string(13) "markets-macro"

Macro

November 19, 2019

Liu He focuses on the coming tech war

On Monday, Vice Premier Liu He attended the annual awards ceremony for the Ho Leung Ho Lee Foundation. Some context: The Ho Leung Ho Lee Foundation is a Hong Kong NGO, founded in 1994. It grants awards to Chinese scientists. This year’s big winner: Wu Weiren, chief scientist for China’s lu… Username Password Remember Me … Read More »

On Monday, Vice Premier Liu He attended the annual awards ceremony for the Ho Leung Ho Lee Foundation.
Some context: The Ho Leung Ho Lee Foundation is a Hong Kong NGO, founded in 1994. It grants awards to Chinese scientists.
This year’s big winner: Wu Weiren, chief scientist for China’s lu...

sources

Gov.cn: 何梁何利基金颁奖大会举行刘鹤张春贤万钢出席

November 18, 2019

Beijing puts sneakers on the ground in Hong Kong

This weekend, the PLA was officially deployed in Hong Kong. Well…sort of. About 50 Chinese soldiers – many from the People’s Liberation Army (PLA) counter-terrorism unit – turned out in gym clothes to clean up debris left by protesters on Hong Kong’s streets. What does their presence mean for the …

This weekend, the PLA was officially deployed in Hong Kong.
Well…sort of.

About 50 Chinese soldiers – many from the People’s Liberation Army (PLA) counter-terrorism unit – turned out in gym clothes to clean up debris left by protesters on Hong Kong’s streets.

What does their presence mean for the ...

sources

SCMP: Chinese troops that cleaned up Hong Kong were from top counterterrorism brigade

SCMP: Tear gas fired as radicals attempt to escape Hong Kong university, battle with police intensifies

BBC: Hong Kong in first recession for a decade amid protests

November 18, 2019

The Xinjiang Papers

On Saturday, the New York Timespublished the “Xinjiang Papers.” What are those you ask? The papers include 403 pages of internal Party documents and show a markedly more brutal campaign to crackdown on Uighurs in Xinjiang than what the Party has communicated publicly. The leak is big news:&nbsp…

On Saturday, the New York Timespublished the “Xinjiang Papers.”
What are those you ask?
The papers include 403 pages of internal Party documents and show a markedly more brutal campaign to crackdown on Uighurs in Xinjiang than what the Party has communicated publicly.
The leak is big news: ...

sources

NYT: ‘Absolutely No Mercy’: Leaked Files Expose How China Organized Mass Detentions of Muslims

November 18, 2019

Li Keqiang visits Jiangxi

On Thursday and Friday, Premier Li Keqiang took a trip south to check out local conditions in Jiangxi. Visiting a wholesale market in Nanchang, Li was especially curious about pork prices. According to sellers, the transportation cost of frozen pork is what’s keeping prices high. Some context: …

On Thursday and Friday, Premier Li Keqiang took a trip south to check out local conditions in Jiangxi.
Visiting a wholesale market in Nanchang, Li was especially curious about pork prices.
According to sellers, the transportation cost of frozen pork is what’s keeping prices high.
Some context: ...

sources

Gov.cn: 李克强在江西考察

Gov.cn: 考察江西为何要到农产品批发市场？李克强这样说

Gov.cn: 李克强新解“赣服通”：干出成效，让老百姓干事创业事事顺、万事通

November 18, 2019

Ren: Huawei doesn’t give a rip about US Entity List

On Friday, Huawei released the summary of an interview its founder Ren Zhengfei gave to several foreign journalists on November 6. Ren said the company’s development is healthy overall – and that the US government can choose to revoke its decision to put Huawei on the Entity List…or not. It’s a…

On Friday, Huawei released the summary of an interview its founder Ren Zhengfei gave to several foreign journalists on November 6.
Ren said the company’s development is healthy overall – and that the US government can choose to revoke its decision to put Huawei on the Entity List…or not.
It’s a...

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Yicai: 任正非最新采访：“新飞机”两三年后打造完成清单“爱撤不撤”

November 18, 2019

ETFs in focus

On Sunday, Shanghai Stock Exchange Deputy General Manager Liu Ti gave a speech at an financial forum in Changchun, centered around promoting exchange-traded funds (ETFs). The vast majority of our readers undoubtedly read the transcript of the speech, but for the handful that might have missed it, we…

On Sunday, Shanghai Stock Exchange Deputy General Manager Liu Ti gave a speech at an financial forum in Changchun, centered around promoting exchange-traded funds (ETFs).
The vast majority of our readers undoubtedly read the transcript of the speech, but for the handful that might have missed it, we...

sources

Sina: 上交所副总经理刘逖：ETF市场创新促进实体经济发展

November 18, 2019

A constructive phone call

In yet another gripping piece of trade war news, Chinese Vice Premier Liu He and US Trade Representative Robert Lighthizer spoke over the phone on Saturday morning, China time. Aaaaaaaand…that’s about it. As noted by the SCMP, readers intent on obsessing over the details may wish to observe that oth…

