string(13) "markets-macro"

Macro

September 1, 2023

Release the chatbots!

We’re finally about to find out whether Chinese generative AI can compete with ChatGPT. On Thursday, Baidu officially released a beta version of ErnieBot, the company’s generative AI-driven chatbot, to the Chinese public. Four other firms – SenseTime, Baichuan, Zhipu, and MiniMax – also unleashed … Username Password Remember Me Forgot Password

We’re finally about to find out whether Chinese generative AI can compete with ChatGPT.
On Thursday, Baidu officially released a beta version of ErnieBot, the company's generative AI-driven chatbot, to the Chinese public.

Four other firms – SenseTime, Baichuan, Zhipu, and MiniMax – also unleashed ...

sources

36kr: 百度文心一言率先向全社会全面开放

Bloomberg: Baidu Among First Firms to Win China Approval for AI Models

Caixin: GPT革命｜百度商汤等大模型全面开放讯飞阿里1周内等待通知

The Verge: Baidu launches Ernie chatbot after Chinese government approval

August 31, 2023

Bond market data security resolved?

On Wednesday, the new financial sector regulator (NFRA) issued a notice detailing rules for data services offered by money brokerages. ICYDK: Money brokerages facilitate trading in forex, money, and bond markets. The rules cover: Which third-party data providers the brokerages can provide data se…

On Wednesday, the new financial sector regulator (NFRA) issued a notice detailing rules for data services offered by money brokerages.

ICYDK: Money brokerages facilitate trading in forex, money, and bond markets.

The rules cover:

Which third-party data providers the brokerages can provide data se...

sources

NFRA: 国家金融监督管理总局中国人民银行中国证券监督管理委员会国家互联网信息办公室国家外汇管理局关于规范货币经纪公司数据服务有关事项的通知

August 31, 2023

Big signal, small help

Earlier this week the finance ministry (MoF) and tax authority (SAT) extended various preferential income tax policies – in a small-but-important move to provide ongoing relief for struggling households. The policies, previously set to expire at end-2023, have been extended to end-2027 and target t…

Earlier this week the finance ministry (MoF) and tax authority (SAT) extended various preferential income tax policies – in a small-but-important move to provide ongoing relief for struggling households.
The policies, previously set to expire at end-2023, have been extended to end-2027 and target t...

sources

MoF: 关于延续实施全年一次性奖金个人所得税政策的公告

MoF: 关于延续实施个人所得税综合所得汇算清缴有关政策的公告

MoF: 关于延续实施外籍个人有关津补贴个人所得税政策的公告

STCN: 报告称上海白领年终奖领跑全国研发岗白领收获最大

August 31, 2023

Get on the bandwagon

Guangzhou and Shenzhen are easing property restrictions. On Wednesday, these two major municipal governments loosened borrowing rules for some prospective homebuyers – by implementing a new tweak for previous home owners that central authorities announced just days ago. ICYDK: Approximately 24 cit…

Guangzhou and Shenzhen are easing property restrictions.

On Wednesday, these two major municipal governments loosened borrowing rules for some prospective homebuyers – by implementing a new tweak for previous home owners that central authorities announced just days ago.

ICYDK: Approximately 24 cit...

sources

Guangzhou Municipal Government: 广州市人民政府办公厅关于优化我市个人住房贷款中住房套数认定标准的通知

Guangzhou Municipal Government: 【政策解读】《广州市人民政府办公厅关于优化我市个人住房贷款中住房套数认定标准的通知》的解读

Shenzhen Municipal Bureau of Housing and Construction: 深圳市住房和建设局中国人民银行深圳市分行国家金融监督管理总局深圳监管局关于优化我市个人住房贷款中住房套数认定标准的通知

21st Century Biz: “认房不认贷”供城市自选将如何影响楼市？

August 31, 2023

The good green high

Xinjiang now boasts China’s largest green hydrogen project. On Wednesday, the Xinjiang Green Hydrogen Demonstration Project started fully operating. The project can produce up to 20,000 metric tons of green hydrogen annually using 300 MW of solar photovoltaic power generation capacity. That’s enoug…

Xinjiang now boasts China’s largest green hydrogen project.
On Wednesday, the Xinjiang Green Hydrogen Demonstration Project started fully operating.
The project can produce up to 20,000 metric tons of green hydrogen annually using 300 MW of solar photovoltaic power generation capacity.

