string(13) "markets-macro"

Macro

November 27, 2017

Beijing evicts thousands of migrant workers

Beijing wants to cap its population. We’ve been curious about how they would go about doing that. Now we have one answer (Caixin): “Local governments launched a 40-day campaign to inspect buildings unlawfully mixed with residential and industrial facilities, or…overcrowded apartments” Th… Username Password Remember Me Forgot Password

Beijing wants to cap its population. We’ve been curious about how they would go about doing that.
Now we have one answer (Caixin):

“Local governments launched a 40-day campaign to inspect buildings unlawfully mixed with residential and industrial facilities, or…overcrowded apartments”

Th...

sources

Caixin: Dislocated Migrant Workers Left in Cold and Confusion in Beijing

SCMP: Beijing’s migrant workers sent packing in safety crackdown after deadly blaze

The Guardian: China: ‘ruthless’ campaign to evict Beijing’s migrant workers condemned

Caixin: 特写 | 被清退的外地人

November 24, 2017

MoF cuts import tariffs on consumer products

187 categories of imports are about to get cheaper as of December 1, according to the Ministry of Finance (link below). The impact: Average tariffs on those goods will drop to 7.7% from 17.3% currently. Why the cut: The MoF chose goods “with robust domestic demand, rel…

187 categories of imports are about to get cheaper as of December 1, according to the Ministry of Finance (link below).
The impact: Average tariffs on those goods will drop to 7.7% from 17.3% currently.
Why the cut: The MoF chose goods “with robust domestic demand, rel...

sources

MoF: 国务院关税税则委员会关于调整部分消费品进口关税的通知

MoF: 我国将调整部分消费品进口关税

SCMP: China cuts import tariffs on range of consumer goods

November 24, 2017

Foreign companies invited to participate in Made in China 2025

Chinese officials see industrial upgrading as the secret to long-term economic prosperity. The Made in China 2025 policy is how they hope to achieve it. According to a new State Council circular (link below), cities can now apply to establish Made in China demonstration zones. The zones wi…

Chinese officials see industrial upgrading as the secret to long-term economic prosperity. The Made in China 2025 policy is how they hope to achieve it.
According to a new State Council circular (link below), cities can now apply to establish Made in China demonstration zones.
The zones wi...

sources

Gov.cn: 国务院办公厅关于创建“中国制造2025”国家级示范区的通知

Gov.cn: 国务院办公厅印发《关于创建“中国制造2025”国家级示范区的通知》

Gov.cn: China to establish Made in China 2025 national demonstration zones

November 24, 2017

The Party speaks with one voice — Xi Jinping’s

Xi’s first order of business after being “re-elected” as general secretary was to revise rules governing the behavior of top officials (see the October 30 Tip Sheet). The rules put top officials on a tighter leash: Politburo members should not attending openings, exhibitions, seminars or celeb…

Politburo members should not attending openings, exhibitions, seminars or celeb...

sources

Sina: 新的中央八项规定出炉落实十九大的新要求

CPC People: 咸辉：认真落实中央八项规定实施细则精神

November 24, 2017

China expands its global footprint

Xi hosted Djibouti President Ismail Omar Guelleh on Thursday. The two agreed to establish a “strategic partnership”. And Xi promised to increase investment in Djibouti (Xinhua): “[China] is ready to advance cooperation on infrastructure projects including railways, ports, …

Xi hosted Djibouti President Ismail Omar Guelleh on Thursday.
The two agreed to establish a “strategic partnership”.
And Xi promised to increase investment in Djibouti (Xinhua):

“[China] is ready to advance cooperation on infrastructure projects including railways, ports, ...

sources

Gov.cn: 习近平同吉布提总统盖莱举行会谈

Xinhua: China, Djibouti agree to establish strategic partnership

SCMP: China offers loans to Djibouti as they vow to establish closer ties

November 24, 2017

Equity cleanup starts with better IPOs

Cleaning up China’s equity markets starts with a normalized and efficient IPO process. That’s according to Xuan Changneng, assistant to the chairman of the securities regulator (CSRC). Speaking at the Wuhan Financial Expo, Xuan spoke of the need to gradually normalize the I…

Cleaning up China’s equity markets starts with a normalized and efficient IPO process.
That’s according to Xuan Changneng, assistant to the chairman of the securities regulator (CSRC).
Speaking at the Wuhan Financial Expo, Xuan spoke of the need to gradually normalize the I...

