string(13) "markets-macro"

Macro

November 4, 2022

Assault ‘n battery

The geopolitics around critical minerals – particularly lithium – is getting worse by the day. On Wednesday, the Canadian government issued an order forcing three Chinese companies to divest their holdings in Canadian-listed lithium producers on the grounds that they pose a threat to national securi… Username Password Remember Me Forgot Password

The geopolitics around critical minerals – particularly lithium – is getting worse by the day.
On Wednesday, the Canadian government issued an order forcing three Chinese companies to divest their holdings in Canadian-listed lithium producers on the grounds that they pose a threat to national securi...

sources

Caixin: 以国家安全为由三家中企被要求剥离加拿大锂企投资

FT: Canada orders Chinese companies to divest stakes in lithium mines

November 4, 2022

i(can’t)Phone

You know what they say about best-laid plans. . . On Wednesday, after news reports and photographs of workers trying to escape from Foxconn’s iPhone mega-factory were blasted worldwide, Zhengzhou city ordered a seven-day lockdown of the whole industrial park where the plant is located. The Fo…

You know what they say about best-laid plans. . .
On Wednesday, after news reports and photographs of workers trying to escape from Foxconn’s iPhone mega-factory were blasted worldwide, Zhengzhou city ordered a seven-day lockdown of the whole industrial park where the plant is located.

The Fo...

sources

WSJ: Chinese iPhone City Locks Down to Curb Foxconn Covid Crisis

Washington Post: Workers flee world’s biggest iPhone plant in China over virus restrictions

Yicai: 富士康基层管理者亲述：这15天到底发生了什么？

November 4, 2022

Greenland turns red

Is no one safe? On Monday, Greenland Holdings Corp., one of China’s biggest property developers, said that it was likely to default on an offshore dollar bond maturing this month (Reuters). Some context: Plenty of Chinese developers have defaulted on offshore bonds over the last couple of years. Wh…

Is no one safe?
On Monday, Greenland Holdings Corp., one of China's biggest property developers, said that it was likely to default on an offshore dollar bond maturing this month (Reuters).
Some context: Plenty of Chinese developers have defaulted on offshore bonds over the last couple of years.

Wh...

sources

Reuters: Chinese developer Greenland seeks offshore bond payment extension

November 4, 2022

Consumption solution

Yesterday, we drew your attention to a number of essays by senior government financial officials published in a guidebook compiled for a study campaign to grasp the 20th Party Congress “spirit.” Well, the guidebook is the gift that keeps on giving. On Thursday, Caixin published a summary of an ess…

Yesterday, we drew your attention to a number of essays by senior government financial officials published in a guidebook compiled for a study campaign to grasp the 20th Party Congress “spirit.”

Well, the guidebook is the gift that keeps on giving.

On Thursday, Caixin published a summary of an ess...

sources

Caixin: 分配制度如何完善？宁吉喆：提高劳动报酬比重合理缩小行业收入分配差距

November 4, 2022

Quick take | Why everyone (still) needs to chill out about Taiwan

The heart-palpitating Taiwan hot takes are back, baby! But don’t worry – Trivium China is here to turn down the temperature and help our readers level-set on Beijing’s near-term intentions toward the island. Let’s set the scene, shall we? On a crisp Sunday evening last month, the Trivium team was:…

The heart-palpitating Taiwan hot takes are back, baby!

But don’t worry – Trivium China is here to turn down the temperature and help our readers level-set on Beijing’s near-term intentions toward the island.

Let’s set the scene, shall we?
On a crisp Sunday evening last month, the Trivium team was:...

November 4, 2022

Better together (for now)

Decoupling is not the way forward. That was the message from Sun Xuegong, director of the macro planner’s (NDRC’s) macroeconomic research institute, in a Wednesday speech to an Asia-Pacific Economic Cooperation (APEC) forum on supply chain resilience and economic recovery. ICDYK: APEC is a pro-trade…

Decoupling is not the way forward.
That was the message from Sun Xuegong, director of the macro planner’s (NDRC’s) macroeconomic research institute, in a Wednesday speech to an Asia-Pacific Economic Cooperation (APEC) forum on supply chain resilience and economic recovery.
ICDYK: APEC is a pro-trade...

sources

The Paper: 孙学工：为增强韧性而减少国际间产业联系，不是正确的回答

November 3, 2022

United we stand

This is the way. The Party’s code of secrecy means plenty of elite reshuffling doesn’t get announced, but only emerges in later reports on Party meetings. Step forward Shi Taifeng, who addressed a United Front Work Department (UWFD) study session on October 27 as the UFWD’s new head. Shi replaced Y…

This is the way.
The Party's code of secrecy means plenty of elite reshuffling doesn't get announced, but only emerges in later reports on Party meetings.
Step forward Shi Taifeng, who addressed a United Front Work Department (UWFD) study session on October 27 as the UFWD's new head.

