string(13) "markets-macro"

Macro

February 24, 2023

The e-scalper scourge

On Wednesday, China’s anti-corruption watchdog (CCDI) released a lengthy exposé on data security in Nanjing’s hospitals. Background: A long-standing problem with China’s public health system are appointment scalpers who buy up and resell available hospital appointment time slots. The scalpers… Username Password Remember Me Forgot Password

On Wednesday, China’s anti-corruption watchdog (CCDI) released a lengthy exposé on data security in Nanjing’s hospitals.
Background: A long-standing problem with China’s public health system are appointment scalpers who buy up and resell available hospital appointment time slots.

The scalpers...

sources

CCDI: 深度关注丨全链条打击倒号卖号乱象

February 24, 2023

Poking Beijing in the WTO eye

The US just fired a counter-shot in China’s WTO case. On January 16, the US accepted Taiwan’s application to join China’s World Trade Organization (WTO) case against the US. Background: in December, China announced it would raise a WTO case against the US based on the US restricting semiconductor te…

The US just fired a counter-shot in China’s WTO case.
On January 16, the US accepted Taiwan’s application to join China’s World Trade Organization (WTO) case against the US.
Background: in December, China announced it would raise a WTO case against the US based on the US restricting semiconductor te...

sources

World Trade Organization: COMMUNICATION FROM THE UNITED STATES

Taipei Times: Taiwan’s request to join consultations accepted

ijiwei: 中美WTO半导体诉讼战开打美国拒绝俄罗斯旁听申请

February 24, 2023

Deep Dive | The Contenders: Who will head the central bank?

China’s five-yearly political transition is finally coming to a close. In October, the 20th Party Congress decided the top Party positions. Next up, the annual meeting of the legislature (NPC), starting March 5, will decide who lands in key government posts. Sure, it is the Party that sets the…

China’s five-yearly political transition is finally coming to a close.
In October, the 20th Party Congress decided the top Party positions.
Next up, the annual meeting of the legislature (NPC), starting March 5, will decide who lands in key government posts.

Sure, it is the Party that sets the...

February 24, 2023

Real virtual protections

On Wednesday, Sina published an op-ed criticizing China’s lack of protection for in-game virtual assets. Background: Online games increasingly feature virtual assets like special equipment, weapons, or clothing. Fans can invest large sums and many hours accumulating their digital collections. Sina…

On Wednesday, Sina published an op-ed criticizing China's lack of protection for in-game virtual assets.
Background: Online games increasingly feature virtual assets like special equipment, weapons, or clothing.

Fans can invest large sums and many hours accumulating their digital collections.

Sina...

sources

Sina: 网络虚拟财产保护亟待加强

February 24, 2023

Touch down in Zhengzhou

On Tuesday, Reuters reported that Foxconn chairman Liu Young-way would make his first trip to China since the Covid pandemic. ICYMI: 2022 was a nightmare for Foxconn’s Zhengzhou campus, the world’s largest iPhone factory. The “iPhone City” faced constant disruption to production caused by Beijing’s…

On Tuesday, Reuters reported that Foxconn chairman Liu Young-way would make his first trip to China since the Covid pandemic.
ICYMI: 2022 was a nightmare for Foxconn’s Zhengzhou campus, the world’s largest iPhone factory.

The “iPhone City” faced constant disruption to production caused by Beijing’s...

sources

Reuters: Foxconn chairman to visit COVID-hit iPhone plant in China -source

February 24, 2023

Countdown to data export deadlines

On Wednesday, China’s internet regulator (CAC) published an update on the status of data exports from China. Recap: Last summer, the CAC released the Data Export Security Assessment Measures. The measures require companies that want to export sensitive data from China to apply for approval. Comp…

On Wednesday, China's internet regulator (CAC) published an update on the status of data exports from China.
Recap: Last summer, the CAC released the Data Export Security Assessment Measures.

