string(13) "markets-macro"

Macro

June 21, 2024

Anti-spies like us

Suspicion about China is rising in Silicon Valley. On Wednesday, the FT reported that US tech giants are stepping up efforts to screen personnel due to concerns about growing threats from Chinese espionage. Google, OpenAI, and venture capital firm Sequoia are said to have strengthened safeguards. … Username Password Remember Me Forgot Password

Google, OpenAI, and venture capital firm Sequoia are said to have strengthened safeguards.

...

sources

FT: Silicon Valley steps up staff screening over Chinese espionage threat

June 21, 2024

Big support for little giants

Advanced industrial chains need companies of all sizes. On Wednesday, the Ministry of Finance (MoF) and the industrial regulator (MIIT) announced a three-year plan to subsidize high-tech small and medium-size enterprises (SMEs) specializing in niche products. These strategically placed SMEs are fo…

Advanced industrial chains need companies of all sizes.
On Wednesday, the Ministry of Finance (MoF) and the industrial regulator (MIIT) announced a three-year plan to subsidize high-tech small and medium-size enterprises (SMEs) specializing in niche products.

These strategically placed SMEs are fo...

sources

MoF: 关于进一步支持专精特新中小企业高质量发展的通知

Gov.cn: 中央财政奖补资金支持“专精特新”中小企业发展——100亿元红包投向“小巨人”企业

June 21, 2024

Xi gives military leadership a talking to

From Monday to Wednesday, Xi Jinping chaired the Central Military Commission (CMC) Political Work Conference. The meeting brought together around 300 of China’s most senior military officers in the old revolutionary base of Yan’an, Shaanxi. You don’t see this every day: Xi Jinping convened the Mil…

From Monday to Wednesday, Xi Jinping chaired the Central Military Commission (CMC) Political Work Conference.

The meeting brought together around 300 of China’s most senior military officers in the old revolutionary base of Yan’an, Shaanxi.

You don’t see this every day: Xi Jinping convened the Mil...

sources

Xinhua: 中央军委政治工作会议在延安召开习近平出席会议并发表重要讲话

June 21, 2024

Beijing backs venture capital

Beijing is going all-out to support China’s venture capital (VC) industry. On Wednesday, the State Council released 17 measures for supporting VC investment. We were expecting support measures to be released: Earlier this month, the State Council called on financial entities to “engage in long…

Beijing is going all-out to support China’s venture capital (VC) industry.
On Wednesday, the State Council released 17 measures for supporting VC investment.
We were expecting support measures to be released: Earlier this month, the State Council called on financial entities to "engage in long...

sources

State Council: 促进创业投资高质量发展的若干政策措施

June 21, 2024

China-EU climate cooperation on shaky footing

The EU’s trade actions have undermined climate cooperation with China. On Tuesday, Executive Vice Premier Ding Xuexiang was in Brussels for the EU-China High-level Environment and Climate Dialogue. Ding called for the EU to be consistent in its relations with China (Xinhua): “[China] hopes that the…

The EU’s trade actions have undermined climate cooperation with China.
On Tuesday, Executive Vice Premier Ding Xuexiang was in Brussels for the EU-China High-level Environment and Climate Dialogue.
Ding called for the EU to be consistent in its relations with China (Xinhua):

“[China] hopes that the...

sources

Xinhua: 丁薛祥同欧盟委员会执行副主席谢夫乔维奇举行第五次中欧环境与气候高层对话

European Commission: Press readout on the Fifth EU-China High Level Environment and Climate Dialogue

June 21, 2024

Beijing inches forward with tariff hikes on imported large-engine ICEs

Beijing has dropped another hint that tariffs on large-engine vehicle imports are imminent. On Wednesday, state media-linked blog Yuyuan Tantian reported that the commerce ministry (MofCom) convened a closed-door meeting with European and Chinese automakers to discuss Sino-EU trade tensions. ICYMI: …

Beijing has dropped another hint that tariffs on large-engine vehicle imports are imminent.
On Wednesday, state media-linked blog Yuyuan Tantian reported that the commerce ministry (MofCom) convened a closed-door meeting with European and Chinese automakers to discuss Sino-EU trade tensions.
ICYMI: ...

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CCTV: 【独家披露】一场闭门会，业界提到更多对欧反制措施

June 21, 2024

50 is the durian anniversary

China has big plans for its partnership with Malaysia. On Wednesday, Premier Li Qiang met with Malaysian Prime Minister Anwar Ibrahim in Kuala Lumpur. Marking the 50th anniversary of Sino-Malaysian relations, Li said the best was yet to come (MoFA 1): “China will work with Malaysia to…expand trade …

China has big plans for its partnership with Malaysia.
On Wednesday, Premier Li Qiang met with Malaysian Prime Minister Anwar Ibrahim in Kuala Lumpur.
Marking the 50th anniversary of Sino-Malaysian relations, Li said the best was yet to come (MoFA 1):

“China will work with Malaysia to…expand trade ...

