APAC MONDAYS

GEOPOLITICAL RISK+GLOBAL

MARKETS APAC MARKETS IMPACT + OPPORTUNITY

GLOBAL BUSINESS

China to combine QFII, RQFII schemes, expand foreign investment scope China further deregulated its capital markets on Thursday, saying it would ease foreign institutions’ access by combining two inbound investment schemes, while broadening their investment scope to include derivatives, bond repurchases and private funds. -Reuters

An option for China as it tries to help Huawei escape its mounting legal woes -SCMP

  • Slowly, we’re watching the world of technology cleave between China and the rest of the world, Ankit Panda writes

  • The telecoms giant, which has become a symbol of China’s hi-tech pride, is under siege

Apple held hostage by its Chinese puzzle How iPhone maker's success manufactured the rise of Huawei Soon after Tim Cook was hired by Apple's founder Steve Jobs in 1998 to whip the company's U.S.-focused supply chain into shape, he made a bold decision. Within two years he began shutting Apple's U.S. factories and outsourcing production to China. -Nikkei

We don’t want your money: Chinese shoppers told to spend cash elsewhere by frustrated Hongkongers who just want some peace and quiet -SCMP

  • Tuen Mun protest groups urge tourists to stay at home as anti-mainland sentiment grows

  • Visitors are a ‘nuisance’ who are forcing small businesses out of the area, claims concern group

Dyson's Singapore sling British billionaire's move has less to do with UK gloom than with Asia's rise Sir James Dyson's decision to relocate his business headquarters from the U.K. to Singapore has been interpreted mostly in the lurid terms of Britain's Brexit debate. -Nikkei

Ebay plans to re-enter India despite new ecommerce FDI policy US online marketplace Ebay plans to re-enter India despite uncertainty over the country’s new ecommerce foreign direct investment (FDI) guidelines. -Tech in Asia

Hon Hai rethink of Wisconsin LCD screen plant plan flies in face of Trump job-creation boast -The Japan Times

Australian investors are set to receive a boost in dividend payouts this month as companies rush to avoid a looming overhaul of tax rules if there’s a change of government. -Bloomberg

GLOBAL MACRO

HMMM Day After Trade Talks, Chinese Firms Buy U.S. Soybeans Chinese state-owned firms bought at least 1 million tons of American soybeans on Friday, a day after high-level bilateral talks yielded progress on a trade deal and the Chinese agreed to buy more American soybeans. -NYT

Wall Street Makes New Bid for Easier Shorting of Chinese Stocks -Bloomberg

Factory activity shrinks across Asia as cooling China threatens global growth Factory activity shrank across much of Asia in January, falling to the weakest in years in several countries and adding to worries that trade tariffs and cooling demand in China pose an increasing threat to global growth. -The Straits Times

India to outpace China in increasing oil demand, report says New Delhi says it will keep importing Iranian oil despite looming US sanctions -Nikkei