string(13) "markets-macro"

Macro

September 8, 2022

Quick Take | The party-state knows what’s good for big tech’s future

Yesterday, the Study Times, the Central Party School’s flagship newspaper, published a lengthy piece overviewing the “traffic light system.” ICYMI: Introduced at the Central Economic Work Conference in December, officials say the traffic light system will provide greater guidance to private-sector i… Username Password Remember Me Forgot Password

Yesterday, the Study Times, the Central Party School’s flagship newspaper, published a lengthy piece overviewing the “traffic light system.”
ICYMI: Introduced at the Central Economic Work Conference in December, officials say the traffic light system will provide greater guidance to private-sector i...

sources

Study Times: 如何理解平台经济的“绿灯”

September 7, 2022

A Gazpromise made is a Gazpromise kept

On Tuesday, Gazprom announced it will start accepting RMB for some of its gas exports to China. While Sino-Russian gas trade was previously settled in euros, Gazprom will now accept half of China’s settlements in yuan, and the other half in rubles. China’s CNPC signed an agreement the same day to m…

On Tuesday, Gazprom announced it will start accepting RMB for some of its gas exports to China.
While Sino-Russian gas trade was previously settled in euros, Gazprom will now accept half of China's settlements in yuan, and the other half in rubles.

China's CNPC signed an agreement the same day to m...

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Bloomberg: Gazprom to Shift Gas Sales to China to Rubles, Yuan From Euro

September 7, 2022

Party shows BASF some love

China wants more foreign investment. That’s why Politburo Standing Committee (PBSC) member and Executive Vice Premier Han Zheng attended an event in Beijing on Tuesday to mark the start of production at chemical giant BASF’s new mega complex down in Zhanjiang, Guangdong province (People.cn). BASF’…

China wants more foreign investment.
That's why Politburo Standing Committee (PBSC) member and Executive Vice Premier Han Zheng attended an event in Beijing on Tuesday to mark the start of production at chemical giant BASF's new mega complex down in Zhanjiang, Guangdong province (People.cn).

BASF'...

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People.cn: 韩正出席巴斯夫（广东）一体化基地项目全面建设暨首套装置投产仪式

September 7, 2022

Rural land reform gets another push

Rural land reform is inching forward. On Tuesday, Xi Jinping chaired a meeting of the Central Commission for Comprehensively Deepening Reform (CCCDR) – the Party’s most important policymaking body. The commission approved a document to push forward a pilot program allowing rural land designated for…

Rural land reform is inching forward.
On Tuesday, Xi Jinping chaired a meeting of the Central Commission for Comprehensively Deepening Reform (CCCDR) – the Party's most important policymaking body.

The commission approved a document to push forward a pilot program allowing rural land designated for...

sources

Xinhua: 习近平主持召开中央全面深化改革委员会第二十七次会议

September 7, 2022

We’re calling it

As the 20th Party Congress draws closer, more Party bigwigs are joining the chorus to promote Xi Jinping’s various Thoughts. On Tuesday, Sun Jinlong, Party secretary at the Ministry of Ecology and Environment, chaired a symposium to discuss Xi Jinping Thought on Ecological Civilization (XJPTEC). …

As the 20th Party Congress draws closer, more Party bigwigs are joining the chorus to promote Xi Jinping's various Thoughts.

On Tuesday, Sun Jinlong, Party secretary at the Ministry of Ecology and Environment, chaired a symposium to discuss Xi Jinping Thought on Ecological Civilization (XJPTEC).

...

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Xinhua: 《习近平生态文明思想学习纲要》出版座谈会在京召开

Study Times: 孙书贤：以习近平外交思想引领新时代对外工作

September 7, 2022

China under siege from Omicron

Omicron subvariants are proliferating across the country, causing further lockdowns and economic disruptions. From August 29 to September 4, China reported (NHC): 2,380 new domestically transmitted symptomatic infections, up from 2,105 in the previous 7-day period 9,844&nbs…

Omicron subvariants are proliferating across the country, causing further lockdowns and economic disruptions.
From August 29 to September 4, China reported (NHC):

2,380 new domestically transmitted symptomatic infections, up from 2,105 in the previous 7-day period
9,844&nbs...

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NHC: 截至9月4日24时新型冠状病毒肺炎疫情最新情况

Caixin: 疫情波及范围持续扩大全国33城部分或全域管控

The Paper: 天津全市中小学9月1日起暂时实施线上教学

The Paper: 9月1日起，深圳全市中小学开展在线教学

The Paper: 深圳：9月1日起离深需持48小时内2次核酸阴性证明

The Paper: 北京：7天内有1例及以上感染者所在县旅居史人员严格限制进返京

The Paper: 浙江杭州常态化核酸检测频次从7天调整为72小时

The Paper: 成都：9月5日0时至7日24时全市范围内继续全员核酸检测

September 7, 2022

Lawmakers of the developing world, unite!

