string(13) "markets-macro"

Macro

February 20, 2023

Talking tough in Munich

On Saturday, China’s top diplomat Wang Yi met US Secretary of State Antony Blinken on the sidelines of the Munich Security Conference. Some context: In recent weeks, US-China relations have reached new lows of dumpster fireism. Blinken (inevitably) brought up the balloon drama (State Department): “… Username Password Remember Me Forgot Password

On Saturday, China’s top diplomat Wang Yi met US Secretary of State Antony Blinken on the sidelines of the Munich Security Conference.
Some context: In recent weeks, US-China relations have reached new lows of dumpster fireism.
Blinken (inevitably) brought up the balloon drama (State Department):

“...

sources

US State Department: Secretary Blinken’s Meeting with People’s Republic of China (PRC) Director of the CCP Central Foreign Affairs Office Wang Yi

MoFA: Foreign Ministry Spokesperson on the China-US Engagement

SCMP: China-US relations: at Munich meeting, Antony Blinken tells Wang Yi balloon incident ‘must never again occur’

February 20, 2023

Let’s regulate ’em together

Fed up of fielding multiple visits from different regulators looking into the same issue? The State Council hears ya. Guidelines released Friday aim to promote better coordination among government bodies, especially between: Different central government agencies with ambiguous or overlapping respon…

Fed up of fielding multiple visits from different regulators looking into the same issue?
The State Council hears ya.
Guidelines released Friday aim to promote better coordination among government bodies, especially between:

Different central government agencies with ambiguous or overlapping respon...

sources

Gov.cn: 国务院办公厅关于深入推进跨部门综合监管的指导意见

February 20, 2023

Don’t hold us back

Xi Jinping’s decarbonization agenda is taking a back seat to economic growth this year. That’s our read from the the Ministry of Ecology and Environment’s (MEE) priorities for 2023, which were announced on Friday. The MEE’s to-do list for 2023 reveals a marked change: Promoting green and low-carbon…

Xi Jinping's decarbonization agenda is taking a back seat to economic growth this year.
That's our read from the the Ministry of Ecology and Environment's (MEE) priorities for 2023, which were announced on Friday.
The MEE's to-do list for 2023 reveals a marked change:

Promoting green and low-carbon...

sources

MEE: 全国生态环境保护工作会议在京召开

February 20, 2023

The pain from Ukraine must mainly be contained

On Saturday, China’s top diplomat Wang Yi met with Ukrainian Foreign Minister Dmytro Kuleba on the sidelines of the Munich Security Conference. Some context: The two last met back in September when then-foreign minister Wang offered some tepid language on the importance of sovereignty and territoria…

On Saturday, China’s top diplomat Wang Yi met with Ukrainian Foreign Minister Dmytro Kuleba on the sidelines of the Munich Security Conference.
Some context: The two last met back in September when then-foreign minister Wang offered some tepid language on the importance of sovereignty and territoria...

sources

CGTN: Wang to Kuleba: China always stands on the side of peace, talks

SCMP: US says China considering arming Russia in Ukraine war

State.gov: Secretary Antony J. Blinken With Chuck Todd of NBC Meet the Press

Reuters: China's Xi plans 'peace speech' on Ukraine invasion anniversary, Italy says

February 20, 2023

Core data for your eyes only

Something else jumped out at us while reading Shenzhen’s new draft regulations on data property registration: The document says that the municipal branch of China’s state security agency (MSS) will be involved in the oversight of data property rights. Yes, that MSS: The hyper-paranoid agency resp…

Something else jumped out at us while reading Shenzhen's new draft regulations on data property registration:

The document says that the municipal branch of China's state security agency (MSS) will be involved in the oversight of data property rights.

Yes, that MSS: The hyper-paranoid agency resp...

sources

Shenzhen Gov.cn: 深圳市发展和改革委员会关于公开征求《深圳市数据产权登记管理暂行办法》（征求意见稿）意见的通告

February 20, 2023

Introducing the data property rights bureaucracy

Yesterday, the Shenzhen municipal government released draft regulations on data property registration. Background: Registering data assets – confirming what data belongs to whom – is crucial to developing China’s vision for the data economy. After all, how can companies buy and sell data legally i…

Yesterday, the Shenzhen municipal government released draft regulations on data property registration.
Background: Registering data assets – confirming what data belongs to whom – is crucial to developing China's vision for the data economy.

