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Macro

October 25, 2023

Xi loves me, Xi loves me not

Xi Jinping’s private-sector love is lukewarm at best – but that’s better than nothing at all. On Tuesday, the All-China Federation of Industry and Commerce (ACFIC) – which represents private businesses – held an event to celebrate its 70th anniversary. Wang Huning, chairman of the national advisory… Username Password Remember Me Forgot Password

Xi Jinping's private-sector love is lukewarm at best – but that's better than nothing at all.
On Tuesday, the All-China Federation of Industry and Commerce (ACFIC) – which represents private businesses – held an event to celebrate its 70th anniversary.

Wang Huning, chairman of the national advisory...

sources

Xinhua: 习近平致信祝贺中华全国工商业联合会成立70周年

Gov.cn: 全国工商联喜庆50华诞

Gov.cn: 全国开展非公经济人士理想信念教育实践活动纪实

October 25, 2023

Quick Take | Is Xi Jinping delegating authority?

After Xi Jinping stacked the Politburo with allies at the 20th Party Congress, we’ve been watching what it means for how he governs China. Would Xi’s colleagues be simple “yes men,” leading to the further centralization of decision-making in Xi? Or would Xi, having installed people he trusts, deleg…

After Xi Jinping stacked the Politburo with allies at the 20th Party Congress, we’ve been watching what it means for how he governs China.

Would Xi’s colleagues be simple “yes men,” leading to the further centralization of decision-making in Xi?
Or would Xi, having installed people he trusts, deleg...

October 25, 2023

Just thought I’d pop in

Xi Jinping reportedly spent Tuesday afternoon making house calls on some of China’s most important financial institutions. According to Bloomberg, Xi paid a visit to the central bank (PBoC), FX regulator (SAFE), and the Bank of China. There is no public record of Xi previously visiting the PBoC dur…

Xi Jinping reportedly spent Tuesday afternoon making house calls on some of China’s most important financial institutions.
According to Bloomberg, Xi paid a visit to the central bank (PBoC), FX regulator (SAFE), and the Bank of China.

There is no public record of Xi previously visiting the PBoC dur...

sources

Bloomberg: Xi Jinping visits PBoC for the first time

October 25, 2023

Santa comes early

Authorities have given the green light for local governments to sustain infrastructure investment in Q1 2024. The latest: On Tuesday, the standing committee of China’s legislature (NPC) authorized the State Council to issue local governments a portion of their 2024 debt quota before the NPC’s annual…

Authorities have given the green light for local governments to sustain infrastructure investment in Q1 2024.
The latest: On Tuesday, the standing committee of China’s legislature (NPC) authorized the State Council to issue local governments a portion of their 2024 debt quota before the NPC’s annual...

sources

The Paper: 全国人大常委会授权国务院提前下达部分新增地方政府债务限额

October 25, 2023

The Party goes to MIIT

On Saturday, the industrial ministry (MIIT) reported that it got a visit from a one of the Central Party Committee’s political inspection teams. This sounds familiar: Last week, we told you the science and technology ministry (MoST) is undergoing a similar probe. Some context: Both investigations …

On Saturday, the industrial ministry (MIIT) reported that it got a visit from a one of the Central Party Committee's political inspection teams.
This sounds familiar: Last week, we told you the science and technology ministry (MoST) is undergoing a similar probe.
Some context: Both investigations ...

sources

MIIT: 中央第八巡视组巡视工业和信息化部党组工作动员会召开

MIIT: 工业和信息化部召开重点工业行业综合督查检查工作行前动员暨培训会

MIIT: 工业和信息化部召开推进“两学一做”学习教育常态化制度化工作动员部署会

October 25, 2023

There’s more to it

Last week, we told you that the Ministry of Commerce (MofCom) instituted export restrictions on graphite – a key input for battery production. The move appeared to be a response to Washington’s expanded controls on chip exports to China. On Friday, Sun Qing, president of the China Carbon Industry…

Last week, we told you that the Ministry of Commerce (MofCom) instituted export restrictions on graphite – a key input for battery production.

The move appeared to be a response to Washington's expanded controls on chip exports to China.

