string(13) "markets-macro"

Macro

February 24, 2020

Han Zheng greases some wheels

On Friday, Vice Premier Han Zheng attended a national teleconference on promoting the resumption of normal traffic and transportation. The meeting was a heavyweight affair: Vice Premier Liu He and Minister of Public Security Zhao Kezhi was also in attendance. Han useddramatic language to drive … Username Password Remember Me Forgot Password

On Friday, Vice Premier Han Zheng attended a national teleconference on promoting the resumption of normal traffic and transportation.
The meeting was a heavyweight affair: Vice Premier Liu He and Minister of Public Security Zhao Kezhi was also in attendance.
Han useddramatic language to drive ...

sources

Gov.cn: 韩正出席全国恢复交通运输秩序电视电话会议并讲话

February 24, 2020

Economy showing tentative signs of life

As entries 1 and 2 above make clear, top leaders are increasingly focused ongetting the economy restarted. Local governments are responding (Bloomberg): “On Monday, at least six provinces lowered their emergency response levels from the highest rating.” There are other signs of life: “Power deman…

As entries 1 and 2 above make clear, top leaders are increasingly focused ongetting the economy restarted.
Local governments are responding (Bloomberg):

“On Monday, at least six provinces lowered their emergency response levels from the highest rating.”

There are other signs of life:

“Power deman...

sources

Bloomberg: China Pushes Factories to Reopen, Risking Renewed Virus Spread

February 24, 2020

The long march toward resumption

On Monday, the State Council Information Office held a press conference on the latest stats on business resumption levels. The good news: Most big companies in economically important provinces are back to work. In Zhejiang, the resumption rate for industrial enterprises with annual revenue abo…

On Monday, the State Council Information Office held a press conference on the latest stats on business resumption levels.
The good news: Most big companies in economically important provinces are back to work.

In Zhejiang, the resumption rate for industrial enterprises with annual revenue abo...

sources

Gov.cn: 新闻办举行发布会介绍统筹新冠肺炎疫情防控和经济社会发展工作

Gov.cn: 国务院应对新型冠状病毒感染肺炎疫情联防联控机制关于印发企事业单位复工复产疫情防控措施指南的通知

February 24, 2020

Not with an Anbang, but with a whimper

On Saturday, the China Banking and Insurance Regulatory Commission (CBIRC) announced the end of its receivership over the now defunct Anbang Insurance Group. Some context: The CBIRC took control of Anbang in February 2018 after the insurance giant massively overextended itself and its chairman …

On Saturday, the China Banking and Insurance Regulatory Commission (CBIRC) announced the end of its receivership over the now defunct Anbang Insurance Group.
Some context: The CBIRC took control of Anbang in February 2018 after the insurance giant massively overextended itself and its chairman ...

sources

Bloomberg: China Releases Once High-Flying Anbang From State Custody

21st Century Biz: 银保监会结束对安邦接管引战已基本锁定社会投资人 1.5万亿中短存续期全部兑付

Yahoo Finance: China’s revamped Anbang Group nears decision on introducing strategic investors – regulator

February 24, 2020

Xi talks to local officials on COVID-19

After getting senior leaders on the same page Friday (see previous entry), Xi spoke directly to over 170,000 officials across the country at a teleconference on Sunday. The topic:Same as Friday – balancing epidemic control and economic development. Xi had it all mapped out (Xinhua): Over 46% of Chi…

After getting senior leaders on the same page Friday (see previous entry), Xi spoke directly to over 170,000 officials across the country at a teleconference on Sunday.
The topic:Same as Friday – balancing epidemic control and economic development.
Xi had it all mapped out (Xinhua):

Over 46% of Chi...

sources

Xinhua: 习近平：在统筹推进新冠肺炎疫情防控和经济社会发展工作部署会议上的讲话

February 24, 2020

Politburo meets on COVID-19

Last Friday, the Politburo had its first meeting since the national COVID-19 outbreak. Top of the agenda: To find that sweet spot between epidemic control and economic development. Xi said they done good (Xinhua): “The spread of the epidemic has been initially contained.” But it’s still too e…

Last Friday, the Politburo had its first meeting since the national COVID-19 outbreak.
Top of the agenda: To find that sweet spot between epidemic control and economic development.
Xi said they done good (Xinhua):

“The spread of the epidemic has been initially contained.”

But it’s still too e...

sources

Xinhua: 中共中央政治局召开会议研究新冠肺炎疫情防控工作

February 24, 2020

Han Zheng greases some wheels

On Friday, Vice Premier Han Zheng attended a national teleconference on promoting the resumption of normal traffic and transportation.
The meeting was a heavyweight affair: Vice Premier Liu He and Minister of Public Security Zhao Kezhi was also in attendance.
Han useddramatic language to drive ...

sources

Gov.cn: 韩正出席全国恢复交通运输秩序电视电话会议并讲话

February 24, 2020

Economy showing tentative signs of life

As entries 1 and 2 above make clear, top leaders are increasingly focused ongetting the economy restarted.
Local governments are responding (Bloomberg):

“On Monday, at least six provinces lowered their emergency response levels from the highest rating.”

There are other signs of life:

“Power deman...

sources

Bloomberg: China Pushes Factories to Reopen, Risking Renewed Virus Spread

February 24, 2020

The long march toward resumption

On Monday, the State Council Information Office held a press conference on the latest stats on business resumption levels.
The good news: Most big companies in economically important provinces are back to work.

In Zhejiang, the resumption rate for industrial enterprises with annual revenue abo...

sources

Gov.cn: 新闻办举行发布会介绍统筹新冠肺炎疫情防控和经济社会发展工作

Gov.cn: 国务院应对新型冠状病毒感染肺炎疫情联防联控机制关于印发企事业单位复工复产疫情防控措施指南的通知

February 24, 2020

Not with an Anbang, but with a whimper

On Saturday, the China Banking and Insurance Regulatory Commission (CBIRC) announced the end of its receivership over the now defunct Anbang Insurance Group.
Some context: The CBIRC took control of Anbang in February 2018 after the insurance giant massively overextended itself and its chairman ...

sources

Bloomberg: China Releases Once High-Flying Anbang From State Custody

21st Century Biz: 银保监会结束对安邦接管引战已基本锁定社会投资人 1.5万亿中短存续期全部兑付

Yahoo Finance: China’s revamped Anbang Group nears decision on introducing strategic investors – regulator

February 24, 2020

Xi talks to local officials on COVID-19

After getting senior leaders on the same page Friday (see previous entry), Xi spoke directly to over 170,000 officials across the country at a teleconference on Sunday.
The topic:Same as Friday – balancing epidemic control and economic development.
Xi had it all mapped out (Xinhua):

Over 46% of Chi...

sources

Xinhua: 习近平：在统筹推进新冠肺炎疫情防控和经济社会发展工作部署会议上的讲话

February 24, 2020

Politburo meets on COVID-19

Last Friday, the Politburo had its first meeting since the national COVID-19 outbreak.
Top of the agenda: To find that sweet spot between epidemic control and economic development.
Xi said they done good (Xinhua):

“The spread of the epidemic has been initially contained.”

But it’s still too e...

sources

Xinhua: 中共中央政治局召开会议研究新冠肺炎疫情防控工作

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