string(13) "markets-macro"

Macro

September 26, 2022

Shanghai passes AI development regs

Last Thursday, Shanghai passed new regulations promoting the development of the AI industry. Top Chinese cities are pushing AI development fast. The draft version of Shanghai’s regs were published less than a month ago. Only a week later, Shenzhen issued its own AI development guidance. Shanghai’s… Username Password Remember Me Forgot Password

Only a week later, Shenzhen issued its own AI development guidance.

Shanghai’s...

sources

Sohu: 《上海市促进人工智能产业发展条例》10月1日起实施，全文来了

September 26, 2022

Building better bonds

The central bank (PBoC) wants a bigger, better bond market. In a report published Friday, the agency laid out its key priorities for developing the onshore debt capital system. Some context: At just over RMB 140 trillion, China’s bond market is the world’s second largest. It’s 40% the size of the U…

The central bank (PBoC) wants a bigger, better bond market.
In a report published Friday, the agency laid out its key priorities for developing the onshore debt capital system.
Some context: At just over RMB 140 trillion, China's bond market is the world’s second largest.

It's 40% the size of the U...

sources

The Paper: 央行：进一步提高债券市场定价的基准性作用和传导功能

September 26, 2022

Private sector retreats

State-owned developers are taking over the property sector. That was the key takeaway from Beijing’s third round of 2022 centralized land auctions, which wrapped on Friday. Some context: In February 2021, the Ministry of Natural Resources told 22 major cities to restrict land auctions to three to fo…

State-owned developers are taking over the property sector.
That was the key takeaway from Beijing’s third round of 2022 centralized land auctions, which wrapped on Friday.
Some context: In February 2021, the Ministry of Natural Resources told 22 major cities to restrict land auctions to three to fo...

sources

Caixin: 北京第三批集中供地成交500亿元仅一家民企参与拿地

September 23, 2022

Hot economics, warm politics?

Beijing making nice with Tokyo? Could it be? On Thursday, Premier Li Keqiang held a video conference with representatives of the Japanese business community. Some context: 2022 marks the 50th anniversary of diplomatic normalization between China and Japan. Since then, the two countries have maintai…

Beijing making nice with Tokyo? Could it be?
On Thursday, Premier Li Keqiang held a video conference with representatives of the Japanese business community.
Some context: 2022 marks the 50th anniversary of diplomatic normalization between China and Japan.

Since then, the two countries have maintai...

sources

Gov.cn: Premier calls on China, Japan to enhance economic cooperation

Bloomberg: China to Send Former Technology Minister to Abe’s Funeral

September 23, 2022

One window for all your admin needs

Hey business, Beijing wants to lighten your load. At Wednesday’s State Council meeting, Premier Li Keqiang hit repeat, calling on officials to (Gov.cn): “Deepen the ‘Fangguanfu’ reform and improve the efficiency and level of government services.” Sounds familiar? Fangguanfu is shorthand for Li’s d…

Hey business, Beijing wants to lighten your load.
At Wednesday’s State Council meeting, Premier Li Keqiang hit repeat, calling on officials to (Gov.cn):

“Deepen the ‘Fangguanfu’ reform and improve the efficiency and level of government services.”

Sounds familiar? Fangguanfu is shorthand for Li’s d...

sources

Gov.cn: 李克强主持召开国务院常务会议听取国务院第九次大督查情况汇报等

September 23, 2022

YMTC under US security review

Surprise, surprise. On Wednesday, the Washington Post reported that US lawmakers have asked intelligence officials to review security threats posed by Apple’s partnership with YMTC. Recap: A recent report that Apple uses YMTC’s memory chips for the iPhone 14 series has sparked bipartisan oppos…

Surprise, surprise.
On Wednesday, the Washington Post reported that US lawmakers have asked intelligence officials to review security threats posed by Apple’s partnership with YMTC.
Recap: A recent report that Apple uses YMTC’s memory chips for the iPhone 14 series has sparked bipartisan oppos...

sources

Washington Post: Senators ask for review of Apple’s plan to use Chinese chips

September 23, 2022

5G, a message to you, 5G

On Thursday, government-affiliated tech think tank CAICT released a white paper on the state of 5G messaging. Background: 5G messaging is an SMS service that supports a broader range of media formats, such as voice, video, and interactive integrations. That would enable business to consumer adverti…

On Thursday, government-affiliated tech think tank CAICT released a white paper on the state of 5G messaging.
Background: 5G messaging is an SMS service that supports a broader range of media formats, such as voice, video, and interactive integrations.

