string(13) "markets-macro"

Macro

September 12, 2024

Developers Sunac, Logan tease onshore debt restructuring plans

Property developers are finally moving to resolve their onshore debt problems. On Monday, Bloomberg reported that property giants Sunac and Logan plan to present debt restructuring terms to domestic creditors in the coming months. ICYDK: For the past three years, developers have primarily concentrat… Username Password Remember Me Forgot Password

Property developers are finally moving to resolve their onshore debt problems.
On Monday, Bloomberg reported that property giants Sunac and Logan plan to present debt restructuring terms to domestic creditors in the coming months.
ICYDK: For the past three years, developers have primarily concentrat...

sources

Bloomberg: Chinese Builders Sunac, Logan Mull Local Debt Overhaul Plans

Yicai: 龙光公开境外债重组方案，削债目标26亿美元，已获半数债权人同意

China Index Academy: 2024上半年融资盘点：规模仍在下降，“白名单”机制成效显现

September 12, 2024

On Our Radar | Party time

politics 75th anniversary of the founding of the People’s Republic (October 1) econ and finance Q3 GDP data (October 18) foreign affairs EU-China trade spat developments (next few weeks) Xi-Biden call (next few weeks) agriculture and rural G20 Ag Ministers Meeting (Sep 12-14) politics …

politics

75th anniversary of the founding of the People’s Republic (October 1)

econ and finance

Q3 GDP data (October 18)

foreign affairs

EU-China trade spat developments (next few weeks)
Xi-Biden call (next few weeks)

agriculture and rural

G20 Ag Ministers Meeting (Sep 12-14)

politics
...

September 12, 2024

Xi Jinping embarks on first domestic inspection tour since Third Plenum

Xi Jinping is on the road again. From Tuesday to Wednesday, he visited northwestern Shaanxi and Gansu provinces on his first domestic trip since the Third Plenum in July. Xi’s tour highlighted China’s cultural heritage and environmental protection efforts, visiting: A bronzeware museum and wetland…

Xi Jinping is on the road again.
From Tuesday to Wednesday, he visited northwestern Shaanxi and Gansu provinces on his first domestic trip since the Third Plenum in July.
Xi's tour highlighted China's cultural heritage and environmental protection efforts, visiting:

A bronzeware museum and wetland...

sources

Xinhua: 习近平在陕西宝鸡市和甘肃天水市考察调研

Xinhua: 习近平在甘肃兰州市考察调研

September 12, 2024

Premier Li Qiang pushes for free trade agreement with Saudi Arabia

China is doubling down on its investment and trade relationships in the Gulf. Premier Li Qiang was in Saudi Arabia on Tuesday and Wednesday, meeting with a list of Saudi officials, including Crown Prince Mohammed Bin Salman. Li also found time for meetings with local business leaders and a sit-down…

China is doubling down on its investment and trade relationships in the Gulf.
Premier Li Qiang was in Saudi Arabia on Tuesday and Wednesday, meeting with a list of Saudi officials, including Crown Prince Mohammed Bin Salman.

Li also found time for meetings with local business leaders and a sit-down...

sources

MoFA: 李强赴利雅得举行中国—沙特高级别联合委员会第四次会议并对沙特进行正式访问

MoFA: 李强同沙特工商界代表座谈

MoFA: 李强会见海湾阿拉伯国家合作委员会秘书长布达维

Reuters: China's Li, Saudi crown prince discuss cooperation in Riyadh meeting

September 12, 2024

Spanish PM changes his mind on NEV tariffs

Beijing’s carrot-and-stick strategy to divide the EU on new energy vehicle (NEV) tariffs is paying off. This was evident during a Wednesday speech by Spanish Prime Minister Pedro Sánchez in Kunshan, Jiangsu. ICYMI: In June, Beijing announced an anti-dumping investigation into imported EU pork – a …

Beijing's carrot-and-stick strategy to divide the EU on new energy vehicle (NEV) tariffs is paying off.

This was evident during a Wednesday speech by Spanish Prime Minister Pedro Sánchez in Kunshan, Jiangsu.

