string(13) "markets-macro"

Macro

June 24, 2024

China and the EU agree to keep talking trade

There’s still hope for China and the EU to talk trade. On Saturday, Commerce Minister Wang Wentao met with German Vice Chancellor and Economy Minister Robert Habeck in Beijing. They held a separate video call with EU Trade Chief Valdis Dombrovskis. Wang’s message: It’s not too late to talk things … Username Password Remember Me… Read More »

There’s still hope for China and the EU to talk trade.
On Saturday, Commerce Minister Wang Wentao met with German Vice Chancellor and Economy Minister Robert Habeck in Beijing.

They held a separate video call with EU Trade Chief Valdis Dombrovskis.

Wang’s message: It’s not too late to talk things ...

sources

SCIO: Commerce Minister: China ready for dialogue on EVs if EU willing to talk

Gov.cn: China, EU agree to launch consultations on anti-subsidy investigation into Chinese EVs

Politico: China, EU agree to start consultations on electric-vehicle subsidies

June 24, 2024

Xi orders Ningxia officials to play to their strengths

Xi Jinping wants local officials to play to their strengths. Xi spent Wednesday and Thursday visiting Ningxia, a small autonomous region in northwestern China. He traveled directly from Qinghai province, where he spent his Tuesday showcasing the Party’s ethnic policy achievements. Meeting with Nin…

Xi Jinping wants local officials to play to their strengths.
Xi spent Wednesday and Thursday visiting Ningxia, a small autonomous region in northwestern China.

He traveled directly from Qinghai province, where he spent his Tuesday showcasing the Party’s ethnic policy achievements.

Meeting with Nin...

sources

Xinhua: 习近平在宁夏考察时强调建设黄河流域生态保护和高质量发展先行区在中国式现代化建设中谱写好宁夏篇章

June 21, 2024

PLA tightens its belt

Xi Jinping is not happy with the state of China’s armed forces. That’s why he’s undertaken a wide-ranging anti-corruption campaign within the military. It’s also why he held a political work conference for top officers earlier this week. In addition to purges and lectures, Xi is also trying to add…

Xi Jinping is not happy with the state of China’s armed forces.

That’s why he’s undertaken a wide-ranging anti-corruption campaign within the military.
It’s also why he held a political work conference for top officers earlier this week.

In addition to purges and lectures, Xi is also trying to add...

sources

81 CN: 中央军委办公厅印发《关于坚持艰苦奋斗勤俭建军提高军队建设质量效益的措施》

June 21, 2024

Xi talks environmental dos and don’ts in Qinghai

On Wednesday, Xi Jinping wrapped up his trip to Qinghai by reviewing work reports from the province’s government and Party committee. The big guy delivered a loud and clear message: “Qinghai has the important mission of safeguarding ecological security.” “Industries must adhere to a different list …

On Wednesday, Xi Jinping wrapped up his trip to Qinghai by reviewing work reports from the province's government and Party committee.
The big guy delivered a loud and clear message:

"Qinghai has the important mission of safeguarding ecological security."
"Industries must adhere to a different list ...

sources

People's Daily: 持续推进青藏高原生态保护和高质量发展奋力谱写中国式现代化青海篇章

June 21, 2024

Malaysia announces intention to join BRICS

This will make Beijing happy. On Tuesday, Malaysian Prime Minister Anwar Ibrahim announced his country would apply to join the BRICS grouping. Anwar announced his intention just before Chinese Premier Li Qiang’s visit to Malaysia. ICYDK: China has been promoting BRICS as an institution dedicated t…

This will make Beijing happy.
On Tuesday, Malaysian Prime Minister Anwar Ibrahim announced his country would apply to join the BRICS grouping.

Anwar announced his intention just before Chinese Premier Li Qiang’s visit to Malaysia.

ICYDK: China has been promoting BRICS as an institution dedicated t...

sources

Reuters: Malaysia preparing to join BRICS economic group, media report says

Bloomberg: Xi and Putin Score Wins as More Asian Leaders Want to Join BRICS

June 21, 2024

Land sales plummet further

Local governments are making less revenue from land sales. Per data published by the China Index Academy – an independent real estate data provider – in the first five months of 2024: China’s top 300 cities sold a total of 390 million square meters of land, down 23.8% y/y Of the land sold, only 67… Read More »

Local governments are making less revenue from land sales.
Per data published by the China Index Academy – an independent real estate data provider – in the first five months of 2024:

China’s top 300 cities sold a total of 390 million square meters of land, down 23.8% y/y
Of the land sold, only 67 ...

