Tag: Asia Watch

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

Retail/Consumer Cyclical

Chinese foodies’ top 10 favorite restaurants (chinadaily)

Indian shoppers check out 100 options before buying one item online (qz)

Mazda recalls cars in China after regulator action on Takata air bags (japantimes)

Digital Wallet

Mobile payments market explodes in China (chinadaily)

Robotics/Automation

Midea buys 25% stake in Kuka for $1.3b (chinadaily)

Mobileye Says Assistance Driving Demand Poised to Surge in China (bloomberg)

Industry regulator wants moderate development in robotics (chinadaily)

Technology

Ele.me set to get NBA legend Bryant’s backing for a facelift (chinadaily)

iPhone’s market share in China drops to fifth (chinadaily)

Huawei proves Samsung is infringing its patents (chinadaily)

Top 5 smartphone vendors with highest domestic shipments in Q1 (chinadaily)

In China, you can now pay your speeding tickets with a smartphone (techinasia)

Mobile game devs are very pissed about China’s new censorship rules (techinasia)

Macroeconomic

Op-Ed | Why the Brexit Will Deter Chinese Tourists (jingdaily)

MISC

China delists company over IPO fraud for first time (chinadaily)

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

Retail/Consumer Cyclical

Adidas extends sports push (chinadaily)

Chinese tourists expected to drop 33 percent (chinapost)

Yum’s mainland stake sale ‘postponed’ (chinadaily)

China embraces ‘Warcraft,’ showing Hollywood movies yuan way to profit (marketwatch)

Fintech

Here’s everything you need to know about fintech so far (INFOGRAPHIC) (techinasia)

China just hinted it could increase fintech regulation (bi)

Transportation

Ride-hailing is finally overtaking traditional taxis in China (techinasia)

Tesla charging posts to become ubiquitous and enable long drives in future (chinadaily)

Road to ‘green’ cars bumpy, but innovation is key (chinadaily)

Technology

Playing catch up, Line finally adds a must-have feature before IPO (techinasia)

ZTE to build bridge to 5G (chinadaily)

The Philippines’ new anti-press president will broadcast his inauguration on Facebook (qz)

Xiaomi to go public in nine years: Lei Jun (chinadaily)

Macroeconomic

China’s Analysts Haven’t Been This Wrong on Equities Since 2009 (bloomberg)

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

Retail/Consumer Cyclical

JD sees online grocery growth (chinadaily)

Wal-Mart’s deal with China’s JD.com may be copied by others (marketwatch)

Technology

Supercell purchase to aid Tencent’s globalization (chinadaily)

China’s 4G users total 530 million (chinadaily)

Healthcare

China targets ‘excessive’ prescriptions and tests in drive to cut hospital costs (scmp)

Macroeconomic

China Has $5.6 Trillion Productivity Opportunity, McKinsey Says (bloomberg)

China to become largest market of high-net-worth individuals (chinadaily)

Raghuram Rajan hits back at critics: “You can fool all of the people only some of the time” (qz)

NOMURA: Brexit will cause widespread ‘contagion’ in Asia (bi)

MISC

The most dangerous place in the world is about to get a whole lot scarier (bi)

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

Retail/Consumer Cyclical

Alibaba says it does fight fake products really (chinadaily)

Jack Ma’s Counterfeit Comments Shed Light on Taobao’s ‘Legal’ Fakes (jingdaily)

China’s Wealthy Switch to Nike and Adidas for Inconspicuous Consumption (bloomberg)

Disney: China’s theme parks drive A-P growth (chinadaily)

Robotics/Automation

Midea bids for control of German robot-maker Kuka with $5.16b (chinadaily)

Researcher says Toyota production capabilities optimal for producing helper robots (japantimes)

Transportation

Possible merger between Didi and Uber in China (chinadaily)

Technology

Xiaomi teams up with China Unicom to boost offline sales (chinadaily)

Apple iPhone Is Targeted in Beijing Patent Case (nytimes)

Macroeconomic

Philippines’ Duterte welcomes ‘New Southbound Policy’ (chinapost)

Why Wall Street’s Worried About the End of Rajan’s Reign (bloomberg)

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

Retail/Consumer Cyclical

Why the Warcraft movie is breaking records in China even though it’s bad (techinasia)

Beijing to cut Taiwan-bound tourists in 3 stages (chinapost)

A 100-year-old Japanese stationery store lets customers design the perfect, custom notebook (qz)

Zivame is building business and breaking taboos, one bra at a time (techinasia)

How smart logistics can break the Asian ecommerce ceiling (techinasia)

Digital Wallet

Samsung Pay launches in Singapore Jun 16 (channelnewsasia)

Robotics/Automation

Electronics Maker Automates as China Costs Rise (wsj)

Transportation

China will not build L.A.-to-Vegas rail line — U.S. company calls the deal off (latimes)

Technology

Largan’s record high dividend proposal approved (chinapost)

High-end lifestyle goes mobile (chinadaily)

Why social video is king in APAC, and what these brands are doing about it (techinasia)

Virtual reality makes a surprise appearance on China’s most important test (techinasia)

Apple’s investment in Didi is more than meets the eye (techinasia)

Consumer Staples

Tiger Beer roars in New York City (channelnewsasia)

MISC

Sriracha now comes in to-go packets (cnn)

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

Retail/Consumer Cyclical

BMW looks to young for China’s future (chinadaily)