Shi replaced Y...

sources

Caixin: 石泰峰任中央统战部部长

November 3, 2022

The signal we’ve been waiting for

The recent rumors that have roiled markets, claiming imminent relaxation of China’s zero-COVID policy, should be put to rest. On Wednesday, the zero-COVID signal we have all been waiting for since the conclusion of the 20th Party Congress finally came. As we predicted, again, and again, and again …

The recent rumors that have roiled markets, claiming imminent relaxation of China’s zero-COVID policy, should be put to rest.

On Wednesday, the zero-COVID signal we have all been waiting for since the conclusion of the 20th Party Congress finally came.

As we predicted, again, and again, and again ...

sources

NHC: 国家卫生健康委召开直属机关党员干部大会传达学习党的二十大精神

Bloomberg: Chinese Stocks Soar as Reopening Talk Fuels Speculative Frenzy

Bloomberg: How a Mysterious China Screenshot Spurred a $450 Billion Rally

November 3, 2022

The Xi, the whole Xi, and nothing but the Xi

Okay. We get it. On Wednesday, Xinhua reported that the Central Military Commission (CMC) recently released “Several Opinions on Deepening the Implementation of the CMC Chairman Responsibility System.” The readout is short, and short on detail, but the message is clear: CMC chairman Xi Jinping is fi…

Okay. We get it.
On Wednesday, Xinhua reported that the Central Military Commission (CMC) recently released "Several Opinions on Deepening the Implementation of the CMC Chairman Responsibility System."
The readout is short, and short on detail, but the message is clear: CMC chairman Xi Jinping is fi...

sources

Xinhua: 中央军委印发《关于深化军委主席负责制贯彻落实的若干意见》

November 3, 2022

The main man from Pakistan

Is it not a joy to have friends coming from afar? On Wednesday, Xi Jinping welcomed Pakistani Prime Minister Shehbaz Sharif to Beijing. Some context: Sharif is the second foreign leader, after Vietnamese Communist Party General Secretary Nguyễn Phú Trọng, to meet with Xi since the end of the 20th Pa…

Is it not a joy to have friends coming from afar?
On Wednesday, Xi Jinping welcomed Pakistani Prime Minister Shehbaz Sharif to Beijing.
Some context: Sharif is the second foreign leader, after Vietnamese Communist Party General Secretary Nguyễn Phú Trọng, to meet with Xi since the end of the 20th Pa...

sources

MoFA: President Xi Jinping Meets with Pakistani Prime Minister Muhammad Shehbaz Sharif

November 3, 2022

Quadruple-win development

Face-to-face diplomacy is back, baby. On Tuesday and Wednesday, outgoing Executive Vice Premier Han Zheng traveled to Singapore for the first in-person, high-level talks between the two countries since the pandemic began. Han co-chaired a bunch of bilateral cooperation meetings, including: The 18t…

Face-to-face diplomacy is back, baby.
On Tuesday and Wednesday, outgoing Executive Vice Premier Han Zheng traveled to Singapore for the first in-person, high-level talks between the two countries since the pandemic began.
Han co-chaired a bunch of bilateral cooperation meetings, including:

The 18t...

sources

Gov.cn: Vice-premier calls for enhancing cooperation with Singapore

SCMP: China’s Han Zheng in Singapore for bilateral forum, in sign of return of high-level interactions

November 3, 2022

Green R&D

On Wednesday, the Ministry of Science and Technology joined forces with environmental regulators to release a new plan to encourage innovation in green tech. The policy primarily focused on supporting basic research into next-gen environmental monitoring and analysis technologies. The key problem:…

On Wednesday, the Ministry of Science and Technology joined forces with environmental regulators to release a new plan to encourage innovation in green tech.

The policy primarily focused on supporting basic research into next-gen environmental monitoring and analysis technologies.

The key problem:...

sources

Ministry of Science and Technology: 科技部生态环境部住房和城乡建设部气象局林草局关于印发《“十四五”生态环境领域科技创新专项规划》的通知

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