string(13) "markets-macro"

Macro

September 23, 2022

That’s rich

On Thursday, Ministry of Commerce (MofCom) spokesperson Shu Jueting said China is “concerned” that US electric vehicle (EV) subsidies violate World Trade Organization (WTO) protectionism rules. She was referring to the US Inflation Reduction Act (IRA), which includes the US’s most aggressive climat… Username Password Remember Me Forgot Password

On Thursday, Ministry of Commerce (MofCom) spokesperson Shu Jueting said China is "concerned" that US electric vehicle (EV) subsidies violate World Trade Organization (WTO) protectionism rules.

She was referring to the US Inflation Reduction Act (IRA), which includes the US's most aggressive climat...

sources

Xinhua: 商务部回应美《通胀削减法案》有关歧视性电动汽车补贴条款

Atlas EV Hub: The Inflation Reduction Act: EV Provisions

Bloomberg: EU Is Assessing If US Inflation Act in Breach of WTO Rules

September 23, 2022

The sorcerer & manufacturing apprentice

On Thursday, the Ministry of Human Resources and Social Security (MoHRSS) announced plans to construct new national-level vocational training facilities. The big target: Develop 400 training centers for advanced skills and over 500 master studios (vocational classrooms) by 2025. Quick background: Ch…

On Thursday, the Ministry of Human Resources and Social Security (MoHRSS) announced plans to construct new national-level vocational training facilities.
The big target: Develop 400 training centers for advanced skills and over 500 master studios (vocational classrooms) by 2025.
Quick background: Ch...

sources

MoHRSS: 人力资源社会保障部财政部关于印发《国家级高技能人才培训基地和技能大师工作室建设项目实施方案》的通知

September 23, 2022

We should be (digitally) together

On Wednesday, state-backed information technology think tank CAICT published a white paper on “Unleashing the Development Potential of China-ASEAN Digital Trade.” The paper makes the case for why and how China and ASEAN should cooperate on the digital economy. The why: China and ASEAN are each oth…

On Wednesday, state-backed information technology think tank CAICT published a white paper on "Unleashing the Development Potential of China-ASEAN Digital Trade."

The paper makes the case for why and how China and ASEAN should cooperate on the digital economy.

The why: China and ASEAN are each oth...

sources

CAICT: 释放中国-东盟数字贸易发展潜力：新基建与新路径

September 23, 2022

China: global autonomous driving standards leader

On Thursday, MIIT was stoked to announce that it is co-leading the development of an autonomous vehicle (AV) standard with Germany at the International Standards Organization. The new standard will detail how to design AV tests: This includes what should be included in the tests, their goals, requi…

On Thursday, MIIT was stoked to announce that it is co-leading the development of an autonomous vehicle (AV) standard with Germany at the International Standards Organization.
The new standard will detail how to design AV tests:

This includes what should be included in the tests, their goals, requi...

sources

MIIT: 我国牵头的自动驾驶测试场景评价国际标准正式立项

September 23, 2022

Baby, I want your money

China’s money managers are falling over themselves to prepare for the opening of the private retirement savings system. ICYDK: China’s pension system has three pillars: The dominant basic state pension scheme managed by provincial-level governments An enterprise annuity scheme for private- and publ…

China’s money managers are falling over themselves to prepare for the opening of the private retirement savings system.
ICYDK: China’s pension system has three pillars:

The dominant basic state pension scheme managed by provincial-level governments
An enterprise annuity scheme for private- and publ...

sources

Caixin: 个人养老金资金账户开立“预热” 部分银行推出养老专区

September 23, 2022

But why Mumbai?

On Thursday, Reuters cited JP Morgan’s findings that Apple may shift 25% of iPhone production from China to India by 2025. It’s true: India’s tech manufacturing sector has been gaining serious momentum. Last month, Foxconn announced that its new Chennai factories would produce the iPhone 14.&…

On Thursday, Reuters cited JP Morgan's findings that Apple may shift 25% of iPhone production from China to India by 2025.
It's true: India’s tech manufacturing sector has been gaining serious momentum.

