string(13) "markets-macro"

Macro

January 26, 2023

High-tech manufacturing is what it’s all about

High-tech = high-growth. Last week, officials from the industrial ministry (MIIT) held an important press conference on manufacturing and ICT sector performance in 2022. The headline message: Manufacturing remains the powerhouse of China’s economy. The ministry estimates that manufacturing accounte… Username Password Remember Me Forgot Password

High-tech = high-growth.
Last week, officials from the industrial ministry (MIIT) held an important press conference on manufacturing and ICT sector performance in 2022.
The headline message: Manufacturing remains the powerhouse of China’s economy.

The ministry estimates that manufacturing accounte...

sources

Gov.cn: 工业经济回稳向好产业数字化进程提速——工信部有关负责人解读2022年工业和信息化发展情况

SCIO: 国新办举行2022年工业和信息化发展情况新闻发布会

January 26, 2023

CATL in the land of llamas

On January 20, the Bolivian government announced it had selected a CATL-led consortium to start developing the country’s lithium reserves. It’s yet another notch in the Chinese battery-maker’s mining belt, which has been expanding steadily for the past several years. Some context: To date, Bolivia…

On January 20, the Bolivian government announced it had selected a CATL-led consortium to start developing the country's lithium reserves.

It's yet another notch in the Chinese battery-maker's mining belt, which has been expanding steadily for the past several years.

Some context: To date, Bolivia...

sources

The Paper: 宁德时代将牵头玻利维亚锂矿开采项目，一期投资超10亿美元

C&EN: Bolivia picks Chinese firms for $1 billion lithium project

January 26, 2023

Let the right ones in

Amidst the vortex of negative headlines surrounding China’s relationship with the West, there’s been one bright spot in recent weeks: an uptick in approvals for foreign financial institutions (FFIs) to expand their China operations. Some context: FFIs are minuscule players in China’s financial syste…

Amidst the vortex of negative headlines surrounding China’s relationship with the West, there’s been one bright spot in recent weeks: an uptick in approvals for foreign financial institutions (FFIs) to expand their China operations.
Some context: FFIs are minuscule players in China’s financial syste...

sources

CSRC: 关于核准上投摩根基金管理有限公司变更股东、实际控制人的批复

CSRC: 关于核准设立渣打证券（中国）有限公司的批复

CSRC: 关于核准设立施罗德基金管理（中国）有限公司的批复

Standard Chartered: 渣打中国正式参与国债期货交易

CSRC: 关于核准摩根士丹利华鑫基金管理有限公司合格境内机构投资者资格的批复

Principal: Principal® announces pension joint venture in China

January 21, 2023

Big Fund kicks back into chips

Well, well, well… looks like the Big Fund is still alive and kicking. On Wednesday, major Chinese chip foundry Hua Hong Semiconductor Group announced it would establish a joint venture (JV) chip fab in Wuxi, Jiangsu. The JV will make “integrated circuits and 12-inch wafers adopting 65/55 nm to 40…

Well, well, well... looks like the Big Fund is still alive and kicking.
On Wednesday, major Chinese chip foundry Hua Hong Semiconductor Group announced it would establish a joint venture (JV) chip fab in Wuxi, Jiangsu.
The JV will make "integrated circuits and 12-inch wafers adopting 65/55 nm to 40...

sources

SCMP: Hua Hong Semiconductor gets state backing for US$6.7 billion wafer fab as China continues its pivot to mature chip nodes

Jiemian: 华虹半导体加速拓展晶圆业务，与大基金二期等共设合营公司

January 21, 2023

Brussels still isn’t a friend, TikTok

The EU just told Tiktok to get its act in order, pronto. That message was delivered on a video call between EU Internal Market Commissioner Thierry Breton and TikTok’s CEO Shou Zi Chew on Thursday. Background: Chew was in Brussels just last week to promise the EU Commission that TikTok would never s…

The EU just told Tiktok to get its act in order, pronto.
That message was delivered on a video call between EU Internal Market Commissioner Thierry Breton and TikTok’s CEO Shou Zi Chew on Thursday.
Background: Chew was in Brussels just last week to promise the EU Commission that TikTok would never s...

sources

Reuters: Comply with EU rules or face ban, Breton tells TikTok CEO

January 20, 2023

Game on?

