string(13) "markets-macro"

Macro

December 13, 2023

Planting optimism

There are sunnier days ahead for Country Garden. That was the message from Country Garden chair Yang Huiyan, speaking at a monthly management meeting on Friday. ICYMI: Country Garden – once China’s biggest developer by sales – spooked investors in August when it announced an expected net loss of b… Username Password Remember Me … Read More »

There are sunnier days ahead for Country Garden.

That was the message from Country Garden chair Yang Huiyan, speaking at a monthly management meeting on Friday.

ICYMI: Country Garden – once China’s biggest developer by sales – spooked investors in August when it announced an expected net loss of b...

sources

Caixin: 杨惠妍：家族肯定会“砸锅卖铁”支持碧桂园

Country Garden: 碧桂园12月集团管理会议：坚定信心勇毅前行

December 13, 2023

Something in the air

China’s clean air strategy will also boost the new energy vehicle (NEV) infrastructure buildout. Published Thursday, the State Council’s action plan to improve air quality outlines how China will reduce PM2.5 intensity by 10% between 2020 and 2025. One pillar of the plan is accelerated transportati…

China's clean air strategy will also boost the new energy vehicle (NEV) infrastructure buildout.
Published Thursday, the State Council's action plan to improve air quality outlines how China will reduce PM2.5 intensity by 10% between 2020 and 2025.

One pillar of the plan is accelerated transportati...

sources

Gov.cn: 国务院关于印发《空气质量持续改善行动计划》的通知

The Paper: 国务院：力争到2025年重点区域高速服务区快充站覆盖率不低于80%

December 13, 2023

Tweaking the policy approach

To support the economy in 2024, China’s leaders will look to shift from traditional macro-policy support to more direct policy support. What do we mean? The Central Economic Work Conference (CEWC) readout underscores that officials see somewhat limited room to pull traditional monetary and fiscal le…

To support the economy in 2024, China’s leaders will look to shift from traditional macro-policy support to more direct policy support.
What do we mean? The Central Economic Work Conference (CEWC) readout underscores that officials see somewhat limited room to pull traditional monetary and fiscal le...

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 sense of urgency

China’s top officials are committed to consolidating the economic recovery further in 2024. That was our key 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 planning session for the year ah…

China’s top officials are committed to consolidating the economic recovery further in 2024.

That was our key 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 planning session for the year ah...

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 12, 2023

Xi asks for help

Xi Jinping needs a little help on economic policy. On December 6, Xi Jinping sat down with representatives from China’s eight “democratic” parties, as well as the head of the All-China Federation of Industry and Commerce, Gao Yunlong, and Belt and Road scholar Liu Weidong to solicit their opinions o…

Xi Jinping needs a little help on economic policy.
On December 6, Xi Jinping sat down with representatives from China’s eight “democratic” parties, as well as the head of the All-China Federation of Industry and Commerce, Gao Yunlong, and Belt and Road scholar Liu Weidong to solicit their opinions o...

sources

Gov.cn: 征求对经济工作的意见和建议中共中央召开党外人士座谈会习近平主持并发表重要讲话

December 12, 2023

Hard to say goodbye, hukou

China’s hukou reforms are stalling. That’s according to a Reuters report on Thursday citing two unnamed sources “involved in hukou policy discussions within the central government.” ICYDK: China binds public services to a residency permit known as the hukou. It’s difficult for migrant workers to …

China’s hukou reforms are stalling.

That’s according to a Reuters report on Thursday citing two unnamed sources “involved in hukou policy discussions within the central government.”

ICYDK: China binds public services to a residency permit known as the hukou.

It’s difficult for migrant workers to ...

sources

Reuters: China's push to loosen Mao-era residence rules runs into hurdles

December 12, 2023

A renewed push

China wants to make it easier for firms to pivot between domestic and international markets. On Monday, the State Council General Office published a series of measures on accelerating the “integrated development of domestic and foreign trade” (IDDFT). The goal is to make it easier for exporters to …

China wants to make it easier for firms to pivot between domestic and international markets.
On Monday, the State Council General Office published a series of measures on accelerating the “integrated development of domestic and foreign trade" (IDDFT).

