string(13) "markets-macro"

Macro

December 7, 2023

MoT finalizes autonomous vehicle pilot guidelines

What’s the next best alternative to regulations? On Tuesday, the Ministry of Transport (MoT) published trial guidelines for autonomous vehicle (AV) transportation services. A draft version was released last year. The final version adds significantly more detail. Some context: AVs are developing fa… Username Password Remember Me Forgot Password

What’s the next best alternative to regulations?
On Tuesday, the Ministry of Transport (MoT) published trial guidelines for autonomous vehicle (AV) transportation services.

A draft version was released last year.
The final version adds significantly more detail.

Some context: AVs are developing fa...

sources

MoT: 交通运输部办公厅关于印发《自动驾驶汽车运输安全服务指南（试行）》的通知

December 7, 2023

Yours affordably

Beijing wants to expand affordable housing – but what does that actually entail? First, some context: Since the Central Financial Work Conference in late October, officials have emphasized the importance of “three major projects” in supporting the property sector. One of these is affordable housing…

Beijing wants to expand affordable housing – but what does that actually entail?
First, some context: Since the Central Financial Work Conference in late October, officials have emphasized the importance of “three major projects” in supporting the property sector.

One of these is affordable housing...

sources

Gov.cn: 国务院办公厅关于加快发展保障性租赁住房的意见

SCIO: 国新办举行“努力实现全体人民住有所居”新闻发布会

Everbright Securities: 保障性租赁住房：经济影响与政策意义

Economic Daily: 持续推进保障性住房建设

December 7, 2023

There is no market without the state

The Party still calls the shots in China’s capital markets. Yi Huiman, chairman of the securities regulator (CSRC), said as much in a Monday interview with Xinhua. Per Yi, the number one mission of market regulators is to: “Steadfastly implement Party leadership over all areas and aspects of capita…

The Party still calls the shots in China’s capital markets.
Yi Huiman, chairman of the securities regulator (CSRC), said as much in a Monday interview with Xinhua.
Per Yi, the number one mission of market regulators is to:

“Steadfastly implement Party leadership over all areas and aspects of capita...

sources

The Paper: 证监会主席：协同有关部门加强对大型企业集团债务风险的监测监管

December 6, 2023

A noteworthy response

Provincial leaders are addressing environmental issues with renewed vigor. On Friday, central environmental inspectors released the results of their latest round of inspections. Some context: In 2015, the central government established environmental inspection “green teams” to fan out nationwide an…

Provincial leaders are addressing environmental issues with renewed vigor.
On Friday, central environmental inspectors released the results of their latest round of inspections.
Some context: In 2015, the central government established environmental inspection “green teams” to fan out nationwide an...

sources

Yicai: 第三轮中央环保督察公开通报首批典型案例，涉海洋生态保护等

The Paper: 中央环保督察组反馈后，多名省委书记、省长直抵一线

December 6, 2023

Who has the gas?

China is simplifying the pricing for gas transmission pipelines. The macro planner (NDRC) released price reforms on Tuesday, to be implemented January 2024. Some context: China’s gas transmission pricing is complex and fragmented. Prices are often determined on an ad-hoc, pipeline-by-pipeline bas…

China is simplifying the pricing for gas transmission pipelines.

The macro planner (NDRC) released price reforms on Tuesday, to be implemented January 2024.

Some context: China's gas transmission pricing is complex and fragmented.

Prices are often determined on an ad-hoc, pipeline-by-pipeline bas...

sources

NDRC: 国家发展改革委关于核定跨省天然气管道运输价格的通知

December 6, 2023

Back to the bronze age

China and the UK are committed to tolerating each other. On Tuesday, China’s top diplomat Wang Yi held a call with freshly minted British Foreign Secretary David Cameron. ICYDK: As prime minister, Cameron hosted Xi Jinping during his 2015 state visit to the UK, kicking off the so-called “golden era”…

China and the UK are committed to tolerating each other.
On Tuesday, China's top diplomat Wang Yi held a call with freshly minted British Foreign Secretary David Cameron.
ICYDK: As prime minister, Cameron hosted Xi Jinping during his 2015 state visit to the UK, kicking off the so-called “golden era”...

sources

Xinhua: 王毅同英国外交发展大臣卡梅伦通电话

Xinhua: Chinese FM, British foreign secretary hold phone talks on bilateral ties

Twitter: David Cameron’s Twitter

December 6, 2023

Getting ahead of the curve

Credit rating agency Moody’s has revised its outlook on China’s sovereign bond rating from stable to negative. To be clear: Moody’s did not downgrade China’s sovereign bond rating (which remains A1), just the outlook for the rating. The announcement, published on Tuesday, said Moody’s believes Beiji…

