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What does it all mean for abenomics . It is complicating things. Abenomics a bit more challenging and adds to the Prime Ministers already insurmountable challenges. The trade deficit hitting a record high, japanese yen versus an estimate of 1. 0 8 trillion. 18. 1 . Surged the estimate was for 16 point two percent. Exports fell precipitously. Try to put this into perspective. During the month of february, exports grew at a pace of 9. 8 . One month later him a a 1. 8 pace. That shows concern from investors. What are they saying . It is going to be an uphill battle for Prime Minister abe. We get so many other comments. Is going to be 1000 something along those lines. That is why the markets in japan has fallen. If memory serves me correct, the worst of all of market performer so far this year. Last year, it was the opposite. The nikkei is 10 down year to date. See if that lets see ifill be watching to the Prime Minister delivers on these reforms. These big reforms, reforming the tax code, for example, the corporate structure, they take a long time to do. Or has been zero movement there has been zero movement out of his office. We have a little bit of movement for the end. John cannon for the yen. John can fill us in. Markets closed in hong kong, australia, and new zealand. Easter monday for these countries. Japans movement is very much on the up. I will share the impact i will show you the impact of the chart. , a dramatic yen impact. Before the figures came out. Exports below estimates. Examples of stocks, those in the markets that are close today. Revenue to increase significantly. Three examples of exporters. And then you have the banks. Japan may be loosening restrictions on lenders. That is the overall impact on japanese stocks. I will show the pie chart today as well. Overall, it is about industrial stocks. Industrials up by half a percent. Industrial goods, construction, exporters, engineering, transportation. Support services and electronics rising. 11 stocks rising and electronics. Electronics. Ing in fuji electric. It shows you the yen is weakening and the trade figure the weak yen is what the Prime Minister wants to see to up the exporters. Thehe investigation into south korean ferry disaster is focusing on why the ship made a sharp turn before sinking. Drivers continue to search through the rack. Through the wreck. People known to have died in the disaster. One hundred 74 people survived. 240 people are still missing. Taking a News Conference place, this is the fisheries minister. This is the latest out of south korea. We will be talking to our man in seoul later on. The beijing auto show officially opens to the public they. Stephen engle is there an is live from the main hall. Steve, are you thinking about making an order . We have moved indoors. We are at the bmw booth. Bmw is the Market Leader globally in the market in the luxury space. They havent failed this ultraluxury concept vehicle they have unveiled this ultraluxury concept vehicle. I am standing here in front of a motorcycle, this is the 1200rt. It is more of a cruising bike. You can see all of the fans coming in. The electric vehicle is a hybrid, it has an electric engine and a twin turbo three cylinder gas engine. Keep it right here on bloomberg television, i test drove this baby and i will bring that report to you. This auto show is critical because china is the Worlds Largest passenger vehicle market. Jd power says they will sell in excess of 18 million passenger ,ehicles, 24. 3 million vehicles including trucks and might vehicles, overtaking the united states. There are challenges, though, in this chinese economy. There are license plate restrictions. There is a credit crackdown. Pace of a slowing growth and there is an austerity crackdown. I asked Jd Power Associates president about these challenges. Seeing cities in china place restrictions. There are pressures on the infrastructure, pollution issues. You will see local governments respond to this. As a whole, the growth throughout china and the aspiring middle class showing continued growth in the automotive industry. Bmw. Ts get back to Ian Robertson is a board member and head of sales, he tells me their factories are working at capacity as the global Auto Industry is having an upsurge. China has been on an upsurge for quite some time. Yesterday, the chairman and ceo of volkswagen was here and checked out the new look shree concept vehicle. I began my conversation with Ian Robertson about what it is like to let the competition into the driver seat. Honor or are you threatened when the ceo of your big rival pores over your great new look shree concept . Luxury concept. Vox we all look at what each other is up to we all look at what each other is up to. What are you looking for . There are not many things new, but this one we kept as a surprise. This is the First Showing in beijing and nobody knew it was coming. Is this the 9 series . This is a concept above the seven series. That has newpt materials and has a lot of new interfaces for the driver and passenger, gesture control, lots of carbon fiber and lightweight technology. Lots and lots of new things on this car. How close is this to commercial rollout . Concept at this stage and we will gauge the opinion and take it from there. Why would you need something above the 7 series when you have rollsroyce . There is a big difference between bmw and rollsroyce. We have kept brand separation really clear. Very few customers look at both brands together. The seven series has a pricing point up to 150,000 euros. The rollsroyce starts at 300,000 euros. Will it be a record year . You had a great march