string(13) "markets-macro"

Macro

November 14, 2022

Das Huawei

On Sunday, in an interview with domestic media, German Economic Minister Robert Habeck voiced concerns about China’s presence in German telecommunications. “Goods that come from critical sectors like telecommunications. . . must be protected . . . we have to take care that we have [our] own soverei… Username Password Remember Me Forgot… Read More »

On Sunday, in an interview with domestic media, German Economic Minister Robert Habeck voiced concerns about China's presence in German telecommunications.

"Goods that come from critical sectors like telecommunications. . . must be protected . . . we have to take care that we have [our] own soverei...

sources

Politico: EU nudges Germany to cut down on Huawei

DWNews: Germany must 'be more careful' with China, Habeck tells DW

November 14, 2022

This week on, ‘As the Foxconn turns’

Things have been rockier lately between China and one of its most important corporate partners, Foxconn. ICYMI: Over the past few weeks, China’s Zero Covid policies have hit Foxconn’s mammoth “iPhone City” factory in Zhengzhou heavily. Poorly executed efforts to reduce Covid cases have led to worke…

Things have been rockier lately between China and one of its most important corporate partners, Foxconn.
ICYMI: Over the past few weeks, China's Zero Covid policies have hit Foxconn's mammoth "iPhone City" factory in Zhengzhou heavily.

Poorly executed efforts to reduce Covid cases have led to worke...

sources

Foxconn / Hon Hai: Hon Hai Announces Third Quarter 2022 Financial Results

Reuters: Exclusive: Apple supplier Foxconn plans to quadruple workforce at India plant

November 14, 2022

Will it burn?

Chalk one up for the industrial sector’s favorite fossil fuel and chemical inputs – particularly coal, petroleum, natural gas, and synthetic ammonia. China’s macro planner (NDRC) and stats bureau (NBS) have clarified rules to ensure that energy products used as raw materials rather than burned as fu…

Chalk one up for the industrial sector's favorite fossil fuel and chemical inputs – particularly coal, petroleum, natural gas, and synthetic ammonia.
China's macro planner (NDRC) and stats bureau (NBS) have clarified rules to ensure that energy products used as raw materials rather than burned as fu...

sources

Gov.cn: 国家发展改革委国家统计局关于进一步做好原料用能不纳入能源消费总量控制有关工作的通知

People.cn: 进一步做好原料用能不纳入能源消费总量控制有关工作

November 12, 2022

Tech disaster prevention

On Thursday, the Ministry of Science and Technology (MoST) issued its Five-Year Plan for leveraging science and technology for disaster prevention and mitigation. That means preventing calamities like: Poor storage of hazardous chemicals – such as the 2015 explosion in Tianjin Mine collapses and ga…

Poor storage of hazardous chemicals - such as the 2015 explosion in Tianjin
Mine collapses and ga...

sources

Ministry of Science and Technology: 科技部应急部关于印发《“十四五”公共安全与防灾减灾科技创新专项规划》的通知

November 11, 2022

NHC announces tweaks to COVID framework

On Friday, the National Health Commission (NHC) released 20 measures tweaking various aspects of the COVID control framework – to “optimize” the policy and improve the “scientific and accurate” approach to virus containment efforts. The Politburo Standing Committee approved the measures at their me…

On Friday, the National Health Commission (NHC) released 20 measures tweaking various aspects of the COVID control framework – to "optimize" the policy and improve the "scientific and accurate" approach to virus containment efforts.

The Politburo Standing Committee approved the measures at their me...

sources

Xinhua: 关于进一步优化新冠肺炎疫情防控措施科学精准做好防控工作的通知

November 11, 2022

Bubbles for business VIPs

The Chinese health commission’s (NHC) move to tweak COVID containment policies on Friday wasn’t only about adjustments to quarantines and lockdowns. The NHC also threw in some sweeteners for foreign business executives, who will now be able to visit China via quarantine-free bubbles. And perhaps mos…

The Chinese health commission's (NHC) move to tweak COVID containment policies on Friday wasn't only about adjustments to quarantines and lockdowns.
The NHC also threw in some sweeteners for foreign business executives, who will now be able to visit China via quarantine-free bubbles.
And perhaps mos...

