string(13) "markets-macro"

Macro

August 5, 2020

Global public good

This morning, the National Health Commission (NHC) dropped the latest COVID-19 stats. On Tuesday, China reported 27 newly confirmed cases – down from 36 on Monday (NHC): Five were imported from abroad – down from six on Monday. The other 22 were transmitteddomestically – down from 30 on Monday. The… Username Password Remember Me … Read More »

This morning, the National Health Commission (NHC) dropped the latest COVID-19 stats.
On Tuesday, China reported 27 newly confirmed cases – down from 36 on Monday (NHC):

Five were imported from abroad – down from six on Monday.
The other 22 were transmitteddomestically – down from 30 on Monday.
The...

sources

NHC: 截至8月4日24时新型冠状病毒肺炎疫情最新情况

Gov.cn: 截至8月4日24时新疆(含兵团)新型冠状病毒肺炎疫情最新情况

NHC: 截至8月4日24时新型冠状病毒肺炎疫情最新情况

SCMP: Coronavirus: China positions itself for ‘vaccine diplomacy’ push to fight Covid-19

August 5, 2020

Governor switcheroo

Get excited: It’s been a busy week on the provincial personnel front. The latest: Zhao Yide has been appointed governor of Shaanxi. A little about Zhao: Zhao is taking over from Liu Guozhong, who was appointed Shaanxi Party secretary earlier this week. Zhao has worked in his native Zhejiang for mos…

Get excited: It’s been a busy week on the provincial personnel front.
The latest: Zhao Yide has been appointed governor of Shaanxi.
A little about Zhao:

Zhao is taking over from Liu Guozhong, who was appointed Shaanxi Party secretary earlier this week.
Zhao has worked in his native Zhejiang for mos...

sources

People.cn: 赵一德任陕西省代省长(图/简历)

People.cn: 信长星任青海省代理省长(图/简历)

August 5, 2020

Smash and grab

On Monday, we told you the Trump administration had givenChinese tech company ByteDance 45 days to sell its popular video platform TikTok or be banned from the US. Now China, has (rhetorically) struck back: The English-language state media outletChina Dailyran an editorial which calledWashington out…

On Monday, we told you the Trump administration had givenChinese tech company ByteDance 45 days to sell its popular video platform TikTok or be banned from the US.
Now China, has (rhetorically) struck back:
The English-language state media outletChina Dailyran an editorial which calledWashington out...

sources

China Daily: US administration’s smash and grab of TikTok will not be taken lying down: China Daily editorial

Bloomberg: China Brands Trump’s Demands on TikTok Sale a ‘Smash and Grab’

36kr: 最前线 | 张一鸣最新内部信：字节跳动需要接受一段时间内的误解

Business Insider: The CEO of TikTok’s parent firm says Trump’s ‘real objective’ is to ban TikTok, not force a sale to Microsoft

August 4, 2020

You can’t extradite me, I quit!

On Monday, China announced that Hong Kong would suspend its extradition agreement with New Zealand. That’s because last week, New Zealand took the initiative in suspending its extradition agreement with the city – in the wake of Beijing’s passage of the Hong Kong National Security Law. The Kiwis vo…

On Monday, China announced that Hong Kong would suspend its extradition agreement with New Zealand.

That’s because last week, New Zealand took the initiative in suspending its extradition agreement with the city – in the wake of Beijing’s passage of the Hong Kong National Security Law.
The Kiwis vo...

sources

FMPRC: Foreign Ministry Spokesperson Wang Wenbin's Regular Press Conference on August 3, 2020

Reuters: China says Hong Kong suspends extradition agreement with New Zealand

Radio New Zealand: New Zealand suspends extradition treaty with Hong Kong

August 4, 2020

Cooling down

China’s recent COVID-19 outbreaks look to be gradually coming under control. This morning, the National Health Commission (NHC) dropped the latest COVID-19 stats. On Monday, China reported 36 newly confirmed cases – down from 43 on Sunday (NHC): Six of these were imported from abroad – down from …

China’s recent COVID-19 outbreaks look to be gradually coming under control.

This morning, the National Health Commission (NHC) dropped the latest COVID-19 stats.

On Monday, China reported 36 newly confirmed cases – down from 43 on Sunday (NHC):

Six of these were imported from abroad – down from ...

sources

NHC: 截至8月3日24时新型冠状病毒肺炎疫情最新情况

Gov.cn: 截至8月3日24时新疆(含兵团)新型冠状病毒肺炎疫情最新情况

Gov.cn: 2020年8月3日0时至24时辽宁新型冠状病毒肺炎疫情情况

Gov.cn: 市政府新闻办通报我市疫情及防控新进展,新增本地确诊病例8例疫情防控取得初步成效疫情扩散态势有效遏制

August 4, 2020

Shaanxi gets a new Party boss

On Friday, Shaanxi got a new Party secretary – Liu Guozhong. Liu is taking over the top job in Shaanxi from Hu Heping, who’s been appointed the new minister of culture and tourism. Side-track: When Hu took over in Shaanxi in October 2017, he had been on a career fast-track. This “promotion” e…

On Friday, Shaanxi got a new Party secretary – Liu Guozhong.