The thaw in game approvals continues. On Tuesday, the gaming watchdog (NPPA) approved 88 new games, including titles for gaming giants Tencent and Netease. ICYDK: This is the eighth monthly game approval since the NPPA lifted an eight-month game freeze in April. The deets: Tencent received approva…

The thaw in game approvals continues.
On Tuesday, the gaming watchdog (NPPA) approved 88 new games, including titles for gaming giants Tencent and Netease.
ICYDK: This is the eighth monthly game approval since the NPPA lifted an eight-month game freeze in April.
The deets:

Tencent received approva...

sources

Caixin: 2023年首批版号发放腾讯网易米哈游新品过审

January 20, 2023

Party promotes prompt punishments

On Tuesday, Xinhua published updated Central Committee regulations for disciplining Party members. The regulations came into effect after approval in September by the Politburo Standing Committee, but are only being made public now – that’s just the way the Party rolls. The new rules were significa…

On Tuesday, Xinhua published updated Central Committee regulations for disciplining Party members.

The regulations came into effect after approval in September by the Politburo Standing Committee, but are only being made public now – that's just the way the Party rolls.
The new rules were significa...

sources

Xinhua: 中共中央印发《中国共产党处分违纪党员批准权限和程序规定》

January 20, 2023

Han’s new vice

Looks like Han Zheng is not retiring. Han, 68, stepped down from the Politburo Standing Committee (PBSC) in October and will step down as executive vice premier in March. But he won’t ride off into the sunset as everyone was expecting. On Wednesday, Han was unexpectedly selected as one of Shandong’s…

Looks like Han Zheng is not retiring.
Han, 68, stepped down from the Politburo Standing Committee (PBSC) in October and will step down as executive vice premier in March.
But he won't ride off into the sunset as everyone was expecting.
On Wednesday, Han was unexpectedly selected as one of Shandong’s...

sources

Singtao Daily: 韓正料出任國家副主席

The Standard: Han Zheng set to become China VP in surprise turn

Sina: 廖增太等173名同志当选山东选举产生出席第十四届全国人大代表

January 20, 2023

MoFA’s Ma makes minister

On January 13, the foreign ministry’s website revealed that Ma Zhaoxu has been promoted to executive vice foreign minister. That gives him ministerial-level rank and makes him the ministry’s third-highest-ranking official, behind newly appointed Minister Qin Gang and Party Secretary Qi Yu. More ab…

On January 13, the foreign ministry's website revealed that Ma Zhaoxu has been promoted to executive vice foreign minister.

That gives him ministerial-level rank and makes him the ministry's third-highest-ranking official, behind newly appointed Minister Qin Gang and Party Secretary Qi Yu.

More ab...

sources

Caixin: 马朝旭任外交部分管日常业务的副部长明确为正部长级

January 20, 2023

Not risking it

Xi Jinping’s afraid of getting COVID. That’s what we concluded on Wednesday, when we saw that Xi isn’t making his traditional Spring Festival trip to the countryside. This impression was confirmed on Thursday, when Xi replaced his annual in-person, pre-Spring Festival inspection of China’s armed for…

Xi Jinping’s afraid of getting COVID.
That’s what we concluded on Wednesday, when we saw that Xi isn’t making his traditional Spring Festival trip to the countryside.
This impression was confirmed on Thursday, when Xi replaced his annual in-person, pre-Spring Festival inspection of China's armed for...

sources

Xinhua: 习近平春节前夕检查部队战备工作向全体人民解放军指战员武警部队官兵军队文职人员民兵预备役人员致以新春祝福

January 20, 2023

Congressman Xi

Xi Jinping has officially won re-election. Wait, what? On Thursday, the 14th Jiangsu Provincial People’s Congress in Nanjing elected the big man as a deputy to the 14th National People’s Congress (NPC), which kicks off in Beijing on March 5. Some context: Xi may already be large and in charge in h…

Xi Jinping has officially won re-election.

Wait, what?

On Thursday, the 14th Jiangsu Provincial People's Congress in Nanjing elected the big man as a deputy to the 14th National People's Congress (NPC), which kicks off in Beijing on March 5.
Some context: Xi may already be large and in charge in h...

sources

Xinhua: Xi Jinping unanimously elected deputy to 14th NPC

January 20, 2023

Lu Jun runs outta luck

On Thursday, Caixin reported that China’s anti-corruption watchdog (CCDI) had completed its probe of former Sino IC Capital head Lu Jun. Lu was first arrested by CCDI last July in relation to corruption allegations at China’s state-backed semiconductor investment vehicle, the Big Fund. Some conte…

On Thursday, Caixin reported that China’s anti-corruption watchdog (CCDI) had completed its probe of former Sino IC Capital head Lu Jun.

Lu was first arrested by CCDI last July in relation to corruption allegations at China's state-backed semiconductor investment vehicle, the Big Fund.

Some conte...

sources

Caixin: 芯片大基金管理公司原总裁路军涉嫌受贿罪等被移送检察机关

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