string(13) "markets-macro"

Macro

February 23, 2023

FulLi automatic

China’s lithium industry is pursuing some high-tech upgrades. On February 21, Tianqi Lithium – one of China’s largest lithium producers – held a signing ceremony for the world’s first fully automatic battery-grade lithium carbonate production facility. The facility will sit in the Zhangjiagang Free… Username Password Remember Me Forgot Password

China's lithium industry is pursuing some high-tech upgrades.
On February 21, Tianqi Lithium – one of China's largest lithium producers – held a signing ceremony for the world's first fully automatic battery-grade lithium carbonate production facility.

The facility will sit in the Zhangjiagang Free...

sources

CNFEOL: 天齐锂业氢氧化锂生产基地项目签约仪式在张家港保税区隆重举行

February 23, 2023

Take the money and run

Premier Li Keqiang wants to ensure more money stays in the pockets of businesses. On Wednesday, Li did his thing – chairing the weekly State Council executive meeting. On the agenda: Listening to reports on efforts to cut business taxes and fees and stamp out illegal charges. Li praised the governme…

Premier Li Keqiang wants to ensure more money stays in the pockets of businesses.
On Wednesday, Li did his thing – chairing the weekly State Council executive meeting.
On the agenda: Listening to reports on efforts to cut business taxes and fees and stamp out illegal charges.
Li praised the governme...

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

Has Spring arrived?

The housing market may be about to warm up. That’s what results from an Ant Group survey suggest. Some context: Southwestern University of Finance and Economics (SWUFE) and Ant Group conduct a quarterly survey of 20,000 users of Alipay, Ant’s online payments platform. On Wednesday, Caixin reported…

The housing market may be about to warm up.

That’s what results from an Ant Group survey suggest.

Some context: Southwestern University of Finance and Economics (SWUFE) and Ant Group conduct a quarterly survey of 20,000 users of Alipay, Ant’s online payments platform.
On Wednesday, Caixin reported...

sources

Caixin: More Chinese Families Planning to Buy a Home, Survey Shows

February 23, 2023

How to spend it

China’s finance ministry (MoF) has settled on its spending priorities for 2023. On Wednesday, the MoF published excerpts from Minister Liu Kun’s speech at December’s Central Economic Work Conference, when he outlined which areas will see funding growth. Liu dealt with similar issues in an essay pub…

China’s finance ministry (MoF) has settled on its spending priorities for 2023.
On Wednesday, the MoF published excerpts from Minister Liu Kun’s speech at December’s Central Economic Work Conference, when he outlined which areas will see funding growth.

Liu dealt with similar issues in an essay pub...

sources

MoF: 刘昆：在全国财政工作会议上的讲话（节选）

February 23, 2023

AI makes me promises, promises

On Monday, China’s Ministry of Foreign Affairs (MoFA) published its “Global Security Concept.” Background: The paper fleshes out Xi Jinping’s vision of a “Global Security Initiative,” which he first raised at last April’s Boao Forum. The short version: Xi wants to reframe global security…

On Monday, China’s Ministry of Foreign Affairs (MoFA) published its “Global Security Concept.”
Background: The paper fleshes out Xi Jinping’s vision of a “Global Security Initiative,” which he first raised at last April’s Boao Forum.
The short version: Xi wants to reframe global security...

sources

MoFA: The Global Security Initiative Concept Paper

China Daily: Xi proposes Global Security Initiative

February 23, 2023

Online insurance cowboys

On Tuesday, the Shanghai Consumer Council (SCC) said online insurance companies have yet to pay back claims on Covid quarantine insurance. Background: During the zero-COVID days, China’s online insurance companies rolled out a raft of weird insurance products, like quarantine insurance – which paid…

On Tuesday, the Shanghai Consumer Council (SCC) said online insurance companies have yet to pay back claims on Covid quarantine insurance.
Background: During the zero-COVID days, China’s online insurance companies rolled out a raft of weird insurance products, like quarantine insurance – which paid...

sources

The Paper: 上海市消保委：互联网保险产品低进高出对消费者不公平不合理

Weibo: #阳性确诊险投保人理赔难# 彻夜排队开诊断书还要“含CT值核酸报告”

February 23, 2023

Ramping up auto chip production

State-owned auto giant GAC Group will source more home-grown auto chips. On Saturday, GAC Group’s investment arm GAC Capital said 40% of the Group’s auto chips would be made in China soon. Currently, 10% of GAC Group’s auto chips are made by Chinese chipmakers, up significantly from 3% …

State-owned auto giant GAC Group will source more home-grown auto chips.
On Saturday, GAC Group’s investment arm GAC Capital said 40% of the Group’s auto chips would be made in China soon.

