string(13) "markets-macro"

Macro

September 26, 2024

Beijing publishes guidelines on replacing occupied farmland

China’s leaders are walking a tightrope as they balance rural development with farmland protection. On Tuesday, the Party Central Committee and State Council published guidelines to ensure farmland that is occupied for development is appropriately replaced. At issue: Beijing imposes strict farmland … Username Password Remember Me Forgot Password

China's leaders are walking a tightrope as they balance rural development with farmland protection.
On Tuesday, the Party Central Committee and State Council published guidelines to ensure farmland that is occupied for development is appropriately replaced.
At issue: Beijing imposes strict farmland ...

sources

Gov.cn: 中共中央办公厅国务院办公厅关于加强耕地保护提升耕地质量完善占补平衡的意见

September 26, 2024

The Party turns its attention to the labor market

China’s top brass is concerned about the labor market. On Wednesday, the Party Central Committee and State Council published guidelines to increase high-quality employment. ICYDK: Youth unemployment hit a new high in August, rising to 18.8% compared to 17.1% in July. Overall unemployment hit a six-…

China’s top brass is concerned about the labor market.
On Wednesday, the Party Central Committee and State Council published guidelines to increase high-quality employment.
ICYDK: Youth unemployment hit a new high in August, rising to 18.8% compared to 17.1% in July.

Overall unemployment hit a six-...

sources

Gov.cn: 中共中央国务院关于实施就业优先战略促进高质量充分就业的意见

September 26, 2024

Foreign affairs roundup: UNGA edition

The annual United Nations General Assembly (UNGA) meeting is in full swing. China’s top diplomat Wang Yi has been in overdrive for the past several days. Here’s a non-exhaustive overview of Wang’s stand-out meetings: In talks with Ukraine’s new Foreign Minister Andrii Sybiha, Wang said that …

The annual United Nations General Assembly (UNGA) meeting is in full swing.

China’s top diplomat Wang Yi has been in overdrive for the past several days.

Here’s a non-exhaustive overview of Wang’s stand-out meetings:

In talks with Ukraine’s new Foreign Minister Andrii Sybiha, Wang said that ...

sources

MoFA: 王毅会见乌克兰外长瑟比加

MoFA: 王毅会见俄罗斯外长拉夫罗夫

MoFA: 王毅会见孟加拉国临时政府领导人尤努斯

MoFA: 王毅会见欧盟外交与安全政策高级代表博雷利

MoFA: 王毅会见法国外长巴罗

MoFA: 王毅会见法国总统外事顾问博纳

MoFA: 王毅会见澳大利亚外长黄英贤

September 26, 2024

Impact on employment to play a bigger role in state project planning

Are boosting employment and developing AI contradictory goals? On Wednesday, the CPC Central Committee and the State Council issued opinions on boosting access to high-quality employment. Some context: China is facing a slew of employment-related conundrums – but perhaps the biggest problem of all …

Are boosting employment and developing AI contradictory goals?
On Wednesday, the CPC Central Committee and the State Council issued opinions on boosting access to high-quality employment.
Some context: China is facing a slew of employment-related conundrums – but perhaps the biggest problem of all ...

sources

Gov.cn: 中共中央国务院关于实施就业优先战略促进高质量充分就业的意见

September 26, 2024

MIIT launches New Industrialization magazine

Oh boy! Here come more study materials on Beijing’s industrial upgrading push. On Sunday, the Ministry of Industry and Information Technology (MIIT) launched a monthly magazine called New Industrialization. In case you’ve been living under a rock: “New Industrialization” is the policy buzzword of th…

Oh boy! Here come more study materials on Beijing’s industrial upgrading push.
On Sunday, the Ministry of Industry and Information Technology (MIIT) launched a monthly magazine called New Industrialization.
In case you've been living under a rock: "New Industrialization" is the policy buzzword of th...

sources

New Industrialization: 工业和信息化部正式创办《新型工业化》期刊

September 26, 2024

NFRA expands AIC venture investment pilot

Chinese policymakers are looking to inject even more patient capital into the venture industry. On Tuesday, Li Yunze, head of the banking regulator (NFRA), announced a significant expansion of a pilot program to channel more funding to innovative startups. Some context: China’s big five asset …

Chinese policymakers are looking to inject even more patient capital into the venture industry.
On Tuesday, Li Yunze, head of the banking regulator (NFRA), announced a significant expansion of a pilot program to channel more funding to innovative startups.
Some context: China’s big five asset ...

sources

Caixin: 国家计划对六大行增加资本研究扩大AIC股权投资试点至18个城市

Gov.cn: 国家金融监督管理总局有关司局负责人就《关于做好金融资产投资公司股权投资扩大试点工作的通知》和《关于扩大金融资产投资公司股权投资试点范围的通知》答记者问

September 25, 2024

Beijing ramps up financial support for developers

Cash-strapped property developers just got more love from Beijing. ICYMI: In their Tuesday press conference, the central bank (PBoC) and the financial regulator (NFRA) announced additional support for the troubled property sector. Much of this support is aimed at improving developers’ deteriorating…

Cash-strapped property developers just got more love from Beijing.
ICYMI: In their Tuesday press conference, the central bank (PBoC) and the financial regulator (NFRA) announced additional support for the troubled property sector.

