string(13) "markets-macro"

Macro

November 2, 2022

Security first, last, and always

From street cop to spy chief, Chen Wenqing took no prisoners on his rise to the top. And he’s not done yet. The leadership reshuffle after the 20th Party Congress has included the promotion of Chen, 62, to head the Political and Legal Affairs Commission (PLAC), the Party’s top body for overseeing … Username Password… Read More »

From street cop to spy chief, Chen Wenqing took no prisoners on his rise to the top.

And he's not done yet.

The leadership reshuffle after the 20th Party Congress has included the promotion of Chen, 62, to head the Political and Legal Affairs Commission (PLAC), the Party’s top body for overseeing ...

sources

Gov.cn: 陈文清主持召开中央政法委员会全体会议认真学习宣传贯彻党的二十大精神为全面建设社会主义现代化国家贡献政法力量

November 2, 2022

Making virtual reality a reality

Behold! China’s first national-level policy supporting the metaverse. On Tuesday, the industry regulator (MIIT) teamed up with five other regulators to release a four-year action plan to integrate virtual reality tech with industrial applications. Caveat: Okay, so this policy doesn’t use the word “…

Behold! China's first national-level policy supporting the metaverse.
On Tuesday, the industry regulator (MIIT) teamed up with five other regulators to release a four-year action plan to integrate virtual reality tech with industrial applications.
Caveat: Okay, so this policy doesn't use the word "...

sources

MIIT: 虚拟现实与行业应用融合发展行动计划（2022—2026年）

November 2, 2022

Confident Li

Since the 20th Party Congress wrapped up, we’ve been waiting for top leaders to address market concerns over China’s economy. Xi Jinping disappointed, barely touching upon economic topics in his first public events. On Tuesday, however, Premier Li Keqiang stepped up during a Shanghai Cooperation O…

Since the 20th Party Congress wrapped up, we’ve been waiting for top leaders to address market concerns over China’s economy.

Xi Jinping disappointed, barely touching upon economic topics in his first public events.

On Tuesday, however, Premier Li Keqiang stepped up during a Shanghai Cooperation O...

sources

Xinhua: Full text: Speech by Chinese Premier Li Keqiang at the 21st Meeting of the Council of Heads of Government of Member States of the Shanghai Cooperation Organization

November 2, 2022

Guangdong goes hard on data theory

On Friday, Chinese media highlighted a new research paper from the Guangdong government exploring China’s future data trading markets. Econ recap: In 2020, the Party declared that data was an invaluable resource for creating economic value – as valuable as land, labor, and capital. More recap: Since…

On Friday, Chinese media highlighted a new research paper from the Guangdong government exploring China's future data trading markets.
Econ recap: In 2020, the Party declared that data was an invaluable resource for creating economic value – as valuable as land, labor, and capital.
More recap: Since...

sources

21st Century Biz: 全国首份！《广东数据要素市场化配置改革理论研究报告》发布

November 2, 2022

Beat ’em or join ’em?

On Tuesday, Nikkei Asia reported that the US is urging Japan to join its efforts to restrict the export of advanced semiconductor technology to China. For Washington, the logic is simple: To cut China completely out of advanced semiconductor equipment, the US must convince the Netherlands and …

On Tuesday, Nikkei Asia reported that the US is urging Japan to join its efforts to restrict the export of advanced semiconductor technology to China.
For Washington, the logic is simple: To cut China completely out of advanced semiconductor equipment, the US must convince the Netherlands and ...

sources

Nikkei: U.S. pushes Japan and other allies to join China chip curbs

November 2, 2022

Talking the talk

On Wednesday, the central bank (PBoC) governor Yi Gang sat down for an interview at the Global Financial Leaders’ Investment Summit in Hong Kong. The crux: Li expressed confidence in China’s macro prospects under the current policy settings, announcing nothing new. He attempted to soothe concerns ov…

On Wednesday, the central bank (PBoC) governor Yi Gang sat down for an interview at the Global Financial Leaders’ Investment Summit in Hong Kong.
The crux: Li expressed confidence in China’s macro prospects under the current policy settings, announcing nothing new.
He attempted to soothe concerns ov...

