string(13) "markets-macro"

Macro

March 29, 2023

Please invest in China this year

Vice Premier He Lifeng just joined the roster of super high-level officials making nice with foreign investors. ICYMI: In recent days, Premier Li Qiang, Executive Vice Premier Ding Xuexiang, and Foreign Minister Qin Gang have all met with foreign executives to show them some love. On Tuesday, He lau… Username Password Remember Me … Read More »

Vice Premier He Lifeng just joined the roster of super high-level officials making nice with foreign investors.
ICYMI: In recent days, Premier Li Qiang, Executive Vice Premier Ding Xuexiang, and Foreign Minister Qin Gang have all met with foreign executives to show them some love.
On Tuesday, He lau...

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Gov.cn: 何立峰出席“投资中国年”招商引资活动启动仪式

March 29, 2023

Don’t overthink it

Speculation is rampant that Alibaba’s latest corporate restructuring is a forced regulatory breakup. We’re not convinced. The headline: On Tuesday, Ali announced a massive corporate restructuring to split the tech conglomerate into six independent business groups, setting the stage for…

Speculation is rampant that Alibaba’s latest corporate restructuring is a forced regulatory breakup.

We’re not convinced.

The headline: On Tuesday, Ali announced a massive corporate restructuring to split the tech conglomerate into six independent business groups, setting the stage for...

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Alibaba: Alibaba Reorganizes To Unlock Value

March 29, 2023

If at first you don’t succeed, fail and fail again

On Monday, Cai Fang, a senior researcher at China’s leading social sciences academic body (CASS), called for a new approach to innovation at the 2023 China Development Forum (CDF). Some context: CDF is the highest-level annual gathering between senior Chinese officials and foreign business …

On Monday, Cai Fang, a senior researcher at China’s leading social sciences academic body (CASS), called for a new approach to innovation at the 2023 China Development Forum (CDF).
Some context: CDF is the highest-level annual gathering between senior Chinese officials and foreign business ...

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Caixin: 蔡昉：一旦政府介入后，创新项目“不能言败”的僵局怎么破解？

March 29, 2023

MoF expands tax incentives

On Monday, the Ministry of Finance (MoF) and China’s tax bureau (STA) issued a notice expanding tax incentives for enterprise R&D spend. Eagle-eyed readers will remember that officials all but telegraphed the move during the Two Sessions. The new regulations allow companies t…

On Monday, the Ministry of Finance (MoF) and China’s tax bureau (STA) issued a notice expanding tax incentives for enterprise R&D spend.

Eagle-eyed readers will remember that officials all but telegraphed the move during the Two Sessions.

The new regulations allow companies t...

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MoF: 关于进一步完善研发费用税前加计扣除政策的公告

March 29, 2023

AI for Science

China’s top science and technology body (MoST) is getting down to business after its massive reorg during the Two Sessions. ICYMI: The reorg gave the ministry a powerful new Party Committee to help drive policy alongside other ministries. MoST’s updated mission: Address rising tech comp…

China's top science and technology body (MoST) is getting down to business after its massive reorg during the Two Sessions.
ICYMI: The reorg gave the ministry a powerful new Party Committee to help drive policy alongside other ministries.

MoST’s updated mission: Address rising tech comp...

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Xinhua: 权威面对面丨紧扣基础学科关键问题紧抓重点领域科研需求——权威专家详解科技部“人工智能驱动的科学研究”专项部署工作

Xinhua: 新华全媒+丨科技部启动“人工智能驱动的科学研究”专项部署工作

March 29, 2023

Jin Zhuanglong’s charm offensive

On Monday, Ministry of Industry and Information Technology head, Jin Zhuanglong, reiterated China’s commitment to international supply chains at China’s annual gathering of international business leaders and policymakers (the China Development Forum). Eagle-eyed readers will recall that Jin is all …

On Monday, Ministry of Industry and Information Technology head, Jin Zhuanglong, reiterated China’s commitment to international supply chains at China's annual gathering of international business leaders and policymakers (the China Development Forum).

Eagle-eyed readers will recall that Jin is all ...

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Caixin: 金壮龙：建设开放合作的产业链供应链

March 29, 2023

A bit of progress for data IP rights

Yesterday, Chinese media reported an important data rights ruling from the Beijing Intellectual Property Court. Some context: China is working hard to parse data property rights, but it’s a pretty tricky job. One issue is that data can be gathered more than once, making it difficult to determine …

One issue is that data can be gathered more than once, making it difficult to determine ...

