string(13) "markets-macro"

Macro

September 14, 2022

Specific hackusations?

Last week, we told you that China’s Computer Virus Emergency Response Center (CVERC) released a report accusing the NSA’s Office of Tailored Access Operations (TAO) of hacking the Northwestern Polytechnical University. But that report didn’t contain any technical details of the hack. Well, on Tues… Username Password Remember Me Forgot Password

But that report didn't contain any technical details of the hack.

Well, on Tues...

sources

CVERC: 美国NSA网络武器“饮茶”分析报告

September 14, 2022

Back in the game

Finally! On Tuesday, the gaming watchdog (NPPA) released a new batch of game title approvals. … which includes a very small selection of games owned by Tencent and Netease. The good news: This is the first time the two gaming giants have gained approval for any games since the NPPA end…

Finally!
On Tuesday, the gaming watchdog (NPPA) released a new batch of game title approvals.

… which includes a very small selection of games owned by Tencent and Netease.

The good news: This is the first time the two gaming giants have gained approval for any games since the NPPA end...

sources

Caixin: 9月共73款国产游戏获批网易拿到版号

September 14, 2022

Let’s Al take it down a notch

On Wednesday, Cailianshe reported that electrolytic aluminum producers in Yunnan have been ordered to reduce production by 10%. The reason: Low reservoir levels are limiting power supply. Data from Mysteel shows that precipitation in Yunnan fell by 36% y/y in July and 24.6% y/y in August, resulting…

On Wednesday, Cailianshe reported that electrolytic aluminum producers in Yunnan have been ordered to reduce production by 10%.
The reason: Low reservoir levels are limiting power supply.

Data from Mysteel shows that precipitation in Yunnan fell by 36% y/y in July and 24.6% y/y in August, resulting...

sources

Cailianshe: 云南电解铝企业今日起限产10% 分析人士：后期仍有减产可能|行业动态

September 14, 2022

YMTC-Apple partnership under scrutiny

Last week, we told you that a rumored YMTC-Apple partnership would probably come under scrutiny in Washington. That was fast: On Friday, FT reported that US lawmakers are already sounding alarms about the potential partnership. Republican senator Marco Rubio was particularly displeased with th…

Last week, we told you that a rumored YMTC-Apple partnership would probably come under scrutiny in Washington.
That was fast: On Friday, FT reported that US lawmakers are already sounding alarms about the potential partnership.
Republican senator Marco Rubio was particularly displeased with th...

sources

FT: US lawmakers warn Apple on using Chinese group’s chips in new iPhone

September 14, 2022

Bringing us to tiers

First, the good news. On Tuesday, The Paper reported that in some cities – most notably Shanghai and Shenzhen – sales of newly constructed housing measured by transaction area were up from last year’s three-day Mid-Autumn Festival holiday. The bad news is that Shanghai and Shenzhen were outliers. …

First, the good news.
On Tuesday, The Paper reported that in some cities – most notably Shanghai and Shenzhen – sales of newly constructed housing measured by transaction area were up from last year’s three-day Mid-Autumn Festival holiday.

The bad news is that Shanghai and Shenzhen were outliers.

...

sources

The Paper: 上海、深圳等楼市活跃度好转，中秋假期新房成交面积同比上涨

September 14, 2022

(Fo)sun burnt?

On Tuesday, Bloomberg reported that regulators have instructed banks and state firms to review their financial exposure to Fosun Group, one of China’s largest private sector conglomerates. Citing unnamed sources, Bloomberg said that “multiple” agencies are involved, including the banking regulator (…

On Tuesday, Bloomberg reported that regulators have instructed banks and state firms to review their financial exposure to Fosun Group, one of China’s largest private sector conglomerates.
Citing unnamed sources, Bloomberg said that “multiple” agencies are involved, including the banking regulator (...

sources

Bloomberg: China Tells Banks to Report Exposure to Conglomerate Fosun

Caixin: 复星频繁抛售资产北京国资委通知市管企业梳理研判相关合作风险

September 14, 2022

China becomes big business for Twitter

On Tuesday, Reuters revealed that Twitter’s advertising revenues from China have been skyrocketing. The platform’s income from the region has grown over 800x since 2014. Key customers: Chinese local governments running ads that promote tourism, society, and sport to overseas audiences. Uhh… isn’…

On Tuesday, Reuters revealed that Twitter's advertising revenues from China have been skyrocketing.