On Friday, Sun Qing, president of the China Carbon Industry...

sources

Global Times: 重要调整！解读来了

October 25, 2023

Cross-border e-commerce gets a boost

The Digital Silk Road is getting another lane. Yesterday, the State Council approved a plan to establish a “Silk Road E-commerce” Cooperation Pilot Zone in Shanghai. Some context: This year, Beijing has been pushing to reinvigorate efforts to develop the Digital Silk Road – the tech component of the…

The Digital Silk Road is getting another lane.
Yesterday, the State Council approved a plan to establish a “Silk Road E-commerce” Cooperation Pilot Zone in Shanghai.
Some context: This year, Beijing has been pushing to reinvigorate efforts to develop the Digital Silk Road – the tech component of the...

sources

Gov.cn: 国务院关于在上海市创建“丝路电商” 合作先行区方案的批复

Shanghai Gov: 《中国（上海）跨境电子商务综合试验区实施方案》解读

Shanghai Gov: 市政府新闻发布会介绍《上海市推进跨境电商高质量发展行动方案（2023-2025年）》和《上海市推动会展经济高质量发展打造国际会展之都三年行动方案（2023-2025年）》

October 24, 2023

Mind the gap

Chinese officials are finally looking to close a looming fiscal gap in Q4 2023. The latest: On Tuesday, China’s legislature officially approved RMB 1 trillion of new central government bond issuance to take place in Q4 2023. The proceeds of the issuance will be transferred to local governments&nbsp…

Chinese officials are finally looking to close a looming fiscal gap in Q4 2023.
The latest: On Tuesday, China’s legislature officially approved RMB 1 trillion of new central government bond issuance to take place in Q4 2023.

The proceeds of the issuance will be transferred to local governments ...

sources

The Paper: 我国将增发1万亿元国债支持灾后恢复重建和提升防灾减灾救灾能力

October 24, 2023

Party powerful talk women

Social justice movements must serve the Party. That’s the key message from the quinquennial National Women’s Congress, which kicked off on Monday. All the big dogs were there, including Xi Jinping himself. ICYDK: The All-China Women’s Federation (ACWF) – an organization that advocates for women’s …

Social justice movements must serve the Party.

That’s the key message from the quinquennial National Women's Congress, which kicked off on Monday.

All the big dogs were there, including Xi Jinping himself.
ICYDK: The All-China Women’s Federation (ACWF) – an organization that advocates for women’s ...

sources

China Daily: 中国妇女第十三次全国代表大会在京开幕

Gov.cn: 中国妇女第十三次全国代表大会在京开幕习近平等党和国家领导人到会祝贺

UNDP: GENDER INEQUALITY INDEX (GII)

October 24, 2023

Dividend and conquer

China’s securities regulator (CSRC) wants to boost investor confidence in domestic equities markets – for the long haul. The latest: On Friday, the CSRC released revisions to regulations governing listed company dividends. Boosting dividend income is part of Beijing’s ambition to transform domestic…

China's securities regulator (CSRC) wants to boost investor confidence in domestic equities markets – for the long haul.
The latest: On Friday, the CSRC released revisions to regulations governing listed company dividends.

Boosting dividend income is part of Beijing’s ambition to transform domestic...

sources

CSRC: 证监会就《上市公司监管指引第3号——上市公司现金分红（2023年修订）》等现金分红规范性文件公开征求意见

October 24, 2023

Fast food

The national legislature (NPCSC) reviewed a second draft of the Food Security Protection Law (FSPL) on Sunday. That was fast: The NPCSC just reviewed a first draft in June. We thought the revision process would take at least another year. Now, it looks like the new law will be finalized by end-202…

The national legislature (NPCSC) reviewed a second draft of the Food Security Protection Law (FSPL) on Sunday.
That was fast: The NPCSC just reviewed a first draft in June.

We thought the revision process would take at least another year.
Now, it looks like the new law will be finalized by end-202...

sources

NPC: 粮食安全保障法草案进入二审:明确给予政策性保险支持

NPC: 粮食安全保障法草案二审完善粮食安全保障投入机制

October 24, 2023

What is the deal with China-Japan relations??

China’s looking to mend fences with… Japan? On Monday, Chinese leaders marked the 45th anniversary of the Treaty of Peace and Friendship between Japan and China. ICYDK: Signed after diplomatic normalization, the 1978 treaty committed Tokyo and Beijing to “perpetual peace and friendship.” ICYMI: Bila…

China’s looking to mend fences with… Japan?
On Monday, Chinese leaders marked the 45th anniversary of the Treaty of Peace and Friendship between Japan and China.
ICYDK: Signed after diplomatic normalization, the 1978 treaty committed Tokyo and Beijing to “perpetual peace and friendship.”
ICYMI: Bila...

sources

MoFA: 李强同日本首相岸田文雄就中日和平友好条约缔结45周年互致贺电

China's Permanent Mission to the UN: 王毅出席纪念中日和平友好条约缔结45周年招待会

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