string(13) "markets-macro"

Macro

January 30, 2024

New thinking needed

A solution to China’s economic weakness is within reach, but only if the government changes its approach to development. That’s according to Liu Yuanchun, president of Shanghai University of Finance and Economics and a trusted advisor to Xi Jinping. We rank Liu as China’s most influential economic … Username Password Remember Me Forgot… Read More »

A solution to China’s economic weakness is within reach, but only if the government changes its approach to development.
That’s according to Liu Yuanchun, president of Shanghai University of Finance and Economics and a trusted advisor to Xi Jinping.

We rank Liu as China’s most influential economic ...

sources

Economists 50 Forum: 2024中国经济面临三大挑战

January 30, 2024

Rearranging the deck chairs

China’s bad banks are becoming stablemates with China’s top financial institutions. The latest: On Monday, Yicai reported the central government is transferring ownership of three asset management companies (AMCs) – also known as bad banks – from the finance ministry (MoF) to China Investment Corp (…

China’s bad banks are becoming stablemates with China’s top financial institutions.
The latest: On Monday, Yicai reported the central government is transferring ownership of three asset management companies (AMCs) – also known as bad banks – from the finance ministry (MoF) to China Investment Corp (...

sources

Yicai: 华融易主中信集团后，信达、东方、长城将划入中投，方案或年内落定

Bloomberg: China Removes Article on ‘Merger’ of Bad-Debt Managers With CIC

January 30, 2024

A fAIce to fAIce

Can the US and China establish common ground on AI risks? On Friday and Saturday, top diplomat Wang Yi met with US National Security Advisor Jake Sullivan in Bangkok. The meeting covered a wide range of issues, including Taiwan, Ukraine, and North Korea. But here’s what caught our eye: Both sides …

Can the US and China establish common ground on AI risks?
On Friday and Saturday, top diplomat Wang Yi met with US National Security Advisor Jake Sullivan in Bangkok.

The meeting covered a wide range of issues, including Taiwan, Ukraine, and North Korea.

But here's what caught our eye: Both sides ...

sources

MFA: Wang Yi Holds Meetings with U.S. National Security Advisor Jake Sullivan

White House: Readout of National Security Advisor Jake Sullivan’s Meeting with Chinese Communist Party Politburo Member, Director of the Office of the Foreign Affairs Commission, and Foreign Minister Wang Yi

January 30, 2024

China and Japan talking trade

Supply chain stability is a win-win for everyone. That’s the message from Minister of Commerce Wang Wentao when he met with delegates from several Japanese economic and trade associations on Thursday. Some context: Last year, tensions were rising around industrial supply chains, with T…

Supply chain stability is a win-win for everyone.

That’s the message from Minister of Commerce Wang Wentao when he met with delegates from several Japanese economic and trade associations on Thursday.

Some context: Last year, tensions were rising around industrial supply chains, with T...

sources

MofCom: 王文涛部长会见日本经济界访华团

January 30, 2024

Taking the tech war to the cloud

The latest from the US Commerce Department: Chip restrictions alone won’t cut it. On Friday, Commerce Secretary Gina Raimondo said her department is “beginning the process” of requiring US cloud computing companies to disclose any time a foreign entity accesses their computing power for AI use…

The latest from the US Commerce Department: Chip restrictions alone won’t cut it.
On Friday, Commerce Secretary Gina Raimondo said her department is “beginning the process” of requiring US cloud computing companies to disclose any time a foreign entity accesses their computing power for AI use...

sources

Reuters: Eying China, US proposes 'know your customer' cloud computing requirements

Bloomberg: US Wants Cloud Firms to Report Foreign Users Building AI

WSJ: U.S. Looks to Restrict China’s Access to Cloud Computing to Protect Advanced Technology

January 29, 2024

Ready, set, fund!

Central authorities have made supporting cash-strapped property developers a top priority this year, and they’re telling banks and local officials to join the effort – pronto. On Friday, the financial regulator (NFRA) called a meeting with the heads of commercial banks and local credit unions. On t…

Central authorities have made supporting cash-strapped property developers a top priority this year, and they're telling banks and local officials to join the effort – pronto.
On Friday, the financial regulator (NFRA) called a meeting with the heads of commercial banks and local credit unions.

