string(13) "markets-macro"

Macro

May 9, 2023

Delaying the inevitable

Just after China’s big government reorganization in March, we speculated that the creation of the new financial regulator would mean delays in finalizing Ant’s restructuring. On Friday, WSJ sources confirmed that speculation is likely accurate. Recap: Ant was almost done with a long regulator-ord… Username Password Remember Me Forgot Password

Just after China's big government reorganization in March, we speculated that the creation of the new financial regulator would mean delays in finalizing Ant's restructuring.

On Friday, WSJ sources confirmed that speculation is likely accurate.

Recap: Ant was almost done with a long regulator-ord...

sources

WSJ: Ant’s Financial License Is in Limbo as China Shakes Up Regulatory System

May 9, 2023

Fly China’s friendly 5G skies

Last Friday, the Ministry of Industry and Information Technology (MIIT) approved China Mobile to begin trials on air-to-ground 5G (5G-ATG) on select routes. Background: There are two ways that airline companies can offer in-flight WiFi. The plane provides a hotspot either through: Special air-to-gr…

Last Friday, the Ministry of Industry and Information Technology (MIIT) approved China Mobile to begin trials on air-to-ground 5G (5G-ATG) on select routes.
Background: There are two ways that airline companies can offer in-flight WiFi. The plane provides a hotspot either through:

Special air-to-gr...

sources

MIIT: 工业和信息化部批复5G地空通信试验频率进一步推动我国5G行业应用新发展

Source: FAA giving airlines another year to fix altimeters that can’t handle 5G signals

Source: China set for in-flight air-to-ground 5G launches

May 9, 2023

Road safety and cybersecurity are merging lanes

Cars are rolling computers now – which means they need cybersecurity standards. That’s the idea behind new draft standards released by the industry regulator (MIIT) on Friday. The standards apply to passenger vehicles, pick-ups, and commercial trucks with one or more embedded computer control modul…

Cars are rolling computers now – which means they need cybersecurity standards.
That’s the idea behind new draft standards released by the industry regulator (MIIT) on Friday.

The standards apply to passenger vehicles, pick-ups, and commercial trucks with one or more embedded computer control modul...

sources

MIIT: 公开征求《汽车整车信息安全技术要求》等四项强制性国家标准的意见

May 9, 2023

Doing what works

Beijing is making concentrated bets in China’s chip industry. On Sunday, domestic media outlet ijiwei put together a list of 190 Chinese publicly traded semiconductor companies that received government subsidies in 2022. The headline: These 190 companies together received about RMB 12.1 billi…

Beijing is making concentrated bets in China’s chip industry.
On Sunday, domestic media outlet ijiwei put together a list of 190 Chinese publicly traded semiconductor companies that received government subsidies in 2022.
The headline: These 190 companies together received about RMB 12.1 billi...

sources

ijiwei: A股半导体公司2022年政府补助排行榜：190家合计121.34亿元前十家占比超四成

May 9, 2023

Sanya says nah to more ride-hailing

Sanya is joining a growing list of cities throwing the breaks on the local ride-hailing industry. On Saturday, domestic media reported that Sanya City is temporarily suspending registrations for new ride-hailing companies and new ride-hailing vehicles. The city cites two key reasons: The market i…

Sanya is joining a growing list of cities throwing the breaks on the local ride-hailing industry.
On Saturday, domestic media reported that Sanya City is temporarily suspending registrations for new ride-hailing companies and new ride-hailing vehicles.
The city cites two key reasons:

The market i...

sources

Caixin: 三亚暂停网约车发证多地多部门加强监管

May 8, 2023

It’s the most we could do

Foreign Minister Qin Gang wants Shanghai Cooperation Organization (SCO) members to combat baddies together. On Friday, Qin delivered an address to the SCO foreign ministers’ summit in Goa, India. Some context: The SCO comprises non-western countries including China, Russia, India, Pakistan, Kazakhst…

Foreign Minister Qin Gang wants Shanghai Cooperation Organization (SCO) members to combat baddies together.
On Friday, Qin delivered an address to the SCO foreign ministers' summit in Goa, India.
Some context: The SCO comprises non-western countries including China, Russia, India, Pakistan, Kazakhst...

sources

MoFA: Qin Gang Attends the SCO Foreign Ministers' Meeting

May 8, 2023

I (don’t) wish I could quit you

China and Russia are as tight as ever. That was Foreign Minister Qin Gang’s message to his Russian counterpart Sergei Lavrov on the sidelines of the Shanghai Cooperation Organization summit. ICYMI: Last month, Xi Jinping FINALLY called Ukrainian President Volodymyr Zelenskyy. Xi emphasized the impo…

China and Russia are as tight as ever.
That was Foreign Minister Qin Gang’s message to his Russian counterpart Sergei Lavrov on the sidelines of the Shanghai Cooperation Organization summit.
ICYMI: Last month, Xi Jinping FINALLY called Ukrainian President Volodymyr Zelenskyy.

