string(13) "markets-macro"

Macro

May 29, 2023

Consumption conundrum

Top leaders have marked 2023 as the year to kickstart China’s transition from investment-based to consumption-led growth. The macro planner (NDRC), the Ministry of Commerce, Premier Li Qiang, and Xi Jinping have all underscored the need to boost consumption this year. But policymakers face a two-f… Username Password Remember Me Forgot Password

Top leaders have marked 2023 as the year to kickstart China’s transition from investment-based to consumption-led growth.

The macro planner (NDRC), the Ministry of Commerce, Premier Li Qiang, and Xi Jinping have all underscored the need to boost consumption this year.

But policymakers face a two-f...

May 29, 2023

Quick Take | Three big meetings, two big takeaways

The five-yearly political transition – which started in October with the 20th Party Congress and ended in March with the Two Sessions – is fading in the rearview mirror. Now, the leadership is getting back to the grind. The task at hand: Righting the economic ship. Over the past month, Xi Jinping …

The five-yearly political transition – which started in October with the 20th Party Congress and ended in March with the Two Sessions – is fading in the rearview mirror.

Now, the leadership is getting back to the grind.

The task at hand: Righting the economic ship.
Over the past month, Xi Jinping ...

sources

Gov.cn: 中共中央政治局召开会议分析研究当前经济形势和经济工作中共中央总书记习近平主持会议

Gov.cn: 习近平主持召开二十届中央全面深化改革委员会第一次会议强调守正创新真抓实干在新征程上谱写改革开放新篇章李强王沪宁蔡奇出席

Gov.cn: 习近平主持召开二十届中央财经委员会第一次会议,

May 28, 2023

Deep Dive | China’s new regulations on AI-generated content

On April 11, while the rest of the world was beginning to wrestle with the implications of ChatGPT, China’s cyber watchdog (CAC) rushed a draft regulation on AI-generated content (AIGC) out the door. Tech recap: AIGC is any kind of content – including text, images, video, or audio – that is created …

On April 11, while the rest of the world was beginning to wrestle with the implications of ChatGPT, China's cyber watchdog (CAC) rushed a draft regulation on AI-generated content (AIGC) out the door.
Tech recap: AIGC is any kind of content - including text, images, video, or audio - that is created ...

sources

CAC: 国家互联网信息办公室关于《生成式人工智能服务管理办法（征求意见稿）》公开征求意见的通知互联网信息服务算法推荐管理规定

May 27, 2023

A Craigslist for tech

On Thursday, the Ministry of Industry and Information Technology (MIIT) and several other ministries announced a three-year action plan to help China’s small and medium-sized enterprises (SME) reach new heights of tech innovation. The details: MIIT plans to build a series of databases that help SMEs…

On Thursday, the Ministry of Industry and Information Technology (MIIT) and several other ministries announced a three-year action plan to help China's small and medium-sized enterprises (SME) reach new heights of tech innovation.
The details: MIIT plans to build a series of databases that help SMEs...

sources

MIIT: 工业和信息化部等十部门关于印发《科技成果赋智中小企业专项行动（2023—2025年）》的通知

May 27, 2023

Cleaning digital house

Policymakers are clearing the way for the next national infrastructure upgrade. On Thursday, the Ministry of Industry and Information Technology (MIIT) and 10 other agencies released a policy designed to ensure China’s 5G and fiber broadband infrastructure gets built more strategically. Some cont…

Policymakers are clearing the way for the next national infrastructure upgrade.
On Thursday, the Ministry of Industry and Information Technology (MIIT) and 10 other agencies released a policy designed to ensure China's 5G and fiber broadband infrastructure gets built more strategically.
Some cont...

sources

MIIT: 工业和信息化部等十四部门联合印发《关于进一步深化电信基础设施共建共享促进“双千兆”网络高质量发展的实施意见》

May 26, 2023

New LSG for state innovation

State-owned enterprises will play a critical role in supercharging China’s tech self-sufficiency – they just aren’t sure how. On Wednesday, the SOE administrator (SASAC) announced the formation of a new task force – The Leading Small Group for the Accelerated Development of Strategic Emerging Indust…

State-owned enterprises will play a critical role in supercharging China’s tech self-sufficiency – they just aren’t sure how.
On Wednesday, the SOE administrator (SASAC) announced the formation of a new task force – The Leading Small Group for the Accelerated Development of Strategic Emerging Indust...

