Covid-19 Boosts Vitamin C but Hits Retail in Hong Kong

Watson's Hong Kong has been hit by the pandemic but immunity boosting vitamins subcategory, such as vitamin C, as the retailer “saw first quarter sales jump over 40-fold year on year". Hong Kong’s retail sales in the first quarter, which fell by 36.9%, was the deepest year on year decline on record. This comes as the city remains mired in a recession. The economy contracted by 8.9% in the first quarter of this year, the worst on record, having been hit hard by months of anti-government protests, a trade war between the US and China, and the ongoing coronavirus pandemic.

Here’s a #throwback to our post on online public interest in #turmeric and #vitamin C during the coronavirus outbreak.

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The APPGM-SDG Multi-stakeholders Conversation: Building Local Economy in Urban Areas

On 29 April 2020, Segi Enam Advisors attended a Zoom talk on using the local economy as platform to support vulnerable communities in the urban areas, namely the B40 and migrants. Hosted by the All-Party Parliamentary Group Malaysia-Sustainable Development Goals (APPGM-SDG), the talk highlighted the socio-economic issues faced by the two groups, with many of these problems aggravated by the spread of the coronavirus. It also explored the possibilities on how to cushion the blow the virus has had on the livelihoods of the B40 and migrants as well as the steps to stimulate the economy once the pandemic is over.

Several interesting points that stood out during the talk are as follows:

  1. Low-cost flats intended to house the urban poor community should fulfil the social needs and livelihood of its residents, i.e. well-equipped facilities and reasonable distance from cities and townships where most residents are employed.

  2. A community of “new poor” has emerged, i.e. individuals who have fallen into poverty due to a loss of income during the Movement Control Order (MCO) but were not qualified for financial aid prior to that loss of income.

  3. The possibility of using the One Tambun One Product (OTOP) model implemented in Thailand, a local entrepreneurship stimulus programme supporting unique locally made and marketed products within each tambon (sub-district) across the country.

Coronavirus Impact on Food and Markets via Migrant Workers?

New developments amid Malaysia’s Covid-19 recovery phase: several markets in Kuala Lumpur and Selangor areas—namely the Selayang Wholesale Market, the Taman Megah wet market, the PJ Old Town wet market, and the Raja Bot market—have recently been temporarily closed down following reports of coronavirus infections. Interestingly, 10 foreign workers told to self-quarantine on 25 March after being found to have attended the Seri Petaling Mosque tabligh event were employed at the Selayang Wholesale Market. There are also rumours of uncertainties with regard to the testing results and SOPs for operating food markets.

The domino effect of market closures seems to have parallels with the meat packing plants in the US, where employees often work in close quarters under difficult environments; the infection rate around the plants were found to be 75% higher than that of other US counties. In an official statement dated 23 Apr 2020, the United Food and Commercial Workers (UFWC) International Union disclosed that 13 processing plants have closed in the past two months, impacting over 24,500 workers (one-third of the US meatpacking industry are immigrants) and resulting in a 10% and 25% reduction in beef and pork slaughter capacity. USDA data reflects this reduced capacity, showing a decline of 27% and 20% in beef and pork processing respectively compared to this time in 2019. Various problems abound for the industry, including farmers considering euthanizing their animals to avoid overcrowding.

Migrant worker populations may be a common theme here. In 2018, Khor Reports has previously analysed Malaysia’s structural reliance on foreign labour based on 2016 data, which showed that Sabah’s share of foreign labour was the highest in the country at about 37%, followed by Selangor at 11%. An update on the most recent data will be conducted in due course.

Returning to the Covid-19 situation, in the case of the Malaysian capital’s wholesale market, approximately 16,000 Pusat Bandar Utara residents have been placed under a two-week Enhanced Movement Control Order (EMCO) from 20 April, with around 90% of residents comprising foreigners. That being said, the Malaysian Health Director General reiterated that screening for foreign workers will be done on a targeted approach on high risk groups, and that screening for all six million workers is not possible.

Interestingly, this latest statement on the number of foreign workers affirms our previous estimate of six million workers in 2018, which was derived from official and industry comments as seen in our report preview below.

A preview of our 2018 analysis report. Note our estimate of six million foreign workers, both documented and undocumented, in Malaysia at the bottom right.

A preview of our 2018 analysis report. Note our estimate of six million foreign workers, both documented and undocumented, in Malaysia at the bottom right.

The news has given rise to alarming hostility on social media against the Rohingya community—there were even online petitions urging the government to deport Rohingyas from Malaysia, with one purportedly garnering 200,000 signatures and was later removed after being reported as hate speech. The PN leadership has yet to address and reflect on their current policy regarding Myanmar refugees and the de facto open migrant policy.

