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Macro

May 16, 2023

Xi Horns in on regional development

Xi Jinping is pushing peace in the Horn of Africa. On Monday, Xi hosted Eritrean President Isaias Afewerki in Beijing. Fun fact: Eritrea’s dictat…er…president since its independence from Ethiopia in 1993, Isaias first came to China in 1967 for military training at the height of the Cultural Revoluti… Username Password Remember Me Forgot… Read More »

Xi Jinping is pushing peace in the Horn of Africa.
On Monday, Xi hosted Eritrean President Isaias Afewerki in Beijing.
Fun fact: Eritrea’s dictat…er…president since its independence from Ethiopia in 1993, Isaias first came to China in 1967 for military training at the height of the Cultural Revoluti...

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MoFA: 习近平同厄立特里亚总统伊萨亚斯举行会谈

Reuters: Xi: Strong China-Eritrea ties part of keeping peace in Horn of Africa

May 16, 2023

Just believe

Xi Jinping wants to restore faith in the Party. On Monday, Qiushi, the Party’s flagship magazine, published Xi’s full speech at the Politburo’s March 30 study session, which focused on studying and implementing Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era. Spread the wo…

Xi Jinping wants to restore faith in the Party.
On Monday, Qiushi, the Party's flagship magazine, published Xi's full speech at the Politburo's March 30 study session, which focused on studying and implementing Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era.
Spread the wo...

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Qiushi: 在二十届中央政治局第四次集体学习时的讲话

May 16, 2023

Should companies brace for Party inspections?

A series of national security probes into consultancies has worried foreign businesses in China. Now it seems another risk factor is emerging. The Party already inspects state-owned enterprises for financial and political wrongdoing, and it looks increasingly likely that inspectors will extend the…

A series of national security probes into consultancies has worried foreign businesses in China.

Now it seems another risk factor is emerging.

The Party already inspects state-owned enterprises for financial and political wrongdoing, and it looks increasingly likely that inspectors will extend the...

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CCDI: 中央巡视工作领导小组办公室主要负责人就《中央巡视工作规划(2023-2027年)》答记者问

May 16, 2023

Hydro homie

China’s major lithium suppliers are investing in new production capacity, despite the recent lithium price plunge. The latest: On May 12, Tianqi Lithium – one of the world’s biggest lithium producers – announced an RMB 3 billion investment in a new battery-grade lithium hydroxide production base in …

China's major lithium suppliers are investing in new production capacity, despite the recent lithium price plunge.
The latest: On May 12, Tianqi Lithium – one of the world's biggest lithium producers – announced an RMB 3 billion investment in a new battery-grade lithium hydroxide production base in ...

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Caixin: 能源内参｜天津成为北方最大废旧汽车拆解基地；天齐锂业拟30亿元投建锂项目

May 16, 2023

A two-tier recovery

On Tuesday, China’s stats bureau published the monthly econ data for April. The headlines: Retail sales rose 18.4% y/y in April, up from 10.6% growth in March. Fixed asset investment (FAI) rose 3.6% y/y in April, down from 4.7% growth in March. Value-added output at industrial firms rose 5.6% y/y i…

On Tuesday, China’s stats bureau published the monthly econ data for April.
The headlines:

Retail sales rose 18.4% y/y in April, up from 10.6% growth in March.
Fixed asset investment (FAI) rose 3.6% y/y in April, down from 4.7% growth in March.
Value-added output at industrial firms rose 5.6% y/y i...

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NBS: 2023年4月份社会消费品零售总额增长18.4%

NBS: 2023年1—4月份全国固定资产投资增长4.7%

May 16, 2023

No place like home

China’s migrant workers, long the driving force of economic change, are staying closer to home. That’s the main takeaway from the annual Migrant Worker Monitoring Report, released by the stats bureau on April 28. Interprovincial migrant workers – those migrating across provinces – decreased by 0.69…

China’s migrant workers, long the driving force of economic change, are staying closer to home.
That's the main takeaway from the annual Migrant Worker Monitoring Report, released by the stats bureau on April 28.

Interprovincial migrant workers – those migrating across provinces – decreased by 0.69...