sources

SASAC: 国资委召开中央企业加快发展战略性新兴产业部署会

May 26, 2023

Shut up and France

Li Hui’s Eurotrip for peace trundles on. On Tuesday and Thursday, China’s special representative for Eurasian affairs met with: M. Frédéric Mondoloni, the French foreign ministry’s director general of political and security affairs Enrique Mora, the European Union’s deputy secretary-general for pol…

Li Hui’s Eurotrip for peace trundles on.
On Tuesday and Thursday, China’s special representative for Eurasian affairs met with:

M. Frédéric Mondoloni, the French foreign ministry’s director general of political and security affairs
Enrique Mora, the European Union’s deputy secretary-general for pol...

sources

France Diplomacy: China – Meeting with the Special Representative of the Chinese Government on Eurasian Affairs - Statement by the ministry for Europe and foreign Affairs spokesperson (23 May 2023)

EEAS - EU Diplomatic Service: Ukraine: Deputy Secretary-General Enrique Mora meets Special Envoy of the Chinese Government for Eurasian Affairs Li Hui

May 26, 2023

Eurasia and Ourasia

Xi Jinping is throwing support behind Eurasian economic development. On Wednesday, Xi delivered a video address to the Eurasian Economic Forum (EEF) held in Moscow. Some context: The EEF is an outgrowth of the Eurasian Economic Union, a bloc consisting of Russia, Armenia, Belarus, Kazakhstan, and Ky…

Xi Jinping is throwing support behind Eurasian economic development.
On Wednesday, Xi delivered a video address to the Eurasian Economic Forum (EEF) held in Moscow.
Some context: The EEF is an outgrowth of the Eurasian Economic Union, a bloc consisting of Russia, Armenia, Belarus, Kazakhstan, and Ky...

sources

Gov.cn: 习近平出席欧亚经济联盟第二届欧亚经济论坛全会开幕式并致辞

SCMP: Xi Jinping calls on Eurasian nations to boost ties with belt and road as Beijing seeks to expand influence

Kremlin: Plenary session of the Eurasian Economic Forum

May 26, 2023

Two-faced fraudsters

We couldn’t help but notice: Over the last two weeks, multiple state media outlets have issued public warnings on frauds and scams enabled by AI-driven face-swapping technology. How it works: Scammers initiate a video call with the victim, using AI face-swapping apps to replace their own face with…

We couldn't help but notice: Over the last two weeks, multiple state media outlets have issued public warnings on frauds and scams enabled by AI-driven face-swapping technology.
How it works:

Scammers initiate a video call with the victim, using AI face-swapping apps to replace their own face with...

sources

Xinhua: 莫让AI换脸技术沦为诈骗的道具

Wallstreet.cn: 又一起AI换脸诈骗：安徽男子9秒被骗132万

May 26, 2023

The ghost of trade wars past

American and Chinese trade officials are finally talking. On Thursday, Minister of Commerce Wang Wentao met US Commerce Secretary Gina Raimondo in Washington. Some context: The meeting comes after several top US officials expressed willingness to meet with their Chinese counterparts and US President…

American and Chinese trade officials are finally talking.
On Thursday, Minister of Commerce Wang Wentao met US Commerce Secretary Gina Raimondo in Washington.
Some context: The meeting comes after several top US officials expressed willingness to meet with their Chinese counterparts and US President...

sources

MofCom: 王文涛部长会见美国商务部长雷蒙多

US Commerce Department: Readout of Secretary Raimondo’s Meeting with Ministry of Commerce Minister Wang Wentao

May 26, 2023

The stimulus rumor: Curb your enthusiasm

On Friday morning, rumors started circulating in China that Beijing intends to issue RMB 5 trillion worth of special treasury bonds (STBs) to help stimulate the economy. We think this is bupkis. From what we’ve read, most analysts in China generally feel the same way. What’s more, the ultimate sour…

On Friday morning, rumors started circulating in China that Beijing intends to issue RMB 5 trillion worth of special treasury bonds (STBs) to help stimulate the economy.

We think this is bupkis.
From what we've read, most analysts in China generally feel the same way.
What’s more, the ultimate sour...

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