Tag: Asia Watch

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

Retail/Consumer Cyclical

The CFO of India’s largest e-commerce company resigned in the middle of peak demand season (qz)

Robotics/Automation

China just showcased the world’s most human-like robots, and they show how close we’re coming to Westworld reality (bi)

Digital Wallet

India To Leapfrog US As eCommerce Hub? (pymnts)

Transportation

If Didi wants to go global, it’s going to have to piss off a few friends (techinasia)

Healthcare

HIV is growing so fast among Chinese youth that a university is selling testing kits in vending machines (qz)

Technology

The ‘Apple of China’ just showed us what the iPhone 8 could look like (bi)

China wants to build a massive database to socially rank its citizens (bi)

LINE Developer Day explores the future of chat (techinasia)

Capital Equipment

A Chinese company reportedly involved in South China Sea dredging won a big project in the Philippines (qz)

Consumer Staples

China, With Millions of Pigs, Importing Record Pork: Chart (bloomberg)

India gets crafty — with craft beer (marketwatch)

Macroeconomic

Fake Divorce Is Path to Riches Buying Hot China Real Estate (bloomberg)

Japan Ruling Party May Change Rules to Allow Abe to Extend Term (bloomberg)

BOJ doesn’t need to sell government bonds yet, Kuroda says (marketwatch)

MISC

It’s so dangerous being a bridesmaid in China that some brides are hiring professionals instead (qz)

Will Ban Ki-moon Be the Next President of South Korea? (bloomberg)

A Rasputinesque mystery woman and a cultish religion could take down South Korea’s president (qz)

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

Asian Casinos/Gambling

Details of Chinese high rollers now in the hands of China’s mainland authorities (smh)

Technology

Here is how Nintendo Switch works (bi)

The ‘Apple of gaming world’ just launched a laptop to ‘eradicate’ all other laptops (bi)

The ‘Apple of the gaming industry’ just bought an audio company founded by George Lucas (bi)

Why Netflix shouldn’t be scared of the ‘Netflix of China’ and its splashy US debut — yet (bi)

Netflix’s new, brilliant strategy for China is to stay the hell out of the country in the middle of peak demand season (bi)

Line is building a Slack rival (techinasia)

Here’s Where Tencent Is Raising $850 Million for Its Supercell Purchase (fortune)

Transportation

Didi, a key player in Asia’s ride-hailing market, says it’s ‘definitely going global’ (bi)

China’s express delivery sector continues to grow (chinadaily)

Consumer Staples

China becomes Australia’s No 1 wine export market (chinadaily)

Macroeconomic

Those jobs outsourced to the Philippines could be in jeopardy if Rodrigo Duterte breaks ties with the US (qz)

Foul-mouthed Duterte demonstrated in Beijing he can be the perfect statesman (when he wants to be) (qz)

Chinese Regulator Probes Six Companies in IPO Fraud Crackdown (bloomberg)

Indonesia Cuts Interest Rate for Sixth Time Before Fed Move(bloomberg)

MISC

Why prime minister Narendra Modi should step in to save filmmaker Karan Johar (qz)

China opens Chongqing nuclear plant to tourism (cnn)

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

Retail/Consumer Cyclical

200-Year-Old Snail Mail Operator Taps Alibaba Giant for Growth (bloomberg)

China’s BYD to start electric bus manufacturing in Hungary (chinadaily)

China’s Dreams of Soccer Power Are Making This Developer Rich (bloomberg)

Alibaba teams with Spielberg’s Amblin in blockbuster film deal (marketwatch)

Consumer Staples

Here’s Why Brooklyn Brewery Sold a 24% Stake to Japan’s Kirin (fortune)

Digital Wallet

Alibaba’s Ant Financial Demonstrates VR Pay (pymnts)

Healthcare

China, Korea Eye the Latest Multi-Billion Blockbuster Drug Market (bloomberg)

Financial

Jack Ma’s Ant Financial Names New CEO to Oversee IPO in 2017 (bloomberg)

Technology

Chinese gamers on the move (chinadaily)

Samsung will suspend production of the Galaxy Note 7 as replacement phones continue to explode (qz)

Apple’s iPhone 7 allegedly explodes in China (chinadaily)

Macroeconomic

China’s Cooling Property Market May Risk Economic Growth (bloomberg)

China Sees First Factory-Gate Inflation in Almost Five Years (bloomberg)

MISC

Thailand mourns its king, the longest-reigning monarch in the world (qz)

Thai Prince Awaits Crown, Groomed Since Birth for Throne (bloomberg)

China’s marriage rate is plummeting because women are choosing autonomy over intimacy (qz)

