string(13) "markets-macro"

Macro

April 20, 2023

With great power comes greater scrutiny, Part I

Xi Jinping continues to tighten oversight of China’s senior cadres. On Tuesday, the Party released its third five-year plan to beef up the Party’s rules and regulations system. What fun changes are in store? To step up supervision of officials’ social lives, the Party center will (Gov.cn): Explore … Username Password Remember Me … Read More »

Xi Jinping continues to tighten oversight of China's senior cadres.
On Tuesday, the Party released its third five-year plan to beef up the Party's rules and regulations system.
What fun changes are in store?
To step up supervision of officials’ social lives, the Party center will (Gov.cn):

Explore ...

sources

Gov.cn: 中共中央印发《中央党内法规制定工作规划纲要（2023－2027年）》

April 20, 2023

Aluminum conundrum

Yunnan’s aluminum production is at even greater risk of disruption from the ongoing drought in the province. Yunnan’s latest drought began in H2 2022. The Yunnan Meteorological Bureau reports that in Q1 2023, precipitation hit a 10-year low and was 60% below average. ICYDK: Yunnan is China’s fourt…

Yunnan's aluminum production is at even greater risk of disruption from the ongoing drought in the province.

Yunnan's latest drought began in H2 2022.
The Yunnan Meteorological Bureau reports that in Q1 2023, precipitation hit a 10-year low and was 60% below average.

ICYDK: Yunnan is China's fourt...

sources

Caixin: 云南一季度降水量10年同期最少电力供需紧张延续

April 20, 2023

Pig trouble (again)

The macro planner (NDRC) is keeping a close eye on turbulent hog markets – and getting ready to intervene. ICYDK: In February, rumors flew that African swine fever (ASF) was once again spreading on pig farms nationwide. By mid-March, the outbreak was visible in key data. Farms dumped pigs onto the…

The macro planner (NDRC) is keeping a close eye on turbulent hog markets – and getting ready to intervene.
ICYDK: In February, rumors flew that African swine fever (ASF) was once again spreading on pig farms nationwide.

By mid-March, the outbreak was visible in key data.

Farms dumped pigs onto the...

sources

Securities Times: 猪价大面积“破7”，国家发改委：必要时加大调节力度！市场何时回暖？

NDRC: 国家发展改革委4月新闻发布会

Reuters: China Q1 pork output at highest in five years on disease outbreaks

April 20, 2023

Don’t stop consuming

Boosting consumption remains top of mind for policymakers in Beijing. On Wednesday, macro planner (NDRC) spokesperson Meng Wei tackled topics from electricity generation to fertilizer prices at a wide-ranging press conference. But she reserved the chunkiest portion of her comments for China’s hottes…

Boosting consumption remains top of mind for policymakers in Beijing.
On Wednesday, macro planner (NDRC) spokesperson Meng Wei tackled topics from electricity generation to fertilizer prices at a wide-ranging press conference.
But she reserved the chunkiest portion of her comments for China's hottes...

sources

NDRC: 国家发展改革委4月新闻发布会

April 20, 2023

Flash Talk | China Politics Update: Beijing’s diplomatic wins and the CCCDR

In our latest biweekly Trivium China Politics Update, Trivium partners and co-founders Ether Yin and Trey McArver discuss Beijing’s recent diplomatic wins and the puzzling fact that China’s top policymaking body – the Central Commission for Comprehensively Deepening Reform (CCCDR) – hasn’t convened …

In our latest biweekly Trivium China Politics Update, Trivium partners and co-founders Ether Yin and Trey McArver discuss Beijing’s recent diplomatic wins and the puzzling fact that China's top policymaking body – the Central Commission for Comprehensively Deepening Reform (CCCDR) – hasn’t convened ...

April 20, 2023

A three-step program

China’s economic recovery is only just beginning, and further support is needed to ensure its sustainability. That’s the assessment of Liu Yuanchun, a trusted economic advisor to Xi Jinping, in a Wednesday post on the China Finance 40 Forum think tank website. Liu – who is also president of Shanghai…

China’s economic recovery is only just beginning, and further support is needed to ensure its sustainability.
That’s the assessment of Liu Yuanchun, a trusted economic advisor to Xi Jinping, in a Wednesday post on the China Finance 40 Forum think tank website.
Liu – who is also president of Shanghai...

sources

CF40: 当前中国经济的真实温度、展望与建议

April 20, 2023

MIIT gives us a sneak peak

On Tuesday, the Ministry of Industry and Information Technology (MIIT) released a list of 15 regulations it’s planning to work on in 2023. The list only includes the titles of regulations to be released or revised. Still, a few notable things jump out. First, MIIT will revise existing prevision…

On Tuesday, the Ministry of Industry and Information Technology (MIIT) released a list of 15 regulations it's planning to work on in 2023.

