string(13) "markets-macro"

Macro

December 13, 2023

Crop talks and village walks

The 2023 CEWC readout mentioned two game-changing initiatives for Chinese agriculture and rural development. First, exploring an inter-provincial benefit-sharing system to promote grain production. Grain and oilseeds are crucial to China’s food security, but farmers in many regions can earn more th… Username Password Remember Me Forgot Password

The 2023 CEWC readout mentioned two game-changing initiatives for Chinese agriculture and rural development.
First, exploring an inter-provincial benefit-sharing system to promote grain production.

Grain and oilseeds are crucial to China's food security, but farmers in many regions can earn more th...

sources

Xinhua: 中央经济工作会议在北京举行习近平发表重要讲话

December 13, 2023

On Our Radar | An important election

The most important upcoming developments for policy and politics in China over the next month key developments foreign affairs Taiwan’s presidential election (January 13) politics How the Party celebrates Mao’s birthday (December 26) econ and finance MoF, NDRC, and PBoC work conferences (mid-De…

The most important upcoming developments for policy and politics in China over the next month
key developments
foreign affairs

Taiwan’s presidential election (January 13)

politics

How the Party celebrates Mao’s birthday (December 26)

econ and finance

MoF, NDRC, and PBoC work conferences (mid-De...

December 13, 2023

All in on innovation

Xi Jinping is all in on innovation. That message came out loud and clear at this week’s Central Economic Work Conference (CEWC). In the meeting readout’s list of nine priority economic policy areas for 2024, spurring technological innovation ranked first. FWIW: Xi has been focused on innovation as…

Xi Jinping is all in on innovation.

That message came out loud and clear at this week’s Central Economic Work Conference (CEWC).

In the meeting readout’s list of nine priority economic policy areas for 2024, spurring technological innovation ranked first.
FWIW: Xi has been focused on innovation as...

sources

Gov.cn: 中央经济工作会议在北京举行习近平发表重要讲话

December 13, 2023

Zaoshang hao, Vietnam

China has taken its relationship with Vietnam to the next level. On Tuesday, Xi Jinping touched down in Hanoi where he met with Vietnamese Communist Party General Secretary Nguyễn Phú Trọng and other Vietnamese dignitaries. Some context: Sino-Vietnamese relations are complicated. Despite similar go…

China has taken its relationship with Vietnam to the next level.
On Tuesday, Xi Jinping touched down in Hanoi where he met with Vietnamese Communist Party General Secretary Nguyễn Phú Trọng and other Vietnamese dignitaries.
Some context: Sino-Vietnamese relations are complicated.

Despite similar go...

sources

MoFA: 习近平同越共中央总书记阮富仲举行会谈

Xinhua: China, Vietnam agree to build community with shared future that carries strategic significance

December 13, 2023

Growth to rule them all

As we’ve said elsewhere, our overall takeaway from the Central Economic Work Conference (CEWC) is that policymakers will be more focused on economic growth in the year ahead. What has us particularly stoked: The CEWC readout indicated that policies that interfere with growth will be reevaluated – a…

As we've said elsewhere, our overall takeaway from the Central Economic Work Conference (CEWC) is that policymakers will be more focused on economic growth in the year ahead.
What has us particularly stoked: The CEWC readout indicated that policies that interfere with growth will be reevaluated – a...

sources

Gov.cn: 中央经济工作会议在北京举行习近平发表重要讲话

December 13, 2023

A fiscal fizzle

Fiscal support for the economy will increase next year, but only a touch. According to the readout from the Central Economic Work Conference (CEWC), which ended Tuesday, “proactive fiscal policies” will be “strengthened” in 2024. But the measures are unlikely to be a gamechanger. First, officials …

Fiscal support for the economy will increase next year, but only a touch.
According to the readout from the Central Economic Work Conference (CEWC), which ended Tuesday, “proactive fiscal policies” will be “strengthened” in 2024.

But the measures are unlikely to be a gamechanger.