Much of this support is aimed at improving developers’ deteriorating...

sources

PBoC: 国新办举行新闻发布会介绍金融支持经济高质量发展有关情况

September 25, 2024

PBoC cuts rate on existing mortgage loans

Homeowners rejoice! ICYMI: On Tuesday, central bank (PBoC) governor Pan Gongsheng announced a highly anticipated plan to cut rates on outstanding mortgages. Specific guidelines will be released in the coming weeks. Per Pan, the rate cuts will reduce mortgage rates by 50 bps on average for 50 milli…

Homeowners rejoice!
ICYMI: On Tuesday, central bank (PBoC) governor Pan Gongsheng announced a highly anticipated plan to cut rates on outstanding mortgages.

Specific guidelines will be released in the coming weeks.

Per Pan, the rate cuts will reduce mortgage rates by 50 bps on average for 50 milli...

sources

PBoC: 国新办举行新闻发布会介绍金融支持经济高质量发展有关情况

PBoC: 盘点央行的2023 | ①稳健的货币政策精准有力

CRIC: 快评｜9·24国新会六大涉房新政对楼市影响解析

September 25, 2024

Bank profits safe from rate cuts

China’s central bank (PBoC) doesn’t expect lower mortgage rates to erode bank profits. ICYMI: In a press conference on Tuesday, PBoC Governor Pan Gongsheng said the central bank would guide banks to reduce interest rates on the existing stock of mortgages. The PBoC expects the average reduction to …

China’s central bank (PBoC) doesn’t expect lower mortgage rates to erode bank profits.
ICYMI: In a press conference on Tuesday, PBoC Governor Pan Gongsheng said the central bank would guide banks to reduce interest rates on the existing stock of mortgages.

The PBoC expects the average reduction to ...

sources

PBoC: 国新办举行新闻发布会介绍金融支持经济高质量发展有关情况

September 25, 2024

Let the bank recapitalization begin!

Beijing intends to recapitalize its major banks. Mic drop. On Tuesday, the minister in charge of the financial regulator (NFRA), Li Yunze, said that China’s largest banks are no longer able to adequately replenish their capital. “In recent years, large commercial banks have mainly relied on their…

Beijing intends to recapitalize its major banks.

Mic drop.

On Tuesday, the minister in charge of the financial regulator (NFRA), Li Yunze, said that China’s largest banks are no longer able to adequately replenish their capital.

“In recent years, large commercial banks have mainly relied on their...

sources

PBoC: 国新办举行新闻发布会介绍金融支持经济高质量发展有关情况

September 25, 2024

PBoC turns on the fire hose for stocks

New lending facilities from the central bank (PBoC) could potentially inject RMB 2.4 trillion into China’s stock markets. ICYMI: On Tuesday, the PBoC announced it will launch two new lending facilities to support A-share valuations: a swap facility and a new relending facility. Under the swap facili…

New lending facilities from the central bank (PBoC) could potentially inject RMB 2.4 trillion into China’s stock markets.
ICYMI: On Tuesday, the PBoC announced it will launch two new lending facilities to support A-share valuations: a swap facility and a new relending facility.
Under the swap facili...

sources

PBoC: 国新办举行新闻发布会介绍金融支持经济高质量发展有关情况

September 25, 2024

ICYMI: Foreign affairs roundup

Y’know, an analyst trying to cover geopolitical developments is a bit like a mule with a spinning wheel. They don’t know where to begin and darned if they can get it to stop. That’s why we’re coming at you with a jumbo-sized roundup of recent foreign affairs happenings that we didn’t have time to …

Y’know, an analyst trying to cover geopolitical developments is a bit like a mule with a spinning wheel.

They don’t know where to begin and darned if they can get it to stop.

That’s why we’re coming at you with a jumbo-sized roundup of recent foreign affairs happenings that we didn’t have time to ...

sources

Gov.cn: Chinese vice premier meets U.S. delegation of China-U.S. economic working group

MoFA: Xi Jinping Holds Talks with King of Malaysia Sultan Ibrahim

Reuters: China, Japan reached agreement in August on Fukushima water discharge

SCMP: Developing | China tests ICBM that could reach the US mainland with launch into Pacific Ocean

Nikkei: China's Wang Yi calls stabbing of Japanese boy 'accidental, individual case'

MoFA: 王毅会见德国外长贝尔伯克

China Daily: China calls on world to build peaceful future

White House: Remarks by President Biden Before the 79th Session of the United Nations General Assembly | New York, NY

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