string(13) "markets-macro"

Macro

November 15, 2023

No robot generals

Beijing and Washington are keen to keep humans in charge of military conflicts. On Friday, media reported that a pledge to ban the use of AI-controlled autonomous drones and nuclear warheads is on the list of expected outcomes from Wednesday’s meeting between US President Joe Biden and Xi Jinping. I… Username Password Remember Me … Read More »

Beijing and Washington are keen to keep humans in charge of military conflicts.
On Friday, media reported that a pledge to ban the use of AI-controlled autonomous drones and nuclear warheads is on the list of expected outcomes from Wednesday's meeting between US President Joe Biden and Xi Jinping.
I...

sources

SCMP: Biden, Xi set to pledge ban on AI in autonomous weapons like drones, nuclear warhead control: sources

November 15, 2023

Party history expert to head Ministry of Culture and Tourism

The Ministry of Culture and Tourism (MoCT) just got a new Party chief. On Monday, MoCT announced that Sun Yeli – director of the State Council Information Office (SCIO) and deputy head of the Central Propaganda Department (CPD) – was appointed as MoCT’s Party secretary, replacing Hu Heping. Hu was …

The Ministry of Culture and Tourism (MoCT) just got a new Party chief.
On Monday, MoCT announced that Sun Yeli – director of the State Council Information Office (SCIO) and deputy head of the Central Propaganda Department (CPD) – was appointed as MoCT's Party secretary, replacing Hu Heping.

Hu was ...

sources

Ministry of Culture and Tourism: 机构简介

November 15, 2023

Less is more

The Party has quietly carried out an extensive reorganization of its its policy coordination bodies (LSGs). That’s our takeaway from remarks by Li Xiaoxin, director of the State Commission Office for Public Sector Reform, reflecting on the reorg in an October speech: “The number of deliberation and…

The Party has quietly carried out an extensive reorganization of its its policy coordination bodies (LSGs).
That's our takeaway from remarks by Li Xiaoxin, director of the State Commission Office for Public Sector Reform, reflecting on the reorg in an October speech:

“The number of deliberation and...

sources

State Commission Office for Public Sector Reform: 李小新:深入学习贯彻习近平总书记在中央编委第一次会议上重要讲话精神坚定捍卫“两个确立” 坚决做到“两个维护”

November 15, 2023

A new boss at the CPRO?

Rumors are flying that Tang Fangyu will soon take over as the director of the Party’s Central Policy Research Office (CPRO). On Friday, Tang – whose official title is still head of Chongqing’s local political advisory body (CPPCC) – accompanied Xi Jinping on a trip to Beijing and Hebei. To state the…

Rumors are flying that Tang Fangyu will soon take over as the director of the Party’s Central Policy Research Office (CPRO).
On Friday, Tang – whose official title is still head of Chongqing's local political advisory body (CPPCC) – accompanied Xi Jinping on a trip to Beijing and Hebei.
To state the...

sources

Zaobao: 唐方裕返京任职消息：可能出任中共中央政策研究室主任

November 15, 2023

I am YMTC, hear me sue

Chinese semiconductor companies are growing more confident. On Thursday, China’s best NAND memory maker YMTC filed a lawsuit against US semiconductor giant Micron in a California court. Why: YMTC alleges that its US competitor infringed on eight of its patented technologies for making memory chips….

Chinese semiconductor companies are growing more confident.
On Thursday, China’s best NAND memory maker YMTC filed a lawsuit against US semiconductor giant Micron in a California court.
Why: YMTC alleges that its US competitor infringed on eight of its patented technologies for making memory chips....

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Yicai: 涉专利侵权！中国最大闪存芯片制造商长江存储在美起诉美光

November 15, 2023

Beijing fancies fancy hotels

Beijing wants local governments to make more bookings at fancy hotels and restaurants. On Monday, the Ministry of Culture and Tourism released a three-year plan to upgrade China’s domestic tourism industry. The plan aims to stimulate domestic tourism demand, in order to boost consumption and revita…

The plan aims to stimulate domestic tourism demand, in order to boost consumption and revita...