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21st Century Biz: 数据集合合法权益如何保护？法院：大量抓取行为构成不正当竞争

March 29, 2023

Deep dive | Will Beijing weaponize rare earths?

Since Washington instituted sweeping export controls against China in October, foreign multinationals and investors have wondered what countermeasures Beijing will deploy to deter the US from attacking Chinese chipmakers. Many speculate that China could leverage its dominance over rare earths – cri…

Many speculate that China could leverage its dominance over rare earths – cri...

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Xinhua: 习近平江西考察第一天：行程背后有深意

NYT: Amid Tension, China Blocks Vital Exports to Japan

Mining Technology: China’s stranglehold of the rare earths supply chain will last another decade

White House: BUILDING RESILIENT SUPPLY CHAINS, REVITALIZING AMERICAN MANUFACTURING, AND FOSTERING BROAD-BASED GROWTH

USGS: RARE EARTHS (2023)

USGS: RARE EARTHS (2022)

US Commerce Department: U.S. Department of Commerce Announces Section 232 Investigation into the Effect of Imports of Neodymium Magnets on U.S. National Security

BIS: The Effect of Imports of Neodymium-Iron-Boron (NdFeB) Permanent Magnets on the National Security

NDRC: 不断强大的稀土产业助力“中国梦”

East Money: 稀土永磁市场格局：2021年中国稀土磁材产量占全球的90%，高性能钕铁硼产量占比

Sohu: 全球稀土永磁龙头，金力永磁：受益新能源领域需求爆发

USGS: RARE EARTHS (2010)

CSteel News: 周城雄：美国“稀土独立”只是一厢情愿

March 28, 2023

How low will Li go?

Battery-grade lithium carbonate prices continue to fall. On Thursday, we told you that the average price of the key battery input had fallen to RMB 290,000/metric ton – down 52.0% from the all-time record of RMB 600,000/metric ton, set in November. On Monday, industry media reported the average pric…

Battery-grade lithium carbonate prices continue to fall.
On Thursday, we told you that the average price of the key battery input had fallen to RMB 290,000/metric ton – down 52.0% from the all-time record of RMB 600,000/metric ton, set in November.
On Monday, industry media reported the average pric...

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BJX: 单周下跌3.15万元/吨！电池级碳酸锂价格跌破30万元大关

March 28, 2023

A new playground

Property developers are exploring new ways to raise cash. On Sunday, Bloomberg reported that an increasing number of property developers have started offering contract construction services. Some context: For over two decades China’s developers have shunned contracting services for the more profitab…

Property developers are exploring new ways to raise cash.
On Sunday, Bloomberg reported that an increasing number of property developers have started offering contract construction services.
Some context: For over two decades China's developers have shunned contracting services for the more profitab...

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Bloomberg: China’s Rattled Developers Turn to Business They Disdained

March 28, 2023

Bundling sales

More domestic experts are weighing in on local government debt issues. On Thursday, a research center affiliated to Renmin University held a symposium on special-purpose bond (SPB) management. ICYDK: Local governments issue SPBs to fund any infrastructure projects that are expected to deliver return…

More domestic experts are weighing in on local government debt issues.
On Thursday, a research center affiliated to Renmin University held a symposium on special-purpose bond (SPB) management.
ICYDK: Local governments issue SPBs to fund any infrastructure projects that are expected to deliver return...

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Caixin: 专项债一般化问题突出研究者建言改善地方债结构

March 28, 2023

Opening up can’t fix it

On Monday, Premier Li Qiang told an audience of global business leaders in Beijing he knows things have been crazy lately – but up ahead is “the rainbow after the rain.” He thanked the visitors, including Apple CEO Tim Cook, for contributing to China’s development, and recommended taking a long-ter…

On Monday, Premier Li Qiang told an audience of global business leaders in Beijing he knows things have been crazy lately – but up ahead is "the rainbow after the rain."

He thanked the visitors, including Apple CEO Tim Cook, for contributing to China's development, and recommended taking a long-ter...

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People's Daily: 李强会见出席中国发展高层论坛2023年年会的境外代表

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