globally. Are cap our factories have been running at capacity. Spartanburg is the biggest plant in the world. As well as some additional capacity in china, too. Our first quarter, good results all around. China had another record. That not that long ago 100,000 in a year would have been a good result. We are on for our 2 million target. The world also has some volatility, so we will take it stepbystep and quarter by quarter. That is going to do it from the bmw booth. We will drive on to the next break. We will be talking to the ceo of harman international. They also make jbl. They get half of their revenue audiouto navigation and Infotainment Software. They are the dashboard Infotainment Software maker for luxury cars. We are talking to the ceo in 25 minutes. The tourists are still flocking there in droves. In thailand attract companies to list in bangkok . We asked a Senior Executive from the Stock Exchange in thailand. Back on the move. Calm returning to bangkok. We are joined by the executive Vice President of the Stock Exchange of thailand. Thank you for joining us. Lets start off with a look at these protests. How have they been playing out when it comes to your business . Let me remind you. Thank you for inviting me. Of arear, the net profit listed companies over 24 billion. We paid out over 11 billion in dividends. We had about 38 securities listed on the exchange with over 11 billion of market cap. Weve ranked number seven in the world in terms of fundraising. We have one of the largest ipos last year. Think coming from that, we had a pretty good year. We did have some breaks with the postponement due to the political tension, but today, number eight of our ipo is coming on board today. Year seemed to be very good performances. This year, there has been a bit of a break. How do you restore confidence in the market with the ongoing situation . Companiesabout 14 lining up to be trading in the next two to three months. We have 40 companies in the Securities Exchange commission. The last few days, we can see many of the companies waiting in the pipeline are making their mark to list. They are racing over 500 u. S. Dollars 500 million u. S. Dollars, a very popular one. Next week, we have 1. 2 billion, the thirdlargest Sugar Company and thailand. Sugar company in thailand. Percentage of Foreign Companies are wanting to list their in bangkok . How do you track how do you attract Foreign Companies to list there . In terms of fundraising, we have the mechanisms. Last year, we had a secondary , over 500 billion u. S. Was raised. Last year, for the first time, we did attempt to do the foreign listing through a Holding Company structure, which we had the hydroelectric for the first time listed on the exchange. This year, we will have two companies from vietnam through the holdings structures in thailand. Fertilizer company in vietnam. Slowly, we are adding more portfolio to are listed company. We are looking to attract direct listings from Foreign Companies whereby we can tell that many of our neighboring Countries Companies can use us as a fundraising mechanism for the futures growth in their company. The mainholdings direct listings from Foreign Companies, have you had any success . In the pipeline, we have not because we are in the process of getting legal approval to get it done. Many of the joint venture tight companies thatai have the ability to do business in neighboring countries are looking more to expand. We hope we can use thailand as a fundraising mechanism. As i pointed out earlier in our have billionswe of funds raised. Lets talk about investors. Ost of it is institutional how do you brought it in out to the Retail Investor . Broaden it out to the Retail Investor . We are open for retail investment. All of the assets or holding outside of thailand. Many of our institutionals are very happy with that structure as well. The governance, the transparency, the regulations, it it is still a tie company thai company. Jobope we will do a better in terms of regulations. Yout the end of next month, have the chief executive of the Stock Exchange of thailand. Is there any Succession Plan . We are in the process of the plan and we should know the results sometime by the end of this month. Do you have any ambitions in that direction . I am one of the candidates and i look forward to bringing the exchange to a more local domestic regional player, like what we have been doing, and of course on the Global Platform as well. We can attract more of the Foreign Investors and companies. A pleasure having you on the program. Thank you very much. We will be checking out the japanese yen. The Foreign Exchange headlines, coming up. Good morning, i am john dawson. Aftern is weakening exports missed estimates. Exports rose by 1. 6 . The trade deficit, a record high. Weakening. The korean currency may be up to eight percent undervalued. First quarter gdp for south korea is out on thursday. The kiwi is rebounding after its biggest weekly drop since january. Weakening significantly. Those exports will be a concern. The imf said it is undervalued, the korean won. Keep your eye on that. The kiwi, even though the markets are closed, look at that dramatic change. You have to raise the rates on thursday. It was the first country in the developed markets to raise rates this year. The economy running at a different speed from australia. Those are the stories. Have a good day. Lewis hamilton mercedes continuing their dominance in the chinese grand prix. The Third Straight win in shanghai. They are in a Different League than the rest of the field with hamiltons teammate finishing second. Winning the first race of the year. Next, divers continue to search for possible survivors. Lets get to these live images. We will have the latest update on the south korean ferry disaster. The korean ferry disaster, 64th person confirmed dead, war than 200 are still missing. Three straight losses, the problems are point piling up at htc. The beijing auto show opens its doors to the public. The death toll continues to climb and not south korean ferry disaster. 