string(13) "markets-macro"

Macro

April 24, 2025

Xi Jinping presents China as committed climate partner ahead of COP 30

Xi Jinping is embracing climate leadership. At a virtual meeting with global leaders in preparation for COP 30 – an international summit focused on climate change – Xi reassured countries that China won’t abandon its climate commitments. He took a veiled swipe at the US, saying: “Some major countri… Username Password Remember Me … Read More »

Xi Jinping is embracing climate leadership.
At a virtual meeting with global leaders in preparation for COP 30 – an international summit focused on climate change – Xi reassured countries that China won’t abandon its climate commitments.
He took a veiled swipe at the US, saying:

“Some major countri...

sources

MoFA: Remarks by H.E. Xi Jinping President of the People’s Republic of China at the Leaders Meeting on Climate and the Just Transition

April 24, 2025

Automakers launch standardized battery swapping EVs

On Wednesday, five automakers announced they will adopt standardized CATL batteries that can be swapped at CATL’s battery swapping (BS) stations. They include state-owned giants FAW, Chang’an, BAIC, and GAC, and private OEM Chery. ICYDK: BS stations allow owners to replace depleted batteries with …

On Wednesday, five automakers announced they will adopt standardized CATL batteries that can be swapped at CATL's battery swapping (BS) stations.

They include state-owned giants FAW, Chang’an, BAIC, and GAC, and private OEM Chery.

ICYDK: BS stations allow owners to replace depleted batteries with ...

sources

Choco-Swap: 宁德时代携手五大车企，发布10款巧克力换电新车型

April 24, 2025

Developers propose debt-to-equity swaps to repay creditors

Out of cash and out of time, property developers are handing over equity shares to keep bondholders at bay. The latest: Last week, private developer Sunac offered to convert all its offshore debt – roughly USD 9.55 billion – into mandatory convertible bonds (MCBs), as it finalizes restructuring term…

Out of cash and out of time, property developers are handing over equity shares to keep bondholders at bay.
The latest: Last week, private developer Sunac offered to convert all its offshore debt – roughly USD 9.55 billion – into mandatory convertible bonds (MCBs), as it finalizes restructuring term...

sources

Caixin: Sunac China Seeks $9.55 billion Debt-for-Equity Swap as Liquidation Deadline Looms

Reuters: China property tycoons become creditors’ labourers

April 24, 2025

Trump’s team signals further tariff rollbacks

Following Tuesday’s signals that the White House is rethinking tariffs, Trump’s team gave further indications of cold feet on Wednesday. The Financial Times reported that Trump plans to exempt Chinese-made car parts from tariffs. Additionally, on Wednesday US Treasury Secretary Scott Bessent said t…

Following Tuesday's signals that the White House is rethinking tariffs, Trump’s team gave further indications of cold feet on Wednesday.

The Financial Times reported that Trump plans to exempt Chinese-made car parts from tariffs.
Additionally, on Wednesday US Treasury Secretary Scott Bessent said t...

sources

FT: Donald Trump to exempt carmakers from some US tariffs

Reuters: US, China tariffs both need to fall for trade talks to start, Bessent says

WSJ: In a U.S.-China Opening, How to Start Talks?

Australian Broadcasting Corporation: Donald Trump says a reduction on China's tariffs depends on Beijing's actions

SCMP: ‘Fake news’: China dismisses claims of US trade talks

April 24, 2025

China’s national prosecutor levels up on IP protection

What happened: On April 23, the Supreme People’s Procuratorate (SPP) formally established an Intellectual Property Prosecutorial Department. This department is a beefed up version of the former IP Prosecutorial Office. Why it matters: IP protection has become much more challenging for the governm…

What happened: On April 23, the Supreme People’s Procuratorate (SPP) formally established an Intellectual Property Prosecutorial Department.

This department is a beefed up version of the former IP Prosecutorial Office.

Why it matters: IP protection has become much more challenging for the governm...

sources

Sina: 最高检知识产权检察厅挂牌成立

April 24, 2025

SHEIN and Temu raise prices

What happened: Chinese e-commerce sites SHEIN and Temu have both indicated that they will be raising prices for US consumers on April 25 in response to US tariffs. It’s unclear how big pricing adjustments will be. Why it matters: US consumers have not yet truly felt the impact of tariff-related pr…

What happened: Chinese e-commerce sites SHEIN and Temu have both indicated that they will be raising prices for US consumers on April 25 in response to US tariffs.

It's unclear how big pricing adjustments will be.

