string(13) "markets-macro"

Macro

January 14, 2020

NEV subsidies to stabilize this year

The 2020 China EV100 Forum took place over the weekend. The hot topic:What to do with subsidies for new energy vehicles (NEVs). Vice chairman of the central political advisory body (CPPCC) WanGang argued that: Financial subsidy policies for NEVs should remain stable in 2020. And no adjustments… Username Password Remember Me Forgot Password

Financial subsidy policies for NEVs should remain stable in 2020.
And no adjustments...

sources

The Beijing News: 多部委释放积极信号, 新能源车将迎大利好

China News: 工信部相关司局负责人回应新能源汽车补贴问题

CAAM: 2019年汽车工业经济运行情况

January 14, 2020

Data dump – trade

Speaking of trade…monthly trade stats for December dropped on Tuesday. CNBC has the details: “In December, dollar-denominated exports rose 7.6% on-year, against a 1.3% drop in November.” “December imports were 16.3% higher from a year ago.” “Economists…had expected dollar-denominated exports to ris…

Speaking of trade…monthly trade stats for December dropped on Tuesday.
CNBC has the details:

“In December, dollar-denominated exports rose 7.6% on-year, against a 1.3% drop in November.”
“December imports were 16.3% higher from a year ago.”
“Economists…had expected dollar-denominated exports to ris...

sources

CNBC: China’s dollar-denominated exports and imports beat expectations in December

January 14, 2020

Terms of phase one deal emerge

On Tuesday, the South China Morning Post scooped the terms of the long-awaited phase one trade deal between the US and China. Drumroll please… According to several US sources, China will agree to purchase an additional USD 200 billion of American goods per year, including (SCMP): USD 75 billion of …

On Tuesday, the South China Morning Post scooped the terms of the long-awaited phase one trade deal between the US and China.
Drumroll please…
According to several US sources, China will agree to purchase an additional USD 200 billion of American goods per year, including (SCMP):

USD 75 billion of ...

sources

SCMP: Trade war: China to make huge purchases of US goods as details of phase one deal revealed

January 14, 2020

MiC 2025 marches on

On Monday, Li Yizhong, former Minister of Industry and Information Technology, spoke at a big-time forum on manufacturing. Li’s key message: The real manufacturing bottleneck preventing China from climbing the value chain is not fancy, next-generation technologies, but basic technical capabilit…

On Monday, Li Yizhong, former Minister of Industry and Information Technology, spoke at a big-time forum on manufacturing.
Li’s key message: The real manufacturing bottleneck preventing China from climbing the value chain is not fancy, next-generation technologies, but basic technical capabilit...

sources

Sina: 李毅中：中国正研究组建国家工业基础研究院，今年底国家制造业创新中心或超15个

January 13, 2020

Political advisors discuss personal data protection

On Friday, the Chinese People’s Political Consultative Confernce (CPPCC) got together to discuss how to better protect personal information. Some context: The CPPCC acts as something akin to the House of Lords in the UK. It does not have any legislative authority, but does suggest policies and …

On Friday, the Chinese People’s Political Consultative Confernce (CPPCC) got together to discuss how to better protect personal information.
Some context: The CPPCC acts as something akin to the House of Lords in the UK. It does not have any legislative authority, but does suggest policies and ...

sources

Gov.cn: 全国政协召开网络议政远程协商会汪洋主持

Xinhua: Political advisors call for personal info protection in big data era

January 13, 2020

China wants to overhaul the pension system

Over the weekend, there was a high-level get-together offormer and current fiscal and financial officials. On the agenda: How to fix the pension system as the population rapidly ages. According to Chen Wenhui, vice chairman of the National Council for Social Security Fund (NCSCF), things d…

Over the weekend, there was a high-level get-together offormer and current fiscal and financial officials.
On the agenda: How to fix the pension system as the population rapidly ages.
According to Chen Wenhui, vice chairman of the National Council for Social Security Fund (NCSCF), things d...

sources

21st Century Biz: 陈文辉：2019年社保基金收益超3000亿，收益率约15.5%

Sina: 楼继伟：建议社保基金投资基准长期化，同时允许配置部分海外市场

21st Century Biz: 范一飞：促进养老金投资与资本市场的良性互动

January 13, 2020

China preps public opinion for the trade deal

On Monday, state-affiliated social media account Taoran Notes published an op-ed commenting on the expected trade deal signing. Some context: Vice Premier Liu He is expected to sign the phase one deal at the White House on Wednesday. Taoran Notes attributed this positive development to China’s:…

