string(13) "markets-macro"

Macro

May 30, 2024

China’s green Marshall Plan?

One of China’s most influential policy advisors argues China should launch something like the Marshall Plan to rein in industrial overcapacity while facilitating the Global South’s green transition. On Monday, Huang Yiping, dean of an economic think tank at Peking University and academic member of t… Username Password Remember Me Forgot Password

One of China’s most influential policy advisors argues China should launch something like the Marshall Plan to rein in industrial overcapacity while facilitating the Global South’s green transition.
On Monday, Huang Yiping, dean of an economic think tank at Peking University and academic member of t...

sources

SCMP: Solve China’s ‘overcapacity problem’ by helping developing nations go green, central bank adviser urges

Caixin: 黄益平：可推中国版“绿色马歇尔计划”消化过剩产能

May 30, 2024

Big Fund’s LP Remix

Local officials will be less likely to influence the Big Fund’s investment portfolio than in previous fundraising rounds. Some context: Yesterday we reported on the Big Fund’s record-breaking fundraising efforts. With a registered capital of RMB 344 billion, the fund will give China’s semiconductor…

Local officials will be less likely to influence the Big Fund's investment portfolio than in previous fundraising rounds.
Some context: Yesterday we reported on the Big Fund's record-breaking fundraising efforts.

With a registered capital of RMB 344 billion, the fund will give China's semiconductor...

sources

Qichacha: 国家集成电路产业投资基金二期股份有限公司

Qichacha: 国家集成电路产业投资基金三期股份有限公司

ICWise: 第三期大基金的新特点与新挑战

May 30, 2024

Making sense of data policies

Policymakers are unsure about formulating effective data policies, so they’re asking companies for help. On Saturday, Liu Liehong, director of the National Data Administration (NDA), sat down with several tech companies – including iFlytek, SenseTime, and Didi – to hear their thoughts on data …

Policymakers are unsure about formulating effective data policies, so they’re asking companies for help.
On Saturday, Liu Liehong, director of the National Data Administration (NDA), sat down with several tech companies – including iFlytek, SenseTime, and Didi – to hear their thoughts on data ...

sources

NDA: 国家数据局局长刘烈宏主持召开企业家座谈会认真听取企业意见建议

The Paper: 国家数据局：将出台数据产权制度，制定数据合规高效流通交易政策

May 30, 2024

Every breath you take, smart car SIMs will be watching you

Regulators want to better track smart cars. On Wednesday, the industrial ministry (MIIT) announced it would set aside 100 million dedicated network ID numbers for internet-connected vehicles (ICVs). More details: The 11-digit numbers will be similar to mobile phone numbers, each associated with a SI…

Regulators want to better track smart cars.
On Wednesday, the industrial ministry (MIIT) announced it would set aside 100 million dedicated network ID numbers for internet-connected vehicles (ICVs).
More details: The 11-digit numbers will be similar to mobile phone numbers, each associated with a SI...

sources

MIIT: 工业和信息化部规划1亿个车联网专用号码支持智能网联汽车和车联网高质量发展

May 29, 2024

Flash talk | Breaking down the property support measures

Trivium Co-founder Andrew Polk is Down Under, so Dinny McMahon, Trivium’s Head of China Markets Research went looking for someone in a more convenient time zone for this week’s Flash Talk. He grabbed David Zhang, our Market Analyst focused on the property sector to discuss China’s most recent housin…

Trivium Co-founder Andrew Polk is Down Under, so Dinny McMahon, Trivium's Head of China Markets Research went looking for someone in a more convenient time zone for this week's Flash Talk.
He grabbed David Zhang, our Market Analyst focused on the property sector to discuss China's most recent housin...

May 29, 2024

The Party takes responsibility for financial sector risk

The Party intends to take a more hands-on role in dealing with financial sector risk. On Monday, the Politburo reviewed trial regulations that will impose “strict Party governance” over the financial sector. In a readout from the meeting, the Politburo said: “Preventing and resolving financial risk…

The Party intends to take a more hands-on role in dealing with financial sector risk.
On Monday, the Politburo reviewed trial regulations that will impose “strict Party governance” over the financial sector.
In a readout from the meeting, the Politburo said:

“Preventing and resolving financial risk...

sources

State Council: 中共中央政治局召开会议审议《新时代推动中部地区加快崛起的若干政策措施》《防范化解金融风险问责规定（试行）》中共中央总书记习近平主持会议

NFRA: 金融监管总局党委传达学习中央政治局会议精神贯彻落实《防范化解金融风险问责规定（试行）》

May 29, 2024

Keeping hidden debt in check

Local government arrears are under control for now. That’s according to the latest data on commercial acceptance draft (CAD) defaults. A refresher: CADs are tradable, zero-coupon IOUs with a fixed maturity of six months or less (see our October 20 note). Local government financing vehicles (LGFVs…

Local government arrears are under control for now.