The goal is to make it easier for exporters to ...

sources

Gov.cn: 国务院办公厅印发《关于加快内外贸一体化发展的若干措施》的通知

December 12, 2023

Sailing the seas depends on the brinksman

China’s maritime dispute with the Philippines is heating up. This weekend saw two separate confrontations between the Chinese Coast Guard (CCG) and Philippine government vessels in disputed waters. On Saturday, the CCG took “control measures,” including using water cannons, against Philippine fishe…

China’s maritime dispute with the Philippines is heating up.
This weekend saw two separate confrontations between the Chinese Coast Guard (CCG) and Philippine government vessels in disputed waters.

On Saturday, the CCG took “control measures,” including using water cannons, against Philippine fishe...

sources

AP: US and Philippines condemn the Chinese coast guard’s water cannon blasts on fisheries vessels

AP: Philippines says Chinese coast guard used water cannons against its vessels for a second day

SCMP: South China Sea: Chinese coastguard takes ‘control measures’ against Philippine boats near Scarborough Shoal

MoFA: Foreign Ministry Spokesperson Mao Ning’s Regular Press Conference on December 11, 2023

December 12, 2023

Shanghai FTZ tests the water

The Shanghai Free Trade Zone (FTZ) will adopt “behind-the-border” (BTB) measures for the first time. That’s according to the recently released Shanghai FTZ trade and investment rules reform plan. Half of the plan’s 80 measures are BTB measures. A quick primer on BTB: Also commonly referred to as …

The Shanghai Free Trade Zone (FTZ) will adopt “behind-the-border" (BTB) measures for the first time.
That's according to the recently released Shanghai FTZ trade and investment rules reform plan.

Half of the plan's 80 measures are BTB measures.

A quick primer on BTB:

Also commonly referred to as ...

sources

Gov.cn: 国务院关于印发《全面对接国际高标准经贸规则推进中国（上海）自由贸易试验区高水平制度型开放总体方案》的通知

December 12, 2023

Let the AI balancing act begin

On Friday, the European Parliament reached an agreement on the contents of the future Artificial Intelligence Act (AIA). The agreement will enable the EU to move forward finalizing the AIA – expected to be released no earlier than 2025. Background: The first draft of the AIA was released in 2021, …

On Friday, the European Parliament reached an agreement on the contents of the future Artificial Intelligence Act (AIA).

The agreement will enable the EU to move forward finalizing the AIA – expected to be released no earlier than 2025.

Background: The first draft of the AIA was released in 2021, ...

sources

SCMP: Europe reaches deal on world’s first comprehensive AI rules

European Commission: Artificial intelligence act: Council and Parliament strike a deal on the first rules for AI in the world

European Parliament: Artificial Intelligence Act: deal on comprehensive rules for trustworthy AI

The Guardian: EU agrees ‘historic’ deal with world’s first laws to regulate AI

December 12, 2023

More networks for manufacturers

The industrial regulator (MIIT) wants to optimize China’s industrial ICT networks. On Wednesday, MIIT convened a meeting with the heads of its regional telecommunications bureaus. The topic: Outlining MIIT’s telecom policy goals for 2024. What caught our eye: A strong focus on building and improvin…

The industrial regulator (MIIT) wants to optimize China's industrial ICT networks.
On Wednesday, MIIT convened a meeting with the heads of its regional telecommunications bureaus.
The topic: Outlining MIIT's telecom policy goals for 2024.
What caught our eye: A strong focus on building and improvin...

sources

MIIT: 全国通信管理局长座谈会暨信息通信监管工作座谈会在京召开

December 12, 2023

Stand and report

China’s cyberspace authorities are planning harsh penalties for anyone that fails to report major cybersecurity breaches. That goes for companies and government departments whose networks have been hacked or left unsecured. On Friday, the Cyberspace Administration (CAC) issues draft rules on cyber…

China's cyberspace authorities are planning harsh penalties for anyone that fails to report major cybersecurity breaches.

That goes for companies and government departments whose networks have been hacked or left unsecured.

On Friday, the Cyberspace Administration (CAC) issues draft rules on cyber...

sources

CAC: 国家互联网信息办公室关于《网络安全事件报告管理办法（征求意见稿）》公开征求意见的通知

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