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

Retail/Consumer Cyclical

Jack Ma in Indonesia Shows ‘Explosive’ Online Sales Growth (bloomberg)

China’s Urban Millennial Spending Habits Show Global Outlook (jingdaily)

Consumer Staples

31% of Chinese tourists pack instant noodles when they travel (qz)

Yum Brands is blaming tension in the South China Sea for its bad quarter (bi)

Automation/Robotics

Reviving Japan’s Dairy Industry, One Milking Robot at a Time (bloomberg)

Technology

Line’s CTO shares her secret to running a great engineering team (techinasia)

In a grim year, Xiaomi’s India sales numbers offer hope (techinasia)

Why Samsung’s stock price just hit an all-time high, even as the Galaxy Note 7 keeps exploding (qz)

Energy

Chinese Gasoline Heads to New York for First Time in Nine Years (bloomberg)

Macroeconomic

Why Japan’s Godzilla-sized stimulus is a threat to investors (marketwatch)

Japanese Investors So Desperate for Yield They’ll Buy U.S. Munis (bloomberg)

Tokyo condo sales plunge to 24-year low (japantimes)

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

Retail/Consumer Cyclical

Board of Yum Brands gives greenlight to spinoffplan of its China operations (chinadaily)

Chinese Tourists Pump Cash Into a Hot Destination: China (nytimes)

Chinese investors step up to New Zealand hotel challenge (chinadaily)

New energy subsidies to be cut (chinadaily)

Technology

Xiaomi does a U-turn, plans to open 1,000 stores (techinasia)

China sets up alliance to give real boost to virtual reality sector (chinadaily)

Japanese investors pump money into Indonesian electronics price comparison site (techinasia)

Spotify launches in Japan (techinasia)

Indonesian authorities are threatening to hit Google with a $400 million tax bill (qz)

Cyber Security

A Chinese company is accused of undermining the security of the internet (bi)

Digital Wallet

Japan to test pay-by-fingerprint for foreign tourists (newsonjapan)

American Express Boosts Uber’s B2B Target In India (pymnts)

Clean Energy

Longyuan Leads Declines as China Eyes Solar, Wind Price Cuts (bloomberg)

Basic Materials

China Auto Boom Is Warning to World Miners Facing Scrap Age (bloomberg)

Capital Equipment

Chinese firm wins contract to repair key road in Kenya (chinadaily)

Financial

Chinese Bank Sanctioned by Fed Over Money-Laundering Safeguards (bloomberg)

Macroeconomic

China Fund Exodus Accelerates as Further Yuan Weakness Expected (bloomberg)

MISC

Beijing’s Disturbing Turn Against Personal Freedoms (nytimes)

Death, Probes, Family Feud: a Look Back at Lotte Group’s Crisis (bloomberg)

Ban Ki-moon is the favorite to be South Korea’s next president, whether he likes it or not (qz)

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

Retail/Consumer Cyclical

Chinese lingerie brand makes global market debut atLondon Fashion Week (chinadaily)

Chinese Web-Video Tycoon Raises $1.08 Billion for Electric Car (bloomberg)

Robotics/Automation

There are some scary similarities between Tesla’s deadly crashes linked to Autopilot (qz)

Asia Casinos/Gambling

Macao’s game for recovery (chinadaily)

Digital Wallet

The rich entrepreneur tag is immaterial, I want Paytm to be India’s first $100-billion firm: Vijay Shekhar Sharma (qz)

Financial

Jack Ma’s Finance Business May Be Worth More Than Goldman Sachs (bloomberg)

Basic Materials

China’s Top Steel Mills Step Closer to Creating Arcelor Rival (bloomberg)

Technology

Samsung says 500,000 Galaxy Note 7 smartphones returned in U.S. (marketwatch)

Explosions in China show Samsung’s Galaxy Note 7 safety problem may be worse than we thought (qz)

Two India Students Challenge Facebook on WhatsApp Privacy Policy (bloomberg)

Apple ordered to pay $118 million in back taxes in Japan (mashable)

Macroeconomic

Abe Tells New York Investors He’ll Reform Japan’s Labor Market (bloomberg)

Abe urges TPP approval in meeting with Clinton in New York (japantimes)

This is a ‘government invitation for helicopter money’ (bi)

Charted: As Japan celebrates “Respect for the Aged Day,” it has more seniors to honor than ever before (qz)

MISC

Japan and China’s maritime tensions in the South China Sea are resurfacing World War II-era wounds (qz)

Charted: Divorce rates go up and down with home prices in China’s big cities (qz)

The tables have turned: India’s internet trolls are now mocking Narendra Modi (qz)