sources

CSRC: 提高直接融资比重服务供给侧结构性改革——宣昌能主席助理在第十届中国·武汉金融博览会暨中国中部（湖北）创业投资大会上的发言

November 24, 2017

PBoC cracking down on unlicensed payments

China’s central bank is hunting down illegal payment systems. The focus is licensed institutions that provide payment and settlement services to unlicensed agencies. Why the initiative? A previous attempt to shut down illegal payment systems found that (21st Century Biz…

China’s central bank is hunting down illegal payment systems. The focus is licensed institutions that provide payment and settlement services to unlicensed agencies.
Why the initiative? A previous attempt to shut down illegal payment systems found that (21st Century Biz...

sources

21st Century Biz: 央行加强无证经营支付业务整治

November 24, 2017

Bond market tightness spills into equity markets

Chinese stocks slumped across the board on Thursday as traders continued to realize that financial tightening won’t lighten up any time soon. The Shanghai Composite closed down 2.3% as more than 2800 out of the 3400 total listed stocks in China ended in negative territory (see S…

Chinese stocks slumped across the board on Thursday as traders continued to realize that financial tightening won’t lighten up any time soon.
The Shanghai Composite closed down 2.3% as more than 2800 out of the 3400 total listed stocks in China ended in negative territory (see S...

sources

SCMP: Hong Kong stocks close below 30,000 as Shanghai shares fall most in a year

Bloomberg: Why China Is Targeting Shares of the Nation’s Iconic Liquor Maker

November 23, 2017

Getting the supervisory commission right

It’s going to be a busy three months for local governments. That’s because they are all tasked with setting up new supervisory commissions by March. Provincial officials are getting down to work. Many provincial Party bosses have set February as a deadline for establishing commissions in t…

It’s going to be a busy three months for local governments. That’s because they are all tasked with setting up new supervisory commissions by March.
Provincial officials are getting down to work. Many provincial Party bosses have set February as a deadline for establishing commissions in t...

sources

CPC People: 广东省深化监察体制改革试点工作小组第一次会议召开李希主持会议并讲话

CPC People: 李强主持上海市深化国家监察体制改革试点工作小组第一次会议

CPC People: 陈敏尔：不折不扣落实党中央决策部署有力有序推进国家监察体制改革试点工作

November 23, 2017

Government getting serious about property rights protection

The private sector has struggled in recent years. The government is concerned. That’s why Wednesday’s State Council meeting put property rights protection, including IPR, at the top of its agenda. The meeting agreed to Amend or abolish all regulations and policies that encroach …

The private sector has struggled in recent years. The government is concerned.
That’s why Wednesday’s State Council meeting put property rights protection, including IPR, at the top of its agenda.
The meeting agreed to

Amend or abolish all regulations and policies that encroach ...

sources

Gov.cn: 李克强主持国务院常务会听取保护产权工作汇报决定进一步清理规范涉企经营服务性收费

Xinhua: China to raise cost of IPR infringement

Xinhua: China to step up property rights protection

November 23, 2017

Xi’s guide to China

Get excited. The second volume of Xi’s The Governance of China is on the shelves. It’s required reading for all cadres. What is it? (Xinhua): “A collection of 99 of Xi’s speeches, conversations, instructions and letters, as well as 29 photos of the Chinese leader from between Au…

Get excited. The second volume of Xi’s The Governance of China is on the shelves. It’s required reading for all cadres.
What is it? (Xinhua):

“A collection of 99 of Xi’s speeches, conversations, instructions and letters, as well as 29 photos of the Chinese leader from between Au...

sources

Gov.cn: 中共中央办公厅转发《中央宣传部、中央组织部关于认真组织学习〈习近平谈治国理政〉第二卷的通知》

Xinhua: Xinhua Insight: New book shows global audience China through Xi’s eyes

November 23, 2017

What Xi talks about behind closed doors

On the first day of his second term, Xi gave a speech to the members of the newly-selected Central Committee. The contents of that speech have not been made public until now. One message: Get out of your offices. Talk to your constituents. Understand what is going on. When Xi talks, o…

On the first day of his second term, Xi gave a speech to the members of the newly-selected Central Committee. The contents of that speech have not been made public until now.
One message: Get out of your offices. Talk to your constituents. Understand what is going on.
When Xi talks, o...

sources

Zhengzhijian: 十九届一中全会上的重要指示披露

People.cn: 山西开展万名干部大调研

Jiemian: 李强：在全市大兴调查研究之风了解社情民意解决实际问题

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