64 people are dead so far and that number is expected to rise dramatically with more than 240 people still unaccounted for. You went down to the rescue site. What can you tell us . We still havent heard about any survivors since the first day of the sinking, which was five days ago. Shifting onto the crewmembers, what they did before the sinking happened. Investigators have arrested the captain and two other crew , pressing charges including accidental homicide and negligent of judy negligence of duty. Investigators are expanding their investigation to seven other people and as many as 40 people have been banned from leaving the country. There is a possibility that criminal charges could be pressed against more people. The investigators are looking into modifications that had been made to the ship to increase Passenger Capacity by more than 100 people and also cargo capacity. We are hearing more about the moment after the accident. From leaked transcripts. What are the details . Yesterday, we got the transcripts and those transcripts show, there was a lot of confusion in the moments following the sinking. Tellserator on the ship the control center that the ship was starting to sink. Person on the ship and the control center exchanged messages that includes yelling from the person on the land. You have to make the decision to evacuate. 24, the person on the ship says, that is not what i am talking about. Can you rescue us if we jump . The confusion prevented anybody on any side for making a decision to tell the passengers to jump from the boat. In the process, which took almost half an hour, no one was able to tell the passengers to evacuate. The ship was already sinking hopelessly. Helplessly. Are we expecting an update from the president anytime today . As we speak, the president is holding a meeting with her aides. Updates have not heard from what she was saying, but it is very likely she will make some sort of statement about what has been going on. It is devastating the country because there has been no progress in finding survivors since the first day. There has been a lot of rage and criticism about the way the government handled this issue. We are hearing reports that some officials have made insensitive comments toward the parents and the rescue workers have itted civilian divers is just an allegation, but there is a lot of rage among the parents about how the rescue efforts went on. Thank you for that. The death toll continues to mount. Lets get back to market action. Hong kong is closed for easter monday. Mainland china is open for business. China is down by two thirds of one percent. Australia and new zealand and hong kong are closed. The rest are open. China is opening right now. What is the opening gambit for china . Every single Industry Group is down, health care, consumer services, these are the big decliners. Complete opposite situation in japan, all green. Financials, for example, some of the big gainers, insurance. Nine banks rising, not one is declining. The japanese authorities looking to loosen restrictions on lending. Financial services, big gainers amongst the japanese financial community. Loosening restrictions on lending in japan, according to reports. These are examples of stocks that are clearly gaining in japan. The wiki and comment the weak yen, there it is. Because of the trade figures coming out and record deficit for the month of march, exports weaker than forecast. That is a concern for abenomics. , forecasting its figures, under than forecast revenue. Likeminded rivals, Mitsubishi Motors up by 3. 5 . Then stocks you have restrictions, you have the export driving, the yen. The disappointment is the trade numbers and exports. Stories,th of corporate stories. Efforts this morning to greet the Worlds Largest gold company has hit a snag. Haver talks are said to broken down amid disagreements over a spinoff. The companies have missed their selfimposed deadlines to strike a deal. Hasnese shipping company had one of its vessels seized by a shanghai court. The move is in relation to a wartime compensation claim the dates back to the 1930s. Disney is enjoying the view from the top of its north American Box Office. The filmica success shows that disneys decision to release it ahead of the summer has paid off. Still to come, gdp is no longer a measure of growth in china. Keep your eye on the politics. We will ask him what he means. Off, three things people have died in the eastern part of the country. Says that moscow is exploiting the violence and doing it as a pretext for an invasion. The Russian Foreign ministry blaming ukrainian nationalist for the violence. The president saying he has the right to send troops to protect ethnic russians. Ukrainian naval vessels have arrived. They were handed over as part of ongoing negotiations. Intoe led into court port via landing ship, and most of the crew decided to remain in crimea. The submarine searching for the malaysian airliner has completed eight missions, but has failed to find any sign of the aircraft. Shipst of planes and continuing to look for debris. The plane disappeared on march 8 over the gulf of thailand. Japan has begun work on a military radar station near a string of violence at the center of a territorial dispute with china. The new installation is being built 