string(13) "markets-macro"

Macro

November 25, 2022

No border required

On Thursday, the State Council announced the approval of 33 more cross-border e-commerce (CBEC) pilot zones, taking the national total to 165. There are now pilots in every province: There are zones in the Ili Kazakh prefecture in the northwest, Tibet’s Lhasa in the southwest, and coastal Ningde in … Username Password Remember Me … Read More »

On Thursday, the State Council announced the approval of 33 more cross-border e-commerce (CBEC) pilot zones, taking the national total to 165.
There are now pilots in every province: There are zones in the Ili Kazakh prefecture in the northwest, Tibet's Lhasa in the southwest, and coastal Ningde in ...

sources

Gov.cn: 国务院关于同意在廊坊等33个城市和地区设立跨境电子商务综合试验区的批复

Sina: 报告：2022年上半年跨境电商市场规模超7万亿元全年预计将超15万亿元

Sina: 跨境电商平台的2022年：高成本、高增长下的悲喜交加

November 25, 2022

Dodge the trap

Another senior policy advisor has weighed in with worries about 2023 economic growth. Yang Weimin and Liu Shijin voiced their concerns on November 18. On Wednesday, Wang Yiming, a member of the central bank’s (PBoC) monetary committee, told a Hong Kong forum that: Avoiding the “middle-income trap…

Another senior policy advisor has weighed in with worries about 2023 economic growth.

Yang Weimin and Liu Shijin voiced their concerns on November 18.

On Wednesday, Wang Yiming, a member of the central bank’s (PBoC) monetary committee, told a Hong Kong forum that:

Avoiding the "middle-income trap...

sources

Caixin: 王一鸣：政策目标应尽快使经济增长回归正常轨道消费修复尤为重要

SCMP: China GDP: avoiding ‘middle-income trap’ is key in 2023, and 5 per cent economic growth possible, Beijing adviser says

November 25, 2022

Real signals

It’s becoming increasingly hard to extract the real signals from the noise regarding when China might change direction on its zero-tolerance approach to COVID. Some context: In the days immediately after the 20th Party Congress, rumormongers took advantage of the complete silence from the central go…

It's becoming increasingly hard to extract the real signals from the noise regarding when China might change direction on its zero-tolerance approach to COVID.
Some context: In the days immediately after the 20th Party Congress, rumormongers took advantage of the complete silence from the central go...

November 25, 2022

Manufacturing is the (fragile) king

Beijing wants to stop China’s industrial sector from sliding backward. On Monday, the industry ministry (MIIT), macro planner (NDRC), and state-owned assets regulator (SASAC) released 17 measures to revive the flagging industrial sector – particularly manufacturing. Some context: Industry, especiall…

Beijing wants to stop China's industrial sector from sliding backward.
On Monday, the industry ministry (MIIT), macro planner (NDRC), and state-owned assets regulator (SASAC) released 17 measures to revive the flagging industrial sector – particularly manufacturing.
Some context: Industry, especiall...

sources

Gov.cn: 工信部等三部门联合印发《关于巩固回升向好趋势加力振作工业经济的通知》

November 25, 2022

I’ve got friends in low countries

On Thursday, Wang Yang, the head China’s top political advisory body (CPPCC), met via videolink with Dutch President of the Senate Jan Anthonie Bruijn. Some context: The Netherlands has been on China’s mind a lot lately. Last week, Xi Jinping met with Dutch Prime Minister Mark Rutte on the sideline…

On Thursday, Wang Yang, the head China’s top political advisory body (CPPCC), met via videolink with Dutch President of the Senate Jan Anthonie Bruijn.
Some context: The Netherlands has been on China’s mind a lot lately.

Last week, Xi Jinping met with Dutch Prime Minister Mark Rutte on the sideline...

sources

Xinhua: China's top political advisor meets with Dutch senate leader

November 25, 2022

Second time lucky?

China’s market regulator (SAMR) is trying again to introduce a controversial rule that could cause serious headaches for big businesses. The proposed rule appears in Article 13 of SAMR’s draft revision of China’s Anti-Unfair Competition Law (AUCL) – issued on Tuesday and open for public comment unti…

China’s market regulator (SAMR) is trying again to introduce a controversial rule that could cause serious headaches for big businesses.
The proposed rule appears in Article 13 of SAMR's draft revision of China's Anti-Unfair Competition Law (AUCL) – issued on Tuesday and open for public comment unti...

sources

SAMR: 市场监管总局关于公开征求《中华人民共和国反不正当竞争法（修订草案征求意见稿）》意见的公告

November 25, 2022

Scratch my back

On Wednesday, Caixin reported details of official investigations into academic corruption published in an academic journal. Recap: The Ministry of Science and Technology has been working hard to stamp out dodgy scientific research, recently publishing new regs to improve scientific ethics. The Natio…

On Wednesday, Caixin reported details of official investigations into academic corruption published in an academic journal.
Recap: The Ministry of Science and Technology has been working hard to stamp out dodgy scientific research, recently publishing new regs to improve scientific ethics.
The Natio...

sources

Caixin: 自然科学基金委：“打招呼”减少、惩处科研不端增加

Bulletin of the National Natural Science Foundation of China: 中国科学基金

November 25, 2022

Don’t be a chipskate

On Wednesday, Bloomberg reported how US export controls are impacting China’s domestic semiconductor industry. ICYMI: In October, after several months of escalating policies, the Biden administration launched strict export controls to bar China’s access to advanced chips and chip-making equipment. …

On Wednesday, Bloomberg reported how US export controls are impacting China's domestic semiconductor industry.
ICYMI: In October, after several months of escalating policies, the Biden administration launched strict export controls to bar China's access to advanced chips and chip-making equipment.