Currently, 10% of GAC Group’s auto chips are made by Chinese chipmakers, up significantly from 3% ...

sources

Caixin: 广汽资本袁锋：四成汽车芯片可国产化替代

February 23, 2023

Deep Dive | The next round of property support: AMCs, rental housing, and the three-red-lines

A new round of property support measures is set to land any day now. How do we know? At a press conference on January 13, Zou Lan, director of the central bank’s (PBoC) monetary policy department, said that the PBoC and the banking regulator (CBIRC) have put together an “action plan for improving t…

A new round of property support measures is set to land any day now.
How do we know?

At a press conference on January 13, Zou Lan, director of the central bank's (PBoC) monetary policy department, said that the PBoC and the banking regulator (CBIRC) have put together an "action plan for improving t...

February 22, 2023

Dueling Vlad-Joes

On Tuesday, China’s top diplomat Wang Yi arrived in Russia. Some context: Tensions between Russia and the US are running high on the first anniversary of Moscow’s invasion of Ukraine. On Tuesday, Russian President Vladimir Putin gave a speech blasting the West and defending the necessity of his “sp…

On Tuesday, China’s top diplomat Wang Yi arrived in Russia.
Some context: Tensions between Russia and the US are running high on the first anniversary of Moscow’s invasion of Ukraine.

On Tuesday, Russian President Vladimir Putin gave a speech blasting the West and defending the necessity of his “sp...

sources

MoFA: 中俄战略安全磋商机制双方牵头人举行会晤

Al-Jazeera: Putin’s state of the nation speech: What exactly did he say?

CNBC: Biden says Russia will ‘never’ win as he pledges support for war-weary Ukraine

February 22, 2023

Are you gonna merge my ministry?

Brace yourself for another round of Party and government restructuring. Top of the agenda of Tuesday’s Politburo meeting was a draft plan for institutional reform. The outcome of their deliberations will be unveiled next month during the legislature’s (NPC) annual meeting – which kicks off on March…

Brace yourself for another round of Party and government restructuring.
Top of the agenda of Tuesday's Politburo meeting was a draft plan for institutional reform.

The outcome of their deliberations will be unveiled next month during the legislature’s (NPC) annual meeting – which kicks off on March...

sources

Xinhua: 中共中央政治局召开会议决定召开二十届二中全会中共中央总书记习近平主持会议

February 22, 2023

Put your back into it

Growth is key, comrades! That was the (unsurprising) main takeaway from Tuesday’s meeting of the Party’s 24-man Politburo, where they discussed the upcoming Government Work Report (GWR). Some context: The GWR – which will be delivered on March 5 – sets economic priorities and targets for the year ah…

Growth is key, comrades!
That was the (unsurprising) main takeaway from Tuesday's meeting of the Party's 24-man Politburo, where they discussed the upcoming Government Work Report (GWR).
Some context: The GWR – which will be delivered on March 5 – sets economic priorities and targets for the year ah...

sources

Xinhua: 中共中央政治局召开会议决定召开二十届二中全会中共中央总书记习近平主持会议

February 22, 2023

China and Japan resume security dialogue

On Wednesday, Chinese vice foreign minister Sun Weidong sat down in Tokyo with Japanese deputy foreign minister Yamada Shigeo for the two countries’ first formal security dialogue in four years. It’s good to talk, right? Well…the atmosphere was hardly harmonious. Some context: Ties between the lon…

On Wednesday, Chinese vice foreign minister Sun Weidong sat down in Tokyo with Japanese deputy foreign minister Yamada Shigeo for the two countries' first formal security dialogue in four years.
It's good to talk, right? Well...the atmosphere was hardly harmonious.
Some context: Ties between the lon...

sources

Reuters: China, Japan square off at first security talks in four years

Ministry of Foreign Affairs of Japan: 第28回日中外交当局間協議の開催（結果）

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