That’s according to the latest data on commercial acceptance draft (CAD) defaults.

A refresher: CADs are tradable, zero-coupon IOUs with a fixed maturity of six months or less (see our October 20 note).

Local government financing vehicles (LGFVs...

sources

SHCPE: 截至2024年4月30日承兑人逾期名单

SHCPE: 截至2024年4月30日持续逾期名单

May 29, 2024

CSRC imposes accountability on major shareholders

The securities regulator (CSRC) is tightening what major shareholders and senior managers of mainland-listed companies can do with their shares. On Friday, new rules took effect protecting the interests of small investors by imposing greater accountability on company insiders. Under the rules, major…

The securities regulator (CSRC) is tightening what major shareholders and senior managers of mainland-listed companies can do with their shares.
On Friday, new rules took effect protecting the interests of small investors by imposing greater accountability on company insiders.
Under the rules, major...

sources

CSRC: 证监会发布《上市公司股东减持股份管理暂行办法》《上市公司董事、监事和高级管理人员所持本公司股份及其变动管理规则》

Caixin: China Sets New Rules on How Major Shareholders Can Sell Their Stock

May 29, 2024

Politburo studies jobs

The Politburo wants to boost employment. On Monday, the 24-person body held a study session on the subject. TL;DR: Nothing in the meeting readout suggests that the leadership knows how to quickly foster job growth. Xi and team discussed: Supporting industries and enterprises with strong job growth …

The Politburo wants to boost employment.
On Monday, the 24-person body held a study session on the subject.
TL;DR: Nothing in the meeting readout suggests that the leadership knows how to quickly foster job growth.
Xi and team discussed:

Supporting industries and enterprises with strong job growth ...

sources

Xinhua: 习近平在中共中央政治局第十四次集体学习时强调促进高质量充分就业不断增强广大劳动者的获得感幸福感安全感

May 29, 2024

Xi meets president of Equatorial Guinea

China’s “win friends and influence countries” campaign in Africa rolls on. On Tuesday, Xi Jinping met with the President of Equatorial Guinea, Teodoro Obiang Nguema Mbasogo, in Beijing. Not-so-fun fact: Obiang has ruled Equatorial Guinea since 1979. The country has one of the world’s worst human ri…

China’s “win friends and influence countries” campaign in Africa rolls on.
On Tuesday, Xi Jinping met with the President of Equatorial Guinea, Teodoro Obiang Nguema Mbasogo, in Beijing.
Not-so-fun fact: Obiang has ruled Equatorial Guinea since 1979.

The country has one of the world’s worst human ri...

sources

Xinhua: Chinese, Equatorial Guinean presidents hold talks, elevate ties

May 29, 2024

ICYMI: Foreign affairs roundup

While we’ve been laser-focused on the China-Japan-South Korea Trilateral Summit, there have been plenty of other interesting recent developments in China’s foreign policy. Here’s a smattering of the stuff that’s mattering: Since last Wednesday, Head of the International Liaison Department Liu Jian…

While we’ve been laser-focused on the China-Japan-South Korea Trilateral Summit, there have been plenty of other interesting recent developments in China’s foreign policy.
Here’s a smattering of the stuff that’s mattering:

Since last Wednesday, Head of the International Liaison Department Liu Jian...

sources

Xinhua: Senior CPC official tours New Zealand

Reuters: Senior Chinese communist party official in Vanuatu for meetings

G7 Finance Ministers' Meeting: G7 Finance Ministers and Central Bank Governors’ Communiqué

Reuters: Philippines protests China's annual fishing ban

SCMP: China’s outspoken foreign ministry press department chief Hua Chunying promoted to vice-minister

China Daily: China, US hold 2nd round of consultations on maritime affairs

Xinhua: Chinese FM meets with Yemeni counterpart

Xinhua: Chinese FM meets Sudanese counterpart

May 29, 2024

The pressure is on

Executive Vice Premier Ding Xuexiang wants to relax China’s stringent cross-border data transfer rules. He made comments to this effect in his opening remarks at the 7th Digital China Summit on Friday. Some context: The annual summit, hosted by the National Data Administration (NDA), brings togeth…

Executive Vice Premier Ding Xuexiang wants to relax China's stringent cross-border data transfer rules.

He made comments to this effect in his opening remarks at the 7th Digital China Summit on Friday.

Some context: The annual summit, hosted by the National Data Administration (NDA), brings togeth...

sources

People.cn: 丁薛祥出席第七届数字中国建设峰会开幕式并在福建调研时强调以科技创新引领数字经济高质量发展

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