The Asia Eight

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

December 24, 2020

1 TOP STORY: 2021 - The year of the vaccine trade

2 ATF BIG PICTURE: Apple boost from EV news

3 ATF TV: The next 12 months in Asian markets

4 NEWS: Regulator cracks down on Alibaba

5 NEWS: Big Data fears as China presses Big Tech

6 NEWS: Beijing eyes broader commodities role

7 NEWS: Covid, winter slows China's green plans

8 COMMENT: Chinese rebound from pandemic

01 Top Story Vaccines to shape Asian markets in '21

Covid vaccines and their rollout likely to shape 2021 capital-raising efforts and investment landscape

02 The ATF Big Picture Apple's EV bet paying off

03 ATF TV The Asian year ahead

ATF Executive Editor Umesh Desai looks over the Asian year with ATF TV and takes a view on the coming 12 month

04 Crackdown on Alibaba

Central bank said that the country's financial regulators would summon the e-commerce giant's Ant Group unit for discussions on supervision and competition; Alibaba shares plunged on Thursday after the news emerged

05 China 'Big Data' fears

Chinese officials and citizens hope its revised Anti-Monopoly Law will force internet giants such as Alibaba and Tencent to shun monopolistic behaviour, but experts say the new law must have 'long teeth' to protect consumers from the sophisticated ploys of Big Data

06 Commodities play

China accounts for about half of global copper production but faces an uphill struggle to win business for commodities, as London has historically dominated exchanges 

07 Green plans slowed

China's bid to cut its reliance on coal for power generation and switch to renewable energy has also been hampered by tensions with some of its regional neighbours

08 Comment

"All in all, Chinese firms have been hit by the trade war and Covid-19, but they have recovered faster than global peers, which equates to a better relative performance."

Alicia Garcia Herrero at Natixis