string(13) "markets-macro"

Macro

September 30, 2022

Xi marks 50 years of ties with Japan

Sino-Japanese relations remain frosty. Neither Xi Jinping nor Japanese Prime Minister Kishida Fumio attended an event in Tokyo on Thursday to mark the 50th anniversary of the normalization of Sino-Japanese diplomatic relations. Nor did the two men speak to each other to mark the occasion. Instead… Username Password Remember Me Forgot Password

Nor did the two men speak to each other to mark the occasion.

Instead...

sources

Xinhua: 习近平同日本首相岸田文雄就中日邦交正常化50周年互致贺电李克强同岸田文雄互致贺电

AFP: Japan urges 'stable' China ties, 50 years after normalisation

September 30, 2022

Clutching at straws

Wishful thinkers frustrated with Beijing’s zero-COVID strategy have found another clue that might herald imminent policy relaxation. Hot leak alert: On Thursday, an internal health ministry (NHC) memo to local regulators and public hospitals to “improve the hospitalization and treatment capacity for…

Wishful thinkers frustrated with Beijing's zero-COVID strategy have found another clue that might herald imminent policy relaxation.
Hot leak alert: On Thursday, an internal health ministry (NHC) memo to local regulators and public hospitals to "improve the hospitalization and treatment capacity for...

sources

Caixin: 医疗设备购置贴息贷款政策催红器械股医院怎么说？

21jingji.com: 1.7万亿财政贴息贷款暖风吹来，医疗新基建对器械企业利好几何？

Forbes: Mainland Rebounds On Zero COVID Dial Back, Healthcare Equipment Loans Raise Sector

September 30, 2022

Flash talk | Doing its own thing: China’s approach to NFT regulation

Non-fungible tokens (NFTs) are all the rage these days. In this Flash Talk, Trivium Senior Analyst Linghao Bao and Tech Analyst Matt Dagher-Margosian discuss China’s changing NFT regulatory landscape and examine how officials are approaching governance of such a new industry. …

Non-fungible tokens (NFTs) are all the rage these days. In this Flash Talk, Trivium Senior Analyst Linghao Bao and Tech Analyst Matt Dagher-Margosian discuss China's changing NFT regulatory landscape and examine how officials are approaching governance of such a new industry.

...

September 30, 2022

Standards: The frontline of the new Cold War

On Thursday, US Secretary of Commerce Gina Raimondo sat down with the Atlantic Council for an extended video interview. The topic: Technological competition between the US and China. Raimondo took a firm line against China, stating that the government was: “[P]retty eyes wide open on the China thre…

On Thursday, US Secretary of Commerce Gina Raimondo sat down with the Atlantic Council for an extended video interview.
The topic: Technological competition between the US and China.
Raimondo took a firm line against China, stating that the government was:

“[P]retty eyes wide open on the China thre...

sources

The Atlantic Council: A conversation with US Secretary of Commerce Gina Raimondo

September 30, 2022

mBridge completes first trial

A multilateral central bank digital currency (CBDC) project called mBridge – led by China’s central bank (PBoC) – is progressing. Some context: mBridge is a cross-border clearing platform designed to process CBDC transactions. It claims to be way more efficient than traditional cross-bo…

A multilateral central bank digital currency (CBDC) project called mBridge – led by China’s central bank (PBoC) – is progressing.
Some context: mBridge is a cross-border clearing platform designed to process CBDC transactions.

It claims to be way more efficient than traditional cross-bo...

sources

Caixin: 多边央行数字货币桥项目完成首次真实交易试点测试

Reuters: China trials cross-border settlement involving cenbank digital currencies

September 30, 2022

Come fly with me

Thursday was a proud day for the many thousands who’ve toiled for 14 years to perfect Beijing’s answer to the Airbus A320 and Boeing 737, the world’s most popular passenger planes. The C919 was finally certified to fly! Pictures on social media showed a Beijing ceremony where the Civil Aviation Ad…

Thursday was a proud day for the many thousands who've toiled for 14 years to perfect Beijing’s answer to the Airbus A320 and Boeing 737, the world’s most popular passenger planes.

The C919 was finally certified to fly!