NEV (New energy vehicles) plans get a head start (chinadaily)

Economics drives parental choice of school in China (chinadaily)

Digital Wallet

China’s Mobile Shoppers Make More ‘Impulse’ Buys on WeChat (jingdaily)

Transportation

Uber competitor Go-Jek is about to team up with Indonesia’s largest taxi company (techinasia)

Technology

Era of viewer-cum-broadcaster dawns in China (chinadaily)

China rules that iPhone knock-offs are OK, Facebook ones are not (techinasia)

Baidu ordered to overhaul its healthcare ads (chinadaily)

Budget phones don’t cut it anymore in China – and that’s bad news for new brands (techinasia)

MISC

Backdoor listings under scrutiny (chinadaily)

China’s Middle-Class Anxieties (nytimes)

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

Retail/Consumer Cyclical

US to sell pork to Chinese via Alibaba platforms (chinadaily)

Disney CEO meets Chinese president ahead of Shanghai theme park opening (scmp)

This startup has a secret weapon for ecommerce sites to beat Amazon (techinasia)

KFC, With New Nail Polish, Redefines Chicken Fingers (nytimes)

Indonesia’s largest telco slams Netflix, calls it arrogant (techinasia)

Transportation

Uber just made it a lot easier for Chinese travelers to hail a ride (techinasia)

Technology

Apple to appeal after losing trademark case in China (chinadaily)

In China, an iPhone May Not Necessarily Be a Phone (nytimes)

Baidu should have even higher standards than Google, because it’s all China’s citizens have — The Nasdaq-listed company’s shares have dropped 10% in the first two days of this week after Chinese regulators launched an investigation into the search engine’s role in a student’s death. Hundreds of thousands of China’s internet users are threatening a boycott of all Baidu products, from search to music streaming, which could seriously hurt the company’s bottom line. (qz)

China Grants License to Cable Company to Provide Broadband (bloomberg)

Xiaomi just released a smartwatch – but it’s not what you were expecting (techinasia)

Macroeconomic

Placement on US watch list ‘won’t affect TPP bid’: central bank (chinapost)

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

Retail/Consumer Cyclical

A Chinese sportswear brand called Uncle Martian just launched, and it appears to be openly ripping off Under Armour (bi)

A major Hollywood screenwriter self-censored because he was worried about angering China (qz)

Electric cars shape China’s auto future (chinadaily)

Basic Materials

China Vows to Curb Commodities Speculation After Trading Frenzy (bloomberg)

Digital Wallet

Visa opens innovation centre in Singapore (channel newsasia)

Technology

One of China’s hottest startups is launching a smartwatch to rival the Apple Watch this year (bi)

A Chinese tech giant linked to Faraday Future just landed in the US to take on Netflix and Tesla (bi)

Samsung Shows Off A New Attitude In San Francisco This Week (fastco)

Macroeconomic

Opinion: Japan’s prosperity is holding it back from making needed reforms (marketwatch)

Misc

Carl Icahn sold his Apple stake because he is worried about China’s “dictatorship” government (qz)

Xi’s Nickname Becomes Out of Bounds for China’s Media (bloomberg)

China Passes Law Putting Foreign NGOs Under Stricter Police Control (npr)

China becomes 2nd largest VC destination (chinadaily)

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

Digital Wallet

Alipay Owner to Start Shanghai IPO Process as Soon as 2016 (bloomberg)

Basic Materials

China is tightening its grip on the world’s commodities markets (bi)

Automation/Robotics

Self-Driving Car Completes 1,200-Mile Roadtrip Across China (bloomberg)

Technology

Baidu to further expand mapping service abroad (chinadaily)

Samsung: Living On The Edge Between Android And Ambition (fastcompany)

China’s Once Booming Smartphone Sales Barely Grew in 2015: Chart (bloomberg)

China’s Crowded Smartphone Market Heads for an Epic Shakeout -As the economy slows and saturation takes hold, half of 300-plus domestic brands may disappear. (bloomberg)

Macroeconomic

Corporate defaults are on the rise in the US and China at the same time (bi)

South Korea Faces Global Economic Slowdown, President Park Says (bloomberg)

China Faces Make-or-Break Moment, Says Forecaster of Japan Slide (bloomberg)

Welcome to the China Debt, Shadow Banking, Wealth Management Product Nexus (bloomberg)

Why Millennial Voters Turned on Korea’s Park (bloomberg)

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

Retail/Consumer Cyclical

Shanghai plans big subsidies to promote electric car purchases (techinasia)

Automation/Robotics

China’s Companies Poised to Take Leap in Developing a Driverless Car (nytimes)

Technology

The biggest version of the iPhone 7 will have a unique feature (bi)

Apple’s Push to Flood India With Used iPhones Ignites Backlash (bloomberg)

iPhone SE sales unimpressive (chinadaily)

Consumer Staples

Asia’s No.2 Cigarette Maker Drops After Closing India Plants (bloomberg)

Macroeconomic

$1.4 billion in lock-up shares ready for China stock markets (chinadaily)

HSBC: Foreign investors bought more than $12 billion of Asian shares last month (bi)

Panama Papers

China’s elite-including Xi Jinping-are linked to offshore deals that hid millions of dollars (qz)

From Bollywood stars to real estate tycoons: the Indians in Panama Papers (qz)