Tag: Asia Watch

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

Retail/Consumer Cyclical

BYD Sees Electric-Car Sales Tripling in Market Coveted by Tesla (bloomberg)

A look at the new Shanghai Disneyland – where tickets are already selling out fast (bi)

Digital Wallet

Visa Partnership To Drive Chinese Tourism (pymnts)

Samsung Pay Launches In China (pymnts)

Technology

NXP taps to foster China’s semiconductor usage market (chinadaily)

China’s latest proposed internet regulations would make foreign websites impossible to reach (qz)

Macroeconomic

Taiwan 3rd largest foreign investor year-to-date in Vietnam (chinapost)

China’s state pension funds can now invest big in the country’s volatile stock markets (qz)

Most China-Dependent Economy Isn’t So Keen on Chinese Money (bloomberg)

The Credit Card Loophole That Gets Around China’s Capital Curbs (bloomberg)

China’s Job-Saving Coal Fix May Mean More Trouble in Appalachia (bloomberg)

China’s Great Wage Boom Is Starting to Fade (bloomberg)

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

Retail/Consumer Cyclical

Starbucks Facing Tough Test as It Tries to Sell Tea to China (bloomberg)

China Tax-Rule Changes Seen Lifting Korea Cosmetics Sales Online (bloomberg)

Healthcare

Millennials’ `Lunch-Break Cosmetics’ Spur China’s Botox Boom (bloomberg)

Pollution Control

India Targets Discarded Electronics That May Poison Environment (bloomberg)

Digital Wallet

Nintendo’s First App Could Shake Up Mobile Rewards (pymnts)

Financial

China’s biggest broker spent more on bailing out the stock market than it earned in 2015 (qz)

Shenzhen’s Banks Asked to Tighten Mortgage Loan Standards (bloomberg)

Macroeconomic

Everyone is worried that a third China bubble is about to pop (bi)

China’s Urban Consumers More Optimistic Even Amid Slowing Growth (bloomberg)

MISC

China keeps buying up American companies, and lawmakers are starting to sound the alarm (bi)

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

Retail/Consumer Cyclical

Casino’s Big C Vietnamese Stores Said to Attract Lotte, TCC Bids (bloomberg)

Automakers Lower India Sales Forecast on Government Levies (bloomberg)

Women Drive O2O Commerce In China (pymnts)

AMC-Carmike Deal Is More About China Than Declining Economics Of U.S. Theater Business (forbes)

Asia Casinos/Gambling

Macau Casinos Bounce Back as Gamblers Ditch China Stocks: Chart (bloomberg)

Technology

Largan February sales dip to two-year low in first quarter (chinapost)

Healthcare

China’s Drug-Price Cuts Are Hitting Big Pharma Where It Hurts (bloomberg)

Transportation

China’s plan to build world’s longest rail tunnel – from Pingtan to Taipei – is part of Xi Jinping’s long – term strategy on Taiwan: analysts (scmp)

Macroeconomic

PBOC Using Stealth Intervention as Reserves Decline, Daiwa Says (bloomberg)

Emerging markets are still not ready to be the ‘trade of the decade’ (bi)

MISC

The ‘Asian tigers’ aren’t what they used to be (bi)

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

Retail/Consumer Cyclical

WILL CHINA’S NEW FOREIGN MEDIA BAN CAUSE BIG PROBLEMS FOR FASHION MAGAZINES? (jingdaily)

Nissan Disables Leaf Electric Car App After Cross-Continent Hack (bloomberg)

Digital Wallet

China UnionPay, Visa ink MOU to brace against industrial challenges (chinadaily)

Taiwanese restaurant POS startup raises $5.6m, has 1,000+ paying customers (techinasia)

Clean Energy

China Picking Winners in Solar Industry With Backing for Yingli (bloomberg)

Technology

China will get 5G in 2020, say the people who delayed China’s 4G launch (techinasia)

Xiaomi introduces video call app with US firm (chinadaily)

The Foxconn-Sharp fallout isn’t just about money—it’s about Japan’s national pride (qz)

Healthcare

China’s rural residents enjoy better healthcare (chinadaily)

Macroeconomic

In Rare Appearance, China’s Central Bank Chief Says All Is Well (nytimes)

China Overnight Money Rate Caps Weekly Gain on Reserves Change (bloomberg)

