APAC MONDAYS

GEOPOLITICAL RISK+GLOBAL MARKETS

APAC | GEOPOLITICAL RISK

China accuses US of 'Cold War mentality' over nuclear policy -BBC

PODCAST OF THE WEEK Power Dynamics and the “Two Asias” This episode examines the development of two competing conceptions of Asia – an “Economic Asia,” characterized by trade integration and a rising tide of interconnected growth, and a “Security Asia” beset by powerful nationalisms and clashing security concepts. -CSIS

Readers of @oxbowgeoplitix know this paradox well

What Happens When China Eclipses the U.S. in Asia A Q&A with Hugh White, a former top Australian official who feels Beijing has already filled the U.S. leadership void. -BloombergView

RETURN AND VOLLEY – HIT ’EM in the HEARTLAND China to launch anti-dumping investigation into U.S. sorghum imports China will launch an anti-dumping and anti-subsidy investigation into imports of sorghum grown in the United States, the Ministry of Commerce said on Sunday, in a sign of increasing trade tensions between the world's top two economies. -Nikkei

Top Five US States in 2017 Sorghum Production

1) Kansas; 2) Texas; 3) Colorado; 4) Oklahoma; 5) Nebraska

2016 Election wins: Donald J Trump: 1) Kansas; 2) Texas; 4) Oklahoma; 5) Nebraska

China Is Planning a New Network of Indian Ocean Bases -The News Lens

India Launches 3rd Kalvari -Class Attack Submarine India’s latest diesel-electric attack submarine was launched today in Mumbai. -The Diplomat

China and Vietnam close to landmark deal on streamlined joint border checkpoint ‘Two countries, one inspection’ system supports Beijing’s ambitions to build closer trade and diplomatic links with Asean nations -SCMP

Scandal swirls around Thailand’s junta at an awkward moment A general on a modest military salary has been caught wearing 25 different luxury watches -The Economist

How a Singaporean trade idea can benefit Hong Kong, due to a provincial Chinese party chief with local experience Hong Kong could be set to muscle in on a Singaporean plan for a ‘southern transport corridor’ to Southeast Asia –SCMP

APAC | MARKETS IMPACT+OPPORTUNITY

GLOBAL BUSINESS

What did Trump say that matters to business in Asia? -BBC

Battle for data rages between China and US Both sides are seeking more control over today's hottest resource The clash highlights one of the hottest friction points between the U.S. and China today. Both have their claws out as they seek to control one of the 21st century's most valuable resources: data. -Nikkei

PRIVATE BECOME PUBLIC Tencent’s new credit system to use payments, social data -Tech in Asia

Tesla to reduce Hong Kong operations if city refuses to promote electric cars Source says Elon Musk-led firm asked Carrie Lam to rethink last year’s decision to slash tax break for electric car buyers, which stalled Tesla sales and caused overall demand for battery-powered cars to crash -SCMP

Q&A OF THE WEEK Uber Plots Expansion in Japan and Singapore -Bloomberg

Honda leans on China as US market loses gas Lively market fuels Japanese automaker's third upgrade to yearly profit -Nikkei

Taiwanese leaders still strangers to big data -Taipei Times

Foxconn to plug at least $340M into AI R&D over five years -Tech Crunch

Alibaba deepens India push with BigBasket investment -Reuters

GLOBAL MACRO

Asian markets tumble as rising borrowing costs spook dealers Asian markets tumbled on Friday (Feb 2), hit by profit-taking and growing global concerns about a rise in US Treasury yields to four-year highs, while fresh US political turmoil is also causing unease. -The Straits Times

Financial Services Agency orders internal inspections of all cryptocurrency exchanges in Japan -The Japan Times