string(13) "markets-macro"

Macro

May 27, 2025

Premier Li Qiang projects confidence in Beijing’s ability to support the economy

On Sunday, Premier Li Qiang spoke with Chinese businesses in Indonesia during his visit to the country. Li’s message was clear: Beijing is prepared for further trade shocks and will respond with targeted, timely support – but only as needed. Li highlighted Beijing’s measured approach: “We have made… Username Password Remember Me Forgot… Read More »

On Sunday, Premier Li Qiang spoke with Chinese businesses in Indonesia during his visit to the country.
Li’s message was clear: Beijing is prepared for further trade shocks and will respond with targeted, timely support – but only as needed.
Li highlighted Beijing’s measured approach:

“We have made...

sources

MofCom: 李强出席在印尼中资企业座谈会

May 27, 2025

Beijing mulls new tools for green cost-sharing among regions

Beijing wants local governments to share the cost of protecting the environment. On Friday, the State Council discussed creating a more “comprehensive…[and] diversified” compensation mechanism for local governments engaged in interregional ecological protection efforts. Some context: Since 2015…

Beijing wants local governments to share the cost of protecting the environment.
On Friday, the State Council discussed creating a more “comprehensive…[and] diversified” compensation mechanism for local governments engaged in interregional ecological protection efforts.
Some context: Since 2015...

sources

CCTV: [视频]李强主持召开国务院常务会议

Financial News: 完善生态保护补偿机制让绿色资产从有颜值到有价值

May 26, 2025

Xi Jinping holds call with German chancellor amid diplomatic instability

With frenemies like these… On Friday, Xi Jinping held a call with Germany’s new Chancellor Friedrich Merz as part of an ongoing Chinese diplomatic blitz targeting the EU and its member states. Xi repeated several familiar talking points, telling Merz (MoFA): “China is ready to work with Germany to …

With frenemies like these…
On Friday, Xi Jinping held a call with Germany’s new Chancellor Friedrich Merz as part of an ongoing Chinese diplomatic blitz targeting the EU and its member states.
Xi repeated several familiar talking points, telling Merz (MoFA):

“China is ready to work with Germany to ...

sources

MoFA: Xi Jinping Has a Phone Call with German Chancellor Friedrich Merz

BBC: Trump agrees to extend EU trade talks after 50% tariff threat

SCMP: EU threatens to walk away from trade showdown with China over lack of progress

May 26, 2025

State Council approves action plan for green manufacturing

China’s manufacturing sector is getting a green makeover. On Friday, the State Council approved a three-year (2025-2027) action plan aimed at promoting green and low-carbon development in China’s manufacturing sector. The full text of the plan wasn’t available at the time of writing. According to …

China’s manufacturing sector is getting a green makeover.
On Friday, the State Council approved a three-year (2025-2027) action plan aimed at promoting green and low-carbon development in China's manufacturing sector.

The full text of the plan wasn't available at the time of writing.

According to ...

sources

CCTV: [视频]李强主持召开国务院常务会议

Xinhua: 平衡好“保持制造业比重基本稳定”与实现“双碳”目标的关系

May 24, 2025

Podcast | China explores its key points of trade leverage: Rare earth export control updates + sanctions threats

In this week’s podcast, Trivium Co-founder Andrew Polk is joined by Trivium’s head of critical mineral and supply chain research, Cory Combs, to address the mounting confusion over whether and how China will ease off on its rare earth export curbs. The gents discuss: The implications behind China’s…

The implications behind China’s...

May 24, 2025

Provinces ramping up SPB issuance to support local land buybacks

The land buyback scheme is gaining steam – but the benefits are flowing mainly to state-owned players. Twenty-three of China’s 31 provincial authorities have disclosed plans to participate in buybacks funded by special-purpose bonds (SPBs). ICYDK: Launched by the Ministry of Natural Resources (MNR) …

The land buyback scheme is gaining steam – but the benefits are flowing mainly to state-owned players.
Twenty-three of China’s 31 provincial authorities have disclosed plans to participate in buybacks funded by special-purpose bonds (SPBs).
ICYDK: Launched by the Ministry of Natural Resources (MNR) ...

sources

China Index Academy: 专项债收地再提速，几大特征值得关注！

May 24, 2025

Power market reforms drive frontloaded, but likely unsustainable, solar installation boom