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NBS: 2022年农民工监测调查报告

Caixin: 农民工回流、远离工厂，制造业全面“用工荒”迫近？

May 16, 2023

No fair play in tech competition

Regulators are prioritizing innovation – rather than fair competition – across the tech sector. On Friday, the market regulator (SAMR) released draft fair competition review regulations for public comment. Some context: China’s fair competition review is a mechanism to address central…

Regulators are prioritizing innovation – rather than fair competition – across the tech sector.
On Friday, the market regulator (SAMR) released draft fair competition review regulations for public comment.
Some context: China’s fair competition review is a mechanism to address central...

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SAMR: 市场监管总局关于《公平竞争审查条例（征求意见稿）》公开征求意见的公告

May 16, 2023

Passing the buck

In its Q2 Monetary Policy Report, the PBoC promised to support domestic demand, but ruled out stimulating a surge in lending. The PBoC said it would: “Enhance the stability and sustainability of the growth of total credit” Meanwhile, the PBoC will support demand by: Guiding financial institutions…

In its Q2 Monetary Policy Report, the PBoC promised to support domestic demand, but ruled out stimulating a surge in lending.
The PBoC said it would:

“Enhance the stability and sustainability of the growth of total credit”

Meanwhile, the PBoC will support demand by:

Guiding financial institutions...

sources

PBoC: 中国货币政策执行报告2023 年第一季度

May 16, 2023

Feeling deflated

China’s central bankers aren’t worried about deflation. The central bank (PBoC) downplayed the risk of deflation in its Q2 Monetary Policy Report, published Monday. Some context: China has experienced low consumer price inflation (CPI) and an outright drop in the producer price index (PPI) this year…

China's central bankers aren't worried about deflation.
The central bank (PBoC) downplayed the risk of deflation in its Q2 Monetary Policy Report, published Monday.
Some context: China has experienced low consumer price inflation (CPI) and an outright drop in the producer price index (PPI) this year...

sources

PBoC: 中国货币政策执行报告2023 年第一季度

May 16, 2023

The TikTok backdoor?

On Friday, the NYT reported that former ByteDance employee Yu Yintao has accused the company of allowing members of the CCP access to US user data. The details: Yu, who served as a senior engineer for ByteDance US, was let go in 2018 and is suing the company for wrongful termination. Yu states he w…

On Friday, the NYT reported that former ByteDance employee Yu Yintao has accused the company of allowing members of the CCP access to US user data.
The details: Yu, who served as a senior engineer for ByteDance US, was let go in 2018 and is suing the company for wrongful termination.

Yu states he w...

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NYT: Ex-ByteDance Executive Accuses Company of ‘Lawlessness’

Bloomberg: Fired ByteDance Exec Says China Exerted ‘Supreme’ Data Control

May 16, 2023

Better chips make better cars

Xi Jinping wants you to know that US export controls won’t hamstring China’s chip ambitions. On Friday, Xi visited China Electronics Technology Group Corporation’s (CETC) 13th Research Institute in Shijiazhuang. Some context: CETC is a state-owned electronics conglomerate. Its 13th Research Inst…

Xi Jinping wants you to know that US export controls won’t hamstring China’s chip ambitions.
On Friday, Xi visited China Electronics Technology Group Corporation’s (CETC) 13th Research Institute in Shijiazhuang.
Some context: CETC is a state-owned electronics conglomerate.

Its 13th Research Inst...

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Xinhua: 习近平在河北考察并主持召开深入推进京津冀协同发展座谈会

Gov.cn: 为加快建设科技强国担当作为——习近平总书记考察中国电科产业基础研究院回访

May 16, 2023

Shumin’s shoo-in is on the other foot

Welp… nevermind. Last week, we told you that Sing Tao Daily had reported that current cyberspace administration (CAC) Deputy Director Cao Shumin would take over as the incoming head of the recently formed National Data Administration (NDA). Strike one for Sing Tao. Over the weekend, domestic medi…

Welp... nevermind.
Last week, we told you that Sing Tao Daily had reported that current cyberspace administration (CAC) Deputy Director Cao Shumin would take over as the incoming head of the recently formed National Data Administration (NDA).
Strike one for Sing Tao. Over the weekend, domestic medi...

sources

Source: 曹淑敏已任中央宣传部副部长、国家广播电视总局局长

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