaily)

Samsung’s Heir Apparent Makes Shaky Debut as Korea’s Top Boss (bloomberg)

It sounds like Apple and Samsung will release very similar smartphones next year (bi)()

Consumer Staples

Moutai takes fiery spirit to Europe (chinadaily)()

Basic Materials

India’s diamond industry is already weak, and demonetisation could push it into critical care (qz)

Macroeconomic

China’s Capital-Control Crackdown ‘Particularly Worrying’ for Businesses, Says George Magnus (bloomberg)

China Is Pausing on U.S. Deals, Ex-Goldman Rainmaker Says (bloomberg)

Southeast Asia Advances in Talks to Dismantle Trade Barriers (bloomberg)

India Outflow: Deutsche Bank Says You Ain’t Seen Nothing Yet (bloomberg)

Here’s why one in four Indians are worried about losing their homes (qz)

India’s startup billionaires are desperate to make the country like protectionist China (qz)

MISC

First Rahul Gandhi, now Vijay Mallya: A group of hackers is going after high-profile Indians on Twitter (qz)

South Korean President Park Geun-hye has been impeached (bi)

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

Retail/Consumer Cyclical

China’s BYD unveils SkyRail mass transit solution at Mayors Summit (chinadaily)

China’s Theme Park Market to Overtake Japan, United States (jingdaily)

More senior execs flee Flipkart; star hire from Google leaves to join Airbnb (techinasia)

Toyota plans to sell more hybrid cars in India (timesofindia)

Technology

Apple to set up a distribution centre through its logistics partner in India (economictimes)

World’s top five most profitable mobile handset makers in Q3 (chinadaily)

Chinese internet firm announces partnership with AT&T (chinadaily)

China is censoring people’s chats without them even knowing about it (qz)

Tencent executive showcases ‘Mini Apps’ on WeChat (bi)

Healthcare

HIV infections in China are rising sharply among students, gay men, and men over 60 (qz)

Financial

China insurers may invest $100b overseas in next 3 years: BNP Paribas (chinadaily)

China to waive capital gains tax for Shenzhen-Hong Kong Connect (chinadaily)

Macroeconomic

BARCLAYS: China capital outflows at ‘near-record’ levels (bi)

China Seizes Opening in U.S. Backyard as Trump Upends Policy (bloomberg)

MISC

During a ‘very engaging, animated’ talk, Trump invited the Philippines’ brash president for a state visit (bi)

China to US: Avoid politics in purchase of Germany’s Aixtron (AP)

China’s second most powerful man warns of dissent and corruption in the Communist Party (qz)

Widodo Appeals for Calm at Second Jakarta Protest Against Ally (bloomberg)

Govt returning 50% of black money to hoarders: Rahul Gandhi (timesofindia)

Malaysians worry Trump will drop a corruption investigation into his “favorite prime minister” (qz)

South Korea says China is retaliating against its missile-defense system by taking aim at Korean dramas (qz)

South Korea’s president says she is willing to resign over a $70 million extortion scandal (bi)

Hackers are making a joke of India’s Congress party and its leaders by taking over their Twitter accounts (qz)

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

Retail/Consumer Cyclical

What the Trump presidency could mean for sneaker prices (bi)

Domino’s plans to use reindeer to deliver pizza in Japan this winter (qz)

Another Chinese startup just revealed another pointless electric supercar (techinasia)

Thailand Tourism in Shambles After Tour Crackdown (jingdaily)

Transportation

Airline soars on innovation (chinadaily)

Technology

Behind ‘League of Legends,’ the Chinese Giant Plotting Global Domination (wsj)

Macroeconomic

Japan Looks to Increase Role of Fiscal Policy in Next Budget (bloomberg)

Shenzhen-HK trading link debut likely stalled on capital outflow worries: Strategist (cnbc)

As TPP falters, China steps up charm offensive to woo Asian nations on board Beijing-led trade pact (scmp)

MISC

A Hong Kong court has disqualified two legislators who refused to take their oath “correctly” (qz)

Up to 40% of Japanese men can’t sleep because of work stress (newsonjapan)

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

Retail/Consumer Cyclical

China is making huge investments to become a soccer superpower (bi)

China is about to make the English Premier League $700 million richer (qz)

China Toughens Up on Producing Fewer, Better Electric Car Makers (fortune)

Robotics/Automation

The Google of China is now letting the public take rides in its self-driving cars (bi)

Technology

Chinese smartphones are catching up to Apple and Samsung (bi)

China’s Internet Moguls See Chance to Capitalize on Era of Trump (bloomberg)