Japan Builds $124 Billion Cash Hoard Even as It Cuts Treasuries (bloomberg)

MISC

What are the chances? Woman in China tries to sell iPhone, stolen by husband, to original owner (scmp)

Chinese parents face obstacle to having a second child: their first (scmp)

Brides are so scarce in China, some men are even considering divorced women, state media says (qz)

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

Retail/Consumer Cyclical

China Could Beat Hollywood by 2017 (bloomberg)

Digital Wallet

Uber Launching Digital Wallet In India (pymnts)

Technology

Why would Foxconn buy Sharp? It’s all about the iPhone (qz)

Chinese smartphone vendors on firm ground despiteslowing global demand (chinadaily)

China

China Said to Agree $7.7 Billion of Bad Loan Securitization (bloomberg)

China Money Rate Jumps as Reserve Limits Hit Preferential Banks (bloomberg)

China’s stocks just tanked again, ahead of the G20 meeting in Shanghai (qz)

China minted dozens of new IPO billionaires in 2015, even as stock markets crashed (qz)

MISC

Parents who got fired for violating China’s one-child policy want their jobs back (qz)

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

Retail/Consumer Cyclical

Flipkart’s Valuation Slashed 23 Percent (pymnts)

Jack Ma’s expensive, low key strategy to battle Amazon for online shoppers (qz)

Toyota Taps Non-Japanese to Help Oversee Structural Overhaul (bloomberg)

VICTORIA’S SECRET TO OPEN FIRST FULL CHINA LOCATION ACROSS FROM HERMÈS IN SHANGHAI (chinadaily)

Digital Wallet

China tops in digital payment adoption worldwide (nytimes)

Automation/Robotics

Baidu Joins Geely Urging China to Hasten Autonomous-Driving Law (bloomberg)

Technology

Tencent’s Ma Tells China to Make Internet More Accessible (bloomberg)

Apple edges past Xiaomi to grab No. 6 spot in India’s top 30 cities (indiatimes)

Healthcare

CHINA’S PLASTIC SURGERY INDUSTRY BOOMS THANKS TO K-POP OBSESSION (jingdaily)

China

China’s president Xi Jinping was named statesman of the year—in Pakistan (qz)

China Rating Outlook Cut to Negative by Moody’s (bloomberg)

China Calms Jittery Investors With Yuan Stability, Clear Message (bloomberg)

China’s massive state company layoffs could triple to 6 million people (qz)

China Bashing, Economic Slowdown Leave American CEOs Unfazed (bloomberg)

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

Retail/Consumer Cyclical

Japan Auto Unions Seek Slimmer Pay Raises as Economy Stagnates (bloomberg)

Airbnb Faces Major Threat in Japan, Its Fastest-Growing Market (bloomberg)

For China’s upper middle class, driving for Uber is a cure for loneliness (qz)

Toyota Recalls SUVs After Seat Belt Separated in Fatal Crash (bloomberg)

Asian Casinos/Gambling

STEVE WYNN: China’s economic policies have done something ‘unequaled in the history of civilization’ (bi)

Digital Wallet

Apple Pay takes on China’s internet kings in mobile payments (reuters)

Financial

Chinese Bid for Chicago Exchange Draws Congressional Concern (bloomberg)

Macroeconomic

Chinese Premier Faults Regulators’ Handling of Stocks, Yuan Rout (bloomberg)

Japanese Hedge Fund Says Abenomics Era of Easy Gains Is Over (bloomberg)

Japan’s Economic Woes Cast Shadow on Abe’s Twin Election Choice (bloomberg)

Philippines Cuts 2016 Growth Goal as Asia Braces for Volatility (bloomberg)

China Debt Binge Spurs S&P Warning as Magnus Sees `Big Problems’ (bloomberg)

China Created A Record Half A Trillion Dollars Of Debt In January (zh)

China Stops Reporting Key Data Showing Size Of Its Capital Outflows (zh)

MISC

China is displacing 9,000 people to make room for a humongous, alien-hunting telescope (qz)

Hong Kong’s popular, lucrative horror movie about Beijing has disappeared from theaters (qz)

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

Retail/Consumer Cyclical

Lack of parking in Tokyo’s shopping districts a headache for Chinese tour buses and residents (japantimes)

Clean Energy

Panasonic to suspend solar cell assembly at one plant amid falling demand (japantimes)