Liu is taking over the top job in Shaanxi from Hu Heping, who’s been appointed the new minister of culture and tourism.

Side-track: When Hu took over in Shaanxi in October 2017, he had been on a career fast-track. This “promotion” e...

sources

People.cn: 刘国中任陕西省委书记(图/简历)

August 4, 2020

The global navigation game is on

Yesterday, the State Council Information Office (SCIO) held a presser on the Beidou Navigation Satellite System – Beidou for short. Some context: Beidou is China’s homemade satellite navigation system, similar to (and in competition with) America’s GPS, Russia’s GLONASS, and the EU’s GALILEO systems…

Yesterday, the State Council Information Office (SCIO) held a presser on the Beidou Navigation Satellite System – Beidou for short.
Some context: Beidou is China’s homemade satellite navigation system, similar to (and in competition with) America’s GPS, Russia’s GLONASS, and the EU’s GALILEO systems...

sources

SCIO: 北斗三号全球卫星导航系统建成开通新闻发布会图文实录

August 4, 2020

New SAMR boss has Beijing roots

After Xiao Yaqing was rushed off to the Ministry of Industry and Information Technology (see yesterday’s Tip Sheet), we were curious to see who would get the top job at the State Administration for Market Regulation (SAMR). And boy, we were not disappointed – it’s Beijing’s own Zhang …

sources

People.cn: 张工任国家市场监督管理总局党组书记(图/简历)

August 4, 2020

Less than meets the PMI

The Caixin manufacturing PMI jumped in July – up to 52.8 from 51.2 in June. That’s the highest print for the index in almost a decade. Our take: The manufacturing sector undoubtedly improved last month, compared to June, but this data point should be taken with a sizable grain of salt. Why’s …

The Caixin manufacturing PMI jumped in July – up to 52.8 from 51.2 in June.

That’s the highest print for the index in almost a decade.

Our take: The manufacturing sector undoubtedly improved last month, compared to June, but this data point should be taken with a sizable grain of salt.
Why’s ...

sources

Caixin: 7月财新中国制造业PMI升至52.8 为九年半来最高

Reuters: China factory activity expands at fastest pace in nearly a decade: Caixin PMI

August 3, 2020

TikTok is Tikked Off

The Trump administration is set toMake Microsoft Cool Again. On August 2, the US seemed to dial back threats to ban Chinese video platform TikTok, reportedly granting the app’s parent company ByteDance 45 days to negotiate a sale to Microsoft. Some context: ByteDance has had a rough go of its intern…

The Trump administration is set toMake Microsoft Cool Again.
On August 2, the US seemed to dial back threats to ban Chinese video platform TikTok, reportedly granting the app’s parent company ByteDance 45 days to negotiate a sale to Microsoft.
Some context: ByteDance has had a rough go of its intern...

sources

cnBeta.com: 张一鸣内部信：不放弃探索任何可能性正与一家科技公司讨论方案

SCMP: White House puts Chinese apps on notice as Trump gives TikTok ’45 days’to reach Microsoft deal

SupChina: Banning TikTok is a terrible idea

SCMP: White House puts Chinese apps on notice as Trump gives TikTok ’45 days’to reach Microsoft deal

August 3, 2020

Banks get some breathing room

It’s official! China’s banks will have another year to comply with the new-(ish) wealth management rules. The rules, issued in April 2018, were due to take effect in December. But on Friday, the central bank (PBoC) said that banks would have until the end of 2021 to comply. Some context:&nbsp…

It’s official!
China’s banks will have another year to comply with the new-(ish) wealth management rules.

The rules, issued in April 2018, were due to take effect in December.
But on Friday, the central bank (PBoC) said that banks would have until the end of 2021 to comply.

Some context: ...

sources

PBoC: 优化资管新规过渡期安排引导资管业务平稳转型

Caixin: Central Bank Delays New Rules for $12.9 Trillion WMP Industry

August 3, 2020

TikTok is Tikked Off

The Trump administration is set to Make Microsoft Cool Again. On August 2, the US seemed to dial back threats to ban Chinese video platform TikTok, reportedly granting the app’s parent company ByteDance 45 days to negotiate a sale to Microsoft. Some context:ByteDance has had a rough go of its intern…

The Trump administration is set to Make Microsoft Cool Again.
On August 2, the US seemed to dial back threats to ban Chinese video platform TikTok, reportedly granting the app’s parent company ByteDance 45 days to negotiate a sale to Microsoft.
Some context:ByteDance has had a rough go of its intern...

sources

cnBeta.com: 张一鸣内部信：不放弃探索任何可能性正与一家科技公司讨论方案

SCMP: White House puts Chinese apps on notice as Trump gives TikTok ’45 days’to reach Microsoft deal

SupChina: Banning TikTok is a terrible idea

SCMP: White House puts Chinese apps on notice as Trump gives TikTok ’45 days’to reach Microsoft deal

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