string(13) "markets-macro"

Macro

February 20, 2025

Beijing mulls pressuring Trump via Tesla

Is Elon Musk’s foray into politics a risk to Tesla’s interests in China? On Monday, anonymous sources speaking to FT indicated that Chinese regulators are slow-rolling license approval for Tesla’s full self-driving feature. According to FT: “The company has been told there is no definitive timetab… Username Password Remember Me Forgot Password

Is Elon Musk's foray into politics a risk to Tesla's interests in China?
On Monday, anonymous sources speaking to FT indicated that Chinese regulators are slow-rolling license approval for Tesla's full self-driving feature. According to FT:

"The company has been told there is no definitive timetab...

sources

FT: Tesla braces for delay to China licence as Trump trade tensions mount

February 19, 2025

Wang Yi pitches multilateralism at the UN

China’s commitment to a shared future is unshakeable. That was the message that top diplomat Wang Yi delivered to the UN Security Council in New York on Tuesday. Wang said that in an increasingly turbulent world, “no country can prosper alone; mutually beneficial cooperation is the right choice.” He…

China’s commitment to a shared future is unshakeable.
That was the message that top diplomat Wang Yi delivered to the UN Security Council in New York on Tuesday.
Wang said that in an increasingly turbulent world, “no country can prosper alone; mutually beneficial cooperation is the right choice.” He...

sources

MoFA: Remarks by H.E. Wang Yi at the United Nations Security Council High-Level Meeting “Practicing Multilateralism, Reforming and Improving Global Governance”

February 19, 2025

Huawei founder says China tech sector in danger

Yesterday, Chinese social media was abuzz with apparent leaks from the speeches given by private business leaders at Monday’s private sector symposium chaired by Xi Jinping. Most of the leaked speeches were a cheery affair, focusing on company achievements, business plans, and contributions to the …

Yesterday, Chinese social media was abuzz with apparent leaks from the speeches given by private business leaders at Monday's private sector symposium chaired by Xi Jinping.

Most of the leaked speeches were a cheery affair, focusing on company achievements, business plans, and contributions to the ...

sources

Singtao Daily: 民企座談會｜任正非警惕科技業：表面繁榮內功不足未來5年為生死窗口期

February 19, 2025

Personal information compliance audits are here

Compliance with China’s personal information protection regime will be less burdensome than expected. On Friday, the cyberspace administration finalized regulations governing personal information compliance audits. A draft version was released in 2023. Some context: The Personal Information Protec…

Compliance with China’s personal information protection regime will be less burdensome than expected.
On Friday, the cyberspace administration finalized regulations governing personal information compliance audits.

A draft version was released in 2023.

Some context: The Personal Information Protec...

sources

CAC: 个人信息保护合规审计管理办法

February 19, 2025

State launches logistics data integration program

Planes, trains, and automobiles… plus factories, warehouses, ships, freight forwarders, and customs. The government wants smooth data sharing between all of them. On Friday, the macro planner (NDRC), data administration (NDA), and six other bodies introduced a pilot program to encourage data shari…

Planes, trains, and automobiles… plus factories, warehouses, ships, freight forwarders, and customs.

The government wants smooth data sharing between all of them.

On Friday, the macro planner (NDRC), data administration (NDA), and six other bodies introduced a pilot program to encourage data shari...

sources

Gov.cn: 国家发展改革委等部门关于开展物流数据开放互联试点工作的通知

February 19, 2025

Xi sits down with private sector entrepreneurs

Xi Jinping has given private enterprise his blessing. On Monday, Xi held a highly anticipated symposium with China’s top tech execs, including: Huawei founder Ren Zhengfei Alibaba co-founder Jack Ma Tencent CEO Pony Ma Xiaomi CEO Lei Jun Yushu Technology founder Wang Xingxing DeepSeek founder Lian…

Xi Jinping has given private enterprise his blessing.
On Monday, Xi held a highly anticipated symposium with China’s top tech execs, including:

Huawei founder Ren Zhengfei
Alibaba co-founder Jack Ma
Tencent CEO Pony Ma
Xiaomi CEO Lei Jun
Yushu Technology founder Wang Xingxing
DeepSeek founder Lian...

sources

Gov.cn: 习近平在民营企业座谈会上强调：民营经济发展前景广阔大有可为民营企业和民营企业家大显身手正当其时

February 18, 2025

Beijing releases ambitious plan for new-type energy storage

On Monday, eight ministries – led by the industry regulator (MIIT) and macro planner (NDRC) – issued an action plan to promote the manufacturing of new-type energy storage (NES). Some context: NES is an umbrella term for emerging energy storage tech, such as lithium-ion battery (LIB) systems, non-li…