Technology

75% of management is from India: Oracle CEO (indiatimes)

Chinese Group Bids $1.2 Billion for Company Behind Opera Web Browser (nytimes)

Chinese companies are betting on boring apps to expand abroad (qz)

Financial

Philippines Lifts 17-Year Ban on Bank Licenses to Lure Investors (bloomberg)

Macroeconomic

The predators behind the TPP (japantimes)

Worried about stocks? Keep an eye on the yen (marketwatch)

Thai Central Bank Chief Says He’s Saving Rate Cuts for Rainy Day (bloomberg)

China

Fasten Your Seatbelts”: Kyle Bass Previews The Collapse Of China’s $34 Trillion Banking Sector (zh)

More than $110 billion left China last month—and that was an improvement (qz)

Five ways China’s overseas investments are impacting African forests (qz)

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

Retail/Consumer Cyclical

India’s biggest auto expo has too many models, without wheels (qz)

Honda to recall another 2.2 million cars in U.S. for airbags (marketwatch)

Asian Casinos/Gambling

Philippines Sets $300 Million Tag for Casinos Outside Manila (bloomberg)

Technology

Microsoft is carrying out a massive social experiment in China — and almost no one outside the country knows about it (bi)

Indian YouTubers are making videos about Tinder like nobody’s business (qz)

Smartphones from China’s most valuable startup are finally going on sale in the US (bi)

Financial

China Insurance Purchase Curb Extended to Visa, MasterCard (bloomberg)

Chicago Stock Exchange Says It’s Being Sold to Chinese-Led Group (bloomberg)

Basic Materials

ChemChina-Syngenta, and the numbers behind China’s M&A boom (marketwatch)

Macroeconomic

Taiwan Dollar Rallies for Third Straight Week on Dovish Fed Bets (bloomberg)

As China’s economy unravels, Beijing’s attempts at damage control are growing increasingly desperate (qz)

China’s Catch-22 Signals Stronger Yuan Surprise to Goldman Sachs (bloomberg)

PBOC Raises Yuan Fixing Most in Two Months in Challenge to Bears (bloomberg)

China Foreign Reserves Head for Record Drop on Yuan Defense (bloomberg)

Kyle Bass Asks If China Is Fine, Why Are They So Worried About “Some Hedge Fund Manager In Texas” (zerohedge)

China to Plan Looser Limits on Foreign Fund Outflows (bloomberg)

China Has $23 Billion in Debt That Could Be Cut to Junk (bloomberg)

PBOC Said to Ask Lenders to Control Wealth Management Funds (bloomberg)

China

China’s migrants go home — and stay there (japantimes)

China just released photos of its first Moon landing and the rover that made history (bi)

Another prominent Chinese official has been sacked as Xi Jinping tightens his grip on power (qz)

This Chinese Lender Wants to Give Madoff a Run for His Money (fortune)

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

Retail/Consumer Cyclical

‘Herbal coffee’ sold in Hangzhou (chinadaily)

Toyota Stays Top-Selling Carmaker for Fourth Year as VW Retreats (bloomberg)

I drove Toyota’s unusual vision for the future of mobility — and it was a total blast (bi)

Cathay Said to Delay Airbus A350 Delivery as Seats Not Ready (bloomberg)

Netflix in Indonesia just hit a major barrier (marketwatch)

Alibaba Beats Estimates as Ma’s Push Into Rural China Pays Off (bloomberg)

Clean Energy

China details plans for floating nuclear power plants to exploit ocean resources (japantimes)

Japan’s innovative solution to its energy and space crisis: The world’s largest floating solar power plant (qz)

Technology

IT’S NOT JUST APPLE, SAMSUNG IS ALSO BEING A DEBBIE DOWNER ABOUT TECH IN 2016 (fc)

Macroeconomic

China GDP Growth Could Be as Low as 4.3%, Chinese Professor Says (wsj)

Consumer confidence in nation continues to fall for ninth consecutive month: TAIWAN (chinapost)

China

The man in charge of China’s deeply suspect economic data is now under investigation (qz)

Opinion: You don’t need Soros to tell you that China is the big short (marketwatch)

Everyone on Wall Street is saying the same ridiculous thing about China (bi)

MISC

Japan’s economy minister resigns over money scandal, denies bribery (reuters)