After all, how can companies buy and sell data legally i...

sources

Shenzhen Gov.cn: 深圳市发展和改革委员会关于公开征求《深圳市数据产权登记管理暂行办法》（征求意见稿）意见的通告

NDRC: 探索数据产权登记新方式，加快构建全国一体化数据要素登记体系

February 19, 2023

State Council worried about employment

Yesterday, the State Council did its thing – holding its weekly executive meeting. Top of the agenda: Controlling the economic fallout of the coronavirus. The meeting focused specifically on keeping the food supply stable, calling for increased efforts to: Promote spring farming Facilitate the orde…

Yesterday, the State Council did its thing – holding its weekly executive meeting.
Top of the agenda: Controlling the economic fallout of the coronavirus.
The meeting focused specifically on keeping the food supply stable, calling for increased efforts to:

Promote spring farming
Facilitate the orde...

sources

Gov.cn: 李克强主持召开国务院常务会议部署不误农时切实抓好春季农业生产等

Gov.cn: China to roll out a host of policies to boost economic development

February 18, 2023

Everything’s going to be O-Cayman

Are variable interest entities (VIEs) poised for a comeback? On Friday, the securities regulator (CSRC) released trial measures that signal a relaxation in the regulatory treatment of Chinese companies that IPO abroad using the VIE structure. Refresher: Sexy tech firms like Alibaba, JD.com, and Didi…

Are variable interest entities (VIEs) poised for a comeback?
On Friday, the securities regulator (CSRC) released trial measures that signal a relaxation in the regulatory treatment of Chinese companies that IPO abroad using the VIE structure.
Refresher: Sexy tech firms like Alibaba, JD.com, and Didi...

sources

CSRC: 境外上市备案管理制度规则发布实施

CSRC: 证监会有关部门负责人答记者问

February 17, 2023

She’s a ten but she wants to count your 5G base stations

On Thursday, Ministry of Industry and Information Technology (MIIT) officials sat down to review the statistical metrics they use to evaluate the communications industry. Why it matters: Policy targets for the entire ICT sector are set using the metrics MIIT decides upon. That includes things lik…

On Thursday, Ministry of Industry and Information Technology (MIIT) officials sat down to review the statistical metrics they use to evaluate the communications industry.
Why it matters: Policy targets for the entire ICT sector are set using the metrics MIIT decides upon.

That includes things lik...

sources

MIIT: 运行监测协调局召开通信业重点统计指标审核规范座谈会

February 17, 2023

Jin Zhuanlong reveals his super-secret master plan

On Thursday, Minister of Industry and Information Technology (MIIT) Jin Zhuanlong published an essay in Party journal Qiushi on China’s industrial priorities. Why that’s interesting: Jin took up his post recently, and we haven’t heard much directly from him since his appointment. Jin made three…

On Thursday, Minister of Industry and Information Technology (MIIT) Jin Zhuanlong published an essay in Party journal Qiushi on China’s industrial priorities.
Why that's interesting: Jin took up his post recently, and we haven't heard much directly from him since his appointment.
Jin made three...

sources

Bloomberg: China’s New Tech Czar Lays Out Plan to Transcend US Sanctions

MIIT: 工业和信息化部党组书记、部长金壮龙《求是》杂志撰文：加快推进新型工业化

February 17, 2023

Let’s be realistic

On Monday, Shanghai officials sat down with corporate executives to hear their policy recommendations in preparation for the Chinese legislatures’ upcoming “Two Sessions” discussions in March. China’s second largest chip foundry Huahong Group was at the meeting. Some context: Huahong f…

On Monday, Shanghai officials sat down with corporate executives to hear their policy recommendations in preparation for the Chinese legislatures' upcoming “Two Sessions” discussions in March.

China’s second largest chip foundry Huahong Group was at the meeting.

Some context: Huahong f...

sources

The Paper: 迎两会看发展｜资金、人才、技术，在沪全国人大代表献计三大先导产业

February 17, 2023

CSIA protests against multilateral controls

On Wednesday, the China Semiconductor Industry Association (CSIA) issued a statement criticizing the US for damaging China’s chip industry with its upcoming trilateral export controls. No surprise there: CSIA issued similar statements when the US signed off the CHIPS Act in August and imposed sweepi…

On Wednesday, the China Semiconductor Industry Association (CSIA) issued a statement criticizing the US for damaging China’s chip industry with its upcoming trilateral export controls.
No surprise there: CSIA issued similar statements when the US signed off the CHIPS Act in August and imposed sweepi...

sources

CSIA: 就美日荷限制向中国出口相关芯片制造设备，中国半导体行业协会严正声明

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