The measures require companies that want to export sensitive data from China to apply for approval.
Comp...

sources

CAC: 《办法》施行将满6个月数据出境需依法申报评估

February 24, 2023

Slow your roll, ChatGPT

On Wednesday, Nikkei sources reported that tech platforms like Alibaba and Tencent have been warned not to offer access to ChatGPT to their users. They’ve also been told not to release their own ChatGPT alternatives until they’ve received approval. Background: ChatGPT, the natural language proces…

On Wednesday, Nikkei sources reported that tech platforms like Alibaba and Tencent have been warned not to offer access to ChatGPT to their users.

They've also been told not to release their own ChatGPT alternatives until they've received approval.

Background: ChatGPT, the natural language proces...

sources

Nikkei: China tells big tech companies not to offer ChatGPT services

February 24, 2023

Deep Dive | China’s econ recovery still not on a solid footing

Exec sum: Despite the usual paucity of econ data for the year’s first two months, some distinct trends are emerging. While consumer activity has recovered, household demand for credit remains extremely weak. In contrast, borrowing in the corporate sector has hit record highs, despite sti…

Exec sum:

Despite the usual paucity of econ data for the year’s first two months, some distinct trends are emerging.
While consumer activity has recovered, household demand for credit remains extremely weak. In contrast, borrowing in the corporate sector has hit record highs, despite sti...

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February 23, 2023

The power is greener on the other side

Corporations looking to decarbonize their Chinese operations will soon have access to a lot more clean energy. That’s because the macro planner (NDRC), energy regulator (NEA), and finance ministry (MOF) will soon clarify how subsidized wind and solar projects will participate in China’s nascent gree…

Corporations looking to decarbonize their Chinese operations will soon have access to a lot more clean energy.
That's because the macro planner (NDRC), energy regulator (NEA), and finance ministry (MOF) will soon clarify how subsidized wind and solar projects will participate in China’s nascent gree...

sources

PV Energy: 重磅！绿电收益和补贴不可兼得

February 23, 2023

All we are saying, is give up Luhansk

On Wednesday, top Chinese diplomat Wang Yi met with Russian president Vladimir Putin in Moscow, on the eve of the first anniversary of Russia’s invasion of Ukraine. ICYMI: On Tuesday, Putin gave a speech blasting the West and defending the necessity of his “special military operation.” Wang had warm…

On Wednesday, top Chinese diplomat Wang Yi met with Russian president Vladimir Putin in Moscow, on the eve of the first anniversary of Russia's invasion of Ukraine.
ICYMI: On Tuesday, Putin gave a speech blasting the West and defending the necessity of his “special military operation.”
Wang had warm...

sources

Xinhua: China-Russia partnership never targets any third party: senior diplomat

WSJ: China’s Xi Jinping Plans Russia Visit as Putin Wages War in Ukraine

February 23, 2023

Government of the people

At Wednesday’s weekly State Council executive meeting, outgoing Premier Li Keqiang reviewed efforts to improve the policy proposal process. Some context: Every March members of the legislature (NPC) and political advisory body (CPPCC) submit policy proposals to the central government. The central go…

At Wednesday's weekly State Council executive meeting, outgoing Premier Li Keqiang reviewed efforts to improve the policy proposal process.
Some context: Every March members of the legislature (NPC) and political advisory body (CPPCC) submit policy proposals to the central government. The central go...

sources

Gov.cn: 李克强主持召开国务院常务会议听取全国两会建议提案办理情况汇报部署做好今年全国两会听取代表和委员意见建议工作等

February 23, 2023

Back to Basics

Xi Jinping wants to build China into a superpower. To do that, it will be critical that China develop sufficient capabilities in core technologies. That’s why on Tuesday Xi gathered fellow Politburo members to discuss improving the country’s basic research. Some context: Basic research has no im…

Xi Jinping wants to build China into a superpower.

To do that, it will be critical that China develop sufficient capabilities in core technologies.

That's why on Tuesday Xi gathered fellow Politburo members to discuss improving the country’s basic research.
Some context: Basic research has no im...

sources

Gov.cn: 习近平主持中共中央政治局第三次集体学习并发表重要讲话

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