sources

21st Century Biz: 土地市场低温运行前5月300城宅地成交面积下滑逾三成

Yicai: 房地产业调整，对地方财政收入影响有多大|财税益侃

June 21, 2024

Chinese auto giants accelerate overseas NEV push

Chinese new energy vehicle (NEV) companies are accelerating their international expansion efforts in the face of growing tariff risks. Exhibit A: On Monday, Reuters reported that European auto giant Stellantis – which established a joint venture with Chinese upstart Leapmotor last month – has alread…

Chinese new energy vehicle (NEV) companies are accelerating their international expansion efforts in the face of growing tariff risks.
Exhibit A: On Monday, Reuters reported that European auto giant Stellantis – which established a joint venture with Chinese upstart Leapmotor last month – has alread...

sources

Reuters: China's Leapmotor started EV production at Stellantis' Polish plant, Jefferies says

Caixin: 印尼与四家中国车企达合作打造东南亚电动车生产基地

Caixin: 公司 > 要闻 > 正文 0 订阅电邮吉利推进马来西亚汽车科技谷建设一半汽车用于出口

June 21, 2024

PBoC says monetary tightening is possible

China’s central bank (PBoC) is considering tightening monetary conditions. That’s the biggest takeaway from PBoC Governor Pan Gongsheng’s Wednesday speech at the Lujiazui Financial Forum. Some context: Lujiazui is an annual high-level financial forum held in Shanghai. All the financial bigwigs atten…

China’s central bank (PBoC) is considering tightening monetary conditions.
That’s the biggest takeaway from PBoC Governor Pan Gongsheng’s Wednesday speech at the Lujiazui Financial Forum.
Some context: Lujiazui is an annual high-level financial forum held in Shanghai. All the financial bigwigs atten...

sources

PBoC: 中国当前货币政策立场及未来货币政策框架的演进——中国人民银行行长潘功胜在第十五届陆家嘴论坛上的主题演讲

June 21, 2024

It’s Pan’s central bank

Central bank governor (PBoC) Pan Gongsheng wants to change the architecture of China’s monetary policy. Speaking at the Lujiazui Financial Forum on Wednesday, Pan said the PBoC is considering: “Setting a short-term interest rate as the main policy rate” Some context: The PBoC has two policy rates:…

Central bank governor (PBoC) Pan Gongsheng wants to change the architecture of China’s monetary policy.
Speaking at the Lujiazui Financial Forum on Wednesday, Pan said the PBoC is considering:

“Setting a short-term interest rate as the main policy rate”

Some context: The PBoC has two policy rates:...

sources

PBoC: 中国当前货币政策立场及未来货币政策框架的演进——中国人民银行行长潘功胜在第十五届陆家嘴论坛上的主题演讲

June 21, 2024

Flash talk | Consumption, credit, and China’s march into advanced manufacturing

Trivium Co-founder Andrew Polk is taking some well-deserved time off in Italy. In Andrew’s absence, Trivium’s Head of China Markets Research Dinny McMahon got together with Cory Combs, Associate Director of Trivium’s Energy Practice, to talk about the emergence of China’s advanced manufacturing firm…

Trivium Co-founder Andrew Polk is taking some well-deserved time off in Italy.
In Andrew's absence, Trivium's Head of China Markets Research Dinny McMahon got together with Cory Combs, Associate Director of Trivium's Energy Practice, to talk about the emergence of China's advanced manufacturing firm...

June 21, 2024

Above and beyond compliance

Don’t just do something because we told you to – do it because it’s right. On Thursday, China’s cybersecurity technical standards body (TC260) issued draft guidelines on “social responsibility” in data security and personal information protection. Some context: In 2015, the market regulator (SAMR) p…

Don’t just do something because we told you to – do it because it’s right.
On Thursday, China’s cybersecurity technical standards body (TC260) issued draft guidelines on “social responsibility” in data security and personal information protection.
Some context: In 2015, the market regulator (SAMR) p...

sources

TC260: 关于国家标准《数据安全技术数据安全和个人信息保护社会责任指南》征求意见稿征求意见的通知

SAMR: 社会责任指南

June 21, 2024

CSRC on overseas listing

The security regulator (CSRC) will do its part to support China’s venture capital (VC) industry. On Wednesday, Fang Xinghai, vice chair of CSRC, spoke on the issue at the Lujiazui Financial Forum. Some context: Beijing has recently signaled all-out support for the VC industry, hoping to boost …

The security regulator (CSRC) will do its part to support China’s venture capital (VC) industry.
On Wednesday, Fang Xinghai, vice chair of CSRC, spoke on the issue at the Lujiazui Financial Forum.
Some context: Beijing has recently signaled all-out support for the VC industry, hoping to boost ...

sources

Caixin: 方星海：加快境外上市备案进度鼓励内地企业赴港上市

Bloomberg: A Year After Audit Deal, Chinese IPOs in US Are Small and Rare

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