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Macro

April 14, 2023

Li Qiang rides Beijing’s unicorns

China’s new Premier has a new hobby – unicorn riding. On Wednesday, Li Qiang visited three Chinese tech unicorns in Beijing. The lucky trio roam different tech fields: Satellites (GalaxySpace) Energy storage (Beijing HyperStrong) Automotive driving chips (Horizon Robotics) Li used the visits to… Username Password Remember Me Forgot Password

China's new Premier has a new hobby – unicorn riding.
On Wednesday, Li Qiang visited three Chinese tech unicorns in Beijing.
The lucky trio roam different tech fields:

Satellites (GalaxySpace)
Energy storage (Beijing HyperStrong)
Automotive driving chips (Horizon Robotics)

Li used the visits to...

sources

Gov.cn: 李强在北京市调研独角兽企业发展情况

April 14, 2023

Cleaning up the beautiful game

Newly appointed State Councilor Shen Yiqin is looking to clean up China’s notoriously corrupt soccer system. As state councilor, Shen will oversee the sports portfolio, as well as civil affairs, labor and social welfare, and veteran affairs (SingTao Daily). ICYMI: Shen is China’s only high-ranking f…

Newly appointed State Councilor Shen Yiqin is looking to clean up China's notoriously corrupt soccer system.
As state councilor, Shen will oversee the sports portfolio, as well as civil affairs, labor and social welfare, and veteran affairs (SingTao Daily).
ICYMI: Shen is China's only high-ranking f...

sources

Singtao Daily: 中國觀察：丁薛祥管科教諶貽琴掌體育

Gov.cn: 国务院任免国家工作人员（2023年4月13日）

Gov.cn: 中央第十五巡视组机动巡视国家体育总局党组工作动员会召开

April 14, 2023

Flash Talk | CAC’s draft “ChatGPT” regs could blow up AIGC

On April 11, the cyberspace regulator (CAC) dropped draft rules governing ChatGPT-like tools. The bombshell: Broad, vague restrictions on the kinds data that can be use to train AI models. Trivium Partner and Tech Practice lead Kendra Schaefer and Senior Analyst Tom Nunlist discuss the potential imp…

April 14, 2023

Who died and made you global currency hegemon?

On Thursday, Brazilian President Luiz Inácio Lula da Silva reiterated calls to reduce the dollar’s dominance when speaking at the Shanghai-based New Development Bank (NDB). ICYDK: The NDB was founded in 2014 by the BRICS countries (Brazil, Russia, India, China, and South Africa) as a sort of Interna…

On Thursday, Brazilian President Luiz Inácio Lula da Silva reiterated calls to reduce the dollar's dominance when speaking at the Shanghai-based New Development Bank (NDB).
ICYDK: The NDB was founded in 2014 by the BRICS countries (Brazil, Russia, India, China, and South Africa) as a sort of Interna...

sources

FT: Brazil’s Lula calls for end to dollar trade dominance

Wall Street CN: 巴西总统卢拉在沪访问时呼吁：金砖国家用本币结算

April 14, 2023

Keep the coal train runnin’

China’s coal train will keep running this year as Beijing seeks to keep the economy on the rails. On Tuesday, the energy regulator (NEA) released its 2023 energy work plan, which signaled an energy security strategy amounting to “produce all the power we can.” Still, coal maintains – in Beijing’s w…

China's coal train will keep running this year as Beijing seeks to keep the economy on the rails.
On Tuesday, the energy regulator (NEA) released its 2023 energy work plan, which signaled an energy security strategy amounting to "produce all the power we can."

Still, coal maintains – in Beijing's w...

sources

China Finance: 国家能源局印发《2023年能源工作指导意见》

NEA: 国新办举行“权威部门话开局”系列主题新闻发布会介绍“全面落实党的二十大精神深入推进能源高质量发展”有关情况

April 14, 2023

Cell my sol to the devil

China is witnessing a global renewable energy industry breakthrough. On Tuesday, Chinese solar manufacturer UtmoLight broke ground on the world’s first 1 GW perovskite photovoltaic (PV) production line. The RMB 3 billion investment, in Jiangsu province, represents a brave new step toward commercial…

China is witnessing a global renewable energy industry breakthrough.
On Tuesday, Chinese solar manufacturer UtmoLight broke ground on the world's first 1 GW perovskite photovoltaic (PV) production line.

