string(13) "markets-macro"

Macro

January 24, 2024

Up to interpretation

There’s a lot of sloppy reporting on China’s exports of gallium and germanium following the imposition of export controls on those two minerals. Media outlets certainly don’t agree with each other in terms of the effects of the controls on exports thus far, even though these reports are taking their… Username Password Remember Me … Read More »

There’s a lot of sloppy reporting on China’s exports of gallium and germanium following the imposition of export controls on those two minerals.
Media outlets certainly don’t agree with each other in terms of the effects of the controls on exports thus far, even though these reports are taking their...

sources

Reuters: China's gallium, germanium exports surge in Dec

SCMP: China’s gallium and germanium exports tumble as controls on shipments to the West take toll

January 24, 2024

Put your money where your priorities are

The platform economy is about to get more support from Beijing. On Monday, the State Council announced it has approved guiding opinions to promote the development of the instant delivery industry. ICYDK: “Instant delivery” refers to delivery platforms – such as Meituan – that deliver meals and…

The platform economy is about to get more support from Beijing.
On Monday, the State Council announced it has approved guiding opinions to promote the development of the instant delivery industry.
ICYDK: "Instant delivery" refers to delivery platforms – such as Meituan – that deliver meals and...

sources

Gov.cn: 李强主持召开国务院常务会议研究全面推进乡村振兴有关举措等

Xinhua: 已获赔近5亿元 7省市668万“外卖小哥”等有了“新型工伤保险”

January 23, 2024

Guess what’s back

China just took an important step to reduce greenhouse gases. On Monday, China relaunched its China Certified Emission Reduction (CCER) scheme. Some context: The CCER was established in 2012 to allow green projects to certify avoided emissions and sell them as offsets. But it never really got off th…

China just took an important step to reduce greenhouse gases.
On Monday, China relaunched its China Certified Emission Reduction (CCER) scheme.
Some context: The CCER was established in 2012 to allow green projects to certify avoided emissions and sell them as offsets. But it never really got off th...

sources

People's Daily: 全国温室气体自愿减排交易市场启动

January 23, 2024

All eyes on Pudong

Shanghai will spearhead a new round of economic opening. On Monday, the general offices of the Party Central Committee and the State Council jointly released a reform plan for the Pudong New Area. ICYDK: Pudong District is China’s most developed financial hub and was granted autonomy in 2021 to desi…

Shanghai will spearhead a new round of economic opening.
On Monday, the general offices of the Party Central Committee and the State Council jointly released a reform plan for the Pudong New Area.
ICYDK: Pudong District is China’s most developed financial hub and was granted autonomy in 2021 to desi...

sources

Gov.cn: 中共中央办公厅国务院办公厅印发《浦东新区综合改革试点实施方案（2023－2027年）》

January 23, 2024

Bumper harvests yet again

Beijing wants more productive farms. That’s our takeaway from a Tuesday presser on the agricultural economy helmed by officials from the Ministry of Agriculture and Rural Development (MARA). ICYMI: Xi Jinping himself is pushing for farms to be more productive. He pushed the metric in instructions …

Beijing wants more productive farms.
That's our takeaway from a Tuesday presser on the agricultural economy helmed by officials from the Ministry of Agriculture and Rural Development (MARA).
ICYMI: Xi Jinping himself is pushing for farms to be more productive.

He pushed the metric in instructions ...

sources

SCIO: 国新办举行2023年农业农村经济运行情况新闻发布会

January 23, 2024

Rural revitalization is back

Efforts to boost rural development and employment are back at the top of Beijing’s priority list. On Monday, Premier Li Qiang put rural revitalization at the top of the agenda at the State Council’s weekly executive meeting. The meeting readout included calls to: Upgrade village construction by a…

Efforts to boost rural development and employment are back at the top of Beijing's priority list.
On Monday, Premier Li Qiang put rural revitalization at the top of the agenda at the State Council's weekly executive meeting.
The meeting readout included calls to:

Upgrade village construction by a...

sources

CCTV: 李强主持召开国务院常务会议

Qiushi: 有力有效推进乡村全面振兴

January 23, 2024

You’ve tried the West, now try the best!

