string(13) "markets-macro"

Macro

February 8, 2025

Zhang Guoqing to represent China at AI Action Summit

China is taking participation in global AI governance forums seriously. On Friday, China’s Ministry of Foreign Affairs (MoFA) announced that Vice Premier Zhang Guoqing will represent China at the Artificial Intelligence Action Summit in France. The event runs from February 10-12. Some background… Username Password Remember Me Forgot Password

China is taking participation in global AI governance forums seriously.
On Friday, China's Ministry of Foreign Affairs (MoFA) announced that Vice Premier Zhang Guoqing will represent China at the Artificial Intelligence Action Summit in France.

The event runs from February 10-12.

Some background...

sources

MoFA: 2025年2月7日外交部发言人林剑主持例行记者会

February 8, 2025

EU moves to strip SHEIN, Temu of de minimis benefits

The EU is cracking down on Chinese e-commerce companies. On Wednesday, the EU Commission kicked off a series of actions designed to stem the tide of unsafe cross-border e-commerce shipments flooding EU markets. Some context: In 2024, Temu, SHEIN, and other international direct-to-customer shopping p…

The EU is cracking down on Chinese e-commerce companies.
On Wednesday, the EU Commission kicked off a series of actions designed to stem the tide of unsafe cross-border e-commerce shipments flooding EU markets.
Some context: In 2024, Temu, SHEIN, and other international direct-to-customer shopping p...

sources

European Commission: Commission announces actions for safe and sustainable e-commerce imports

European Commission: E-commerce communication: A comprehensive EU toolbox for safe and sustainable e-commerce

February 8, 2025

Trump reportedly considering adding Temu, Shein to UFLPA list

Are Temu and SHEIN imports set to face bans in the US? On Wednesday, Semafor reported that the Trump Administration is considering adding both companies to the Uyghur Forced Labor Prevention Act (UFLPA) Entity List. That’s according to anonymous sources. Some context: The UFLPA was enacted to prev…

Are Temu and SHEIN imports set to face bans in the US?
On Wednesday, Semafor reported that the Trump Administration is considering adding both companies to the Uyghur Forced Labor Prevention Act (UFLPA) Entity List.

That's according to anonymous sources.

Some context: The UFLPA was enacted to prev...

sources

Semaphore: Trump administration weighs adding Shein, Temu to forced labor list

February 7, 2025

Podcast | Game on: Beijing hits back at latest Trump tariffs

2025 is off to a rollicking start – especially when it comes to all things China. After an extended hiatus from the pod, your friendly Trivium China team is back in the saddle to keep you up to date on all the latest happenings. This episode features a discussion on the week’s back-and-forth between…

2025 is off to a rollicking start – especially when it comes to all things China.
After an extended hiatus from the pod, your friendly Trivium China team is back in the saddle to keep you up to date on all the latest happenings.
This episode features a discussion on the week’s back-and-forth between...

February 7, 2025

Shenzhen tightens grip on Vanke with leadership shakeup

The Shenzhen government is tightening its grip on embattled developer Vanke. On January 27, Vanke announced that Xin Jie, chairman of the state-owned Shenzhen Metro Group – Vanke’s majority shareholder – had replaced Yu Liang as Vanke’s chairman (Caixin 1). According to Vanke, Yu resigned as chairm…

The Shenzhen government is tightening its grip on embattled developer Vanke.
On January 27, Vanke announced that Xin Jie, chairman of the state-owned Shenzhen Metro Group – Vanke’s majority shareholder – had replaced Yu Liang as Vanke’s chairman (Caixin 1).

According to Vanke, Yu resigned as chairm...

sources

Caixin: 巨亏之下万科重整：深圳地铁辛杰接董事长，郁亮任执行副总裁

Caixin: Shenzhen Metro Buys Out Hongshuwan Project to Ease Vanke Debt Burden

Nanfang Daily: 多方积极支持，万科发展迎来重大转机，深圳国资：有足够“子弹”支持万科

February 7, 2025

China sends in Wolf Warrior muscles for its tussles with Brussels

EU leaders are about to get some face time with one of China’s leading Wolf Warrior diplomats. On Thursday, the foreign ministry (MoFA) appointed Lu Shaye as its special representative for European Affairs. Some context: Lu served as China’s ambassador to France until January, frequently ruffling fe…

EU leaders are about to get some face time with one of China’s leading Wolf Warrior diplomats.
On Thursday, the foreign ministry (MoFA) appointed Lu Shaye as its special representative for European Affairs.
Some context: Lu served as China’s ambassador to France until January, frequently ruffling fe...