While the virus problem has brought down air pollution (and may even be one of the drivers behind lower meat consumption), experts have warned that it could be only temporary, especially if no concerted efforts follow after the outbreak dies down. But the issue it has wrought for poor migrant communities may be longer lasting; integration and social cohesion have been identified to be potential issues in future thanks to the growing discrimination and scapegoat attempts—aggravated by misinformation and fake news—against these communities.

Online Public Interest: Coronavirus and #Masks4All

Here are a couple of #KhorReports infographic on the #coronavirus. The first one is on the #Masks4All campaign (check out #Masks4All.org and #Masks4All.co) following the positive shift in public attitude towards masks despite initial ambivalence on the subject from public authorities. Also, there is a surge in public interest #self-help tips and tricks, such as consuming #vitamin C and #turmeric as well as DIY masks, as well as the emergence of face mask fraud cases in Malaysia.

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The second infographic focuses on public interest in mask-wearing in three cities—Hong Kong, New York, and Singapore—and a throwback on mask usage during the Great Influenza of 1918. Also included is a brief update on #China as it gradually eases its #Coronavirus #lockdown.

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#Coronavirus Lockdown - Increasing Interest as Outbreak Continues

#KhorReports infographic on #coronavirus #covid19 #lockdown in #socialmedia data. Notably, #India under lockdown, Prince Charles tests positive and Greta Thunberg says she reckons she has been recovering from it. Tokyo Summer #Olympics2020 postponed. #dirumahaja #DudukdiRumah #StayHome #StayAtHome #Quedateentucasa #Ficaemcasa #RestezChezVous #iorestoacasa And more hashtags... #StayHomeStaySafe #NotDying4WallStreet #QuarantineandChill #LockdownNow #Covidiots #MyPandemicSurvivalPlan #FlattenTheCurve #SocialDistancing #TogetherAtHome

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The Busiest Land Crossing in Southeast Asia: Part #2 - Adjustments & Rethinking for Daily Commuters

Continuing from our first post on the closing of the Johor-Singapore crossing, drastic adjustments and rethinking for Malaysian commuting daily to the Singapore for work. As swathes of people flock the causeway into the city-state, Singapore authorities and employers scramble to facilitate temporary accommodation. Many workers who successfully crossed the border had to sleep rough at train stations (see picture). Those left behind were later allowed to resume work in Singapore.

Accordingly, Singaporean online public interest in matters related the Johor-Singapore crossing lockdown spiked around the time when the Movement Control Order was announced (17 Mar 2020) and enforced (18 Mar 2020) (see graph and map).

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On our previous post about the Johor-Singapore crossing see Part #1.

The Busiest Land Crossing in Southeast Asia: Part #1 - Virus Closes It

At the stroke of midnight on 18 Mar 2020, the Johor-Singapore border sealed shut following the enforcement of the two-week Movement Control Order (MCO) in Malaysia. The MCO left one of the busiest land crossing in the world strangely empty the following morning, a stark contrast from the night before when Malaysians workers scrambled to cross into the city-state before the borders were closed.

Data from the Beat the Jam! app shows a comparison between the time typically taken to clear the immigration checkpoints and the time taken on 17-18 Mar 2020. Also see photos showing the difference in traffic congestion on the Causeway at midnight and the morning of 18 Mar 2020.

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On the next post about the Johor-Singapore crossing, see Part #2.

Online Public Interest: Part #3 - Coffee, Child Labour, and the Coronavirus

Here's the final #KhorReports short review on public opinion about #coffee. This time, we also take a look at how the coronavirus is affecting coffee demand. Our case study is Starbucks in China and Indonesia and we also note that it expects at 50% yoy global sales drop for 1Q2020!

As for online worries about child labour in the coffee industry, we turn to a one-year chart of the ups-and-downs of public sentiment (note the right hand side axis on the bottom left chart shows 0, so above is positive sentiment and below is the opposite). Public sentiment dived recently, and Nespresso also got caught up in this, while Starbucks was no stranger to it. The associated hashtags, the key influencers and emoji associations are listed above. There were over 13,000 mentions in the last year of coffee and child labor/labour and the bulk of them were in the United States and United Kingdom.

On our previous posts about coffee & child labour concerns, see Part #1 and Part #2.

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Online Public Interest: Part #2 - The Third Wave Coffee Movement

Here's another #KhorReports snippet on online public interest in the issue of #coffee and #childlabour. The article that caught our attention this time explained that despite the current “third wave coffee movement”, which focuses on the principles of traceability and fair trade, farmers are still not getting their dues.

On coffee & child labour concerns, see Part #1 and Part #3.