Geopolitical Risk Tracker >> APAC Mondays




Asia’s dangerous new geopolitics It is hard to recall a time at which Asia’s geopolitical circumstances have been this fraught – at least since the 1970s. The region, which had enjoyed one of the most settled strategic circumstances, is now in a period in which its great powers not only don’t trust each other but are beginning to contest one another’s interests militarily. -The Conversation

Asia’s hierarchies of humiliation With nationalism on the rise across Asia, leaders have strong incentives to craft a version of history that advances their cause -The Japan Times


PODCAST OF THE WEEK>> China’s Asian power play: Tom Miller on the future of Belt and Road -Sinica Podcast

The Political Geography of the India-China Crisis at Doklam Explaining the political geography at the center of a serious India-China standoff in the Himalayas. -The Diplomat

This standoff is China telling India to accept changing realities As technology kills the distance between the two Asian giants, the current Himalayan standoff is Beijing’s way of warning New Delhi not to trample too egregiously on China’s interests, or else -SCMP

‘GET USED TO IT’ >> Chinese Air force Conducts ‘several’ long-range drills near Japan China’s air force said Saturday that its warplanes had conducted long-range drills over the Bashi Channel and the Miyako Strait “several times” over the past week. -The Japan Times

China’s Quest to End Its Century of Shame -NYT

“China’s oceanic and overseas interests are developing rapidly. Our land is vast, but we will not yield a single inch to foreigners.”

CPC issues revised regulation on inspection to strengthen Party supervision -Xinhua


Hong Kong Court Ousts Four Lawmakers, in Victory for China A Hong Kong court removed four opposition lawmakers elected last year, handing the China-backed government a victory in its efforts to quiet dissent in the former British colony. -Bloomberg


Abe’s Cabinet polling at just 35.8% The public approval rating for Prime Minister Shinzo Abe’s Cabinet has taken a 9.1-point plunge since June and now stands at 35.8 percent — the lowest since he took office in December 2012, a poll conducted by Kyodo News showed Sunday. -The Japan Times

Japan should abandon nuclear umbrella -The Japan Times

TPP, the Trade Deal Trump Killed, Is Back in Talks Without U.S. Japan’s effort to salvage the deal reflects a growing recognition that countries that have previously counted on American leadership will have to forge ahead on their own. -NYT


End of Martial Law: Citizens drove democratic development: president

While praising the nation’s democratic achievements, President Tsai Ing-wen also called on all citizens to work hard to improve the nation and its politics -Taipei Times

Taiwan lawmakers brawl over budget Fighting broke out in Taiwan's parliament Friday over as lawmakers contested controversial infrastructure spending plans. -Reuters (video)  

U.S. House passes act backing closer military ties with Taiwan -Focus Taiwan


The “Third Neighbor Policy” of Mongolia: Romantic or Realistic? Essentially, the third neighbor policy, though dynamic, is an effort on the part of Mongolia to balance the influence from China and Russia. To that end, the foreign policy-makers in Ulan Bator have stretched out to look for key players globally that have greater geopolitical impact on Mongolia, Russia and China. -Modern Diplomacy


Indonesia’s South China Sea turn, Abe and Modi diverge So, Indonesia will henceforth refer to the northern reaches of its exclusive economic zone in the South China Sea as the North Natuna Sea. -The Straits Times 

Proposed Cyber Security Bill: Experts hail proposals but some concerned about cost The Bill confers power on the Cyber Security Agency's (CSA) chief as Commissioner of Cyber Security to investigate threats and incidents to ensure that essential services in 11 critical sectors here are not disrupted in the event of a cyber attack. -The Straits Times

These sectors include telecoms, transport, healthcare, banking and energy.

Duterte in strategic sweet spot after year in power At home and abroad, firebrand president continues to shape the agenda -Nikkei



Some of Asia's most powerful companies may be teaming up against Uber -CNBC

GM teams up with Uber to expand Maven program to Australia -Reuters

WeChat Pay expanding global reach China's Tencent partners with duty-free shops, resorts Tencent Holdings is stepping up efforts to make its WeChat Pay mobile payment service widely available overseas as more Chinese consumers travel abroad. -Nikkei

Q&A: Stripe boss on Asian expansion and the value of building a product before a company Online payment service provider Stripe has been making waves in Asia for the past year. It launched in Singapore and Japan in the second half of 2016 and announced its arrival in Hong Kong this week. -Tech in Asia

Its latest deals with Chinese services Alipay and WeChat Pay give Stripe’s businesses access to a huge base of potential customers.

Apple Opening Data Center in China to Comply With Cybersecurity Law Apple said Wednesday that it would open its first data center in China, joining a parade of technology companies responding to growing global demands to build facilities that store online data closer to customers. -NYT

Global automakers call on China to ease "impossible" electric car rules -Reuters

Cosco leading China's 'Belt and Road' drive Chinese shipping giant aggressively investing in ports, logistics hubs -Nikkei

China Cut Agricultural Subsidies and American Farmers Have a Lot to Gain Growers in Brazil and Thailand will also benefit as Beijing rolls back farm supports -WSJ (subscription)

China's Ping An seeks fintech, healthcare assets in U.S., Israel, Singapore -Reuters

Taiwan shrugs off politics for record results Global demand for new smartphone models is driving Taiwan’s trade surplus and corporate revenues to record highs, underlining the strength of Asian trade even in the face of geopolitical jitters and rumours of protectionism. -The Star Online

Message service Telegram to shut some public channels after Indonesia ban -The Straits Times


Asia-Pacific sovereign rating likely to remain stable Sovereign credit trends should remain stable in most Asia-Pacific economies over the next one to two years, according to S&P Global Ratings. -The Star Online

China central bank told by Xi to play bigger role in managing financial risk -Reuters

Beyond the Headlines: Five Things to Watch in China's GDP Report -Bloomberg

1.Borrowing Curbs

2.Who’s Investing

3.Growth Drivers

4.Consumer Pulse

5.Labor Market

Reasons You Shouldn’t Worry About Money Flowing Out of China There is reason for optimism in the face of those concerns. China, the world’s second largest economy, is different. -Bloomberg

Shell companies are bad for Hong Kong’s market reputation, SFC chairman says SFC Chairman Carlson Tong says Hong Kong is well served by a network of friendships underpinning the regulatory institutions. -SCMP