On Monday, state-affiliated social media account Taoran Notes published an op-ed commenting on the expected trade deal signing.
Some context: Vice Premier Liu He is expected to sign the phase one deal at the White House on Wednesday.
Taoran Notes attributed this positive development to China’s:...

sources

Sina: 陶然笔记谈中美磋商：守住平常心万事在人为

Bloomberg: U.S., China Dust Off Corporate Deals Before Trade Pact Signing

January 13, 2020

De-risky business

On Saturday, the China Banking and Insurance Regulatory Commission (CBIRC) released the readout ofits annual conference on Banking and InsuranceSupervision and Management. Sad you weren’t invited? Don’t be. We’ve got all the steamy regulatory details right here. First, the assembled masses reviewe…

On Saturday, the China Banking and Insurance Regulatory Commission (CBIRC) released the readout ofits annual conference on Banking and InsuranceSupervision and Management.
Sad you weren’t invited?

Don’t be. We’ve got all the steamy regulatory details right here.

First, the assembled masses reviewe...

sources

CBIRC: 中国银保监会召开2020年全国银行业保险业监督管理工作会议

January 13, 2020

Tsai wins Taiwan presidential election in landslide

On Saturday, sitting president Tsai Ing-wen won a landslide victory in the Taiwanese presidential election. The details: Tsai garnered over 57% of the vote. KMT challenger Han Kuo-yu got only 38% of the vote. Why this election was interesting: Most Taiwanese elections focus on domestic issues…

On Saturday, sitting president Tsai Ing-wen won a landslide victory in the Taiwanese presidential election.
The details:

Tsai garnered over 57% of the vote.
KMT challenger Han Kuo-yu got only 38% of the vote.

Why this election was interesting: Most Taiwanese elections focus on domestic issues...

sources

Reuters: Taiwan president wins landslide victory in stark rebuke to China

Gov.cn: 中共中央台办、国务院台办发言人就台湾地区选举结果发表谈话

Xinhua: China urges countries to abide by one-China principle after Taiwan leadership election

Focus Taiwan: Full text of Taiwan President Tsai Ing-wen’s acceptance speech

January 10, 2020

Xi and Li hand out science awards

On Friday, Xi Jinping attended China’s annual awards ceremony for scientific achievement. Xi wasn’t flying solo: Eight other Politburo members were in attendance – including Premier Li Keqiang, Executive Vice Premier Han Zheng, and Vice Premier Liu He. The top awards went to (Xinhua 2): Huang …

On Friday, Xi Jinping attended China’s annual awards ceremony for scientific achievement.
Xi wasn’t flying solo: Eight other Politburo members were in attendance – including Premier Li Keqiang, Executive Vice Premier Han Zheng, and Vice Premier Liu He.
The top awards went to (Xinhua 2):

Huang ...

sources

Xinhua: 中共中央国务院隆重举行国家科学技术奖励大会习近平出席大会并为最高奖获得者等颁奖

Xinhua: Xi honors two academicians with China’s top science award

January 10, 2020

Vice Premier stresses improvements to elderly care industry

On Thursday, Vice Premier Sun Chunlan surveyed nursing homes in Beijing’s Changping district. During her visit, Sun urged more efforts to: Integrate healthcare and elderly-care services Improve financial assistance, government insurance, and pricing policies Harmonize elderly care standards Sun en…

On Thursday, Vice Premier Sun Chunlan surveyed nursing homes in Beijing’s Changping district.
During her visit, Sun urged more efforts to:

Integrate healthcare and elderly-care services
Improve financial assistance, government insurance, and pricing policies
Harmonize elderly care standards

Sun en...

sources

Gov.cn: 孙春兰在北京调研时强调深入推进医养康养结合不断满足广大老年人健康养老需求

FT: China’s private nursing homes out of reach for most of elderly

January 10, 2020

Financial reformer promoted in Guangzhou

Get excited. Guangdong has a new vice governor – rising financial star Zhang Xin. A little about Zhang: He has a PhD in Economics from Colombia Business School. In 1997-2001, Zhang worked as a senior economist at the World Bank. In 2001, he returned to China to work at the China Securities Regulato…

Get excited. Guangdong has a new vice governor – rising financial star Zhang Xin.
A little about Zhang:

He has a PhD in Economics from Colombia Business School.
In 1997-2001, Zhang worked as a senior economist at the World Bank.
In 2001, he returned to China to work at the China Securities Regulato...

sources

SCMP: China enlists ex-World Bank economist to help run Guangdong, sparking hopes of Greater Bay Area reform

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