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MoFA: Li Qiang Holds Talks with Malaysian Prime Minister Anwar Ibrahim

SCMP: Li Qiang says China will consider making Malaysia’s ECRL central piece of pan-Asia railway

MoFA: Premier Li Qiang Attends Groundbreaking Ceremony for East Coast Rail Link Gombak Integrated Terminal Station with Malaysian Prime Minister Anwar Ibrahim

Straits Times: Malaysia, China mark 50 years of ties with deals on development, durians

June 21, 2024

Xi visits Tibetan sites in Qinghai

Xi Jinping is doubling down on assimilationist ethnic policy. On Tuesday, the big man visited Qinghai province, stopping by: A secondary school jointly built by Shanghai and Guoluo, a prefecture that’s over 90% Tibetan Hongjue, a Tibetan Buddhist temple The goal: Showcasing the Party’s ethnic poli…

Xi Jinping is doubling down on assimilationist ethnic policy.
On Tuesday, the big man visited Qinghai province, stopping by:

A secondary school jointly built by Shanghai and Guoluo, a prefecture that's over 90% Tibetan
Hongjue, a Tibetan Buddhist temple

The goal: Showcasing the Party’s ethnic poli...

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Gov.cn: 习近平在青海考察调研

CCTV: 习近平青海行丨一所学校牵起两地梦想——走进果洛西宁民族中学

CCTV: 鉴往知来 | 千年古寺见证民族团结进步历史

June 20, 2024

US lobbying allies for more chip controls – again

Washington continues to push allies to tighten chip export controls on China. On Tuesday, Reuters reported that Alan Estevez, head of the Bureau of Industry and Security (BIS), has been in talks with Japan and the Netherlands to strengthen the 2023 trilateral arrangement. According to a unnam…

Washington continues to push allies to tighten chip export controls on China.
On Tuesday, Reuters reported that Alan Estevez, head of the Bureau of Industry and Security (BIS), has been in talks with Japan and the Netherlands to strengthen the 2023 trilateral arrangement.
According to a unnam...

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Reuters: US pushing Netherlands, Japan to restrict more chipmaking equipment to China, source says

June 20, 2024

TikTok faces another legal challenge in the US

Is there such a thing as an almost-crime? On Tuesday, the US Federal Trade Commission (FTC) announced that it was referring an ongoing investigation to the Justice Department for a potential lawsuit. It is unusual for the FTC to announce such a referral, but the agency said it was “in the public in…

Is there such a thing as an almost-crime?
On Tuesday, the US Federal Trade Commission (FTC) announced that it was referring an ongoing investigation to the Justice Department for a potential lawsuit.

It is unusual for the FTC to announce such a referral, but the agency said it was “in the public in...

sources

Politico: FTC refers TikTok children’s privacy case to Justice Department

Politico: TikTok’s troubles just got worse: The FTC could sue them, too

WSJ: TikTok Faces New FTC Claim of Violating Children’s Privacy

WSJ: TikTok Settles With FTC Over Data Collection From Children

June 19, 2024

Premier Li Qiang talks resources in Western Australia

Premier Li Qiang wrapped up his four day tour of Australia on Tuesday with a visit to Perth, the capital of Western Australia (WA). ICYDK: WA is a major exporter of minerals and agricultural products. Some 75% of Australian exports to China come from the state. Li’s agenda was jam-packed. While in…

Some 75% of Australian exports to China come from the state.

Li's agenda was jam-packed. While in...

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People's Daily: 李强参观天齐锂业奎纳纳氢氧化锂公司和福特斯克金属集团未来产业中心

Reuters: Chinese premier's Western Australia tour spotlights global race for critical minerals

Source: Australia-China CEO Roundtable statement

AFR: Lithium miners plead ‘foreign entity’ case to US over China links

June 19, 2024

More decarbonization plans, less carbon emissions

China’s stepping up a gear in its pursuit of decarbonization. On Tuesday, Li Chao, spokesperson for the macro planner (NDRC), said the NDRC is working on additional detailed emission reduction targets for high-emission industries. Some context: In May, the State Council released high-level energy co…

China’s stepping up a gear in its pursuit of decarbonization.
On Tuesday, Li Chao, spokesperson for the macro planner (NDRC), said the NDRC is working on additional detailed emission reduction targets for high-emission industries.
Some context: In May, the State Council released high-level energy co...

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NDRC: 国家发展改革委6月份新闻发布会

EDF: 世界能源展望2023：中国煤炭消费有望于2025年左右达峰

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