That would enable business to consumer adverti...

sources

CAICT: 5G消息发展报告（2022年）

September 23, 2022

Get on with it

On Wednesday, Premier Li Keqiang did his thing – holding the weekly State Council executive meeting. On the agenda: Checking in on government inspection teams. ICYMI: In August, Beijing dispatched routine inspection teams and special work teams led by ministers to ensure local governments do their b…

On Wednesday, Premier Li Keqiang did his thing – holding the weekly State Council executive meeting.
On the agenda: Checking in on government inspection teams.
ICYMI: In August, Beijing dispatched routine inspection teams and special work teams led by ministers to ensure local governments do their b...

sources

Xinhua: 李克强主持召开国务院常务会议

September 23, 2022

US-free chip production

On Thursday, Nikkei Asia reported that Huawei is looking to source chip production from domestic chipmakers free of US interference. Recap: In May 2020, the US tightened export controls on Huawei, effectively cutting off its access to advanced chips manufactured by TSMC. That deal…

On Thursday, Nikkei Asia reported that Huawei is looking to source chip production from domestic chipmakers free of US interference.
Recap: In May 2020, the US tightened export controls on Huawei, effectively cutting off its access to advanced chips manufactured by TSMC.

That deal...

sources

Nikkei: Huawei dives into chip production to battle U.S. clampdown

September 23, 2022

Put up or shut up

Ready for the worst vacation of your life? On Thursday, domestic media reported that authorities in at least two localities have begun charging people for room and board during government-mandated centralized quarantine, which has been free to date for the Chinese citizens quarantined as close conta…

Ready for the worst vacation of your life?
On Thursday, domestic media reported that authorities in at least two localities have begun charging people for room and board during government-mandated centralized quarantine, which has been free to date for the Chinese citizens quarantined as close conta...

sources

Sohu: 两地发文：对集中隔离实行收费管理，拒不支付将追究法律责任

Jiemian: 云南镇雄县集中隔离场所开始实行收费管理

September 23, 2022

No bombshells

On Wednesday, Foreign Minister Wang Yi talked up China’s green transformation in his speech to a high-level meeting on climate change, at the United Nations in New York. Some context: At the 2020 UN General Assembly (UNGA), Xi Jinping dropped a bombshell by committing China to peaking emissions befo…

On Wednesday, Foreign Minister Wang Yi talked up China's green transformation in his speech to a high-level meeting on climate change, at the United Nations in New York.
Some context: At the 2020 UN General Assembly (UNGA), Xi Jinping dropped a bombshell by committing China to peaking emissions befo...

sources

MoFA: Special Representative Wang Yi of President Xi Jinping Attends and Addresses the Informal Leaders’ Roundtable on Climate Action

September 23, 2022

Nvidia’s China chips aren’t down – for now

Nvidia’s still got loads of room to grow in China. That was the message from CEO Jensen Huang on Wednesday. Some context: Earlier this month, the US Department of Commerce told the company to stop exporting its most advanced A100 and H100 chips to China unless it gets a license. At the time, Nvidia…

Nvidia’s still got loads of room to grow in China.
That was the message from CEO Jensen Huang on Wednesday.
Some context: Earlier this month, the US Department of Commerce told the company to stop exporting its most advanced A100 and H100 chips to China unless it gets a license.

At the time, Nvidia...

sources

Reuters: Nvidia CEO sees 'large space' for China sales despite U.S. restrictions

Sina: 英伟达CEO黄仁勋：新一代数据中心GPU全面投产，将向中国市场提供替代版本

CNBC: Doomed from the start? Why Nvidia failed to buy Arm from SoftBank

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