Credit rating agency Moody's has revised its outlook on China's sovereign bond rating from stable to negative.
To be clear: Moody's did not downgrade China's sovereign bond rating (which remains A1), just the outlook for the rating.
The announcement, published on Tuesday, said Moody's believes Beiji...

sources

Moody's: Moody's affirms China's A1 rating, changes outlook to negative from stable

MoF: 财政部有关负责同志就穆迪下调我主权信用评级展望有关问题答记者问

December 6, 2023

A Mao for your thoughts

Party historians are talking up Mao Zedong’s philosophy of resilience. This comes ahead of the 130th anniversary of his birthday, on December 26. Qu Qingshan, president of the Party Central Committee’s Institute of Party History and Literature, praised Mao’s emphasis on independence and self-relia…

Party historians are talking up Mao Zedong’s philosophy of resilience.

This comes ahead of the 130th anniversary of his birthday, on December 26.

Qu Qingshan, president of the Party Central Committee’s Institute of Party History and Literature, praised Mao’s emphasis on independence and self-relia...

sources

Study Times: 曲青山：学习毛泽东同志独立自主的探索和实践精神

Qiushi: “在最坏的可能性上建立我们的政策” ——重视底线思维是中国共产党的优良传统

December 6, 2023

Excuse SME?

The Ministry of Industry and Information Technology (MIIT) is keen to show it’s supporting small businesses. On Monday, the ministry held a conference dedicated to publicizing its support for business. This is nothing new: The conference is part of a broader government program to publicize how it su…

The Ministry of Industry and Information Technology (MIIT) is keen to show it's supporting small businesses.
On Monday, the ministry held a conference dedicated to publicizing its support for business.
This is nothing new: The conference is part of a broader government program to publicize how it su...

sources

Xinhua: 工业和信息化部：进一步抓好惠企减负政策的实施落地

December 6, 2023

A lull, not a thaw

The US Commerce Department’s strategy on export controls is set to evolve. That’s the message from US Commerce Secretary Gina Raimondo, speaking at the Reagan National Defense Forum on Saturday. Referring to China as an adversary, Raimondo hammered home the necessity of slowing down China’s technolo…

The US Commerce Department's strategy on export controls is set to evolve.
That's the message from US Commerce Secretary Gina Raimondo, speaking at the Reagan National Defense Forum on Saturday.
Referring to China as an adversary, Raimondo hammered home the necessity of slowing down China's technolo...

sources

Chinese Ministry of Foreign Affairs: 2023年12月4日外交部发言人汪文斌主持例行记者会

Bloomberg: Raimondo Says Commerce Needs More Money to Halt China Chip Drive

CNBC: U.S. export controls need to ‘change constantly’ even if it’s tough for businesses, Secretary Raimondo says

Youtube: RNDF 2023 Fireside Chat – The Honorable Gina M. Raimondo, U.S. Secretary of Commerce

December 6, 2023

More support for smart ports

The shipping sector is about to get a data-driven overhaul. On Monday, the Ministry of Transport (MoT) released a policy outlining high-level targets on the construction of smart ports and waterways through 2027. By 2027, Monday’s policy calls to establish foundational IoT sensing networks to autom…

The shipping sector is about to get a data-driven overhaul.
On Monday, the Ministry of Transport (MoT) released a policy outlining high-level targets on the construction of smart ports and waterways through 2027.
By 2027, Monday's policy calls to establish foundational IoT sensing networks to autom...

sources

MoT: 交通运输部关于加快智慧港口和智慧航道建设的意见

December 6, 2023

Phiting fire with fire

On Friday, China’s export controls on high-grade graphite went into effect. Some background: Beijing’s graphite rule, announced in October, is part of a broader set of restrictions on rare earths and minerals taken in response to US chip controls. Recap: The graphite restrictions are both substanti…

On Friday, China’s export controls on high-grade graphite went into effect.
Some background: Beijing’s graphite rule, announced in October, is part of a broader set of restrictions on rare earths and minerals taken in response to US chip controls.
Recap: The graphite restrictions are both substanti...

sources

Nikkei: China's graphite export curbs take effect with uncertainty for EVs

Xinhua: 商务部回应对石墨出口管制政策生效实施

Beijing Daily: 中韩就建立双边出口管制对话机制达成共识

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