string(13) "markets-macro"

Macro

March 19, 2025

DeepSeek reportedly restricts employee travel

Enjoy your staycation. On Friday, The Information reported that DeepSeek restricted some of its AI R&D employees from freely traveling abroad. Three sources told reporters that DeepSeek and its parent company High-Flyer Capital asked some staff to hand in their passports. Some context: The sta… Username Password Remember Me Forgot Password

Enjoy your staycation.
On Friday, The Information reported that DeepSeek restricted some of its AI R&D employees from freely traveling abroad.

Three sources told reporters that DeepSeek and its parent company High-Flyer Capital asked some staff to hand in their passports.

Some context: The sta...

sources

The Information: DeepSeek, a National Treasure in China, is Now Being Closely Guarded

WSJ: China Tells Its AI Leaders to Avoid U.S. Travel Over Security Concerns

Reuters: China tightens curbs on foreign travel by bankers, state workers

March 19, 2025

AI 101 for bureaucrats

Chinese officials are diving deep into AI. On Tuesday, the Zhejiang government launched a 10-session AI workshop for officials, running from March to June. Each session will feature an industry expert or professor covering AI tech, applications, and policy. Alibaba Cloud founder Wang Jian, now dir…

Chinese officials are diving deep into AI.
On Tuesday, the Zhejiang government launched a 10-session AI workshop for officials, running from March to June.

Each session will feature an industry expert or professor covering AI tech, applications, and policy.

Alibaba Cloud founder Wang Jian, now dir...

sources

The Paper: 浙江对全省干部开展人工智能培训：为期4个月，共10期课程

March 19, 2025

What exactly is AI Plus Consumption?

How will China use AI to boost consumption in 2025? Some context: At this year’s Two Sessions, policymakers signaled that the “AI Plus Consumption” initiative – part of the broader AI Plus initiative – is a key element of the state’s consumption boosting goals. But Beijing hasn’t provided much det…

How will China use AI to boost consumption in 2025?
Some context: At this year’s Two Sessions, policymakers signaled that the “AI Plus Consumption" initiative – part of the broader AI Plus initiative – is a key element of the state's consumption boosting goals.

But Beijing hasn't provided much det...

sources

Gov.cn: 中共中央办公厅国务院办公厅印发《提振消费专项行动方案》

March 19, 2025

Taiwan highlights importance of US security

Taiwan wants US support amid increasing pressure from the mainland. On Tuesday, Taiwan’s ministry of defense (MoD) released its Quadrennial Defense Review (QDR), a security roadmap for the next four years. Some context: The MoD traditionally releases the QDR within the first year of a new presidenti…

Taiwan wants US support amid increasing pressure from the mainland.
On Tuesday, Taiwan’s ministry of defense (MoD) released its Quadrennial Defense Review (QDR), a security roadmap for the next four years.
Some context: The MoD traditionally releases the QDR within the first year of a new presidenti...

sources

WSJ: Taiwan’s Military Says It Needs the U.S. to Deter China

March 19, 2025

Final implementing rules for fair competition reviews are out

China’s fair competition review mechanism isn’t very fair. On Tuesday, the market regulator (SAMR) released finalized implementation measures for fair competition reviews. Some context: In June, the State Council issued fair competition review regulations, providing companies with a mechanism to cha…

China's fair competition review mechanism isn't very fair.
On Tuesday, the market regulator (SAMR) released finalized implementation measures for fair competition reviews.
Some context: In June, the State Council issued fair competition review regulations, providing companies with a mechanism to cha...

sources

SAMR: 公平竞争审查条例实施办法

March 19, 2025

Xi tells Guizhou officials to get on board with “high-quality development”

Xi Jinping doesn’t want Guizhou to pursue growth at all costs. Some context: On Monday, the big man set off on a multi-day visit to the southwestern province of Guizhou. Xi has been using domestic trips to rally local governments behind his push to build a unified national market and improve the bu…

Xi Jinping doesn't want Guizhou to pursue growth at all costs.
Some context: On Monday, the big man set off on a multi-day visit to the southwestern province of Guizhou.