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

Retail/Consumer Cyclical

Target has partnered with Alibaba’s Tmall to sell in China (bi)

Technology

Exploding phones aren’t Samsung’s biggest problem (marketwatch)

Transportation

Three Hanjin Shipping Charter Vessels Are Sold (wsj)

Macroeconomic

Japan’s Biggest Bank Urges BOJ to Weigh Side Effects of Policy (bloomberg)

Yen Traders Paralyzed as Central Banks Become Guessing Game (bloomberg)

Japan wants more women to work-but what do women get in return? (qz)

Duterte’s Tilt Toward China Upsets U.S. Strategy in Asia (bloomberg)

StanChart: Money Keeps Coming Out of China (bloomberg)

Move over China, India could become a manufacturing haven for Hong Kong based firms (firstpost)

MISC

Hong Kong Remains Top Destination for Chinese Millennials, but South Korea and Thailand Are Catching Up (jingdaily)

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

Retail/Consumer Cyclical

AMC Theatres’ Chinese boss, Wang Jianlin, has a delusional plan to infiltrate American culture (qz)

Uniqlo bets big in Southeast Asia (chinadaily)

Alibaba chief sees tasty opportunities in fast food (chinadaily)

Digital Wallet

South Australia Piloting Paying For Transport Via Smartphone (pymnts)

Transportation

Hanjin’s Ghost Ships Seek Havens With Food and Water Starting to Dwindle (bloomberg)

Robotics/Automation

SoftBank’s Robot Buses to Take Grandparents Home on Country Roads (bloomberg)

Technology

FAA Urges Passengers to Not Use Samsung Galaxy Note 7 on Planes (wsj)

Samsung’s Massive Galaxy Note 7 Recall Brings Battery-Maker Into Focus (wsj)

Line hunts for M&A with $1.3b IPO war chest, aims to be one-stop shop (chinadaily)

Line makes splash by launching cut-rate smartphone service (japantimes)

Basic Materials

Chinese Billionaire Linked to Giant Aluminum Stockpile in Mexican Desert (wsj)

India’s Top Steel Producer Posts 5th Straight Loss Amid Glut (bloomberg)

Consumer Staples

Op-Ed | 5 Things Brands Need to Know About Winning in China’s Beauty Industry (jingdaily)

Macroeconomic

Japanese investors are going crazy for America (bi)

This doomsday clock tells you when Japan’s sex problem will cause the country to go extinct (bi)

Deutsche Bank: Here’s Which Countries Would Suffer the Most from Five Major Economic Shocks (bloomberg)

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

Retail/Consumer Cyclical

China cracked down on bribes … and the Swiss watch industry is collapsing (bi)

China’s K-Pop Ban Hits Luxury Marketers (jingdaily)

Starbucks launches Teavana brand in China (bi)

EV startups face wipeout by new rules (chinadaily)

Robotics/Automation

The ‘Google of China’ is making big moves in the driverless car arms race (bi)

Digital Wallet

China’s Huawei Connects With UnionPay, Launches Huawei Pay (pymnts)

Google And Apple Are Getting Into The Digital Payment Market In Japan (pymnts)

Technology

China warns online game operators (chinadaily)

China’s manufacturing IoT spending to hit $128b by 2020: IDC (chinadaily)

Financials

How homebuyers are exploiting loopholes to snap up property in top Chinese cities as prices skyrocket (scmp)

Transportation

Cathay Pacific launches new London-Hong Kong service to cope with visitor surge (chinadaily)

Macroeconomic

Philippine Peso Completes Best Performance in Asia This Month (bloomberg)

China Said to Block Pricey Reverse Mergers With Valuation Limit (bloomberg)

This chart will scare anyone worried about the global economy turning Japanese (bi)

China’s August PMI slightly up to 50.4 (chinadaily)

BOC plays cupid between Chinese and foreign SMEs for an economic cause (chinadaily)

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

Retail/Consumer Cyclical

India’s fashion industry finally gets real about how Indians look (qz)

China box office falls after subsidy cuts (chinadaily)

Robotics/Automation

Chinese consumers show rising interest on self-driving cars: Report (chinadaily)

Transportation

What Uber China’s Merger With Didi Means For The Company’s Future (fastcompany)

Technology

Huawei ups H1 shipments by 25% (chinadaily)

Macroeconomic

Chinese Capital Outflows May Still Be Happening – But In Disguise (bloomberg)

Spending by child-raising families in deep slump: white paper (newsonjapan)

China Inc. Has $1 Trillion in Cash That It’s Too Scared to Spend (bloomberg)

MISC

How Thailand’s startup ecosystem has grown over the last 5 years (Infographic) (techinasia)