ICYMI: In June, Beijing announced an anti-dumping investigation into imported EU pork – a ...

sources

Reuters: Spanish PM urges EU to reconsider tariffs on Chinese EVs

September 12, 2024

Ag ministry calls on industry support for agtech innovation

The Ministry of Agriculture and Rural Affairs (MARA) is taking its new innovation responsibilities seriously. ICYDK: The 2023 government restructuring shifted responsibility for agtech innovation from the science ministry (MoST) and back to MARA. On Tuesday, MARA convened a symposium on promoting ag…

The Ministry of Agriculture and Rural Affairs (MARA) is taking its new innovation responsibilities seriously.
ICYDK: The 2023 government restructuring shifted responsibility for agtech innovation from the science ministry (MoST) and back to MARA.
On Tuesday, MARA convened a symposium on promoting ag...

sources

MARA: 农业农村部召开农业科技企业座谈会强调大力培育壮大农业科技领军企业加快推进高水平农业科技自立自强

September 12, 2024

European Chamber: European companies question if China is worth it

This doesn’t make for pretty reading. On Wednesday, the European Chamber of Commerce in China published its annual position paper. The report notes that European companies face “mounting difficulties.” These include the usual suspects: Market access barriers An uneven playing field An unpredictable…

This doesn’t make for pretty reading.
On Wednesday, the European Chamber of Commerce in China published its annual position paper.
The report notes that European companies face “mounting difficulties.” These include the usual suspects:

Market access barriers
An uneven playing field
An unpredictable...

sources

European Chamber: European Business in China, Position Paper: 2024/2025

September 12, 2024

DJI drone bill passes US House

Bye bye, DJI? On Monday, the US House of Representatives passed the Countering CCP Drones Act, which would effectively block Chinese drone-maker DJI from expanding in the US market. The bill will now move to a vote in the Senate. How it works: The bill amends the Secure and Trusted Communications …

Bye bye, DJI?
On Monday, the US House of Representatives passed the Countering CCP Drones Act, which would effectively block Chinese drone-maker DJI from expanding in the US market.

The bill will now move to a vote in the Senate.

How it works: The bill amends the Secure and Trusted Communications ...

sources

US Congress: H.R.2864 - Countering CCP Drones Act

US Congress: H.R.4998 - Secure and Trusted Communications Networks Act of 2019

FCC: The FCC's Covered List

September 12, 2024

Macau joins GBA cross-border data sharing program

Another data transfer policy box has been checked off. On Tuesday, the cyberspace administration (CAC) released standard contracts and governing regulations for personal information sharing between the Mainland and Macau. One day prior, it announced the conclusion of a Memorandum of Understanding (…

Another data transfer policy box has been checked off.
On Tuesday, the cyberspace administration (CAC) released standard contracts and governing regulations for personal information sharing between the Mainland and Macau.

One day prior, it announced the conclusion of a Memorandum of Understanding (...

sources

CAC: 国家互联网信息办公室与澳门特别行政区政府经济财政司签署《关于促进粤港澳大湾区数据跨境流动的合作备忘录》

CAC: 粤港澳大湾区（内地、澳门）个人信息跨境流动标准合同实施指引

September 11, 2024

NEVs drive China’s August auto market recovery

China’s new energy vehicle (NEV) segment performed exceedingly well in August, even as internal combustion engine (ICE) vehicle sales slumped. Per the China Passenger Car Association’s (CPCA) August retail data, released Tuesday: NEV sales hit 1.027 million, up 43% y/y. ICE sales fell to 878,000, d…

China's new energy vehicle (NEV) segment performed exceedingly well in August, even as internal combustion engine (ICE) vehicle sales slumped.
Per the China Passenger Car Association's (CPCA) August retail data, released Tuesday:

NEV sales hit 1.027 million, up 43% y/y.
ICE sales fell to 878,000, d...

sources

CE.cn: 8月乘用车：新能源和中国品牌份额分别再超50%、60%

September 11, 2024

China’s August auto exports rise on both ICE and NEV growth

China’s auto exports saw notable growth in August, with strong gains in the internal combustion engine (ICE) segment and a modest recovery in the new energy vehicle (NEV) segment. Per the China Passenger Car Association’s (CPCA) August data, released Tuesday: NEV exports reached 99,000, up 7.6% m/m…