That’s enoug...

sources

BJX: 中国首个万吨级光伏绿氢项目全面投产

August 31, 2023

Aspiration exasperation

On Tuesday, climate envoy Xie Zhenhua called for continued engagement between Chinese, American, and European green industries at the China Council for International Cooperation on Environment and Development (CCICED) annual meeting. Some context: The CCICED is a China-led international policy resea…

On Tuesday, climate envoy Xie Zhenhua called for continued engagement between Chinese, American, and European green industries at the China Council for International Cooperation on Environment and Development (CCICED) annual meeting.
Some context: The CCICED is a China-led international policy resea...

sources

36kr: 中国气候变化事务特使解振华：经济、能源、气候三大危机叠加，绿色低碳转型是最优解｜最前线

Caixin: 解振华：中美欧在绿色产业技术和市场方面互补性很强

August 31, 2023

Drop and give me twenty KPIs

The Party wants to tighten its control of the military. Wait, isn’t that already an iron grip? Not tight enough – Xi Jinping shook up the PLA Rocket Force a month ago, without explanation, sparking speculation about corruption and disloyalty at the top. On Tuesday, the army’s PLA Daily reported that…

The Party wants to tighten its control of the military.
Wait, isn't that already an iron grip? Not tight enough – Xi Jinping shook up the PLA Rocket Force a month ago, without explanation, sparking speculation about corruption and disloyalty at the top.
On Tuesday, the army's PLA Daily reported that...

sources

81 CN: 中央军委政治工作部、中央军委纪律检查委员会印发《军队党委落实全面从严治党主体责任检查评价指标体系（试行）》

Gov.cn: 中央军委印发《关于围绕实现建军一百年奋斗目标全面加强军队党的建设的意见》

August 31, 2023

Talking about talking

Beijing and Britain agree on one thing: The importance of “dialogue.” That’s our takeaway from Wednesday’s visit by UK Foreign Secretary James Cleverly to Beijing, where he met top diplomat Wang Yi and Vice President Han Zheng. ICYDK: Talking is hardly a given at this point. Cleverly is the first…

Beijing and Britain agree on one thing: The importance of "dialogue."
That's our takeaway from Wednesday's visit by UK Foreign Secretary James Cleverly to Beijing, where he met top diplomat Wang Yi and Vice President Han Zheng.
ICYDK: Talking is hardly a given at this point.

Cleverly is the first...

sources

MoFA: 王毅同英国外交发展大臣克莱弗利举行会谈

Gov.uk: Foreign Secretary’s meetings with China’s Foreign Minister and Vice President, August 2023

BBC: Disengaging with China not credible, says James Cleverly

Xinhua: Chinese vice president meets UK foreign secretary

August 31, 2023

Bridging the innovation gap

If Shenzhen wants to become Silicon Valley, it needs a Stanford University. The State Council’s master plan to build the Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone, released on Tuesday, aims to do just that. Some context: This plan, six years in the making, forms par…

If Shenzhen wants to become Silicon Valley, it needs a Stanford University.
The State Council's master plan to build the Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone, released on Tuesday, aims to do just that.
Some context: This plan, six years in the making, forms par...

sources

Gov.cn: 国务院关于印发《河套深港科技创新合作区深圳园区发展规划》的通知

Caijing: 深港河套创新合作施工图公布，意在突围“卡脖子”科研难题

August 31, 2023

Li’s looser leash

Premier Li Qiang has more li-way (get it?) to shape economic policy than his predecessor Li Keqiang. How do we know? Since Li took over as premier in March, at least six policies to develop specific industries have been approved at the (roughly) weekly State Council executive meetings. During Li Ke…

Premier Li Qiang has more li-way (get it?) to shape economic policy than his predecessor Li Keqiang.
How do we know?

Since Li took over as premier in March, at least six policies to develop specific industries have been approved at the (roughly) weekly State Council executive meetings.
During Li Ke...

August 31, 2023

Weak in the…knees?

Beijing is trying to get a better handle on its industrial weaknesses. On Tuesday, the industry ministry (MIIT) released a policy that aims to build a “manufacturing technology innovation system.” How it will work: For key products and industrial processes, regulators will clearly define critical el…

Beijing is trying to get a better handle on its industrial weaknesses.
On Tuesday, the industry ministry (MIIT) released a policy that aims to build a "manufacturing technology innovation system."
How it will work: For key products and industrial processes, regulators will clearly define critical el...

sources

Gov.cn: 工业和信息化部：力争到2025年基本建立涵盖制造业各门类重点产业典型产品的技术体系

MIIT: 一图读懂《制造业技术创新体系建设和应用实施意见》

MIIT: 《制造业技术创新体系建设和应用实施意见》解读

August 31, 2023

Huawei’s 5G comeback tour

Is Huawei back in the game? On Tuesday, Huawei kicked off a surprise launch of its new flagship smartphone, the Mate 60 Pro. And it looks like the phone is 5G-enabled. Why that’s a big deal: After Huawei was placed on the US Entity List, the company was unable to get its hands on enough… Read More »

Is Huawei back in the game?
On Tuesday, Huawei kicked off a surprise launch of its new flagship smartphone, the Mate 60 Pro.

And it looks like the phone is 5G-enabled.

Why that’s a big deal: After Huawei was placed on the US Entity List, the company was unable to get its hands on enough 5G chips t...

sources

Caixin: 华为Mate 60 Pro手机未发先售下载速率达到5G标准

Bilibili: 华为mate60PRO直播拆解，确认麒麟9000s和5G网络

Tencent: Mate 60芯片解密：疑似国产自研替代，但华为禁止渠道商宣传5G | 深网

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