string(13) "markets-macro"

Macro

February 3, 2023

Turning the tables

At Thursday’s State Council Information Office presser, Ministry of Commerce (MofCom) officials offered some next-level equivocation about potential controls on exports of solar technology. ICYMI: In late December, MofCom solicited public opinion on proposed revisions to its catalogue of technology … Username Password Remember Me Forgot Password

At Thursday's State Council Information Office presser, Ministry of Commerce (MofCom) officials offered some next-level equivocation about potential controls on exports of solar technology.
ICYMI: In late December, MofCom solicited public opinion on proposed revisions to its catalogue of technology ...

sources

SCIO: 国新办举行2022年商务工作及运行情况新闻发布会

Bloomberg: China Mulls Protecting Solar Tech Dominance With Export Ban

February 3, 2023

E-commerce exports must have happy customers

On Thursday, the Ministry of Finance (MoF) announced a tax policy change aimed at supporting China’s e-commerce exports. What’s new: The new policy helps exporters of non-food goods returned within six months by allowing exporters to reclaim any: Chinese export duties on the goods VAT or consumptio…

On Thursday, the Ministry of Finance (MoF) announced a tax policy change aimed at supporting China’s e-commerce exports.
What's new: The new policy helps exporters of non-food goods returned within six months by allowing exporters to reclaim any:

Chinese export duties on the goods
VAT or consumptio...

sources

Gov.cn: 关于调整跨境电子商务零售进口商品清单的公告

Gov.cn: 关于跨境电子商务出口退运商品税收政策的公告

CE.cn: 跨境电商迎税收“红包” 出口退运成本降低

February 3, 2023

Deep dive | COVID is so last month

Now that’s out of the way, let’s get on with our lives. That seemed to be the general feeling among many Chinese households as they enjoyed the Lunar New Year (LNY) holiday break last week – January 21 to 27 – after COVID had ripped across the country in the weeks before. Welcome home! This… Read More »

Now that’s out of the way, let’s get on with our lives.

That seemed to be the general feeling among many Chinese households as they enjoyed the Lunar New Year (LNY) holiday break last week – January 21 to 27 – after COVID had ripped across the country in the weeks before.

Welcome home! This LNY wa...

February 3, 2023

Stormy waters ahead

The outlook for China’s trade this year is not good. But don’t take our word for it: This is what Li Xingqian, the head of the commerce ministry’s (MofCom) foreign trade department, had to say at a press conference on Thursday (SCIO): “Presently, the risk of a global recession has increased, extern…

The outlook for China’s trade this year is not good.
But don’t take our word for it: This is what Li Xingqian, the head of the commerce ministry’s (MofCom) foreign trade department, had to say at a press conference on Thursday (SCIO):

“Presently, the risk of a global recession has increased, extern...

sources

SCIO: 国新办举行2022年商务工作及运行情况新闻发布会图文实录

February 3, 2023

Growing bigger

Beijing’s pushing for another year of record-breaking harvests. Provinces are rolling out ambitious targets for staple crops production in response. Over the past week, 20 provinces and regions have announced quantitative targets for yield and farmed area of key grains and oilseeds – all of which a…

Beijing's pushing for another year of record-breaking harvests.
Provinces are rolling out ambitious targets for staple crops production in response.

Over the past week, 20 provinces and regions have announced quantitative targets for yield and farmed area of key grains and oilseeds – all of which a...

sources

21st Century Biz: 26省份公布2023年产粮任务四川、安徽、新疆调高总产目标

February 3, 2023

What tech crackdown?

Ant Group CEO Eric Jing is confident that the Chinese government has the private sector’s back. That’s what he told Zhejiang local state media on Sunday. Some context: Beijing is keen to restore confidence in the private sector – confidence that has been wrecked by the tech crackdown o…

Ant Group CEO Eric Jing is confident that the Chinese government has the private sector’s back.

That’s what he told Zhejiang local state media on Sunday.

Some context: Beijing is keen to restore confidence in the private sector – confidence that has been wrecked by the tech crackdown o...

sources

Zhejiang News: 潮声丨蚂蚁集团董事长兼CEO井贤栋：四个确定性是民企拼发展的底气

February 3, 2023

Is CAC backing off platform compliance pressure?