sources

PBoC: 易纲行长11月2日上午在香港金融管理局“国际金融领袖投资峰会”上的访谈实录

November 2, 2022

BIS touches down in Wuhan

Got the popcorn out for more sanctions drama? On Wednesday, SCMP reported that Bureau of Industry and Security (BIS) delegates in Beijing are heading to Wuhan to conduct end-use checks on Chinese companies on the Unverified List (UVL). Some context: As part of the latest US export controls, B…

Got the popcorn out for more sanctions drama?
On Wednesday, SCMP reported that Bureau of Industry and Security (BIS) delegates in Beijing are heading to Wuhan to conduct end-use checks on Chinese companies on the Unverified List (UVL).
Some context: As part of the latest US export controls, B...

sources

SCMP: Tech war: tweak to US export control rules forces Chinese entities to cooperate, seek contact with American officials, sources say

November 2, 2022

China’s blueprint for the industrial internet

Last week, the Standardization Administration of China (SAC) released a standard governing industrial internet network architecture. ICYDK: The “industrial internet” is like the regular internet – but tooled especially for machines and factories. It is also referred to in the west as the “industria…

Last week, the Standardization Administration of China (SAC) released a standard governing industrial internet network architecture.
ICYDK: The “industrial internet” is like the regular internet – but tooled especially for machines and factories.

It is also referred to in the west as the “industria...

sources

Yicai: 工业互联网总体网络架构国家标准正式发布

People.cn: 工业互联网网络领域首个国家标准出台，意味着啥？

November 2, 2022

CIFIing through the wreckage

That wasn’t supposed to happen. On Tuesday, private-sector developer CIFI Holdings halted repayment of all interest and principal on its offshore debt. Some context: CIFI isn’t just any old struggling developer. It’s one of the six private-sector developers deemed healthy enough to issue onshore bon…

That wasn't supposed to happen.
On Tuesday, private-sector developer CIFI Holdings halted repayment of all interest and principal on its offshore debt.
Some context: CIFI isn’t just any old struggling developer. It’s one of the six private-sector developers deemed healthy enough to issue onshore bon...

sources

HKEX: Inside Information – Update On Liquidity Resumption Of Trading In Shares, Warrants And Derivatives And Continued Suspension Of Trading In Debt Securities

November 2, 2022

Guaranteed relief

Beijing’s bond guarantee program for private-sector developers is picking up speed. On Tuesday, The Paper reported that the six private sector developers that have already issued guaranteed bonds – backed by China Bond Insurance Co. – are preparing to issue another round. The lucky six: Longfor CIF…

Beijing’s bond guarantee program for private-sector developers is picking up speed.
On Tuesday, The Paper reported that the six private sector developers that have already issued guaranteed bonds – backed by China Bond Insurance Co. – are preparing to issue another round.
The lucky six:

Longfor
CIF...

sources

The Paper: 交易商协会与房地产业协会联合召开民营房企座谈会，增信支持民营房企发债持续推进

November 2, 2022

None of your BIS-ness

On Friday, three US House Republicans introduced legislation that would drastically change the oversight of technology exports to China. The proposed bill moves authority over sensitive technology exports from the Commerce Department’s Bureau of Industry and Security (BIS) to the Department of Defen…

On Friday, three US House Republicans introduced legislation that would drastically change the oversight of technology exports to China.
The proposed bill moves authority over sensitive technology exports from the Commerce Department’s Bureau of Industry and Security (BIS) to the Department of Defen...

sources

US Congress: H.R.9241 - Prioritizing National Security in Export Controls Act of 2022

November 2, 2022

Green tech for the Yellow River

On Tuesday, the Ministry of Science and Technology (MoST) announced a new plan for leveraging cutting edge tech to balance environmental protection with high-quality development in China’s Yellow River Basin. ICYDK: The Yellow River runs nearly 5,500 km, from the Tibetan Plateau through nine provinc…

On Tuesday, the Ministry of Science and Technology (MoST) announced a new plan for leveraging cutting edge tech to balance environmental protection with high-quality development in China’s Yellow River Basin.
ICYDK: The Yellow River runs nearly 5,500 km, from the Tibetan Plateau through nine provinc...

sources

Ministry of Science and Technology: 科技部关于印发《黄河流域生态保护和高质量发展科技创新实施方案》的通知

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