...

sources

Bloomberg: China Buys Fewer Chip-Making Machines as US Restrictions Start

November 25, 2022

This Thanksgiving, SIPO’s thankful for tech patents

On Thursday, the State Intellectual Patent Office (SIPO) announced a nationwide notice encouraging better organization of tech patent filing. Some background: Recently, SIPO and other ministries have used patents to support tech innovation at target SMEs (known as “little giants”). China wants thes…

On Thursday, the State Intellectual Patent Office (SIPO) announced a nationwide notice encouraging better organization of tech patent filing.
Some background: Recently, SIPO and other ministries have used patents to support tech innovation at target SMEs (known as "little giants").

China wants thes...

sources

Gov.cn: 国家知识产权局办公室关于组织开展专利产品备案工作的通知

November 25, 2022

Game over for YMTC

On Wednesday, South Korean media Business Korea reported that Apple has opted for Samsung as a supplier of NAND flash memory for its iPhone series over China’s best memory maker YMTC. ICYMI: In mid October, Apple reportedly scrapped its partnership with YMTC after the Chinese state-owned memor…

On Wednesday, South Korean media Business Korea reported that Apple has opted for Samsung as a supplier of NAND flash memory for its iPhone series over China’s best memory maker YMTC.
ICYMI: In mid October, Apple reportedly scrapped its partnership with YMTC after the Chinese state-owned memor...

sources

Business Korea: Samsung Electronics to Supply NAND Flashes for iPhones

November 25, 2022

Catalogs of agetech

On Tuesday, China’s industrial ministry (MIIT), social administration (MCA), and health ministry (NHC) announced they were preparing a “catalog” of preferred “elderly care” products and services. Recap: Two weeks ago, MIIT and a host of ministries issued a plan to improve product and service quality…

On Tuesday, China’s industrial ministry (MIIT), social administration (MCA), and health ministry (NHC) announced they were preparing a "catalog" of preferred “elderly care” products and services.
Recap: Two weeks ago, MIIT and a host of ministries issued a plan to improve product and service quality...

sources

MIIT: 三部门关于组织开展2022年智慧健康养老产品及服务推广目录申报工作的通知

People.cn: 18部门：提高轮椅、助行机器人等器具智能化程度

Gov.cn: 关于印发进一步提高产品、工程和服务质量行动方案（2022—2025年）的通知

November 24, 2022

Devil in the detail

Check the fine print, folks. A largely overlooked detail in Beijing’s recent 20 tweaks to the zero-COVID policy offers more evidence that China is not planning significant relaxation of COVID controls. The tweak in question: Reduced quarantine time for close contacts of known COVID cases and inbound…

Check the fine print, folks.
A largely overlooked detail in Beijing's recent 20 tweaks to the zero-COVID policy offers more evidence that China is not planning significant relaxation of COVID controls.
The tweak in question: Reduced quarantine time for close contacts of known COVID cases and inbound...

sources

NHC: 国务院联防联控机制2022年11月22日新闻发布会文字实录

Pages: 1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798991001011021031041051061071081091101111121131141151161171181191201211221231241251261271281291301311321331341351361371381391401411421431441451461471481491501511521531541551561571581591601611621631641651661671681691701711721731741751761771781791801811821831841851861871881891901911921931941951961971981992002012022032042052062072082092102112122132142152162172182192202212222232242252262272282292302312322332342352362372382392402412422432442452462472482492502512522532542552562572582592602612622632642652662672682692702712722732742752762772782792802812822832842852862872882892902912922932942952962972982993003013023033043053063073083093103113123133143153163173183193203213223233243253263273283293303313323333343353363373383393403413423433443453463473483493503513523533543553563573583593603613623633643653663673683693703713723733743753763773783793803813823833843853863873883893903913923933943953963973983994004014024034044054064074084094104114124134144154164174184194204214224234244254264274284294304314324334344354364374384394404414424434444454464474484494504514524534544554564574584594604614624634644654664674684694704714724734744754764774784794804814824834844854864874884894904914924934944954964974984995005015025035045055065075085095105115125135145155165175185195205215225235245255265275285295305315325335345355365375385395405415425435445455465475485495505515525535545555565575585595605615625635645655665675685695705715725735745755765775785795805815825835845855865875885895905915925935945955965975985996006016026036046056066076086096106116126136146156166176186196206216226236246256266276286296306316326336346356366376386396406416426436446456466476486496506516526536546556566576586596606616626636646656666676686696706716726736746756766776786796806816826836846856866876886896906916926936946956966976986997007017027037047057067077087097107117127137147157167177187197207217227237247257267277287297307317327337347357367377387397407417427437447457467477487497507517527537547557567577587597607617627637647657667677687697707717727737747757767777787797807817827837847857867877887897907917927937947957967977987998008018028038048058068078088098108118128138148158168178188198208218228238248258268278288298308318328338348358368378388398408418428438448458468478488498508518528538548558568578588598608618628638648658668678688698708718728738748758768778788798808818828838848858868878888898908918928938948958968978988999009019029039049059069079089099109119129139149159169179189199209219229239249259269279289299309319329339349359369379389399409419429439449459469479489499509519529539549559569579589599609619629639649659669679689699709719729739749759769779789799809819829839849859869879889899909919929939949959969979989991000100110021003100410051006100710081009101010111012101310141015101610171018101910201021102210231024102510261027102810291030103110321033103410351036103710381039104010411042104310441045104610471048104910501051105210531054105510561057105810591060106110621063106410651066106710681069107010711072107310741075107610771078107910801081108210831084108510861087108810891090109110921093109410951096109710981099110011011102110311041105110611071108110911101111111211131114111511161117111811191120112111221123112411251126112711281129113011311132113311341135113611371138113911401141114211431144114511461147114811491150115111521153115411551156115711581159116011611162