First, officials ...

sources

State Council: 中央经济工作会议在北京举行习近平发表重要讲话

December 13, 2023

Nothing to get excited about

China’s leadership is cautiously optimistic about the trajectory of the economy – emphasis on the cautiously. That’s our interpretation of the Central Economic Work Conference’s (CEWC) description of the current economic state of play. ICYDK: The CEWC is an annual meeting where top leaders set the…

China’s leadership is cautiously optimistic about the trajectory of the economy – emphasis on the cautiously.

That's our interpretation of the Central Economic Work Conference's (CEWC) description of the current economic state of play.

ICYDK: The CEWC is an annual meeting where top leaders set the...

sources

State Council: 中央经济工作会议在北京举行习近平发表重要讲话

December 13, 2023

Industrial innovation high on CEWC agenda

Cross-border data flow wasn’t the only tech issue raised at the Central Economic Work Conference on Tuesday. Also on the econ policy agenda for 2024: Encouraging industrial innovation, particularly using “disruptive and frontier technologies” to spur new modes of productivity. In practice, that mean…

Cross-border data flow wasn't the only tech issue raised at the Central Economic Work Conference on Tuesday.
Also on the econ policy agenda for 2024: Encouraging industrial innovation, particularly using "disruptive and frontier technologies" to spur new modes of productivity.
In practice, that mean...

sources

Xinhua: 中央经济工作会议在北京举行习近平发表重要讲话

December 13, 2023

Cross-border data flow features at CEWC

In 2024, China’s top leaders will push hard to resolve the cross-border data flow issues hamstringing foreign businesses. That was the tech takeaway from the annual Central Economic Work Conference (CEWC) that concluded on Tuesday in Beijing. Some context: The CEWC is the Party’s annual economic p…

In 2024, China's top leaders will push hard to resolve the cross-border data flow issues hamstringing foreign businesses.

That was the tech takeaway from the annual Central Economic Work Conference (CEWC) that concluded on Tuesday in Beijing.

Some context: The CEWC is the Party’s annual economic p...

sources

Xinhua: 中央经济工作会议在北京举行习近平发表重要讲话

December 13, 2023

Foreign GIS software gets side-eye from state security

Foreign mapping software is a national security risk. That’s the message of a recent announcement by the Ministry of State Security (MSS), which carried out an investigation into geographic information system (GIS) software. Some context: GIS software is a class of specialist tools for working with …

Foreign mapping software is a national security risk.
That’s the message of a recent announcement by the Ministry of State Security (MSS), which carried out an investigation into geographic information system (GIS) software.
Some context: GIS software is a class of specialist tools for working with ...

sources

news.cn: 国家安全机关会同有关部门开展地理信息数据安全风险专项排查治理

December 13, 2023

A nation is only as strong as its stats

The National Bureau of Statistics (NBS) only wants provincial data if it’s accurate. On Thursday, NBS released an announcement accusing Shaanxi, Hebei, Hunan, Heilongjiang, Guizhou， and Henan of fabricating data. Some background: This investigation is part of a bigger effort by NBS to promote accu…

The National Bureau of Statistics (NBS) only wants provincial data if it's accurate.
On Thursday, NBS released an announcement accusing Shaanxi, Hebei, Hunan, Heilongjiang, Guizhou， and Henan of fabricating data.
Some background: This investigation is part of a bigger effort by NBS to promote accu...

sources

Caixin Global: China Orders Six Provinces to Get Data Fabrication Under Control

The Paper: 国家统计局向6省反馈专项统计督察意见，点名这些共性问题

December 13, 2023

The hazards of centralization

Chinese blockchains have something in common: centralized control. And that’s a problem. On Thursday, the China Academy of Information and Communications Technology (CAICT), a think tank affiliated with industrial regulator MIIT, published a white paper on the state of domestic blockchain d…

Chinese blockchains have something in common: centralized control.

And that’s a problem.

On Thursday, the China Academy of Information and Communications Technology (CAICT), a think tank affiliated with industrial regulator MIIT, published a white paper on the state of domestic blockchain d...

sources

CAICT: 区块链白皮书（2023年）

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