sources

MoFA: 2025年2月6日外交部发言人郭嘉昆主持例行记者会

SCMP: Lu Shaye, China’s controversial ex-envoy to France, handed new role for Europe

February 7, 2025

Xi Jinping pushes Thai PM to crack down on kidnappings and fraud

Beijing is pressuring its neighbors to crack down on criminal scam centers. On Thursday, Xi Jinping met with Thai Prime Minister Paetongtarn Shinawatra in Beijing to mark the “golden 50-year anniversary” of relations between Thailand and China. But Sino-Thai relations have been less than golden of l…

Beijing is pressuring its neighbors to crack down on criminal scam centers.
On Thursday, Xi Jinping met with Thai Prime Minister Paetongtarn Shinawatra in Beijing to mark the "golden 50-year anniversary" of relations between Thailand and China.
But Sino-Thai relations have been less than golden of l...

sources

Gov.cn: 习近平会见泰国总理佩通坦

AP: Thailand cuts power supplies to Myanmar border towns in effort to curb scam rings

163.com: 妙瓦底诈骗集团末日要来了，公安部部长助理刘忠义赴泰国开展打击电诈犯罪执法合作

Source:

February 7, 2025

SAMR confirms antitrust probe targets Android

Yesterday, we told you that China’s market regulator (SAMR) had launched an antitrust probe into Google. We speculated that the target of the probe was most likely Google’s Android operating system. On Wednesday, SAMR’s official website re-posted a state media article about the probe, appearing t…

Yesterday, we told you that China's market regulator (SAMR) had launched an antitrust probe into Google.

We speculated that the target of the probe was most likely Google's Android operating system.

On Wednesday, SAMR's official website re-posted a state media article about the probe, appearing t...

sources

SAMR: 依法对跨国公司垄断行为监管有利于维护国际市场公平竞争，促进产业创新发展

February 7, 2025

Real expenditure per capita during LNY flat on 2019 levels, but number of travelers surge

Household spending during the Lunar New Year (LNY) holiday suggests consumer confidence may gradually be returning. Per the Ministry of Culture and Tourism, during the eight-day holiday (January 28 to February 4): 501 million people traveled domestically, up 5.9% y/y – and 20.7% higher than 20…

Household spending during the Lunar New Year (LNY) holiday suggests consumer confidence may gradually be returning.
Per the Ministry of Culture and Tourism, during the eight-day holiday (January 28 to February 4):

501 million people traveled domestically, up 5.9% y/y – and 20.7% higher than 20...

sources

Caixin: 蛇年春节国内旅游消费较疫前增三成跨境游、跨省游火爆

NIA: 春节假期1436.6万人次出入境

February 7, 2025

Experts call to establish dedicated AI department

Will China establish a regulatory body for AI? What’s happening: In January, the macro planner (NDRC) established a new internal department to regulate the emerging flying car industry. Now, industry voices are calling on the NDRC to set up a dedicated AI department. Some context: The NDRC plays a…

Will China establish a regulatory body for AI?
What's happening: In January, the macro planner (NDRC) established a new internal department to regulate the emerging flying car industry.

Now, industry voices are calling on the NDRC to set up a dedicated AI department.

Some context: The NDRC plays a...

sources

Caixin: 继低空司后发改委是否会设人工智能司

February 6, 2025

Toyota doubles down on China market with luxury EV plan

Toyota is pressing ahead with its China localization strategy. On Wednesday, the company announced it will build a battery and EV production facility in Shanghai. That will make Toyota the third foreign automaker to establish a fully owned battery or EV plant in China. The facility will be capable …

Toyota is pressing ahead with its China localization strategy.
On Wednesday, the company announced it will build a battery and EV production facility in Shanghai.

That will make Toyota the third foreign automaker to establish a fully owned battery or EV plant in China.
The facility will be capable ...

sources

FT: Toyota raises profit forecast and aims to double down on China

February 6, 2025

State Council reviews Government Work Report

Premier Li Qiang is committing to a more expansionary fiscal policy in 2025. On Wednesday, Li chaired a State Council plenary session to review a draft of the Government Work Report (GWR), which he will deliver in March at the annual meeting of the legislature (NPC). Some context: The GWR is th…

Premier Li Qiang is committing to a more expansionary fiscal policy in 2025.
On Wednesday, Li chaired a State Council plenary session to review a draft of the Government Work Report (GWR), which he will deliver in March at the annual meeting of the legislature (NPC).
Some context: The GWR is th...

sources

CCTV: 李强主持召开国务院第七次全体会议讨论《政府工作报告》稿并对开年工作进行动员

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