The Asia Eight

Daily must-reads from the world’s most dynamic region

December 11, 2020

1 TOP STORY: Modi agriculture laws anger farmers

2 ATF BIG PICTURE: What farmers are protesting against

3 ATF TV: What makes China NEVs so popular with investors?

4 ASIA MARKETS: Nikkei, CSI300 fall; HSI climbs

5 NEWS: Chinese cars sales move into higher gear

6 NEWS: Biden won't change Trump ban on China tech

7 NEWS: China bond deal opens market to Europe

8 COMMENT: Value to be found in China tech stocks

01 Top Story Modi laws anger India's farmers

Millions protest against controversial legislation they say will leave them vulnerable to predatory private corporations. But New Delhi says changes will bring clarity to chaos.

02 The ATF Big Picture

03 ATF TV Trade surges in China electric vehicles

Roger Scott, Head Options Trader and Co-Founder of WealthPress talks to ATF TV about the rationale for investing in Chinese new energy vehicles.

04 Asia Markets

Nikkei 225 falls 0.4% to 26,652.52; Hang Seng Index climbs 0.4% to 26,505.87; CSI300 drops 0.8% to 3,347.19.

05 Car sales go up a gear

Head of Chinese industry body says efficient new power trains and autonomous driving are key areas of research as world's biggest automotive market shrugs off Covid-19 pandemic. 

06 Trump tech ban stays

The US Federal Communications Committee took further steps against China Telecom and Huawei with bipartisan support – indicating likely continuity of the policy under Biden.

07 China bonds go Euro

Brussels-based securities depositary has set up a new asset class between Chinese issuers and global investors after years of collaboration with the Shanghai Clearing House.

08 Comment

"Some Chinese internet companies’ valuations may look extremely high, but the shift in economic activity from offline to online brought about by the pandemic is likely to be a trend that is here to stay." 

Alistair Way, Head of Global Emerging Market Equities at Aviva Investors