China's auto exports saw notable growth in August, with strong gains in the internal combustion engine (ICE) segment and a modest recovery in the new energy vehicle (NEV) segment.
Per the China Passenger Car Association's (CPCA) August data, released Tuesday:

NEV exports reached 99,000, up 7.6% m/m...

sources

CE.cn: 8月乘用车：新能源和中国品牌份额分别再超50%、60%

September 11, 2024

Cities to pilot mass rollout of vehicle-to-grid projects

Regulators are moving to address the mounting stress new energy vehicles (NEVs) are placing on power grids. On Tuesday, the macro planner (NDRC) and three other agencies issued a notice to advance the national rollout of vehicle-to-grid (V2G) pilot projects. Some context: China’s nearly 27 million-s…

Regulators are moving to address the mounting stress new energy vehicles (NEVs) are placing on power grids.
On Tuesday, the macro planner (NDRC) and three other agencies issued a notice to advance the national rollout of vehicle-to-grid (V2G) pilot projects.
Some context: China’s nearly 27 million-s...

sources

Gov.cn: 国家发展改革委办公厅等关于推动车网互动规模化应用试点工作的通知

Pages: 1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798991001011021031041051061071081091101111121131141151161171181191201211221231241251261271281291301311321331341351361371381391401411421431441451461471481491501511521531541551561571581591601611621631641651661671681691701711721731741751761771781791801811821831841851861871881891901911921931941951961971981992002012022032042052062072082092102112122132142152162172182192202212222232242252262272282292302312322332342352362372382392402412422432442452462472482492502512522532542552562572582592602612622632642652662672682692702712722732742752762772782792802812822832842852862872882892902912922932942952962972982993003013023033043053063073083093103113123133143153163173183193203213223233243253263273283293303313323333343353363373383393403413423433443453463473483493503513523533543553563573583593603613623633643653663673683693703713723733743753763773783793803813823833843853863873883893903913923933943953963973983994004014024034044054064074084094104114124134144154164174184194204214224234244254264274284294304314324334344354364374384394404414424434444454464474484494504514524534544554564574584594604614624634644654664674684694704714724734744754764774784794804814824834844854864874884894904914924934944954964974984995005015025035045055065075085095105115125135145155165175185195205215225235245255265275285295305315325335345355365375385395405415425435445455465475485495505515525535545555565575585595605615625635645655665675685695705715725735745755765775785795805815825835845855865875885895905915925935945955965975985996006016026036046056066076086096106116126136146156166176186196206216226236246256266276286296306316326336346356366376386396406416426436446456466476486496506516526536546556566576586596606616626636646656666676686696706716726736746756766776786796806816826836846856866876886896906916926936946956966976986997007017027037047057067077087097107117127137147157167177187197207217227237247257267277287297307317327337347357367377387397407417427437447457467477487497507517527537547557567577587597607617627637647657667677687697707717727737747757767777787797807817827837847857867877887897907917927937947957967977987998008018028038048058068078088098108118128138148158168178188198208218228238248258268278288298308318328338348358368378388398408418428438448458468478488498508518528538548558568578588598608618628638648658668678688698708718728738748758768778788798808818828838848858868878888898908918928938948958968978988999009019029039049059069079089099109119129139149159169179189199209219229239249259269279289299309319329339349359369379389399409419429439449459469479489499509519529539549559569579589599609619629639649659669679689699709719729739749759769779789799809819829839849859869879889899909919929939949959969979989991000100110021003100410051006100710081009101010111012101310141015101610171018101910201021102210231024102510261027102810291030103110321033103410351036103710381039104010411042104310441045104610471048104910501051105210531054105510561057105810591060106110621063106410651066106710681069107010711072107310741075107610771078107910801081108210831084108510861087108810891090109110921093109410951096109710981099110011011102110311041105110611071108110911101111111211131114111511161117111811191120112111221123112411251126112711281129113011311132113311341135113611371138113911401141114211431144114511461147114811491150115111521153115411551156115711581159116011611162