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Ministry of Culture and Tourism: 文化和旅游部关于印发《国内旅游提升计划（2023—2025年）》的通知

November 14, 2023

Overzealous on overseas tech

China’s tech localization push has become highly politicized. What happened: According to an article by Chengdu Economic Daily, Shenzhen-based semiconductor company Perfict Lab formally reported Southeast University to regulators for discriminating against Chinese companies during its procurement …

China's tech localization push has become highly politicized.
What happened: According to an article by Chengdu Economic Daily, Shenzhen-based semiconductor company Perfict Lab formally reported Southeast University to regulators for discriminating against Chinese companies during its procurement ...

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Chengdu Economic Daily: 东南大学被财政部点名通报举报人：招标要求外国资质认证，国内大部分企业被排除

November 14, 2023

Bish better have my antimony

China continues to tinker with its export monitoring and control regime. The latest: On Monday, the Ministry of Commerce (MofCom) dropped new export procedures for two metals on our watch list for potential mineral export controls: Antimony, used in the semiconductor industry Tungsten, used in myr…

China continues to tinker with its export monitoring and control regime.
The latest: On Monday, the Ministry of Commerce (MofCom) dropped new export procedures for two metals on our watch list for potential mineral export controls:

Antimony, used in the semiconductor industry
Tungsten, used in myr...

sources

MofCom: 中华人民共和国商务部公告2023年第49号 2024—2025年度钨、锑、白银出口国营贸易企业申报条件及申报程序

November 14, 2023

Presales reform in slow motion

More cities are experimenting with phasing out housing presales. On Saturday, Yueyang, a county in Hunan province, announced it would encourage financially “capable” developers to sell newly constructed housing upon completion. Authorities didn’t provide a detailed timeline, but promised participat…

More cities are experimenting with phasing out housing presales.
On Saturday, Yueyang, a county in Hunan province, announced it would encourage financially “capable” developers to sell newly constructed housing upon completion.

Authorities didn't provide a detailed timeline, but promised participat...

sources

The Paper: 湖南岳阳县：实施购房补贴和契税补贴，鼓励开展商品房现售试点

Fangchan: 现房销售：市场与政策研究

China News: 山西开展现房销售试点

Fangchan: 市人民政府办公室关于印发荆门市商品房现房销售试点工作实施方案的通知

November 14, 2023

Put me in, coach

Beijing just can’t quit its role in the IPO process. The latest: On Friday, the securities regulator (CSRC) released revisions to the IPO coaching guidelines. Some context: The pre-listing “coaching” process can last anywhere from three to twelve months. During this period, a third-party institutio…

Beijing just can’t quit its role in the IPO process.
The latest: On Friday, the securities regulator (CSRC) released revisions to the IPO coaching guidelines.
Some context: The pre-listing “coaching” process can last anywhere from three to twelve months.

During this period, a third-party institutio...

sources

CSRC: 中国证监会关于就《首次公开发行股票并上市辅导监管规定（修订草案征求意见稿）》公开征求意见的通知

CSRC: 证监会就《首次公开发行股票并上市辅导监管规定（修订草案征求意见稿）》公开征求意见

November 14, 2023

Flash talk | Preview of the Xi-Biden meeting at APEC

It’s happening! After weeks of will-they-won’t-they speculation, Xi Jinping and US President Joe Biden are scheduled to have their first in-person meeting in a year on the sidelines of San Francisco’s APEC Summit on November 15. In this flash talk, Trivium Co-Founder Trey McArver is joined by Head o…

It's happening! After weeks of will-they-won't-they speculation, Xi Jinping and US President Joe Biden are scheduled to have their first in-person meeting in a year on the sidelines of San Francisco's APEC Summit on November 15.
In this flash talk, Trivium Co-Founder Trey McArver is joined by Head o...

November 14, 2023

Losing credit

The central bank (PBoC) released monthly credit data for October on Monday. The main takeaway: Credit demand was weak, despite respectable headline growth figures. First, the good news: The outstanding value of total social financing (TSF) grew 9.3% y/y in October, compared to 9.0% growth in Septemb…

The central bank (PBoC) released monthly credit data for October on Monday.
The main takeaway: Credit demand was weak, despite respectable headline growth figures.
First, the good news: The outstanding value of total social financing (TSF) grew 9.3% y/y in October, compared to 9.0% growth in Septemb...

sources

PBoC: 2023年10月社会融资规模增量统计数据报告

PBoC: 2023年10月金融统计数据报告

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