APAC MONDAYS

GEOPOLITICAL RISK+GLOBAL MARKETS

APAC | GEOPOLITICAL RISK

Talks end with China warning trade benefits at risk if U.S. imposes tariffs Ross says talks in China were 'friendly and frank' -Nikkei

Mattis Accuses Beijing of ‘Intimidation and Coercion’ in South China Sea -NYT

China’s Reform and Opening: 40 Years and Counting How far is the Chinese government willing to go in letting go of economic control? -The Diplomat

Calls for end to one-party rule will not cease, Hong Kong’s June 4 vigil organiser vows Annual event will kick off with ‘Resist Authoritarianism’ as one of its slogans while participants will also pay tribute to dissident Liu Xiaobo -SCMP

A North Korean Opportunity for America and China -Project Syndicate

Abe's Russia trip highlights foreign policy failings Japan's prime minister struggles for success abroad amid mounting difficulties at home -Nikkei

With ports, ships and promises, India asserts role in Southeast Asia -Reuters

India develops major-power diplomacy as Trump tears up status quo Modi steps up relations with China and Russia in quest for multipolar world order -Asian Review

Singapore, India to cut tariffs on 30 more products after trade pact review -The Straits Times

APAC | MARKETS IMPACT + OPPORTUNITY

GLOBAL BUSINESS

Global airlines issue warning over trade tensions Growing tension over international trade could damage the airline industry and the world economy, global airlines and aviation executives warned on Sunday. -Reuters

US memory chip maker Micron says Chinese officials visited its offices ‘seeking information’ in possible new trade war front Local media reported that visits may have been sparked by concern about continued price increases for memory chips -SCMP

Chinese firms working on belt and road projects at risk of international disputes, say lawyers Hong Kong has seen a huge jump in dispute resolution cases involving parties from nations covered by China’s global trade strategy -SCMP

Japan's automakers feel the chill as Trump-Abe bromance cools Industry suffers as U.S president combines attacks on cars and China -Nikkei

COORDINATED State-backed INCJ, DBJ to start investment talks on Toshiba Memory -The Japan Times

Japan's revised governance code takes on cross-shareholdings Tokyo bourse wants to see more diversity in the boardroom -Nikkei

Asia news roundup: Uber turns rare profit after Grab deal, while GrabFood replaces UberEats -Tech In Asia

Singapore start-up secures $12.3 billion in assets for blockchain platform FUSION, a Singapore-based crypto-finance start-up, has secured $12.3 billion in financial assets from three strategic partners that have committed to lock in those funds with the organization’s public blockchain platform, FUSION founder DJ Qian told -Reuters.

GLOBAL MACRO

BUYER BEWARE -- MSCI is not a quality guarantee Bending of index rules in hope of Chinese reforms is bound to lead to disappointment -Nikkei

Surging China demand gives boost to LNG investment in US Multiple gas plant construction projects start up after two-year slump -Nikkei

Indonesia faces up to emerging market turbulence Indonesia has been strengthening its resilience to external shocks, as it cannot be complacent as the global financial environment becomes even more troubled -SCMP