Pictures on social media showed a Beijing ceremony where the Civil Aviation Ad...

sources

Reuters: China certifies C919 jet to compete with Airbus and Boeing

COMAC: C919

Sohu: 习近平在会见C919大型客机项目团队代表并参观项目成果展览时强调

September 30, 2022

Deploy the dollars

Beijing isn’t ready to dip into its foreign exchange reserves to prop up the flagging yuan. However, it’s perfectly willing to deploy commercial banks’ foreign currency holdings. On Thursday, Reuters cited four unnamed sources as saying that the central bank (PBoC) has told major state-owned banks…

Beijing isn’t ready to dip into its foreign exchange reserves to prop up the flagging yuan.

However, it’s perfectly willing to deploy commercial banks’ foreign currency holdings.

On Thursday, Reuters cited four unnamed sources as saying that the central bank (PBoC) has told major state-owned banks...

sources

Reuters: Exclusive: China's state banks told to stock up for yuan intervention

September 30, 2022

How low can you go?

China’s central bank (PBoC) and banking regulator (CBIRC) have thrown the property sector a bone. On Thursday, the two bodies said they are allowing certain cities to lower, and even remove entirely, the minimum mortgage rate banks can charge on first home loans. The deets: Cities where the price of…

China’s central bank (PBoC) and banking regulator (CBIRC) have thrown the property sector a bone.
On Thursday, the two bodies said they are allowing certain cities to lower, and even remove entirely, the minimum mortgage rate banks can charge on first home loans.
The deets: Cities where the price of...

sources

PBoC: 人民银行、银保监会阶段性放宽部分城市首套住房贷款利率下限

September 30, 2022

Henan orders tech breakthroughs

Last Wednesday, the Henan provincial government released their Big Data Industry Development Action Plan (2022-2025). Some context: Henan is responding to calls from the central government to develop data resources and the digital economy, and invest more in technology. Henan is following the lead …

Last Wednesday, the Henan provincial government released their Big Data Industry Development Action Plan (2022-2025).
Some context: Henan is responding to calls from the central government to develop data resources and the digital economy, and invest more in technology.

Henan is following the lead ...

sources

Source: 河南省人民政府办公厅关于印发河南省大数据产业发展行动计划（2022—2025年）的通知

September 30, 2022

JD meets #metoo

This week, the New York Times and Wall Street Journal (WSJ) reported on the upcoming US civil trial of JD Founder & Board Chairman, Liu Qiangdong. Quick Recap: in 2018, Liu was accused of sexually assaulting University of Minnesota grad student Liu Jingyao (no relation) after the latter wa…

This week, the New York Times and Wall Street Journal (WSJ) reported on the upcoming US civil trial of JD Founder & Board Chairman, Liu Qiangdong.
Quick Recap: in 2018, Liu was accused of sexually assaulting University of Minnesota grad student Liu Jingyao (no relation) after the latter wa...

sources

NYT: Sex Assault Trial in U.S. a Rare Moment for Chinese #MeToo Movement

WSJ: A Chinese #MeToo Case Is Set for Trial Far From China

September 30, 2022

Hard tech needs talent, fast

China’s tech industry could be running into a big skills shortage. Some context: On Tuesday, we told you how the robotics industry is facing a recruitment crunch. Bad news everyone! It looks like the talent shortage issue is a much broader problem. On Wednesday, Bloomberg and Straits Times reporte…

China’s tech industry could be running into a big skills shortage.
Some context: On Tuesday, we told you how the robotics industry is facing a recruitment crunch.
Bad news everyone!

It looks like the talent shortage issue is a much broader problem.

On Wednesday, Bloomberg and Straits Times reporte...

sources

Straits Times: China lacks the right workers to boost transition to 'Hard Tech'

Bloomberg: China Lacks the Right Workers to Boost Xi’s Favored Tech Jobs

September 30, 2022

Shanghai founds new SOE to manage public data resources

On Thursday, Shanghai government officials – including Mayor Gong Zheng – unveiled the Shanghai Data Group. Some context: Shanghai is one of many cities pushing hard to develop the data economy – a national priority. In 2021 the Shanghai Data Exchange (SDE) was founded in the city, one of several s…

On Thursday, Shanghai government officials – including Mayor Gong Zheng – unveiled the Shanghai Data Group.
Some context: Shanghai is one of many cities pushing hard to develop the data economy - a national priority.

In 2021 the Shanghai Data Exchange (SDE) was founded in the city, one of several s...

sources

The Paper: 龚正市长揭牌，上海数据集团成立，致力于成为数据要素市场化开发利用领军企业

The Paper: 上海数据集团有限公司正式揭牌成立，业务模式初步分为四大板块

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