string(13) "markets-macro"

Macro

April 4, 2023

More MoST jurisprudence in 2023

On Friday, the Ministry of Science and Technology (MoST) released its 2022 summary report on constructing a “rule of law” system in sci-tech governance. The plan lists a summary of 2022 activity, and an outlook on priorities for 2023. Some context: The past few years, MoST has worked hard to impro… Username Password Remember Me… Read More »

On Friday, the Ministry of Science and Technology (MoST) released its 2022 summary report on constructing a "rule of law" system in sci-tech governance.

The plan lists a summary of 2022 activity, and an outlook on priorities for 2023.

Some context: The past few years, MoST has worked hard to impro...

sources

Ministry of Science and Technology: 科技部2022年法治政府建设情况报告

April 3, 2023

Spring arrives in the property market

China’s housing market slump may finally be over – at least for some cities. On Friday, data from China Real Estate Information Corp. (CRIC) showed residential sales among China’s 100 biggest developers hit RMB 660.9 billion in March. That’s a 29.2% y/y jump – the second consecutive month of y/y gr…

China’s housing market slump may finally be over – at least for some cities.
On Friday, data from China Real Estate Information Corp. (CRIC) showed residential sales among China's 100 biggest developers hit RMB 660.9 billion in March.

That’s a 29.2% y/y jump – the second consecutive month of y/y gr...

sources

Bloomberg: China Home Sales Continue to Rise in Latest Sign of Recovery

Wallstreet.cn: 中国房地产企业3月成绩单：百强房企单月业绩加速增长，一季度累计业绩同比转正

April 3, 2023

Incentivize me!

Want tax breaks? Get to innovating! That was a key message from Friday’s State Council Information Office (SCIO) briefing on tax policies with officials from the Ministry of Finance (MoF), tax bureau (STA), and social security bureau (MoHRSS). Zhu Zhongming, a vice minister of finance, reiterated co…

Want tax breaks? Get to innovating!
That was a key message from Friday's State Council Information Office (SCIO) briefing on tax policies with officials from the Ministry of Finance (MoF), tax bureau (STA), and social security bureau (MoHRSS).
Zhu Zhongming, a vice minister of finance, reiterated co...

April 3, 2023

Up, up, and away

China’s economy is continuing its post-COVID recovery. That was the main takeaway from the manufacturing and non-manufacturing March purchasing managers index (PMI) data, published by the stats bureau (NBS) on Friday. As in February, non-manufacturing stole the show again. The topline numbers: The …

China’s economy is continuing its post-COVID recovery.
That was the main takeaway from the manufacturing and non-manufacturing March purchasing managers index (PMI) data, published by the stats bureau (NBS) on Friday.
As in February, non-manufacturing stole the show again. The topline numbers:

The ...

sources

NBS: 2023年3月中国采购经理指数运行情况

April 3, 2023

Corralled by CATL

Tesla is pursuing a deal to partner with Chinese battery behemoth CATL to build a US-based manufacturing facility. That’s according to a Bloomberg report on Thursday. Details have yet to be announced (including location), but industry sources believe the plant, likely to be in Texas, would be whol…

Tesla is pursuing a deal to partner with Chinese battery behemoth CATL to build a US-based manufacturing facility. That's according to a Bloomberg report on Thursday.

Details have yet to be announced (including location), but industry sources believe the plant, likely to be in Texas, would be whol...

sources

Bloomberg: Tesla Pursues Building a New US Plant With China’s Dominant Battery Maker

April 3, 2023

Under the cybersecurity micro(n)scope

On Friday, China’s cyberspace regulator (CAC) announced a cybersecurity review of products sold in the country by US memory chip manufacturer Micron Technologies. Quick recap: The CAC’s Cybersecurity Review Measures are designed to ensure the integrity and security of China’s critical infrastru…

On Friday, China's cyberspace regulator (CAC) announced a cybersecurity review of products sold in the country by US memory chip manufacturer Micron Technologies.
Quick recap: The CAC’s Cybersecurity Review Measures are designed to ensure the integrity and security of China's critical infrastru...

sources

CAC: 关于对美光公司在华销售产品启动网络安全审查的公告

FT: China escalates tech battle with review of US chipmaker Micron

Bloomberg: China Hits Micron With Review of Chips, Citing Security Risks

Secrss: 关于美光网络安全审查的一些理解和认识

Caixin: 美光在华销售产品被网络安全审查开盘股价大跌

ICWise: 网信办突查美光！美国“亲儿子”还能风光多久？

April 3, 2023

A clean government for the people

Premier Li Qiang wants to run a squeaky clean government. On Friday, Li hosted the State Council’s first clean government work conference of his brand new administration. This is standard procedure: The premier traditionally holds a clean government work conference shortly after the annual Two Sess…