150 kilometers away from the chain. Rose last year after china imposed an air defense on over the disputed islands. Climbing on the worlds highest mountain has been temporarily banned as search teams try to find three sherpa still missing after fridays avalanche. On mount everest. They were hauling gear to higher camps used by climbing teams. Chinas Economic Growth last quarter is the slowest pace in six quarters. Despite a rebound in equities, and analysis reveals investors are turning away from chinese stocks. This is todays subject. Bloombergs Analysis Shows chineses shunning funds. The worlds secondlargest economy is faltering as investors look else where. In a large capng etf, one of the main equity funds for chinese stocks. It has dropped to a level of 136 million on friday, the lowest since october 2012. A similar gauge, that has seen again from a fiveyear low in march. It hasook at the index, rallied about nine percent from a fivemonth low set back in february. Cheaper valuations affect investors. They are the concern for some investors that they remain too high. There are fears that economic slowdown in china could stephen. Data showed steepen. Money supply grew at the slowest pace on record. Investors are looking for diversification in emerging markets and not necessarily focused on china as they have been in the past. Deals with mutual funds as well as etf research. He says there are concerns about an economic slowdown in china and u. S. Investors are very concerned about them. The benchmark shanghai composite fall short compared to other emerging markets in asia. Lets take a look at the year to date. Down about 1. 25 . Thailand, the philippines, indonesia all up. The benchmark index has, to pressure come under pressure because of general sentiment in the market. If we compare the emerging markets index and the developed market world index, you see a clear diversions. The emerging market index, though shares are up performers those shares are out performers. They have unveiled a host of smallscale stimulus measures to buffer from the fallout of lower gdp growth. Relaxing reserve ratio requirements to lenders. Market watchers say the confidence boosting measures could proceed him meaningful rebound in chinese stocks. E will be watching it as well that is todays global outlook. Lets get more on the subject. He joins us live from singapore. Zeb talkingrd about the appetite for equities in china. You have the problem with an equity market that goes flat and is up with a threemonth rally every so often and you have an economy that is strong. You have a bipolar environment you are operating in. Focus on selective names. The of those names, like names, have been extremely expensive. Valuations being generally cheap apart from some pockets. Healthcare stocks and those in the tech space. What is going to change peoples view of this . What will be the catalyst that gets people more involved inequities in china . That is always very difficult. Years since wee have had any meaningful market in china. We have had some sharp rallies. Some shortterm rallies on the back of stimulus. China has entered a period of below par growth. One of your commentators was talking about china would still be growing about seven percent and it does not make a difference to the world economy. That seems incredible. We do not get excited about it. We are in a number of years now orre china is trading down bouncing along the bottom. In that sort of environment, stockpicking will be focused on selective names. Overall interest in chinese stocks will remain low. Lets talk a little bit about the economy being strong, seven percent growth not making a difference when it comes to the global economy. Anymore . Oes not matter it is all about politics . Give me your reasoning. When youre out these low remember growth, i reading the early bloomberg stories in the 1990s that the up and theyre made are overestimated or whatever. We are now back in that framework. The gdp number is as much politics as economics. Pmi continues to be very weak and we still see growth inc. 7. 3 or 7. 4. That does not tell us much about the economy in general. Iso not think the gdp number telling us about missions on the ground in china. Conditions on the ground in china. If there is a slowdown, how big of a slowdown is there . They can hold things together. They have a lot of ability to stimulate the economy or loosen up constraints. I am certainly not predict inc. Any major financial predicting any major financial crash. You will see an economy that continues to slow. Longtime margins are being squeezed. The headline number may be at seven percent, but so what . The chinese economy, doing business there is going to remain tough. I do not see that changing for the foreseeable future. X great talking to you. We will take a break. We will be heading back to the beijing auto show to hear from a company that wants to remain in the driving seat when it comes to safety. The beijing auto show is underway. We will check in on the action. Stephen engle is standing by for us. Steve . Sitting in a ferrari super sports car. It is the pride and joy ohfer rory read, but we are talking to the head of harm and injury and ash pride and joy of for ari am a but we are talking to the head international. I will get used to doing reports like this. He warned. Thank you for your time today. What is the future of dashboard infotainment . That is a good question. When you drove the car from the dealer, you had old technology. We will taking this 80 software scalable and connected to the cloud so that your system is always current. We are bringing tremendous safety. Keeping the user interface extremely simple