string(13) "markets-macro"

Macro

May 6, 2025

Ant Group plans overseas unit IPO in Hong Kong

What happened: Ant Group is preparing to take its Singapore-headquartered overseas unit public in Hong Kong, according to a Caixin scoop published on May 3. The overseas unit, which handles global digital payments, has grown from 5% to 20% of Ant’s total revenue in recent years. Per Caixin’s … Username Password Remember Me Forgot… Read More »

What happened: Ant Group is preparing to take its Singapore-headquartered overseas unit public in Hong Kong, according to a Caixin scoop published on May 3.

The overseas unit, which handles global digital payments, has grown from 5% to 20% of Ant’s total revenue in recent years.

Per Caixin’s ...

sources

Caixin: 蚂蚁已过港股上市等待期海外业务有望率先上市

May 4, 2025

Does Beijing have Trump’s number? – the weekly recap

Never take a vacation during a trade war. That’s the lesson I learned this week after coming back from a wonderful two weeks off of work. The time away was great, but the world moves on while you’re unplugged. The latest: Trade tensions between the US and China appear to have moved into a new… Read More »

Never take a vacation during a trade war.

That’s the lesson I learned this week after coming back from a wonderful two weeks off of work.
The time away was great, but the world moves on while you’re unplugged.

The latest: Trade tensions between the US and China appear to have moved into a new phas...

May 3, 2025

TikTok fined by EU for illegal data transfer

What happened: On May 2, ByteDance was fined USD 600 million by the EU for the illegal transfer of TikTok user data to China. Ireland’s Data Protection Commission gave the company six months to halt illegal transfers. TikTok said it would suspend transfers. TikTok stated its intention to appeal the …

sources

Bloomberg: TikTok Fined €530 Million for Illegally Sending EU Data to China

May 3, 2025

China moves forward with under-the-radar tariff exemptions

What happened: After a week of rumors, Bloomberg has further confirmed that China is exempting approximately USD 40 billion of US imports from tariffs. Anonymous sources told Bloomberg that: “[A]t least half a dozen companies in China have been able to bring in goods … without paying tariffs.” W…

What happened: After a week of rumors, Bloomberg has further confirmed that China is exempting approximately USD 40 billion of US imports from tariffs. Anonymous sources told Bloomberg that:

"[A]t least half a dozen companies in China have been able to bring in goods ... without paying tariffs."

W...

sources

Bloomberg: China Quietly Exempts About a Quarter of US Imports from Tariffs

May 2, 2025

Podcast | On Protracted (Trade) War

In this week’s podcast, Trivium co-founders Andrew Polk and Trey McArver examine Beijing’s latest thinking on trade tensions with the US – as both sides settle in for a sustained confrontation. The two discuss: Whether Beijing has Trump’s number The shifting narrative on China’s ability to sustain …

Whether Beijing has Trump’s number
The shifting narrative on China’s ability to sustain ...

May 1, 2025

China indicates willingness to talk trade

The US and China are one small step closer to beginning trade negotiations. On Thursday, a social media account linked with state broadcaster CCTV noted that “the US has taken the initiative to contact China through multiple channels, hoping to negotiate with China on tariffs.” The post went on to …

The US and China are one small step closer to beginning trade negotiations.
On Thursday, a social media account linked with state broadcaster CCTV noted that “the US has taken the initiative to contact China through multiple channels, hoping to negotiate with China on tariffs.”

The post went on to ...

sources

Weibo: #美方多渠道主动接触中方希望谈关税#

Financial Times: China signals opening for trade talks with US

May 1, 2025

China forms new working group to push AI gadget boom

What happened: The industrial ministry (MIIT) has set up a new working group dedicated to supporting the development and commercialization of AI gadgets, according to a meeting readout published on April 27. This comes on the heels of last week’s Politburo study session on AI, where Xi Jinpin…

This comes on the heels of last week’s Politburo study session on AI, where Xi Jinpin...

sources

MIIT: 人工智能终端产业发展研讨会在京召开

May 1, 2025

MIIT to research technical standards for flying cars

What happened: On April 28, the industrial ministry (MIIT) outlined its H2 2025 priorities for technical standardization in the auto industry. According to the announcement, MIIT plans to proactively research standards for bleeding-edge fields, including: “Promoting the formulation and release of s…

"Promoting the formulation and release of s...

sources

MIIT: 2025年汽车标准化工作要点

April 30, 2025

China’s nuclear energy buildout maintains its momentum

China’s nuclear energy rollout continues apace. The State Council approved ten new nuclear power units across five projects at its executive meeting on April 27. Approvals included the third and final phase of Zhejiang’s landmark Sanmen nuclear power project, which has been stalled for years. Sanme…

China’s nuclear energy rollout continues apace.
The State Council approved ten new nuclear power units across five projects at its executive meeting on April 27.

Approvals included the third and final phase of Zhejiang’s landmark Sanmen nuclear power project, which has been stalled for years.
Sanme...

sources

The Paper: 核电开闸！国常会核准10台新机组，拉动超2000亿投资，新项目花落谁家？

Bloomberg: China Approves 10 New Reactors in Nuclear Power Ramp-Up

April 30, 2025

BRICS through the window of US bullying

Foreign minister Wang Yi thinks there’s nothing better for solidity than a bunch of BRICS. Wang said as much while attending the BRICS foreign ministers meeting in Rio de Janeiro on Monday and Tuesday. He blasted the US for its “bullying” behavior (Gov.cn): “Having long reaped enormous …

Foreign minister Wang Yi thinks there’s nothing better for solidity than a bunch of BRICS.
Wang said as much while attending the BRICS foreign ministers meeting in Rio de Janeiro on Monday and Tuesday.
He blasted the US for its “bullying” behavior (Gov.cn):

“Having long reaped enormous ...

sources

Gov.cn: Compromise will only embolden the bully: Chinese FM

Xinhua: Chinese FM urges BRICS countries to serve as main force in safeguarding fairness, justice

April 30, 2025

Regulators launch campaign against local protectionism

On Tuesday, the macro planner (NDRC), commerce ministry, and market regulator (SAMR) launched a seven-month campaign to crack down on local protectionism. The campaign aims to stamp out local government policies or actions that restrict market access, including: Use of unauthorized approval process…

On Tuesday, the macro planner (NDRC), commerce ministry, and market regulator (SAMR) launched a seven-month campaign to crack down on local protectionism.
The campaign aims to stamp out local government policies or actions that restrict market access, including:

Use of unauthorized approval process...

sources

NDRC: 关于开展市场准入壁垒清理整治行动促进全国统一大市场建设的通知

April 30, 2025

China claims it doesn’t need US energy, ag imports for economic security

Beijing is loudly telegraphing its confidence in weathering a protracted trade war. On Monday, a senior official at the macro planner (NDRC) told reporters that US ag and energy imports aren’t critical to China’s food or energy security. “In 2024, imports of sorghum, corn, soybeans and other grains…

Beijing is loudly telegraphing its confidence in weathering a protracted trade war.
On Monday, a senior official at the macro planner (NDRC) told reporters that US ag and energy imports aren't critical to China's food or energy security.

"In 2024, imports of sorghum, corn, soybeans and other grains...

sources

State Council Information Office: 国新办举行新闻发布会介绍稳就业稳经济推动高质量发展政策措施有关情况

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