Geopolitical Risk Tracker >> APAC Mondays




Tensions Between U.S. and North Korea Spur Global Stock Sell-Off -NYT

Trump to ramp up trade pressure on China with call for probe on Monday -Reuters

Trump will direct U.S. Trade Representative Robert Lighthizer to determine if an investigation is warranted of "any of China's laws, policies, practices or actions that may be unreasonable or discriminatory, and that may be harming American intellectual property, innovation and technology"

It’s time for a new strategy against China Tariffs alone won’t work. Trump must challenge the very foundation of China’s economic system.


In call with Trump, China's Xi urges restraint over North Korea -Reuters

Beijing Warns U.S. Over Navy Patrol in South China Sea As the Trump administration pressed China to curb North Korea, Beijing issued its own warning over another festering dispute on Friday, saying that American naval operations in the South China Sea would only force it to deepen its military buildup there. -NYT

What’s driving Chinese President Xi Jinping’s military modernisation push? World-class army seen as key component of national rejuvenation, but political power also part of the equation -SCMP

Waiting for China’s Data Protection Law Growing concerns about personal data protection may hamper China’s ongoing digitalization drive. -The Diplomat


Stop pursuing democracy under Hong Kong’s Basic Law, Occupy co-founder Benny Tai urges He was speaking at seminar with other pan-democratic leaders to brainstorm ways to tackle what they claimed would be a period of suppression in future -SCMP


Japan readies missile shield as Pyongyang threatens Guam Patriot batteries could be positioned in parts of Japan mentioned by North Korea -Nikkei

Amending the Constitution not an end in itself -The Japan Times

Japan, U.S. to aim for stronger cyberdefenses in upcoming security talks Japan and the United States are expected to agree in bilateral security talks next week to strengthen their defenses against cyberattacks, a diplomatic source said Saturday, apparently with North Korea and China in mind. -The Japan Times


Inside Kim Jong-un's Bloody Scramble to Kill Off His Family While the world watches North Korea launch missiles, the very paranoid supreme leader has been busy eliminating anyone in his family who might knock him off the throne. -Esquire

Beijing warns Pyongyang: You’re on your own if you go after the United States -The Washington Post


Respect the will of Taiwanese Beijing should respect the will of Taiwan’s voters and reopen cross-strait dialogue to build a trusting relationship with Taipei that will contribute to the region’s stability. -The Japan Times

U.S. scholars see President Tsai's China policy as pragmatic Tsai has been "an extraordinarily careful practitioner of statecraft," said Patrick Cronin, a senior advisor and senior director of the Asia-Pacific security program at the Center for a New American Security (CNAS) -Focus Taiwan

WATCH THE FULL CONFERENCE HERE >> The Future of U.S.-Taiwan Relations in New Administrations -The Heritage Foundation 

A Greener Grid for East Asia -Project Syndicate


Divided ASEAN hands China diplomatic coup Regional group is fading into irrelevance as the supposed engine of integration -Nikkei

Reserved presidential election affirms Singapore's core values That Singapore will soon have a Malay president after 47 years is, for presidential candidate Halimah Yacob, an affirmation of two core values Singaporeans hold dear: multiracialism and meritocracy. -The Straits Times

Rising 50: Singapore to Strengthen Cooperation With Indonesia -The Jakarta Post

FYI: INDONESIA CONTENT >> Ingredient for Great Stories The #1st Indonesia Based Footage, Short Video and Video Series Marketplace -Stockshot.ID

Myanmar economy needs 'predictable policy,' new reform leader urges In first public speech after taking new role, Set Aung offers to-do list to government leaders -Nikkei



China Takes On State-Owned Firms A new directive suggests an ambitious effort under way. -Bloomberg  

PODCAST OF THE WEEK >> Episode 197: Tech Narratives with BAT & Softbank in Asia In the same conversation, we discussed the major narratives from global expansions to breakthrough technologies such as self-driving cars that encompass the Asia technology giants from BAT in China to Softbank in Japan.  -Analyse Asia

CRACKING 中国 >> Facebook OKs local firm's launch of Moments-like app in China -NYT/Reuters

China investigates top local social media sites in push to control content China is investigating its top social media sites, including WeChat and Weibo, for failing to comply with cyber laws, the latest step in the country's push to secure the internet and maintain strict Communist Party control over content. -Reuters

Trump Is Ready to Turn Up the Heat on China Over IP Transfers -Bloomberg

Foreign scrutiny 'impacting Chinese dealmakers' Outbound investments set to slide as protectionism and hostility rise -Nikkei

SoftBank invests $250 million in U.S. online lender Kabbage Kabbage Inc, a U.S. online lender for small businesses, said on Thursday it had raised $250 million in equity funding from SoftBank Group Corp (9984.T), the latest fintech investment by the Japanese technology conglomerate. -Reuters

A year after Hon Hai takeover, Sharp back in black as staff come to grips with meritocracy -The Japan Times

Electric Cars Could Breach This Indian Fortress Breaking into that sort of market can be phenomenally challenging. -Bloomberg Gadfly

Indonesia revises oil, gas block investment rule according to the new decree, the value of any investment return is subject to review by the Upstream Oil and Gas Regulatory Special Task Force -The Jakarta Post


GEOPOLITICS + MARKETS 101 >> Interview: How North Korea Tensions Impact Stock Markets Rising tensions between the United States and North Korea brought a wave of falling stock prices recently as worried investors moved money out of equities and into the perceived safety of gold, Swiss currency and similar products. At one point, this change of investment strategy cut $1 trillion from the value of global stock markets. -VOA

YET >> The market's reaction to North Korea this week is historically unusual Geopolitical anxiety has picked up in recent days amid ongoing elevated tensions between the United States and North Korea. But even though incendiary comments from both US President Donald Trump and North Korea have spooked investors (and everybody else), markets haven't seen a huge drop. -Business Insider 

Japan buries cherished economic ideas Japan is the graveyard of economic theories. The country has had ultra-low interest rates and run huge government deficits for decades, with no sign of the inflation that many economists assume would be the natural result. -The Japan Times

Asean investment flows to hit US$100b this year -The New Straits Times