and intuitive and zero sacrifice on safety. You are known for making the audio system jbl, but it sounds half of the revenue comes from the automobile industry. Are you an automobile Supplier Company now . We are an Automobile Supply company, 75 of the revenue this year will come from automobile and 50 is software infotainment , which is safety and user interface. People can drive while their hands are on the wheel and their eyes are on the road. , we have jbl. We Just Launched one of the exclusive of value to the market, people are very brand conscious. Growthseeing tremendous and our business and automobile differential is a good audio and infotainment system as a separator from the competition . I want to talk about chinese brands. There are 70 Major Chinese carmakers, but we cannot differentiate between them. How was your system how was your system . I will not choose winners and losers, but just like anyone thosen the western world, are investment technologies, those who understand design and consumer needs. Technology will play a key, the user interface is becoming a bigger part of the pie. New driversne thing care for, what is my command center, what is my experience with auto audio and interface . China has become a big part for us. I see the trend continuing. Differentiateill winners and losers and the interface will determine winners and losers. We are collaborating with apple, android manufacturers. Apple has car play apple is a partner for us. Carplay is an app. In thisld love to sit car for much longer. I will get used to this. Hello. This is on the move. Move. He as for his went to a halt and it is the biggest trade deficit in a year. A new role for the chairman as htc tries to turn things around. Theirggest carmakers show wares in beijing. Job sharpharp drop in exports. Surprising details. Abest all plays into policy. We will have an update in a moment. The yen is weakening. There is an 18. 1 gain. Of march. The month exports fell back. Not as strong as expected. The markets were looking for a gain and instead, we got 1. 8 . Be interesting to see what explains this move. It complicates the third aero of abenomics that he is trying to do in tandem with the bank of japan. Let us not forget the trade deficit that is widening. 14 billion u. S. Dollars in japan. Much wider than expected. It is consistent with surging of liquefiedse natural gas. Nuclear plants remain offline. What are people saying about this . That is crucial. How important is this . Is this a oneoff . It could be. The trend is worrisome. Market performer. 10 down. Indeed, in the span of one year. Pullbackrn is further in exports and imports may continue to rise. Stay offline and there are variables that could have significant impacts on the japanese economy. Thank you. John has been following that. Joinsus now stop us now. The weakness of helping ex ports. Exports. With theee the company. 5 . Gains of the bestperforming benchmark. New zealand and hong kong to the west. It is off by one percent. Involved in this. The japanese stocks. We have them back. Japan mayreport that loosen restrictions on lending. You can see some gains. I want to go back to the pie chart. Look at the difference between china and japan. I will show you this again. This is a pie chart. , there,how you china you can see the big decline. Goods are off the lowest. As much as one percent. We have individual stocks falling. There they are. Off by 4. 2 , individually. Every Industry Group has seen declines. It is all green. There is a clear increase in the industrials. Even at tech stocks fall the most in china, mobile stocks are rising in japan. All right. Expecting to be number one for a second year. They expect deliveries to rise at least 10 from the record of. 5 million vehicles. Opening to the public today. Beginning production in china. Company is looking to avoid the 25 import care of. The red flag was bought by a. Ustomer and will be delivered it also promotes chinese fans. Carmaker in china has no intention of slowing down. They are also expecting big things. Is going to be 7. 5 . In forts case, we are bringing in a plan that you know well. The expanding product, we think we are going to be preferred. Once you have your eyes set on the third position for sales. Passed toyotady last year. I know you like to sell product. You have to be looking at the numbers and say that three and number two look good. Have covered, we are making the best family. The consumer will decide who the leaders are. But i want to know you down on some numbers. 200 71,000 cars sold in the first quarter. That means one point 084 in china. Is that the number you are sticking to . Our sales will continue to increase. We are so excited. Are you going to be over one million this year . I think they will decide. Will be higher than last year . See it being to received and preferred in purchase decisions. Lincoln, you have heard the question before. You are late to the market. This is give you an advantage . It is an interesting question. They a lot of money when have alternatives like ford. They can give them great vehicles and pricing. I think that the new lincoln and the respect that they are getting what kind of cost advantage is a give you . We will bring it here and import it for a a while. The volume may have a designer coming here. Will you see a day that china becomes the number one market is an important market and it is growing. We are excited to serve the market with all of these vehicles. You are going to miss this, arent you . The beijing auto show and the awardwinning stephen engle. We have a look at why the stars stayed away from the event. Were looking at the prospects. We will be back in a