Snow, Asia’s Snapchat Clone, Sets Sights on Global Expansion (bloomberg)

Beijing is demanding answers from Apple after iPhones in China start mysteriously turning off (qz)

Thailand taps Facebook users to spy on each other, report ‘inappropriate messages’ (techinasia)

Macroeconomic

Malaysia Central Bank Says It’s Intervening in Currency Market (bloomberg)

China is on a mission to modernize African farming — and find new markets for its own companies (qz)

Japanese Companies Have More Patents Than New Products: Chart (bloomberg)

Modi’s Money Crackdown Threatens India Corporate Profit Recovery (bloomberg)

MISC

The Philippine president has signaled that he is flirting with the idea of imposing martial law (bi)

JPMorgan’s “systemic bribery” in China was so blatant the bank had an internal spreadsheet to track it (qz)

Malaysia shows what happens to authoritarian leaders who lose their authority (qz)

Donald Trump’s 5-year-old granddaughter won hearts in China by reciting poetry in Mandarin (qz)

Japan’s quick sinkhole fix shows us what efficient infrastructure looks like (qz)

Duterte Outbursts Start Scaring U.S. Companies, Industry Says (bloomberg)

China’s Tech Unicorns Look Increasingly Cursed (bloomberg)

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

Retail/Consumer Cyclical

Alibaba just showed us the future of TV. But it’s kinda lame. (techinasia)

Car sales surge 20% as consumers rush to cash in on expiring tax cut (chinadaily)

Chinese E-Commerce Watch – Branding Opportunities on Baidu (huffpost)

Tencent is ready for Hollywood action (bi)

Singles Day: Alibaba breaks record sales total (bbc)

China’s tourism generated over a quarter of global tourism jobs in 2015: Report (chinadaily)

Clean Energy

China issues five-year plan to reduce greenhouse gas emission (chinadaily)

China begins construction of first offshore nuclear plant (chinadaily)

Technology

Huawei launches Internet of Things accelerator in Singapore (techinasia)

Transportation

LeEco Billionaire’s Car-Hailing Ambitions Suffer a Setback (bloomberg)

Macroeconomic

Trump’s Vow to Crack Down on China Set to Run Into Complex Reality (bloomberg)

China-U.S. Ties Are Built for Long-Term: Finance Ministry’s Shi (bloomberg)

Beijing to the US: Your democracy is broken, please don’t change a thing (qz)

MISC

Chinese fans are blaming Hillary Clinton’s loss for a canceled Katy Perry performance (qz)

K-Pop’s Global Success Didn’t Happen by Accident (hbr)

Samsung Offices Raided In An Investigation Involving A Dressage Horse (npr)

These Lower-Tier Chinese Cities Will Have 2 Million or More ‘High-Income’ Residents by 2030 (jingdaily)

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

Retail/Consumer Cyclical

Not yet profitable, JD to spend on logistics (chinadaily)

Helping moms teach values to kids (chinadaily)

China’s pro basketball players are being forced to take off their Nikes and wear Chinese shoes instead (qz)

Billionaire Wang Agrees to Buy Dick Clark Productions for $1 Billion (bloomberg)

Clean Energy

China takes the lead in renewable energy, as cost-effectiveness improves (chinadaily)

Technology

iPhone users are abandoning their loyalty to Apple (bi)

Apple starts letting Chinese users pay for apps using Alipay (mashable)

A top Foxconn exec talked about the iPhone 8 in a public speech (bi)

Apple’s Mac event has Chinese fans thinking about buying a Surface (techinasia)

Facebook tried to buy Asian Snapchat clone Snow (techcrunch)

Transportation

Uber’s India Rival Said in Talks to Raise About $600 Million (bloomberg)

China Eastern to Take First Delivery of Home Built Passenger Jet (bloomberg)

Financial

HK’s insurance stocks take a hit (chinadaily)

Jack Ma’s Ant Financial Starts Global Foray With Thai Expansion (bloomberg)

Macroeconomic

The Bank of Japan keeps policy on hold, says risks are ‘skewed to the downside’ (bi)

Foreigners Sell Thailand Stocks as King’s Death Clouds Outlook (bloomberg)

MISC

Elderly Chinese farmer hid life savings in wall … then found the cash rotting after water leak (scmp)

Park Scandal Investigators Sought Files From Eight Korean Banks (bloomberg)

Indonesia Central Bank Chief Questioned by Anti-Graft Agency (bloomberg)

China and the Philippines have turned the corner on one of their biggest disputes, but the path ahead is unclear (bi)