E-commerce apps’ treatment of personal data is improving. Yesterday, China’s cyber watchdog (CAC) and state-affiliated cybersecurity center CNCERT released a joint report on a personal information study conducted with 10 prominent e-commerce apps. In effect, the report was a personal information co…

E-commerce apps' treatment of personal data is improving.
Yesterday, China’s cyber watchdog (CAC) and state-affiliated cybersecurity center CNCERT released a joint report on a personal information study conducted with 10 prominent e-commerce apps.

In effect, the report was a personal information co...

sources

CAC: “网上购物类”App个人信息收集情况测试报告

CNCERT: App 违法违规收集使用个人信息监测分析报告

February 3, 2023

It sounds TuSimple to be true

Nothing ever goes simply for San Diego-based autonomous driving startup TuSimple, founded in 2015 by two Chinese nationals. On Wednesday, US media reported that CFIUS panel members independently urged the US Justice Department to consider economic espionage charges against the company’s executives. …

Nothing ever goes simply for San Diego-based autonomous driving startup TuSimple, founded in 2015 by two Chinese nationals.
On Wednesday, US media reported that CFIUS panel members independently urged the US Justice Department to consider economic espionage charges against the company's executives.
...

sources

WSJ: Leaders of Self-Driving-Truck Company Face Espionage Concerns Over China Ties

WSJ: TuSimple Probed by FBI, SEC Over Its Ties to a Chinese Startup

Caixin: 图森未来否认受到经济间谍指控 CFIUS调查仍在进行中

February 3, 2023

Open AI ain’t so open these days

On Thursday, Reuters highlighted a report by Georgetown University tech policy group CSET raising concerns about US investments in Chinese AI companies. Background: While US officials have slowed China’s access to chips, an executive order targeting AI and other emerging technologies is in the works…

On Thursday, Reuters highlighted a report by Georgetown University tech policy group CSET raising concerns about US investments in Chinese AI companies.
Background: While US officials have slowed China's access to chips, an executive order targeting AI and other emerging technologies is in the works...

sources

Reuters: U.S. investors have plowed billions into China's AI sector, report shows

CSET: U.S. Outbound Investment into Chinese AI Companies

February 3, 2023

Dry January

Despite the best efforts of authorities to revive housing demand, January was another depressing month. Sales were bad, and we mean really bad. The 100 largest developers by sales saw transactions slump 32.5% y/y and 48.6% m/m in January. That’s according to China Real Estate Information Corp, a re…

Despite the best efforts of authorities to revive housing demand, January was another depressing month.
Sales were bad, and we mean really bad.

The 100 largest developers by sales saw transactions slump 32.5% y/y and 48.6% m/m in January.
That's according to China Real Estate Information Corp, a re...

sources

Caixin: 1月全国百城新房价格指数继续下跌一线城市率先企稳

February 3, 2023

Ask not for whom the Tik Toks

On Thursday, Democratic Senator Michael Bennet wrote to the CEOs of Apple and Google, asking them to remove TikTok from their app stores. Bennet, who sits on the influential Senate Intelligence Committee, cited the risk to national security as the reason behind his request. Background: Bennet has …

On Thursday, Democratic Senator Michael Bennet wrote to the CEOs of Apple and Google, asking them to remove TikTok from their app stores.

Bennet, who sits on the influential Senate Intelligence Committee, cited the risk to national security as the reason behind his request.

Background: Bennet has ...

sources

Senate.gov: Bennet Urges Apple, Google to Remove TikTok from App Stores

NYT: Senator Calls on Apple and Google to Ban TikTok in App Stores

Reuters: U.S. Senator Josh Hawley wants to ban TikTok nationwide

February 3, 2023

The silicon conga

Upstream silicon material prices soared over the Lunar New Year (LNY) holiday. On Wednesday, the China Nonferrous Metals Industry Association (CNMIA) said that monocrystalline silicon jumped 31.22% over pre-holiday prices to hit an average transaction price of RMB 215,200 per metric ton. To save yo…

Upstream silicon material prices soared over the Lunar New Year (LNY) holiday.
On Wednesday, the China Nonferrous Metals Industry Association (CNMIA) said that monocrystalline silicon jumped 31.22% over pre-holiday prices to hit an average transaction price of RMB 215,200 per metric ton.

To save yo...

sources

Jiemian: 重回涨势，光伏多晶硅价格两周涨了三成多

Jiemian: 硅业分会恢复多晶硅报价，价格距高点跌了四成多

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