couple of minutes. Lets check on the stories that we are watching out for you over the weekend. Mobile reporting with their crude. The Company Began selling the gadget in china. We see sales on the way up. President obama is beginning his asia tour on wednesday. Malaysia and the philippines. Obama was due to visit. That was postponed because of the budget showdown. The first country to develop the economy and raise rates. Expect another increase. Policy makers are meeting. A sales tax hike. We will get the numbers on friday. Indeed, these are the march numbers. A slight to come through. Lets find out more about what we can expect. How to invest your money. Here is the Senior Investment strategist in singapore. Thank you. Joining us. How would you characterize what is going on, generally speaking . Seen a down greeted downgrade in emerging markets. We look at emerging markets continuing to point to a softer side and that does not bode well going forward. See slower u. S. First quarter to affect tightening. Recently, looking at the economic surprises, is lower than expected. Have seen the we inflows for the emerging markets. Structural reforms and higher productivity are the keys to regaining competitiveness and ensuring growth. In this regard, we are watching policy moves and collections in the emerging markets. What is your view of china . The gdp number. Politics indicator of the state of the economy . What you think of that. When is the chinese equity market going to have anything there are considerable risks in china. Particularly watching the economic outlook. We have seen chinese growth be downgraded this year. China and a seen. Iscal stimulus say if therely to will be another stimulus to support growth. For fivewant to wait for the signs of financial stress. We are watching how the property Sector Development is emerging. It is something that people talk about. The Property Market being a headwind for the economy there. Mechanisms lot of they can use to manage the situation, right . That is right. Communication is very important. Yeah. Important to help manage communication, as well. Bad newsad sporadic come out of the corporate sector. How Investor Confidence shapes based on that communication is key. Makers havee policy been able to communicate the policy stances and back the actions. Extent, they have supported the region and the equity markets. Tell me your position in japan. They are down 10 on the nikkei. There are a couple of reasons for the japanese underperformance. Abenomics may be losing momentum in the shortterm. Hikeonsumption tax rate could affect gdp. We are already forging towards a weaker consumer growth. It is too early to say how deep this will be or how swift it it is unlikely that the bank of japan will be. It suggests that they remain above and are reluctant to provide other stimulus. These are a couple of reasons why Japanese Equities underperform. Let us talk about the. Merging markets described them as a dreadful place to invest. It is not normally the right time. There are some positive factors. Up close, the individuals have said not to act preemptively. We suggest that an indication towards a later start of normalization of trade dates rather than sooner. This provides breathing space to make the necessary macroadjustment. Polar bond volatility lower bond volatility on the emerging markets and asia. Thank you very much for joining us. Up next, changes to htc. Turning things around. The sales tax is a key element in the country. The government praises the Prime Ministers bisson. Ordinary people have a different view. His family has been in the supermarket business for 49 years. Long enough to see sales tax hikes. The last time the tax went up, sales dropped drastically and i was worried that we would experience the same. Fortunately, it dropped slightly and sales are coming back. I am worried about the tax hike next year. Last sales tax hike was in 1997 and it put the country in recession. Ehan they plans to end plans to end 15 years of deflation. The public is losing confidence and wages remain stagnant. The government thomas is to create more opportunities for women. Japanese housewives have seen little change. There is no benefit at all. The stocks went up and they dropped. There is no positive impact on us. I hope that the tax increase will benefit the future of our children. I do not feel the benefit of this. Return to work. It is a big challenge. Im having a hard time finding day care and the working conditions are not favorable. To have hads limited impact on Small Businesses and japanese households. There are real questions on the street of tokyo about what the future holds and whether it will deliver the benefit that the governments promises. Bloomberg. Competing. The market share continues to decline. Wider than anticipated losses this year. Shares are suffering, as well. Was in 2011 and they have fallen 80 in the last years. Big changes are ahead. Our tech wizard. What is happening in htc . 80 decline in the stock. It. E is a real reason for shareholder that owns more than 20 is feeling the pinch. She got more involved. Now, she is doing three or four days a week. She has been the chairperson. To some of thes and, since she has come back, she has taken along some of the rules. He is the top dog. He is now focused on products. The development of the product and the design and manufacturing that deals with the process to make sure that a great product can be produced and made with a good volume. That was a problem for them last year. That is what he is focusing on. With them coming back and being more focused on what is involved, she is taking it on board and dealing with Marketing Customer Service and sales. These are the areas that she is focusing on. She does not have a staff behind her. Her focus away from the ceo. Thank you for that. A chief executive is thinking big in china. We will have more after this short break and a look at the action. The lunchtime break in tokyo. Biggest posted the trade deficit. An easter treats is broken in the ukraine. Russia is outraged at the death of three separatists. The beijing motor show. We are about to get the close. It is a great. A look at how your money is behaving. We have hong kong closed with australia and new zealand. The rest of asia is open. So far this year, 4. 