On t...

sources

NFRA: 国家金融监督管理总局召开会议部署落实城市房地产融资协调机制相关工作

MoHURD: 首批房地产项目名单加快落地——住房城乡建设部召开城市房地产融资协调机制部署会

January 29, 2024

Source to sink

Lithium prices are tanking as battery overcapacity outweighs demand growth. The latest: Last week, battery-grade lithium carbonate prices hovered around RMB 93,500-99,500/metric ton – down nearly 80% y/y. Domestic analysts broadly consider RMB 100,000/metric ton the floor for a healthy industry. I…

Domestic analysts broadly consider RMB 100,000/metric ton the floor for a healthy industry.

I...

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Jiemian: 锂电池价格降至历史最低点

Moomoo Financial: 产能过剩，碳酸锂价格持续走低，动力电池行业或迎新一轮洗牌

January 29, 2024

Letting the mighty acquire

China’s big tech companies just got some good news. On Friday, the State Council published its revised regulations for mergers and acquisitions (M&A). Some context: These updates had been in the works for 20 months and were the subject of heated debate within the bureaucracy. In the end, the Sta…

China’s big tech companies just got some good news.
On Friday, the State Council published its revised regulations for mergers and acquisitions (M&A).
Some context: These updates had been in the works for 20 months and were the subject of heated debate within the bureaucracy.
In the end, the Sta...

sources

People.cn: 李强签署国务院令公布修订后的《国务院关于经营者集中申报标准的规定》

Gov.cn: 中华人民共和国国务院令第773号

Yicai: 经营者集中申报标准更新了！营业额门槛被显著提高意义几何？

January 29, 2024

Safety first

Premier Li Qiang has had enough of officials sitting on their hands when it comes to industrial safety. At a national teleconference on the issue on Friday, he implored officials to “overcome paralysis” and take action to “identify and rectify hidden safety risks” in the areas under their watch (CCT…

Premier Li Qiang has had enough of officials sitting on their hands when it comes to industrial safety.
At a national teleconference on the issue on Friday, he implored officials to "overcome paralysis" and take action to "identify and rectify hidden safety risks" in the areas under their watch (CCT...

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CCTV: 李强在全国安全生产电视电话会议上强调深入贯彻落实习近平总书记重要指示精神压紧压实责任认真排查隐患狠抓工作落实坚决遏制各类安全事故多发连发势头

Xinhua: 我国将开展安全生产治本攻坚三年行动

The Paper: 进一步加强重点行业、重点领域、重点区域的隐患排查和整治！全国安全生产电视电话会议召开，龚正在上海分会场讲话

January 29, 2024

The only way is up

The US and China are doing their darndest to find common ground. On Friday and Saturday, top diplomat Wang Yi met with US National Security Advisor Jake Sullivan in Bangkok. Some context: The pair last met in October in the runup to the highly productive November meeting between Xi Jinping and US Pr…

The US and China are doing their darndest to find common ground.
On Friday and Saturday, top diplomat Wang Yi met with US National Security Advisor Jake Sullivan in Bangkok.
Some context: The pair last met in October in the runup to the highly productive November meeting between Xi Jinping and US Pr...

sources

MoFA: Wang Yi Holds Meetings with U.S. National Security Advisor Jake Sullivan

January 29, 2024

It’s on like Donkey Kong

Environmental enforcement is going to ramp up this year. On Wednesday, the Ministry of Ecology and Environment (MEE) told us where those efforts will focus. ICYMI: Beijing has sent a series of signals in recent months that environmental concerns are high on the agenda this year after being de-pri…

Environmental enforcement is going to ramp up this year.

On Wednesday, the Ministry of Ecology and Environment (MEE) told us where those efforts will focus.

ICYMI: Beijing has sent a series of signals in recent months that environmental concerns are high on the agenda this year after being de-pri...

sources

MEE: 全国生态环境保护工作会议在京召开

January 29, 2024

Reining it in

State media is calling on the government to do more to curb nationalist attacks on businesses. Over the weekend, a nationalist social influencer on Douyin (the Chinese version of TikTok) accused a shopping mall in Nanjing of decorating a wall with the Japanese Rising Sun Flag, associated with the J…

State media is calling on the government to do more to curb nationalist attacks on businesses.
Over the weekend, a nationalist social influencer on Douyin (the Chinese version of TikTok) accused a shopping mall in Nanjing of decorating a wall with the Japanese Rising Sun Flag, associated with the J...

sources

Youtube: 中国爱国博主举报南京商场媚日的“战马行动”

Sina: 周末谈丨爱国不是生意，举报应有依据

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