Xi has been using domestic trips to rally local governments behind his push to build a unified national market and improve the bu...

sources

Gov.cn: 习近平在贵州考察时强调：坚持以高质量发展统揽全局在中国式现代化进程中展现贵州新风采

March 18, 2025

Authorities promise greater access to housing provident fund in latest consumption push

Beijing’s latest consumption-boosting action plan, released Sunday, includes support for the property market. Notably, the plan pledged to lower mortgage rates under the government-run Housing Provident Fund (HPF). Some context: The HPF is an employer/employee-funded social insurance program designe…

Beijing’s latest consumption-boosting action plan, released Sunday, includes support for the property market.
Notably, the plan pledged to lower mortgage rates under the government-run Housing Provident Fund (HPF).
Some context: The HPF is an employer/employee-funded social insurance program designe...

sources

Gov.cn: 中共中央办公厅国务院办公厅印发《提振消费专项行动方案》

March 18, 2025

BYD drops megawatt bomb on NEV industry with new supercharging tech

The world’s largest new energy vehicle (NEV) manufacturer is ushering NEVs into the era of megawatt charging. On Monday, BYD unveiled its Super e-Platform, a next-generation NEV architecture featuring the world’s fastest EV charging technology, with peak power of 1 MW (1,000 kW). Some context: Slow …

The world’s largest new energy vehicle (NEV) manufacturer is ushering NEVs into the era of megawatt charging.
On Monday, BYD unveiled its Super e-Platform, a next-generation NEV architecture featuring the world’s fastest EV charging technology, with peak power of 1 MW (1,000 kW).
Some context: Slow ...

sources

36kr: 充电比手机快的比亚迪，又遥遥领先了

March 18, 2025

Housing prices fall at faster pace in February

Home prices fell at a faster pace in February. According to the stats bureau’s (NBS) February survey of home prices in 70 major cities, published Monday: New home prices fell 0.14% m/m, a sharper drop than January’s 0.07% decline – ending a six-month streak of slowing price contraction On a year-on…

Home prices fell at a faster pace in February.
According to the stats bureau's (NBS) February survey of home prices in 70 major cities, published Monday:

New home prices fell 0.14% m/m, a sharper drop than January’s 0.07% decline – ending a six-month streak of slowing price contraction
On a year-on...

sources

NBS: 国家统计局城市司首席统计师王中华解读2025年2月份商品住宅销售价格变动情况统计数据

NBS: 2025年2月份70个大中城市商品住宅销售价格变动情况

Bloomberg: China Home Prices Fall at Faster Pace Despite Revival Effort

March 18, 2025

Commerce ministry preparing support for hard-hit exporters

The commerce ministry (MofCom) wants to help struggling exporters reorient their products to the domestic market. According to CCTV-affiliated blog Yuyuan Tantian, MofCom is working on “a series of measures” to help manufacturers find a domestic market for their products. The blog says measures will…

The commerce ministry (MofCom) wants to help struggling exporters reorient their products to the domestic market.
According to CCTV-affiliated blog Yuyuan Tantian, MofCom is working on "a series of measures" to help manufacturers find a domestic market for their products.
The blog says measures will...

sources

Yuyuan Tantian: 玉渊谭天丨应对中美贸易战，商务部将帮助外贸企业拓内销

NDRC: 国家发展改革委、商务部、金融监管总局相关负责同志就《关于发挥国内贸易信用保险作用助力提高内外贸一体化水平的意见》答记者问

CCTV: 一线调研丨内贸外销“两条腿” 如何能走稳？[2023]

March 18, 2025

Xi Jinping visits Guizhou

On Monday, with a hop and a skip, Xi Jinping headed off to the southwestern province of Guizhou. Media coverage so far only shows Xi visiting a village of the Dong ethnic minority (Xinhua): He inspected a grassroots Party headquarters and discussed with locals cultural preservation and rural revita…

On Monday, with a hop and a skip, Xi Jinping headed off to the southwestern province of Guizhou.
Media coverage so far only shows Xi visiting a village of the Dong ethnic minority (Xinhua):

He inspected a grassroots Party headquarters and discussed with locals cultural preservation and rural revita...

sources

Xinhua: 习近平在贵州黔东南州考察调研

March 18, 2025

Foreign affairs roundup: Trump says Xi will visit Washington, China sends delegation to Panama

Sisyphus had his rock, Ahab had his white whale, and we at Trivium have the latest foreign affairs happenings. So, without further ado or pretentious literary allusions, here’s a smattering of the stuff that’s mattering: On Monday, Vice Premier Ding Xuexiang met with UK Secretary of State for Energ…

Sisyphus had his rock, Ahab had his white whale, and we at Trivium have the latest foreign affairs happenings.
So, without further ado or pretentious literary allusions, here’s a smattering of the stuff that’s mattering:

On Monday, Vice Premier Ding Xuexiang met with UK Secretary of State for Energ...

sources

Xinhua: China, UK pledge to jointly address climate change

SCMP: Trump says Xi Jinping will visit Washington in ‘not too distant future’

FT: American maritime regulator calls for levy on Chinese ships at ports

SCMP: China sends delegation to Panama after ports deal, belt and road exit

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