The platform's income from the region has grown over 800x since 2014.

Key customers: Chinese local governments running ads that promote tourism, society, and sport to overseas audiences.
Uhh... isn'...

sources

Reuters: How China became big business for Twitter, from blocking to blue checks

September 14, 2022

Nice gig economy you got there, be a good employer, won’t you

Need yet another sign that China’s economy is under pressure? Watch how regulators talk to big employers. On Tuesday, the Ministry of Human Resources and Social Security (MoHRSS) and several other ministries sat down with China’s leading gig-economy platforms to chat about how they’re treat…

Need yet another sign that China’s economy is under pressure?

Watch how regulators talk to big employers.

On Tuesday, the Ministry of Human Resources and Social Security (MoHRSS) and several other ministries sat down with China’s leading gig-economy platforms to chat about how they’re treat...

sources

MoHRSS: 人社部等5部门对美团、饿了么、滴滴等11家平台企业保障新就业形态劳动者权益开展行政指导

September 14, 2022

Isn’t Xi lovely?

The party-state apparatus is gearing up for Xi Jinping’s third term as General Secretary of the Chinese Communist Party. On Tuesday, the stats bureau (NBS) released a report highlighting China’s accomplishments in the first decade under Xi. TL;DR: Xi is crushing it. Per the report, China’s made subs…

The party-state apparatus is gearing up for Xi Jinping’s third term as General Secretary of the Chinese Communist Party.
On Tuesday, the stats bureau (NBS) released a report highlighting China’s accomplishments in the first decade under Xi.
TL;DR: Xi is crushing it.
Per the report, China's made subs...

sources

NBS: 新理念引领新发展新时代开创新局面 ——党的十八大以来经济社会发展成就系列报告之一

September 14, 2022

Social credit, meet the internet sector

On Friday, China’s macro-planning agency (NDRC) issued two draft documents further defining the scope of China’s social credit system. Recap: In July 2021, the NDRC issued two documents clarifying which types of information would be included in social credit records. They also outlined which penalt…

On Friday, China’s macro-planning agency (NDRC) issued two draft documents further defining the scope of China's social credit system.
Recap: In July 2021, the NDRC issued two documents clarifying which types of information would be included in social credit records.

They also outlined which penalt...

sources

NDRC: 关于对《全国公共信用信息基础目录（2022年版）（征求意见稿）》和《全国失信惩戒措施基础清单（2022年版）（征求意见稿）》公开征求意见的公告

September 14, 2022

Cars are like phones now – patent licensing woes included

China wants to control technology licensing fees in the auto industry. Yesterday, CAICT published China’s first-ever Guidelines for the Licensing of Standard-essential Patents (SEPs) in the Automotive Industry. ICYDK: SEPs are essential patents manufacturers need to meet industry technical specs. Y…

China wants to control technology licensing fees in the auto industry.
Yesterday, CAICT published China’s first-ever Guidelines for the Licensing of Standard-essential Patents (SEPs) in the Automotive Industry.
ICYDK: SEPs are essential patents manufacturers need to meet industry technical specs.

Y...

sources

CAICT: IMT-2020（5G）推进组、中国汽车工程学会知识产权分会等联合发布《汽车行业标准必要专利许可指引》（2022版）

September 14, 2022

Shenzhen passes digital economy promotion regulations

Last week, we told you that Shenzhen passed China’s first municipal regulations promoting the AI industry. But that’s not the only new hi-tech regulations we’ve seen out of Shenzhen lately. Also recently released: New regulations to promote the development of the digital economy within the Shenzhen …

Last week, we told you that Shenzhen passed China’s first municipal regulations promoting the AI industry.
But that's not the only new hi-tech regulations we've seen out of Shenzhen lately.
Also recently released: New regulations to promote the development of the digital economy within the Shenzhen ...

sources

eChina Gov: 深圳经济特区数字经济产业促进条例

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