Top diplomat Wang Yi sees a bright future for China-Africa relations. On Friday, Wang spoke to Chinese media about his recently concluded Africa trip. ICYDK: Since 1991, China’s foreign minister has kicked off every year with a multi-country tour of Africa. This year, Wang paid visits to Egypt…

Top diplomat Wang Yi sees a bright future for China-Africa relations.
On Friday, Wang spoke to Chinese media about his recently concluded Africa trip.
ICYDK: Since 1991, China’s foreign minister has kicked off every year with a multi-country tour of Africa.

This year, Wang paid visits to Egypt...

sources

CPC People: 王毅在结束对非洲四国访问后接受中国媒体采访

January 23, 2024

A growing problem

Property foreclosures are rising at a concerning speed. That’s according to data that the China Index Academy – an independent real estate data provider – published Monday. In 2023, according to the data, foreclosed residential properties up for auction reached 389,000 units, a 43.01% increase fro…

Property foreclosures are rising at a concerning speed.

That’s according to data that the China Index Academy – an independent real estate data provider – published Monday.

In 2023, according to the data, foreclosed residential properties up for auction reached 389,000 units, a 43.01% increase fro...

sources

China Index Academy: 2023年全国法拍市场监测报告：挂拍总量79.6万套创新高，355城全年成交金额3004亿

China Index Academy: 创新高！2022年全国法拍房挂拍量超60万套

January 23, 2024

Sticking to the plan

2023 was a tough year for China’s exporters – but they have a game plan. Some context: Rising geopolitical tensions, growing support for “China de-risking” among major trade partners, and a global economic slowdown all contributed to China’s dismal export performance for the year. Total exports for…

2023 was a tough year for China's exporters – but they have a game plan.
Some context: Rising geopolitical tensions, growing support for “China de-risking” among major trade partners, and a global economic slowdown all contributed to China’s dismal export performance for the year.

Total exports for...

sources

CEIC: CEIC data

SCIO: SCIO briefing on China's imports and exports in 2023

USITC: China’s Move up the Value Chain through More Complex Intermediate Exports

January 23, 2024

This is an intervention

China’s major banks reportedly intervened on Monday to insulate the yuan against a drop in A-share values. According to Reuters, the banks reined in their lending of offshore yuan (CNH), tightening yuan liquidity. Reuters cited an unnamed source saying the intervention was designed to slow the CNH’…

China’s major banks reportedly intervened on Monday to insulate the yuan against a drop in A-share values.
According to Reuters, the banks reined in their lending of offshore yuan (CNH), tightening yuan liquidity.

Reuters cited an unnamed source saying the intervention was designed to slow the CNH’...

sources

Reuters: Exclusive: China moves to support yuan as stock markets tumble

Bloomberg: USD-CNH Cross Rate

January 23, 2024

So what’s Plan B?

China’s stock market is going from bad to worse, and the State Council isn’t going to take it anymore. The latest: On Monday, following a Premier Li Qiang-chaired executive meeting, the State Council issued a call to action: “We must take more powerful and effective measures to stabilize the market…

China’s stock market is going from bad to worse, and the State Council isn’t going to take it anymore.
The latest: On Monday, following a Premier Li Qiang-chaired executive meeting, the State Council issued a call to action:

“We must take more powerful and effective measures to stabilize the market...

sources

State Council: 李强主持召开国务院常务会议研究全面推进乡村振兴有关举措等

January 23, 2024

Go Huawei or go home

China’s big tech companies are rallying around the home team. At a tech conference speech on Thursday, Zhou Hongyi, founder of cybersecurity giant 360 Group, called on the audience to support Huawei in its bid to develop a home-grown mobile operating system. Some background: In November, Huawei anno…

China's big tech companies are rallying around the home team.
At a tech conference speech on Thursday, Zhou Hongyi, founder of cybersecurity giant 360 Group, called on the audience to support Huawei in its bid to develop a home-grown mobile operating system.
Some background: In November, Huawei anno...

sources

C114: 周鸿祎：坚信鸿蒙一定会成为中国最大的操作系统

21st Century Biz: 纯鸿蒙的生态战役

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