The RMB 3 billion investment, in Jiangsu province, represents a brave new step toward commercial...

sources

Caixin: 能源内参｜全球首条1GW钙钛矿光伏生产线将开工建设；锂价跌破20万元关口带动电芯报价降两成

April 14, 2023

Conscious uncoupling meets strategic decoupling

Last Saturday, Bloomberg reported that US Congressional Select Committee on China Chairman Mike Gallagher and several other politicians visited Silicon Valley companies to discuss US-China relations. The delegation met with Apple’s CEO Tim Cook and high-level executives at Alphabet, Microsoft, and …

Last Saturday, Bloomberg reported that US Congressional Select Committee on China Chairman Mike Gallagher and several other politicians visited Silicon Valley companies to discuss US-China relations.

The delegation met with Apple's CEO Tim Cook and high-level executives at Alphabet, Microsoft, and ...

sources

Bloomberg: Apple at Heart of US-China Selective Decoupling, Gallagher Says

April 14, 2023

Flash Talk | Gauging banking sector risk

In this latest Flash Talk, Trivium’s Head of China Markets Research Dinny McMahon and Co-founder Andrew Polk discuss an issue that has long confounded observers of China’s economy: How do we gauge risk in China’s financial system? Dinny has recently published a research piece on the topic (Deep dive…

In this latest Flash Talk, Trivium’s Head of China Markets Research Dinny McMahon and Co-founder Andrew Polk discuss an issue that has long confounded observers of China’s economy: How do we gauge risk in China’s financial system?
Dinny has recently published a research piece on the topic (Deep dive...

April 14, 2023

On Our Radar | Blips and blobs

The most important upcoming developments for policy and politics in China over the next month key developments econ and finance Quarterly Politburo meeting on the economy (end-April) Central Commission for Comprehensively Deepening Reform meeting (now to mid-May) Appointments of the new chairmen of…

The most important upcoming developments for policy and politics in China over the next month
key developments
econ and finance

Quarterly Politburo meeting on the economy (end-April)
Central Commission for Comprehensively Deepening Reform meeting (now to mid-May)
Appointments of the new chairmen of...

April 14, 2023

The city chicken and the village egg

On April 1, Guangdong Province announced an intensified push to encourage tech-savvy, college-educated youth to bring innovation to underdeveloped areas. Some background: China’s rural revitalization initiatives – one of Xi Jinping’s pet projects – aims to close the gap between the vitality of urban…

On April 1, Guangdong Province announced an intensified push to encourage tech-savvy, college-educated youth to bring innovation to underdeveloped areas.
Some background: China's rural revitalization initiatives - one of Xi Jinping's pet projects - aims to close the gap between the vitality of urban...

sources

Guangdong Gov: 全文！广东青年下乡返乡兴乡助力“百县千镇万村高质量发展工程”三年行动方案

April 14, 2023

Long-arm legislation

The US may soon double down on pressuring allied nations to rid their networks of Huawei and ZTE technologies. On Wednesday, Reuters reported that next week, Congress will vote on the Countering Untrusted Telecommunications Abroad Act. The Act would require: The State Department to report on allie…

The US may soon double down on pressuring allied nations to rid their networks of Huawei and ZTE technologies.
On Wednesday, Reuters reported that next week, Congress will vote on the Countering Untrusted Telecommunications Abroad Act.
The Act would require:

The State Department to report on allie...

sources

US Congress:

Reuters: U.S. House to vote on bill to address potential Huawei, ZTE threats

Global Times: US’ nefarious crackdown on Huawei, ZTE likely to fail in Europe: experts

April 14, 2023

Be open (data) with me

On Monday, the Guangzhou government issued draft regulations governing how “public data” should be made available for general use. ICYDK: “Public data” is data gathered and held by the government and other public institutions. That includes non-sensitive data related to utilities, communications, c…

On Monday, the Guangzhou government issued draft regulations governing how “public data” should be made available for general use.
ICYDK: “Public data” is data gathered and held by the government and other public institutions.

That includes non-sensitive data related to utilities, communications, c...

sources

Economic Daily: 广州将建立全市数据开放平台

Gov.cn: 国务院关于印发促进大数据发展行动纲要的通知

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