On Monday, eight ministries – led by the industry regulator (MIIT) and macro planner (NDRC) – issued an action plan to promote the manufacturing of new-type energy storage (NES).
Some context: NES is an umbrella term for emerging energy storage tech, such as lithium-ion battery (LIB) systems, non-li...

sources

Gov.cn: 工业和信息化部等八部门关于印发《新型储能制造业高质量发展行动方案》的通知

February 18, 2025

Wang Yi touts trade in Dublin

Ireland is increasingly important to Beijing’s Europe strategy. Top diplomat Wang Yi’s European diplomatic blitz continued in Dublin on Monday, where he met with Taoiseach Micheál Martin – Ireland’s prime minister – and Tánaiste Simon Harris, the country’s deputy PM and foreign minister. During meet…

Ireland is increasingly important to Beijing's Europe strategy.
Top diplomat Wang Yi's European diplomatic blitz continued in Dublin on Monday, where he met with Taoiseach Micheál Martin – Ireland's prime minister – and Tánaiste Simon Harris, the country's deputy PM and foreign minister.
During meet...

sources

Gov.cn: 爱尔兰总理马丁会见王毅

Source: Taoiseach Micheál Martin to meet Minister for Foreign Affairs of China, H.E. Wang Yi

SCMP: Wang Yi heads to Dublin as Ireland’s role in US-China rivalry comes into focus

February 18, 2025

MoFA blasts US after Taiwan fact sheet change

China’s Foreign Ministry (MoFA) is pissed. The reason: The US State Department removed the phrase “we do not support Taiwanese independence” from the fact sheet on US-Taiwan relations on its website. Some context: This isn’t a first. In March 2022, under the Biden administration, the State Departme…

China’s Foreign Ministry (MoFA) is pissed.
The reason: The US State Department removed the phrase “we do not support Taiwanese independence” from the fact sheet on US-Taiwan relations on its website.
Some context: This isn’t a first.

In March 2022, under the Biden administration, the State Departme...

sources

MoFA: Foreign Ministry Spokesperson Guo Jiakun’s Regular Press Conference on February 17, 2025

Reuters: China urges US to 'correct its mistakes' after State Department website removes Taiwan independence reference

Reuters: Exclusive: Taiwan considering multi-billion dollar arms purchase from US, sources say

February 18, 2025

Legislature to deliberate Private Economy Promotion Law next week

On Monday, the legislature (NPCSC) set the agenda for next week’s legislative session. The big agenda item: Reviewing the Private Economy Promotion Law. That was fast: The law was reviewed at the most recent legislative session in December. It’s uncommon to review a draft law at two consecutive leg…

On Monday, the legislature (NPCSC) set the agenda for next week's legislative session.
The big agenda item: Reviewing the Private Economy Promotion Law.
That was fast: The law was reviewed at the most recent legislative session in December.

It's uncommon to review a draft law at two consecutive leg...

sources

CCTV: 赵乐际主持召开十四届全国人大常委会第三十八次委员长会议决定十四届全国人大常委会第十四次会议2月24日至25日在京举行

February 18, 2025

PBoC tightens offshore liquidity with more bills

China’s central bank (PBoC) is trying to ease downward pressure on the yuan by issuing bills offshore. On Friday, the PBoC issued RMB 60 billion worth of yuan-denominated bills in Hong Kong. It issued RMB 40 billion worth of three-month bills and RMB 20 billion one-year bills. It’s the second cons…

China’s central bank (PBoC) is trying to ease downward pressure on the yuan by issuing bills offshore.
On Friday, the PBoC issued RMB 60 billion worth of yuan-denominated bills in Hong Kong.

It issued RMB 40 billion worth of three-month bills and RMB 20 billion one-year bills.

It’s the second cons...

sources

PBoC: 中央银行票据发行公告 [2025]第2号

Bloomberg: PBOC’s Pan Says Price Growth, Consumption ‘Can Be Stronger’

SCMP: China issues US$8.2 billion in bills in Hong Kong to stabilise yuan amid trade tensions

February 18, 2025

Solar giant Tongwei scraps plan to acquire top rival

Hopes for a swift, market-driven end to solar overcapacity are becoming increasingly unlikely. On Friday, solar giant Tongwei scrapped its plan to acquire a controlling stake in Runergy – a struggling major competitor. ICYMI: In October, Tongwei – the world’s largest polysilicon and cell manufacture…

Hopes for a swift, market-driven end to solar overcapacity are becoming increasingly unlikely.
On Friday, solar giant Tongwei scrapped its plan to acquire a controlling stake in Runergy – a struggling major competitor.
ICYMI: In October, Tongwei – the world’s largest polysilicon and cell manufacture...

sources

BJX: 通威股份终止50亿收购润阳股份

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