5 . He nikkei has underperformed today is different. Into the position. Composite picked up some speed. A bit of a different makeup. There is a pie chart that we can see. Every single Industry Group is up. The shine the chinese composite has a different situation altogether and every nothingstry dramatic something going nothing dramatic going on. And stephen there engle is covering the beijing auto show. Great wall motor. A lot of interesting things is happening as the beijing motor show kicks off. Cars in china. We are going to see more. All of these are in decline. Car stocks are leading the biggest decline. In jakarta with opening prices. Automakers are going to release new car prices. The implementation of it. The government is targeting a narrowing of the trade deficit. Any doubt that including luxury tax on vehicles will do it. There are measures from the government to curb the current account ethicist that is concerning investors. It would have a minor impact on domestic purchases as they target the upper segment. Only a slim function of the market. One percent ofd car sales in 2013. The minimum socialization before the government actually implements the new luxury tax. Say that the lamborghini and 4iron will not be affected. Ferrari will not be affected. Leaders contribute only a miniscule to the total sales last year. 30 after the tax. Hasamount of investing major change. It is driven by the growing car a higherat creates opportunity. Car sales tax is going to boost the mastic production and hopefully, at work. Whats thank you. Show. Ijing motor checking out the shiny new. Stephen engle is live. Not a lot new this year. This hour, we are here at land rover, which is owned by todd todd motors. Tata motors. You may have seen the Advertising Campaign coming out. Invadingstriker is this week. Of pictures. A lot Victoria Beckham is the Brand Ambassador for the east and for jaguar land rover. They have a new concept here that is taking the suv to a new level. Ofy have good sales growth 27 . The china market is expected to 11, 12, 13 . R by still the biggest car maker ahead of the united states. There is lots of interest and this place is packed to the gills with people. Yesterday was supposed to be a pressonly day. Everybody on the planet seemed to be here. Roll the package. When was not a good sign the road to the auto show was changed. Being nearly three hours in traffic. Heading towards the auto show, where they have more cars to go on the streets. Not much better only go inside. We hit human gridlock at press registration. From one frying pan to another. We are in a line to get our press pass. The irony. Oh, the irony. E are delivering mobility we are not going anywhere. , not full alert. Going from inowds and out of the booths. The same booths where they are supposed be showing off their goods. There may have been more children and grandniece then grannies. Noshow. Kham, he was a beckham ned david but you signed David Beckham and he was supposed to be here. What happened . Take . Were you surprised by the traffic . Not really. It took more than two hours. A helicopter, question mark lutz cannot afford it. We are a small company. Not a big one. Some smiles can be found among the aisles. More from the auto show in the next hour. We will have a special look at the luxury segment. Despite all the austerity measures, the economy is going great. Also, tesla is launching the model s. A lot is happening all week. Thank you. Stephen engle is at the beijing motor show. I want to tell you what we have coming up next. We will stick with cars. How are they using technology to streamline the manufacturing . We will take a look after this break. Welcome back. More and more companies are making the shift. Analysts say that ibm has to make up more ground for a profit increase. You can also add data analysis, as well. Of at an annual run rate 2. 3 billion. That is a fraction of the revenue last year. You can see it. They bought the cloud Provider Technology for 2 billion. They committed an additional 1. 2 billion to data centers and other offerings. There are many ways to capitalize on the cloud. They can be found without us even knowing about it. Let us take a look at how they are driving the road. Instance, they said that the experience will be driven by the technology toying development from the car to the cloud. By having a car connected to the cloud, they can communicate data and provide critical realtime give automakers a better understanding of how the vehicles operate. Are taking advantage. You can see some of the top players and you have to forget about the traffic. That is going to the report from intel. Give drivers the information so they can take another route and help them drive safer to have the money to save when it comes to gas and time. Toyota launched to alobal fund to connect smartphone. They are tracking calls daily that come into being roadside crash Assistance Service and are connecting the service of the cloud and case there is an accident. , ford issembly line another. They use cool