On Tuesday, Li Zhanshu, head of the legislature (NPC), hosted the 8th BRICS Parliamentary Forum, held by video link from the NPC’s Beijing home – the Great Hall of the People. Reminder: BRICS stands for the developing economies of Brazil, Russia, India, China, and South Africa. Some context: China h…

On Tuesday, Li Zhanshu, head of the legislature (NPC), hosted the 8th BRICS Parliamentary Forum, held by video link from the NPC's Beijing home – the Great Hall of the People.
Reminder: BRICS stands for the developing economies of Brazil, Russia, India, China, and South Africa.
Some context: China h...

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NPC: 栗战书主持第八届金砖国家议会论坛并作主旨发言

September 7, 2022

Deep dive | The Big Fund probe

Dominoes are falling in China’s chip industry. Starting in mid-July, Beijing launched a series of anti-corruption investigations against bigwigs linked to state-owned National Integrated Circuit Industry Investment Fund, aka “the Big Fund.” Why it matters: These folks are the core decision-makers ex…

Dominoes are falling in China’s chip industry.
Starting in mid-July, Beijing launched a series of anti-corruption investigations against bigwigs linked to state-owned National Integrated Circuit Industry Investment Fund, aka “the Big Fund.”
Why it matters: These folks are the core decision-makers ex...

sources

Caixin: 封面报道｜芯片大基金风暴

Eastmoney Securities: 大基金一期投资硕果累累，二期蓄势待发

Qichacha: 国家集成电路产业投资基金股份有限公司

163.com: 63岁部长肖亚庆落马！不同寻常的9个细节…

CCDI: 工业和信息化部党组书记、部长肖亚庆同志接受中央纪委国家监委审查调查

CCDI: 国家集成电路产业投资基金股份有限公司总经理丁文武接受审查调查

CCDI: 国家开发银行国开发展基金管理部原副主任路军接受审查调查

CCDI: 华芯公司原总监杜洋、投资三部副总经理杨征帆接受审查调查，投资二部原总经理刘洋接受调查

Caixin: 大基金管理人公司投资部80后高管杨征帆被调查

Caixin: 紫光集团前董事长赵伟国被调查

Caixin: 国家芯片大基金深圳子基金合伙人王文忠被查

Caixin: 中央纪委宣布国家芯片大基金原总经理丁文武被调查

EE Times China: 大基金投资进入观望期

September 7, 2022

Factories need to get smarter

China’s making its factories smarter. On Tuesday, the Ministry of Industry and Information technology (MIIT) published guidelines for local and provincial officials to build “5G fully connected” smart factories. These factories integrate smart production or workshops with big data and, of course, h…

China's making its factories smarter.
On Tuesday, the Ministry of Industry and Information technology (MIIT) published guidelines for local and provincial officials to build “5G fully connected” smart factories.

These factories integrate smart production or workshops with big data and, of course, h...

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MIIT: 5G 全连接工厂建设指南

Sina: 工信部办公厅印发5G全连接工厂建设指南

September 7, 2022

Mu Changchun on e-CNY smart contracts

On Friday, Mu Changchun – who leads digital yuan (e-CNY) development at the PBoC – took the stage at the 2022 China International Service Trade Fair. His key message: China will build a software platform for e-CNY-based smart contracts. Tech recap: A smart contract is “a self-executing contrac…

On Friday, Mu Changchun - who leads digital yuan (e-CNY) development at the PBoC - took the stage at the 2022 China International Service Trade Fair.
His key message: China will build a software platform for e-CNY-based smart contracts.
Tech recap: A smart contract is "a self-executing contrac...

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Sina: 中国人民银行数字货币研究所所长穆长春：智能合约与数字人民币

September 7, 2022

Slumdog (scammer) millionaires

On Tuesday, SCMP reported that Indian government officials raided the Bangalore offices of several lending apps accused of being fronts for Chinese scammers. ICYMI: Indian authorities have been leveling some pretty heavy guns at Chinese tech firms in recent years. 250 Chinese apps have been b…

On Tuesday, SCMP reported that Indian government officials raided the Bangalore offices of several lending apps accused of being fronts for Chinese scammers.
ICYMI: Indian authorities have been leveling some pretty heavy guns at Chinese tech firms in recent years.

250 Chinese apps have been b...

sources

Source: Congress raises issue of suicides linked to Chinese loan apps

SCMP: India raids payment firms over alleged misconduct and breaches by Chinese apps

Source: Directorate of Enforcement (ED) has been carrying out search operations under the provisions of the Prevention of Money Laundering Act (PMLA), 2002 on 02.09.2022 at 06 premises in Bengaluru, in respect to an investigation relating to the Chinese Loan App Case.

STDaily: 最高法：电信网络诈骗犯罪境外作案占比达80%

September 7, 2022

More diligence needed

Beijing is inching toward improving the quality of financial services in China’s capital markets. On Monday, China Merchants Securities was fined by the securities regulator (CSRC) for due diligence failures. Some context: China Merchants Securities has been under investigation for failing to suffic…

Beijing is inching toward improving the quality of financial services in China’s capital markets.
On Monday, China Merchants Securities was fined by the securities regulator (CSRC) for due diligence failures.
Some context: China Merchants Securities has been under investigation for failing to suffic...

sources

Shanghai Stock Exchange: 招商证券股份有限公司关于收到中国证券监督管理委员会《行政处罚事先告知书》的公告

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