In yet another gripping piece of trade war news, Chinese Vice Premier Liu He and US Trade Representative Robert Lighthizer spoke over the phone on Saturday morning, China time.
Aaaaaaaand…that’s about it.
As noted by the SCMP, readers intent on obsessing over the details may wish to observe that oth...

sources

Xinhua: 中美经贸高级别磋商双方牵头人通话

SCMP: US-China trade negotiators in ‘constructive’ phone call

November 18, 2019

Stimulus inches up

China’s central bank (PBoC) is upping its game – in the most cautious way possible. On Monday morning, the PBoC announced that it had cut interest rates on its daily open market operations (OMOs) by a whopping 5 basis points (MarketWatch): “The {PBoC}… cut the seven-day reverse repurchase rate to 2…

China’s central bank (PBoC) is upping its game – in the most cautious way possible.
On Monday morning, the PBoC announced that it had cut interest rates on its daily open market operations (OMOs) by a whopping 5 basis points (MarketWatch):

“The {PBoC}… cut the seven-day reverse repurchase rate to 2...

sources

Marketwatch: China’s PBOC cuts reverse repo rate to 2.5%

Sina: 中国央行下调7天期逆回购利率至2.50% 此前为2.55%

PBoC: 2019年第三季度中国货币政策执行报告

November 15, 2019

Xi at BRICS

Yesterday, Xi Jinping spoke at the 11th BRICS Summit in Brasilia, Brazil, urging friends and frenemies alike to make BRICS countries the torchbearers of multilateralism. Some context: BRICS brings together five of the world’s largest emerging economies in one handy forum – Brazil, Russia, India…

Yesterday, Xi Jinping spoke at the 11th BRICS Summit in Brasilia, Brazil, urging friends and frenemies alike to make BRICS countries the torchbearers of multilateralism.
Some context: BRICS brings together five of the world’s largest emerging economies in one handy forum – Brazil, Russia, India...

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Xinhua: 习近平出席金砖国家领导人第十一次会晤并发表重要讲话

Xinhua: Xi urges BRICS countries to champion multilateralism

November 15, 2019

NDRC intensifies national security review

In August, the National Development and Reform Commission (NDRC) started a security review of the acquisition of a Chinese retailer by foreign-invested Yonghui Supermarket. Why it matters: It’s the first national security review ofa foreign investment. Moreover, it’s in retail – a sector seemin…

In August, the National Development and Reform Commission (NDRC) started a security review of the acquisition of a Chinese retailer by foreign-invested Yonghui Supermarket.
Why it matters: It’s the first national security review ofa foreign investment. Moreover, it’s in retail – a sector seemin...

sources

Shanghai Stock Exchange: 永辉超市股份有限公司关于收到国家发展和改革委员会关于特别审查告知书的公告

November 15, 2019

Your semi-weekly painful trade war update

Friday marks a full month since the US and China said they were on the same page about a “phase one” trade deal. So where’s the deal? Two weeks ago, we highlighted US insistence that China make massive agricultural purchases as a potential stumbling block. Indeed, the scale of the deal is proving to…

Friday marks a full month since the US and China said they were on the same page about a “phase one” trade deal.
So where’s the deal?
Two weeks ago, we highlighted US insistence that China make massive agricultural purchases as a potential stumbling block.
Indeed, the scale of the deal is proving to...

sources

WSJ: U.S.-China Trade Talks Hit Snag Over Farm Purchases

WSJ: Tariffs on China Imports Emerge as Hurdle to Trade Deal

November 15, 2019

Hong Kong protests rage, Beijing holds back

This week, the Hong Kong protests took a turn for the violent. The latest: On Tuesday, a running battle took place between police and protestors at the Chinese University of Hong Kong. On Wednesday, a 15-year-old boy was in critical condition after being hit in the head by tear gas canisters. On Th…

This week, the Hong Kong protests took a turn for the violent.
The latest:

On Tuesday, a running battle took place between police and protestors at the Chinese University of Hong Kong.
On Wednesday, a 15-year-old boy was in critical condition after being hit in the head by tear gas canisters.
On Th...

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Xinhua: 习近平：止暴制乱恢复秩序是香港当前最紧迫的任务

Xinhua: Xi says HK’s most pressing task is to end violence, chaos and restore order

SCMP: Xi Jinping again backs Hong Kong police use of force in stopping unrest

SCMP: Hong Kong protests: elderly man hit on head by brick during clash in Sheung Shui dies while two others hurt in separate incidents remain in critical condition

SCMP: Chinese University: how a scenic seafront campus in northern Hong Kong became a fiery battlefield, scarred by petrol bombs and tear gas

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