Premier Li Qiang wants to run a squeaky clean government.
On Friday, Li hosted the State Council's first clean government work conference of his brand new administration.
This is standard procedure: The premier traditionally holds a clean government work conference shortly after the annual Two Sess...

sources

Gov.cn: 李强在国务院第一次廉政工作会上讲话丁薛祥主持李希等出席

April 3, 2023

Xue Xi Time

On Thursday, the Politburo held its March study session. The topic: Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era (XJToSwCCfaNE) ICYMI: On the same day, the Politburo announced a new study campaign on XJToSwCCfaNE for all Party cadres above the county level, and reviewed…

On Thursday, the Politburo held its March study session.
The topic: Xi Jinping Thought on Socialism with Chinese Characteristics for a New Era (XJToSwCCfaNE)
ICYMI: On the same day, the Politburo announced a new study campaign on XJToSwCCfaNE for all Party cadres above the county level, and reviewed...

sources

Gov.cn: 习近平主持中央政治局第四次集体学习并发表重要讲话

April 3, 2023

No decoupling, thanks

On Sunday, Japanese Foreign Minister Yoshimasa Hayashi met Premier Li Qiang during a weekend visit to Beijing. But this was no run-of-the-mill affair (if Sino-Japanese meetings ever can be). Li was on a mission to stop Japan following the US in decoupling from China. Case in point: On Friday, Japa…

On Sunday, Japanese Foreign Minister Yoshimasa Hayashi met Premier Li Qiang during a weekend visit to Beijing.
But this was no run-of-the-mill affair (if Sino-Japanese meetings ever can be).

Li was on a mission to stop Japan following the US in decoupling from China.

Case in point: On Friday, Japa...

sources

Gov.cn: 李强会见日本外相林芳正

MoFA: Qin Gang Holds Talks with Japanese Minister for Foreign Affairs Yoshimasa Hayashi

April 3, 2023

Leave the family in

The Party wants to keep a closer eye on top officials’ personal wealth. On Thursday, the Politburo met and reviewed revisions to the Party’s Regulations on Reporting Relevant Personal Matters by Leading Cadres. The rules require senior officials to report to the Party details of their own and their…

The Party wants to keep a closer eye on top officials’ personal wealth.
On Thursday, the Politburo met and reviewed revisions to the Party's Regulations on Reporting Relevant Personal Matters by Leading Cadres.

The rules require senior officials to report to the Party details of their own and their...

sources

Xinhua: 中共中央政治局召开会议中共中央总书记习近平主持会议

April 3, 2023

Mi Pengyou, Pedro

Beijing is trying to impress its European trade partners. On Friday, Xi Jinping met his first European counterpart of 2023 when he shook hands with Spanish Prime Minister Pedro Sánchez Pérez-Castejón in Beijing. French President Emmanuel Macron arrives in Beijing this week; German Chancellor Olaf S…

Beijing is trying to impress its European trade partners.
On Friday, Xi Jinping met his first European counterpart of 2023 when he shook hands with Spanish Prime Minister Pedro Sánchez Pérez-Castejón in Beijing.

French President Emmanuel Macron arrives in Beijing this week; German Chancellor Olaf S...

sources

FMPRC: Xi Jinping Meets with Spanish Prime Minister Pedro Sánchez Pérez-Castejón

Al-Jazeera: Spanish PM urges China’s Xi to speak with Ukraine’s Zelenskyy

April 3, 2023

Partners for the future

Beijing and Singapore are taking their relationship to the next level. On Friday, Xi Jinping met Singapore’s Prime Minister Lee Hsien Loong in Beijing. They swiftly issued a joint statement on upgrading bilateral relations to an “All-Around High-Quality Future-Oriented Partnership.” The upgrade e…

Beijing and Singapore are taking their relationship to the next level.
On Friday, Xi Jinping met Singapore's Prime Minister Lee Hsien Loong in Beijing.

They swiftly issued a joint statement on upgrading bilateral relations to an "All-Around High-Quality Future-Oriented Partnership."

The upgrade e...

sources

Gov.cn: 中华人民共和国和新加坡共和国关于建立全方位高质量的前瞻性伙伴关系的联合声明

MoFA: Li Qiang Holds Talks with Singaporean Prime Minister Lee Hsien Loong

CNA: Singapore, China conclude 'substantive talks' on FTA, to expand cooperation in 6 areas

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