YOUR GEOPOLITIX BOTTOM LINE

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GEOPOLITICAL RISK+GLOBAL MARKETS

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The Secret to Modi’s Success Like other social media superstars, he has sold his followers a shiny fantasy that obscures their mundane reality. -Bloomberg

Social media abuses threaten Asia's democratic elections Singapore shows governments are ready to curb fake news but such actions can limit free speech -Nikkei

Indonesia Elections Get the latest news and analyses on the April 17 polls from our correspondents reporting from the field. -The Straits Times

Save the Taiwan Relations Act, but scrap ambiguity: Defend Taiwan -The Hill

This Country Is Winning the Trade War -Bloomberg (Podcast)

GLOBAL BUSINESS

Breaking the internet: New regulations imperil global network -The Japan Times

“There is now an assertion of national sovereignty and national control, going against globalization and the ability of people to freely interact with each other.”

Onus is on Beijing to create a level playing field for foreign firms -SCMP

·       The naming and shaming of local governments that ignore the laws is a start, but more needs to be done to satisfy critics in the West

Applied Materials halts work for red-flagged Chinese chip maker US chip tool leader pulls staff from San'an Optoelectronics following government listing -Nikkei

BP to bow out of shale gas pacts in Sichuan CEO Bob Dudley says Sichuan projects faced ‘great challenges’ because of complex geology -Asia Times

The Chinese military’s exploitation of Western tech firms -ASPI

Episode 293: Insights into Huawei’s recent troubles with Zen Soo Zen Soo, technology reporter from South China Morning Post (SCMP) and host of Inside China Tech, joins us for a conversation on Huawei’s recent troubles. -Analyse Asia

What India Inc. wants from election: More growth, less red tape Next government will be urged to ease regulations and support innovation -Nikkei

A bellwether of economic nationalism A recent court dispute between two Indian aluminum giants might not turn many heads outside the narrow circle of metals experts. After all, between the upcoming Indian general elections, the flaring up of tensions in Kashmir, and the longstanding geopolitical rivalry with China, commercial disputes of this nature amount to little more than a storm in a teacup. But this case is, in fact, a perfect microcosm of all the problems caused by Modi’s protectionist economic policy. Let’s dig in. -Asia Times

The Rising Cost of Strongman Rule in Cambodia Despite boasting unrivaled tourist attractions, large stores of natural resources that could be profitably and responsibly exploited, and one of the world’s youngest labor forces the country's economy is floundering. And, after 34 years of Prime Minister Hun Sen's dictatorial rule, Cambodians could soon be facing a higher price. -Project Syndicate

GLOBAL MACRO

Kuroda brushes aside view BOJ has run out of tools to ease monetary policy -Reuters

As money pours in, can Chinese markets continue the upward trend, or too much too soon? -SCMP

·       With China’s foreign exchange reserves beating expectations, A-shares erasing 2018 losses and new recognition from international benchmarks, investors have reason to smile

Trade rows cloud global economy as officials fret over slowdown Trade disputes and tighter financial conditions are among the top threats to a slowing world economy, global finance officials said on Saturday, urging countries to take steps to shore up growth. -Reuters

Tokyo and Washington finally set to kick off trade talks as American farmers fume over poor Japan access -Japan Times

Ted Yoho Wants to Build More Economic Ties to Mongolia “The Mongolia Third Neighbor Trade Act will allow duty-free entry of Mongolian cashmere into the United States. This will benefit the U.S.-Mongolia relationship by facilitating increased trade between the two countries, support an important sector of the Mongolian economy, and reduce U.S. imports of Chinese cashmere products.” -The Sunshine State

Palm oil a hot issue in Indonesian election The European Union’s pending restrictions on the use of palm oil for biofuel, plus low world prices, are key talking points -Asia Times