string(13) "markets-macro"

Macro

July 28, 2023

What would you trade for 100K?

On Wednesday, the Shanghai Data Exchange announced a pilot program that will offer subsidies to companies that list their data for trade. Firms that take advantage of the program could receive a one-time subsidy up to RMB 100,000. Bigger companies with more data to trade can get up to RMB 200,000…. Username Password Remember Me… Read More »

Bigger companies with more data to trade can get up to RMB 200,000....

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21jingji.com: 最高20万！在上海数交所登记挂牌或购买数据产品可获一次性补贴

July 28, 2023

The legends are real

China’s most elusive IPO may soon become a reality. On Wednesday, Ant Group began corporate restructuring to prepare for a potential IPO (Bloomberg): The fintech giant will divest from its blockchain, database management services, and international business units. Some context: Ant’s first crac…

China's most elusive IPO may soon become a reality.
On Wednesday, Ant Group began corporate restructuring to prepare for a potential IPO (Bloomberg):

The fintech giant will divest from its blockchain, database management services, and international business units.

Some context: Ant's first crac...

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Bloomberg: Jack Ma-Backed Ant Plans Restructuring, Paving Way for HK IPO

July 28, 2023

Flash Talk | A post-mortem on the Politburo’s econ meeting

This week, there’s only one thing worth talking about: the Politburo’s quarterly meeting on the economy. The meeting was a bit of an anti-climax – it’s pretty clear Beijing doesn’t have big plans to get the economy moving – but there’s still a lot to unpack. Andrew Polk is currently on the road, so …

This week, there's only one thing worth talking about: the Politburo's quarterly meeting on the economy. The meeting was a bit of an anti-climax - it's pretty clear Beijing doesn't have big plans to get the economy moving - but there's still a lot to unpack.
Andrew Polk is currently on the road, so ...

July 27, 2023

It’s not always where you want to be

China wants the business community to help ease US-China tensions. On Wednesday, Vice President Han Zheng met with Visa’s Executive Chairman Al Kelly in Beijing. ICYDK: Visa has tried for years, unsuccessfully, to gain a foothold in China’s massive payments market. This has been in larg…

China wants the business community to help ease US-China tensions.
On Wednesday, Vice President Han Zheng met with Visa’s Executive Chairman Al Kelly in Beijing.
ICYDK: Visa has tried for years, unsuccessfully, to gain a foothold in China’s massive payments market.

This has been in larg...

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Xinhua: 韩正会见美国维萨公司全球执行董事长艾克礼

July 27, 2023

Quick Take | Ding Xuexiang’s impossible position

China’s number one strategic imperative is to become more self-sufficient in core technologies. But the man tasked with making progress on tech self-sufficiency – newly appointed tech czar Ding Xuexiang – appears to be a relatively weak actor. We explain why in the Quick Take below. Xi Jinping has…

China’s number one strategic imperative is to become more self-sufficient in core technologies.
But the man tasked with making progress on tech self-sufficiency – newly appointed tech czar Ding Xuexiang – appears to be a relatively weak actor.

We explain why in the Quick Take below.

Xi Jinping has...

July 27, 2023

The ICE is melting

Consumers in one of China’s wealthiest cities are souring on internal combustion engine (ICE) vehicles. On Tuesday, Shenzhen’s local transport bureau announced the results of recently-concluded local license plate auctions. ICYDK: Major Chinese cities limit the number of license plates issued each y…

Consumers in one of China’s wealthiest cities are souring on internal combustion engine (ICE) vehicles.
On Tuesday, Shenzhen’s local transport bureau announced the results of recently-concluded local license plate auctions.
ICYDK: Major Chinese cities limit the number of license plates issued each y...

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Caixin: 消费收缩叠加新能源分流深圳车牌竞拍均价跌回2016年水平

July 27, 2023

United we stand

Beijing is hitting the gas on power market reforms. On Wednesday, industry media leaked a draft policy from the energy regulator (NEA) urging for efforts to accelerate the development of the nationally-unified power market (NUPM). The document has since been removed from the internet. Some contex…

Beijing is hitting the gas on power market reforms.
On Wednesday, industry media leaked a draft policy from the energy regulator (NEA) urging for efforts to accelerate the development of the nationally-unified power market (NUPM).

The document has since been removed from the internet.

Some contex...

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Bloomberg: China Pushes Power Exchanges to Prepare for National Market

BJX: 全国统一电力市场建设或提速

July 27, 2023

Xi goes culture vulture in Sichuan

The big man’s earned a break, after dealing with his disappeared protégé and now former foreign minister Qin Gang. On Tuesday and Wednesday, Xi Jinping inspected ancient cultural sites in southwest Sichuan province, state media reported on Wednesday evening (Gov.cn). Any worth recommending? You bet!…

The big man's earned a break, after dealing with his disappeared protégé and now former foreign minister Qin Gang.
On Tuesday and Wednesday, Xi Jinping inspected ancient cultural sites in southwest Sichuan province, state media reported on Wednesday evening (Gov.cn).
Any worth recommending? You bet!...

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Gov.cn: 习近平在四川考察调研

SCMP: Why was Wang Yi brought back as China’s foreign minister after Qin Gang’s abrupt exit?

July 27, 2023

Doomed to repeat it

The past is never dead. It’s not even past. On Wednesday, PLA Daily, the official mouthpiece of the People’s Liberation Army, released an article commemorating the 70th anniversary of the armistice which effectively ended the Korean War. The message: Once again, China must be ready to fight US aggre…

The past is never dead. It's not even past.
On Wednesday, PLA Daily, the official mouthpiece of the People’s Liberation Army, released an article commemorating the 70th anniversary of the armistice which effectively ended the Korean War.
The message: Once again, China must be ready to fight US aggre...

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PLA Daily: 向着胜利勇敢前进

July 27, 2023

Flash Talk | China Politics Update: What happens to Qin Gang?

On Tuesday, one month after Qin Gang’s disappearance, the Chinese legislature removed Qin Gang as foreign minister and reinstated Wang Yi. In our latest biweekly Trivium China Politics Update, Trivium partners and co-founders Ether Yin and Trey McArver discuss Qin’s whereabouts, Wang Yi’s potential …

On Tuesday, one month after Qin Gang's disappearance, the Chinese legislature removed Qin Gang as foreign minister and reinstated Wang Yi.
In our latest biweekly Trivium China Politics Update, Trivium partners and co-founders Ether Yin and Trey McArver discuss Qin's whereabouts, Wang Yi's potential ...

July 27, 2023

Accentuate the positive

Beijing wants to control the way IPO prospectuses describe China’s business environment. On Monday, Reuters reported that the securities regulator (CSRC) has asked law firms not to include negative descriptions of government policies or China’s business and legal environment in listing documents for…

Beijing wants to control the way IPO prospectuses describe China’s business environment.
On Monday, Reuters reported that the securities regulator (CSRC) has asked law firms not to include negative descriptions of government policies or China’s business and legal environment in listing documents for...

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Reuters: Exclusive: Beijing pushes for toning down of China risks in IPO prospectuses

July 27, 2023

Time to upgrade your rice cooker

China’s economic planner (NDRC) released measures designed to increase consumption of home appliances and electronic goods on Friday. Some context: In June, the State Council flagged that policies to boost spending on home improvements, furniture, and home appliances – areas where officials have rep…

China’s economic planner (NDRC) released measures designed to increase consumption of home appliances and electronic goods on Friday.
Some context: In June, the State Council flagged that policies to boost spending on home improvements, furniture, and home appliances – areas where officials have rep...

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NDRC: 国家发展改革委等部门印发《关于促进电子产品消费的若干措施》的通知

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