Why it matters: US consumers have not yet truly felt the impact of tariff-related pr...

sources

AP: Temu and Shein will raise prices for US customers due to Trump’s tariffs

April 23, 2025

Beijing dispatches team to supervise ceasefire in Myanmar’s Shan State

Beijing is flexing its muscles in Myanmar. On Tuesday, China’s foreign ministry (MoFA) confirmed that Beijing has dispatched a team to northern Myanmar to supervise the ceasefire it brokered in January between the country’s military rulers and the Myanmar National Democratic Alliance Army (MNDAA). S…

Beijing is flexing its muscles in Myanmar.
On Tuesday, China's foreign ministry (MoFA) confirmed that Beijing has dispatched a team to northern Myanmar to supervise the ceasefire it brokered in January between the country's military rulers and the Myanmar National Democratic Alliance Army (MNDAA).
S...

sources

Xinhua: 外交部：继续与缅甸各方共同维护中缅边境和平稳定

April 23, 2025

Trump hints at China tariff reductions

US President Donald Trump has hinted that tariffs on China could be massively reduced. Asked by a journalist on Tuesday about his sky-high tariffs on China, Trump said (CNN): “145% is very high and it won’t be that high.” It won’t be anywhere near that high. It’ll come down substantially. But it wo…

US President Donald Trump has hinted that tariffs on China could be massively reduced.
Asked by a journalist on Tuesday about his sky-high tariffs on China, Trump said (CNN):

“145% is very high and it won’t be that high."
It won’t be anywhere near that high. It’ll come down substantially. But it wo...

sources

CNN: Trump says China tariffs will ‘come down substantially,’ hinting at potential U-turn

SCMP: US Treasury chief calls tariff war with China unsustainable and expects it to ease

Politico: Trump and Xi are locked in a standoff over direct trade negotiations

April 23, 2025

NEVs start out strong in the Year of the Snake

New energy vehicles (NEVs) kicked off the Lunar New Year with stronger-than-expected domestic sales. Per China Passenger Car Association (CPCA) retail data released earlier this month, in March: NEV sales hit 991,000, up 38% y/y Gas-powered auto sales fell nearly 3.0% to 949,000 That gave NEVs a 5…

New energy vehicles (NEVs) kicked off the Lunar New Year with stronger-than-expected domestic sales.
Per China Passenger Car Association (CPCA) retail data released earlier this month, in March:

NEV sales hit 991,000, up 38% y/y
Gas-powered auto sales fell nearly 3.0% to 949,000

That gave NEVs a 5...

sources

CPCA: 【月度分析】2025年3月份全国乘用车市场分析

April 23, 2025

NEVs account for record-tying 36.6 % share of auto exports in March

China’s new energy vehicle (NEVs) export train ain’t slowing down. According to retail data released by the China Passenger Car Association (CPCA) earlier this month, in March: NEV exports exceeded 143,000, up 6.4% y/y Gas-powered auto exports slumped to just under 248,000, down 13.3% y/y The resu…

China’s new energy vehicle (NEVs) export train ain’t slowing down.
According to retail data released by the China Passenger Car Association (CPCA) earlier this month, in March:

NEV exports exceeded 143,000, up 6.4% y/y
Gas-powered auto exports slumped to just under 248,000, down 13.3% y/y

The resu...

sources

CPCA: 【月度分析】2025年3月份全国乘用车市场分析

April 23, 2025

MIIT lays out plan for smart manufacturing standards

What happened: On April 22, the industrial regulator (MIIT) released a blueprint for building a comprehensive standard setting system for smart manufacturing. The goal is to formulate 100 standards by 2026 across sectors like electronics, aerospace, and automotive. The standards framework wi…

What happened: On April 22, the industrial regulator (MIIT) released a blueprint for building a comprehensive standard setting system for smart manufacturing.

The goal is to formulate 100 standards by 2026 across sectors like electronics, aerospace, and automotive.

The standards framework wi...

sources

MIIT: 两部门关于印发国家智能制造标准体系建设指南（2024 版）的通知

April 23, 2025

Property roundup: Can 2025 be the year of property buybacks?

To view the roundup as a pdf, click here. The rundown Recent property sales and price data point to a gradual firming of homebuyer sentiment, but the property sector’s broader troubles remain far from resolved. In our previous roundup, we flagged property developers’ weakening finances and falling i…

To view the roundup as a pdf, click here.
The rundown
Recent property sales and price data point to a gradual firming of homebuyer sentiment, but the property sector’s broader troubles remain far from resolved.
In our previous roundup, we flagged property developers’ weakening finances and falling i...

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