earth. Navigate the user to through the plans and let me break that down for you. What does that mean . Hit the line and save the company time and money. That is a look at how Car Companies are using the cloud. Roadfrom that, we hit the and bridgestone is changing how its taught us are monitored after they leave the store. Them tire inspectors. Bridgestone engineers equipped with a tablet to make sure that make sure that tires are safe. Is doing more than selling tires. Jesus entire dr. Often, you would visit and inspect tires. They can get the best out of their tires. Time when countermeasures can be taken. The Main Business while we are we collectthe way and analyze reporting information. Taking means no more notes on paper and no more delays and assessment. They want it to be fed into the system immediately for experts. It is a frontline application developed for the people who are the closest. We want to deliver the User Experience and focus on the application, rather than the picture that is supported. The cloud enables us to do this. The business and the application. There are other advantages. The cloud allows for others to be stored for future followup without worry of capacity. They can be brought up or down on demand. The engineer is checking for crack lines and tire pressure. Andy to offer a smoother safer ride on the road. All of that is by the cloud. Exodus ino come, the mumbai after the break to find out why a Top Executive is leaving. More in a moment. This is a look at our top stories. Gold companies have hit a snag. Spinoff. Ents over a companies have selfimposed deadlines and negotiations could be revived. Gold profits have prompted billions in writedowns from producers. Investment by a shanghai court. Say thatnsation claims they were ordered to pay 20 million in compensation. They appealed against the ruling and lost. The top of the north American Box Office for the Third Straight week. Drama ispps scifi released ahead of the summer. A check on what is going on. We have a lunchtime break. It indicates a move to the with just a6 little bit of pressure. It is below the psychologically important 2000 level. Off theei is brushing japanese trade deficit that widened more than anticipated. Up by 1 10 of one percent. Down at thently start of the trading day in india. We will be checking the futures and that is what we have at the moment. Well take a look at events in the ukraine. Three people have died in clashes in the east of the country and are exploiting the pretext for invasion. Ministeran foreign blames ukrainian nationalist for the violence. They say they have right the right to send troops. Crimea anomous newlyautonomous crimea. They will remain in crimea and serve in the russian forces. Submarines are searching for the missing malaysia an airliner. Sign of not finding any the aircraft. It is expected to finish this week. Looking for. A. Mh 370 disappeared and they detected signals from the black box. The batteries are now thought to have expired. Beginning work on a military radar station near a string of islands that is the center of a dispute with china. The island is 150 kilometers from the chain. It is between beijing and tokyo. China imposed an airdefense zone. The worlds highest mountain has been temporarily banned. Three are still missing after the launch. A collapse on a section of everest. Victims all right. Sports news. Continuing the earlyseason domination. Picking up his Third Straight. Mercedes is showing that they are in a Different League to the rest of the field. It is the third time this season that mercedes has had the results. Hamilton retired with engine trouble. All right. We are doing trading in india. One hour away from the start of the session there. You can look at the top stories making headlines. Including, the exodus that continues. We have the chief compliance officer, who is the 10th to leave. Lets get more. Pointing out that this is the 10th exit. We have seen a mass exodus since the founding was announced. He has come back to the company on the back of numbers that have continued to fall. He is a senior level. Persons, including one who is said to become the next company hasher i. T. Seen several members of the executive council inserted at strategies and there are more this. S leaving with more of this is happening. You are seeing very strongly that say that he is back to shake up the company and only those who are not adding value to the company are leaving. There are concerns, as far as the growth of the company. With investors. Timinge saying that the of the exit is really putting a question. Thank you for that. The trials and tribulations of the management team. Leaving sinceive the return of the founder. You can catch more on that story and all of the other stories that we are looking at. And use it asite the online source every day. 24 7 at bloomberg. Com. Have much, in terms of market action. Inhave a Public Holiday australia, new zealand, and hong kong. Of nikkei closed with a gain. 66 . Shrugging off a deficit that was wider than anticipated by the economist we have been talking to. Off pace and below the gain line of. 4 . It for this monday edition of on the move. Stay tuned for asia edge coming up next. Is sam. T on the show there he is. He is a Portfolio Manager and that is him coming up. Asia edge is coming up next. S. 0,. Sa wjat coming up this hour, we heard from steve engle. Were going to be live in beijing as the motor show opens its doors to the public. We have a 5day rally. Nikkei up twothirds of 1 . 1. 2 . Pines up volumes are really quite flat. Kong being shut down today. Looking toernment loosen the

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