January 18, 2021
01 Top Story China surprise GDP data signals comeback
02 ATF TV Biden's RE poser
Incoming president has some important decisions to make about the US’ rare earth industry, explains Pini Althaus of USA Rare earth
03 Asia Markets HSI climbs 1% to 28,862.77, CSI300 gains 0.8%to 3.596.22, Nikkei 225 falls 1% to 28,242.21
04 Comment "With 4G, that is like driving a Ferrari at rush hour."
Qualcomm senior vice president of engineering Alejandro Holcman
05 The ATF Big Picture
06 Samsung chief verdict
Boss of the Korean tech giant, Jay Y Lee faces at least 18 months in jail, plus another court case and a massive tax bill; analysts wonder if the world's largest maker of smartphones and memory chips can maintain its dominance
07 Parting shot at Huawei
Trump revokes licences to sell to Huawei for suppliers, including chipmaker Intel, and directed US government departments to reduce procurement of Chinese goods and services. The late flurry of anti-China rules may prove tough for President Biden to reverse
08 The fall of Jack Ma
Here is the background on China's loudest story in 2021 and some takeaways: Alibaba's valuation is likely to stay low this year; the anti-monopoly investigation has deep market roots; JD.com and Pinduoduo are well-placed to easily pick up market share