Xi emphasized the impo...

sources

MoFA: Qin Gang Meets with Russian Foreign Minister Sergei Lavrov

SCMP: China’s Qin Gang pledges to keep Moscow close in Ukraine peace bid

May 8, 2023

Xi’s gotta have it

Xi Jinping wants China to have a modern industrial system, he wants it ASAP, and he wants the Party in control of it. He made his views clear at a Central Commission for Financial and Economic Affairs (CCFEA) meeting on Friday – its first meeting since the Politburo makeover in October. ICYDK: The …

Xi Jinping wants China to have a modern industrial system, he wants it ASAP, and he wants the Party in control of it.
He made his views clear at a Central Commission for Financial and Economic Affairs (CCFEA) meeting on Friday – its first meeting since the Politburo makeover in October.
ICYDK: The ...

sources

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 8, 2023

Live long and prosper

Industrial modernization wasn’t the only thing on Xi Jinping’s mind when he addressed the Central Commission for Financial and Economic Affairs (CCFEA) on Friday. Also on the agenda: “High-quality population development.“ Per the meeting readout, China’s population is increasingly characterized by (…

Industrial modernization wasn’t the only thing on Xi Jinping’s mind when he addressed the Central Commission for Financial and Economic Affairs (CCFEA) on Friday.
Also on the agenda: “High-quality population development.“
Per the meeting readout, China’s population is increasingly characterized by (...

sources

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 8, 2023

Vive le Wang

Vice President Han Zheng held meetings with some of Britain’s top leadership during his visit to the UK to attend the coronation of King Charles III. He carved out time to meet with: Prime Minister Rishi Sunak Deputy Prime Minister Oliver Dowden Prince William But the really meaty conversations to…

Vice President Han Zheng held meetings with some of Britain's top leadership during his visit to the UK to attend the coronation of King Charles III.
He carved out time to meet with:

Prime Minister Rishi Sunak
Deputy Prime Minister Oliver Dowden
Prince William

But the really meaty conversations to...

sources

CGTN: China's Vice-President Han Zheng attends King Charles III coronation

Gov.uk: Our position on China: Foreign Secretary's 2023 Mansion House speech

Reuters: UK's Cleverly raises Xinjiang and Taiwan with Chinese vice president

Twitter: James Cleverly's Twitter

May 8, 2023

Not enough

The Chinese leadership’s foreign business charm offensive has reached British shores. On Thursday, Vice President Han Zheng spoke at a UK-China business dinner as part of his UK visit to attend the coronation of King Charles III (Xinhua). Han talked up the stability of China’s economy and policy env…

The Chinese leadership's foreign business charm offensive has reached British shores.
On Thursday, Vice President Han Zheng spoke at a UK-China business dinner as part of his UK visit to attend the coronation of King Charles III (Xinhua).
Han talked up the stability of China's economy and policy env...

sources

Xinhua: Chinese vice president calls for joint efforts to build healthy, stable China-UK ties

May 8, 2023

Charge me up

Consumption-boosting measures are on their way to a village near you. At Friday’s State Council executive meeting, Premier Li Qiang called for efforts to expand new energy vehicle (NEV) sales into untapped rural markets. ICDYK: China’s nearly RMB 1 trillion NEV market is overwhelmingly concentrated…

Consumption-boosting measures are on their way to a village near you.
At Friday's State Council executive meeting, Premier Li Qiang called for efforts to expand new energy vehicle (NEV) sales into untapped rural markets.
ICDYK: China's nearly RMB 1 trillion NEV market is overwhelmingly concentrated...

sources

Gov.cn: 李强主持召开国务院常务会议审议通过关于加快发展先进制造业集群的意见等

Pages: 1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798991001011021031041051061071081091101111121131141151161171181191201211221231241251261271281291301311321331341351361371381391401411421431441451461471481491501511521531541551561571581591601611621631641651661671681691701711721731741751761771781791801811821831841851861871881891901911921931941951961971981992002012022032042052062072082092102112122132142152162172182192202212222232242252262272282292302312322332342352362372382392402412422432442452462472482492502512522532542552562572582592602612622632642652662672682692702712722732742752762772782792802812822832842852862872882892902912922932942952962972982993003013023033043053063073083093103113123133143153163173183193203213223233243253263273283293303313323333343353363373383393403413423433443453463473483493503513523533543553563573583593603613623633643653663673683693703713723733743753763773783793803813823833843853863873883893903913923933943953963973983994004014024034044054064074084094104114124134144154164174184194204214224234244254264274284294304314324334344354364374384394404414424434444454464474484494504514524534544554564574584594604614624634644654664674684694704714724734744754764774784794804814824834844854864874884894904914924934944954964974984995005015025035045055065075085095105115125135145155165175185195205215225235245255265275285295305315325335345355365375385395405415425435445455465475485495505515525535545555565575585595605615625635645655665675685695705715725735745755765775785795805815825835845855865875885895905915925935945955965975985996006016026036046056066076086096106116126136146156166176186196206216226236246256266276286296306316326336346356366376386396406416426436446456466476486496506516526536546556566576586596606616626636646656666676686696706716726736746756766776786796806816826836846856866876886896906916926936946956966976986997007017027037047057067077087097107117127137147157167177187197207217227237247257267277287297307317327337347357367377387397407417427437447457467477487497507517527537547557567577587597607617627637647657667677687697707717727737747757767777787797807817827837847857867877887897907917927937947957967977987998008018028038048058068078088098108118128138148158168178188198208218228238248258268278288298308318328338348358368378388398408418428438448458468478488498508518528538548558568578588598608618628638648658668678688698708718728738748758768778788798808818828838848858868878888898908918928938948958968978988999009019029039049059069079089099109119129139149159169179189199209219229239249259269279289299309319329339349359369379389399409419429439449459469479489499509519529539549559569579589599609619629639649659669679689699709719729739749759769779789799809819829839849859869879889899909919929939949959969979989991000100110021003100410051006100710081009101010111012101310141015101610171018101910201021102210231024102510261027102810291030103110321033103410351036103710381039104010411042104310441045104610471048104910501051105210531054105510561057105810591060106110621063106410651066106710681069107010711072107310741075107610771078107910801081108210831084108510861087108810891090109110921093109410951096109710981099110011011102110311041105110611071108110911101111111211131114111511161117111811191120112111221123112411251126112711281129113011311132113311341135113611371138113911401141114211431144114511461147114811491150115111521153115411551156115711581159116011611162