China’s solar installations are going ballistic. On Thursday, the energy regulator (NEA) released national energy installation statistics showing the country added 104.9 GW of new solar capacity in the first four months of the year – representing a staggering 75% y/y increase off an already high bas…

China's solar installations are going ballistic.
On Thursday, the energy regulator (NEA) released national energy installation statistics showing the country added 104.9 GW of new solar capacity in the first four months of the year – representing a staggering 75% y/y increase off an already high bas...

sources

NEA: 国家能源局发布2025年1-4月份全国电力工业统计数据

May 23, 2025

Xi, Macron discuss expanded cooperation, brandy over phone

On Thursday, Xi Jinping held a call with French President Emmanuel Macron. Some context: Beijing’s been working overtime to mend fences with European countries ahead of a key EU-China summit in July. Xi called on the two countries to expand cooperation in (MoFA): “Traditional fields such as investm…

On Thursday, Xi Jinping held a call with French President Emmanuel Macron.
Some context: Beijing’s been working overtime to mend fences with European countries ahead of a key EU-China summit in July.
Xi called on the two countries to expand cooperation in (MoFA):

“Traditional fields such as investm...

sources

MoFA: 习近平同法国总统马克龙通电话

X: Emmanuel Macron on X

Reuters: Macron to pitch France as reliable alternative on Asia tour amid US-China rivalry

May 23, 2025

Ministry of Justice increasing scrutiny over predatory local government business fines

The Ministry of Justice (MoJ) is cracking down on predatory fines targeting businesses. At a Thursday presser, the ministry disclosed it has begun real-time monitoring of local government revenue data. According to the MoJ, if fines and confiscation revenue rise more than 20% y/y, the local governm…

According to the MoJ, if fines and confiscation revenue rise more than 20% y/y, the local governm...

sources

SCIO: 国新办举行新闻发布会介绍规范涉企行政执法专项行动开展情况图文实录

May 23, 2025

Chinese farm disaster relief funding down

Chinese farmers aren’t getting much extra help this spring. On Thursday, the finance ministry (MoF) allocated RMB 1.4 billion in agricultural disaster relief funding to help cover the costs of crop pest and disease control. The funds will go to farmers in 30 of China’s 31 province-level regions. W…

Chinese farmers aren't getting much extra help this spring.
On Thursday, the finance ministry (MoF) allocated RMB 1.4 billion in agricultural disaster relief funding to help cover the costs of crop pest and disease control.

The funds will go to farmers in 30 of China's 31 province-level regions.

W...

sources

MoF: 财政部下达农业救灾资金14亿元支持各地下好病虫害防控“先手棋” 助力夯实全年粮食丰收基础

MoF: 财政部农业农村司重点工作

May 23, 2025

Senior economic policy advisor pushes for subsidizing service consumption

On Thursday, Caixin published an interview with Huang Hanquan on China’s strategy for managing the US trade war. Huang is worth paying attention to: He heads the Academy of Macroeconomic Research, which advises the macro planner (NDRC). In October, he briefed Premier Li Qiang and the vice premiers …

On Thursday, Caixin published an interview with Huang Hanquan on China’s strategy for managing the US trade war.
Huang is worth paying attention to:

He heads the Academy of Macroeconomic Research, which advises the macro planner (NDRC).
In October, he briefed Premier Li Qiang and the vice premiers ...

sources

Caixin: 汉权：中美仍存脱钩风险提振消费应针对不同群体分类施策

May 23, 2025

Huawei launches first HarmonyOS-powered laptops, expanding in-house ecosystem

What happened: On May 19, Huawei launched its first two laptops running HarmonyOS 5 – MateBook Fold and MateBook Pro. HarmonyOS 5 is the first version of Huawei’s in-house operating system. The deets: The laptops support over 1,000 native HarmonyOS 5 apps, with more than 150 apps specifically op…

What happened: On May 19, Huawei launched its first two laptops running HarmonyOS 5 – MateBook Fold and MateBook Pro.

HarmonyOS 5 is the first version of Huawei's in-house operating system.

The deets:

The laptops support over 1,000 native HarmonyOS 5 apps, with more than 150 apps specifically op...

sources

Caixin: 华为推出鸿蒙电脑超1000个应用完成适配

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