Last month, Foxconn announced that its new Chennai factories would produce the iPhone 14.&...

sources

Reuters: Apple may move a quarter of iPhone production to India by 2025 -JPM

Economic Times: PLI boom: ₹47,000 crore of iPhones likely to be made in India

Hindustan Times: Facing Chinese threat, what’s at stake for Taiwan’s semiconductor industry

The Print: India potentially a preferred destination for Taiwan tech manufacturers: Report

September 23, 2022

A match made in Jannah

On Monday, Foreign Minister Wang Yi met with foreign ministers of the Gulf Cooperation Council (GCC) on the sidelines of the 77th meeting of the United Nations General Assembly in New York. Some context: The GCC was founded in 1981 to promote closer economic and political cooperation between its mem…

On Monday, Foreign Minister Wang Yi met with foreign ministers of the Gulf Cooperation Council (GCC) on the sidelines of the 77th meeting of the United Nations General Assembly in New York.
Some context: The GCC was founded in 1981 to promote closer economic and political cooperation between its mem...

sources

MoFA: Wang Yi Holds a Meeting with Foreign Ministers of GCC Countries

September 23, 2022

Crisis, deserted

China’s record-setting summer weather may have fallen off global front pages, but that doesn’t mean risks to food security have passed. The severe drought impacting South and Central China lingers on. The deets: Since July 1, the National Meteorological Center has issued drought warnings for more t…

China's record-setting summer weather may have fallen off global front pages, but that doesn't mean risks to food security have passed.
The severe drought impacting South and Central China lingers on.
The deets:

Since July 1, the National Meteorological Center has issued drought warnings for more t...

sources

SCMP: China’s record-breaking drought hits major rice-growing regions, risks for drinking water and animal conservation

Global Times: Yangtze River areas complete 25% of autumn grain harvest amid 'limited impact' from record drought

Xinhua: 长江流域干旱超50天，雨带真的“北移”了吗？气候专家详解

September 23, 2022

Treats for Taiwan – after reunification

Five more years! Ten more years! To gear up for the Party Congress (starting October 16), the Party’s propaganda department has hosted a series of press conferences since April to review policy achievements during Xi Jinping’s first two terms in office. Taiwan’s turn came on Wednesday, featuring of…

Five more years! Ten more years!
To gear up for the Party Congress (starting October 16), the Party's propaganda department has hosted a series of press conferences since April to review policy achievements during Xi Jinping's first two terms in office.

Taiwan's turn came on Wednesday, featuring of...

sources

SCIO: 中共中央宣传部举行党的十八大以来对台工作和两岸关系发展情况发布会

September 23, 2022

Get ready for war

That means you, soldier. On Wednesday, high-ranking officers from the Central Military Commission (CMC) and other military representatives attended a Beijing seminar on national defense and military reform. China’s commander-in-chief, CMC chairman Xi Jinping, didn’t make it in person (perhaps self-…

China's commander-in-chief, CMC chairman Xi Jinping, didn't make it in person (perhaps self-...

sources

CCTV: 习近平对国防和军队改革研讨会作出重要指示强调认真总结运用改革成功经验奋力开创改革强军新局面

September 22, 2022

Flash talk | Unpacking Xi’s Central Asia trip

Trivium Partner and Co-Founder Trey McArver joins Senior Analyst and head of geopolitical research Joe Mazur to discuss Xi Jinping’s first trip out of China since the beginning of COVID-19 – including his meeting with Russian President Vladimir Putin. …

Trivium Partner and Co-Founder Trey McArver joins Senior Analyst and head of geopolitical research Joe Mazur to discuss Xi Jinping's first trip out of China since the beginning of COVID-19 – including his meeting with Russian President Vladimir Putin.

...

September 22, 2022

A little wrinkle

On Tuesday, The Diplomat reported that the US Inflation Reduction Act has caused an unexpected shakeup in US-South Korean relations. Background: The US Inflation Reduction Act subsidizes auto batteries with 40% of critical minerals extracted or processed in the US or its free trade partner countries…

On Tuesday, The Diplomat reported that the US Inflation Reduction Act has caused an unexpected shakeup in US-South Korean relations.
Background: The US Inflation Reduction Act subsidizes auto batteries with 40% of critical minerals extracted or processed in the US or its free trade partner countries...

sources

UDN.com: 晶片四方聯盟下周首場預備會議

FT: US struggles to mobilise its East Asian ‘Chip 4’ alliance

Sina: 韩国电动汽车电池生产商希望美国对从中国采购原材料提供豁免

The Diplomat: Inflation Reduction Act Roils South Korea-US Relations

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