sources

Xinhua: 关于进一步优化新冠肺炎疫情防控措施科学精准做好防控工作的通知

November 11, 2022

The COVID equilibrium is finally tilting

After two weeks of growing speculation and uncertainty, China’s most senior leaders have finally weighed in, again, on the national strategy for containing CVOID-19. The latest: On Thursday, the Politburo Standing Committee (PBSC), China’s top decision-making body, held a meeting to discuss COVID po…

After two weeks of growing speculation and uncertainty, China's most senior leaders have finally weighed in, again, on the national strategy for containing CVOID-19.
The latest: On Thursday, the Politburo Standing Committee (PBSC), China's top decision-making body, held a meeting to discuss COVID po...

sources

Xinhua: 中共中央政治局常务委员会召开会议听取新冠肺炎疫情防控工作汇报研究部署进一步优化防控工作的二十条措施中共中央总书记习近平主持会议

November 11, 2022

Let it flow, let it flow, let it flow

On Thursday, China’s macro planner (NDRC) announced an ambitious plan for the Yangtze River Delta (YRD) region. The goal: By 2025, build a unified and open market system in the area, with “a first-class, market-oriented, law-based, and internationalized business environment,“ and a free flow of reso…

On Thursday, China's macro planner (NDRC) announced an ambitious plan for the Yangtze River Delta (YRD) region.
The goal: By 2025, build a unified and open market system in the area, with “a first-class, market-oriented, law-based, and internationalized business environment,“ and a free flow of reso...

sources

Sina: 2021年长三角地区GDP占全国24.1% 正加速成为经济强劲活跃增长极

NDRC: 关于印发长三角国际一流营商环境建设三年行动方案的通知

November 11, 2022

Oh, Xie Zhenhua, you tease

The world needs to reduce methane emissions – and China’s climate envoy Xie Zhenhua just announced that China finally has a (draft) plan to do so. The latest: On Tuesday, at the COP27 global climate talks in Egypt’s Sharm El-Sheikh, Xie said that China has drafted its long-awaited methane plan. The…

The world needs to reduce methane emissions – and China's climate envoy Xie Zhenhua just announced that China finally has a (draft) plan to do so.
The latest: On Tuesday, at the COP27 global climate talks in Egypt's Sharm El-Sheikh, Xie said that China has drafted its long-awaited methane plan.

The...

sources

Reuters: China announces plan to curb rising methane emissions but challenges await

November 11, 2022

Let a hundred (Party-approved) flowers bloom

On Thursday, Li Shulei, the new head of the Party’s Propaganda Department, published an editorial in the People’s Daily. The topic: The role of culture in achieving national rejuvenation. ICYMI: Last week, we wrote an entry introducing Li. The salient details: Li is a rising political star and a Xi…

On Thursday, Li Shulei, the new head of the Party’s Propaganda Department, published an editorial in the People’s Daily.
The topic: The role of culture in achieving national rejuvenation.
ICYMI: Last week, we wrote an entry introducing Li.
The salient details:

Li is a rising political star and a Xi...

sources

People's Daily: 增强实现中华民族伟大复兴的精神力量（认真学习宣传贯彻党的二十大精神）

November 11, 2022

Credit growth falters in October

China’s central bank released the credit data for October late on Thursday. The headline: Overall credit growth slowed significantly last month. The outstanding value of TSF grew just 10.3% y/y in October, down from from 10.6% growth in September. That is the slowest pace of growth since April – wh…

China’s central bank released the credit data for October late on Thursday.
The headline: Overall credit growth slowed significantly last month.

The outstanding value of TSF grew just 10.3% y/y in October, down from from 10.6% growth in September.
That is the slowest pace of growth since April – wh...

sources

PBoC: 2022年10月金融统计数据报告

Bloomberg: China’s Bank Loans Lowest Since 2017 as Economy Slows

November 11, 2022

Deep dive | Green hydrogen: Turn that brown upside down

Wind and solar energy are at the heart of China’s climate strategy. You know, the one that’s about peaking emissions before 2030 and reaching net zero before 2060. There’s just one problem: Wind and solar can’t solve everything. Sure, combustion engine cars and coal-fired power plants can be repl…

Wind and solar energy are at the heart of China’s climate strategy.

You know, the one that’s about peaking emissions before 2030 and reaching net zero before 2060.

There’s just one problem: Wind and solar can’t solve everything.

Sure, combustion engine cars and coal-fired power plants can be repl...

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