The list only includes the titles of regulations to be released or revised.

Still, a few notable things jump out.
First, MIIT will revise existing prevision...

sources

MIIT: 工业和信息化部2023年规章制定工作计划

April 20, 2023

State Council passes revised commercial encryption regs

On Friday, the State Council approved revised commercial encryption regulations. Some context: In 2019, China released the Encryption Law, designed to streamline what was previously a confusing jumble of encryption regulations. The law surprised to the upside by relaxing control over commercial enc…

On Friday, the State Council approved revised commercial encryption regulations.
Some context: In 2019, China released the Encryption Law, designed to streamline what was previously a confusing jumble of encryption regulations.

The law surprised to the upside by relaxing control over commercial enc...

sources

Caixin: 李强主持召开国务院常务会议研究优化调整稳就业政策措施等

Secrss: 聚焦《商用密码管理条例》修订草案九大变化

April 20, 2023

Unpredictably unreliable

On Tuesday, the commerce ministry (MofCom) announced new details regarding the sanctions it imposed on Lockheed Martin and Raytheon earlier this year. Some context: In February, MofCom placed the two US defense giants on its Unreliable Entity List (UEL) for selling arms to Taiwan. ICYDK:…

On Tuesday, the commerce ministry (MofCom) announced new details regarding the sanctions it imposed on Lockheed Martin and Raytheon earlier this year.
Some context: In February, MofCom placed the two US defense giants on its Unreliable Entity List (UEL) for selling arms to Taiwan.
ICYDK:...

sources

MofCom: 商务部新闻发言人就不可靠实体清单实施有关问题答记者问

April 20, 2023

The ride-hailing platform who cried MoT

The government is finally ready to crack down on platforms’ abuse of drivers’ compensation. On Monday, the Ministry of Transport (MoT) announced that ride and truck-hailing platforms must reduce the fees they charge drivers. Background: For several years, MoT has been telling ride and truck-hai…

The government is finally ready to crack down on platforms’ abuse of drivers’ compensation.
On Monday, the Ministry of Transport (MoT) announced that ride and truck-hailing platforms must reduce the fees they charge drivers.
Background: For several years, MoT has been telling ride and truck-hai...

sources

MoT: 交通运输部办公厅关于印发2023年持续提升适老化无障碍交通出行服务等5件更贴近民生实事工作方案的通知

April 19, 2023

EnGULFed in green energy

China is seeking to promote it’s world-leading green tech firms. On Tuesday, Executive Vice Premier Ding Xuexiang met with United Arab Emirates Minister of Industry and Advanced Technology Sultan Ahmed Al Jaber in Beijing. Al Jaber wears many hats: He is also president of the upcoming COP28 summit, …

China is seeking to promote it's world-leading green tech firms.
On Tuesday, Executive Vice Premier Ding Xuexiang met with United Arab Emirates Minister of Industry and Advanced Technology Sultan Ahmed Al Jaber in Beijing.
Al Jaber wears many hats: He is also president of the upcoming COP28 summit, ...

sources

Xinhua: 丁薛祥会见联合国气候变化迪拜大会候任主席苏尔坦

The National: Dr Sultan Al Jaber says China is model for mixing economic growth with energy transition

April 19, 2023

No deviation

The Party just unveiled its plan to perfect Party rules. On Tuesday, the Party Central Committee outlined the agenda for formulating Party regulations over the next five years (2023-27). ICYDK: Party regulations govern how the Party operates in areas including Party leadership, ideology, organizat…

The Party just unveiled its plan to perfect Party rules.

On Tuesday, the Party Central Committee outlined the agenda for formulating Party regulations over the next five years (2023-27).

ICYDK: Party regulations govern how the Party operates in areas including Party leadership, ideology, organizat...

sources

People.cn: 中共中央印发《中央党内法规制定工作规划纲要（2023－2027年）》

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