string(13) "markets-macro"

Macro

August 1, 2022

CAICT has the (COMPUTING) Power!

On Sunday, CAICT president Yu Xiaohui, announced the creation of China’s first Comprehensive Computing Power Index. Recap: In 2020, China began to seriously consider boosting national computing power — or the collective capacity of the country’s computers to crunch numbers quickly — as a key step to… Username Password Remember Me Forgot Password

On Sunday, CAICT president Yu Xiaohui, announced the creation of China's first Comprehensive Computing Power Index.
Recap: In 2020, China began to seriously consider boosting national computing power — or the collective capacity of the country's computers to crunch numbers quickly — as a key step to...

sources

C114: 《中国综合算力指数》发布：我国算力发展水平总体逐步提升，热点地区领先发展

August 1, 2022

Shanghai finances peak carbon plans

Last Thursday, the Shanghai government announced its high-level plan to reach peak carbon by 2030 and carbon neutrality by 2060. These are, of course, in line with national targets Xi announced in 2020. The objectives: The plan sets tough targets for the city to reach, including: Increasing non…

Last Thursday, the Shanghai government announced its high-level plan to reach peak carbon by 2030 and carbon neutrality by 2060.

These are, of course, in line with national targets Xi announced in 2020.

The objectives: The plan sets tough targets for the city to reach, including:

Increasing non...

sources

Shanghai.gov: 中共上海市委上海市人民政府关于完整准确全面贯彻新发展理念做好碳达峰碳中和工作的实施意见

Greenpeace: 中国数字基建的脱碳之路 - 绿色和平

Southern Energy Observer: 数据中心用电量顶上一个省！让元宇宙瘫痪只需一招

August 1, 2022

Rocket scientist lands at MIIT

On Friday, China’s top aerospace expert Jin Zhuanglong was appointed the new Party boss of the Ministry of Industry and Information Technology (MIIT). He replaces Xiao Yaqing, who just got grabbed by anti-corruption investigators. Some context: Xiao’s fall is rumored to be related to a recent prob…

On Friday, China’s top aerospace expert Jin Zhuanglong was appointed the new Party boss of the Ministry of Industry and Information Technology (MIIT).

He replaces Xiao Yaqing, who just got grabbed by anti-corruption investigators.

Some context: Xiao’s fall is rumored to be related to a recent prob...

sources

Caixin: China Names New MIIT Head After Corruption Probe of Predecessor

August 1, 2022

Ride-hailing drivers charge for air-con

On Saturday, Chinese media exposed how some ride-hailing cab drivers were charging for the use of air conditioning. ICYDK: It’s baking hot midsummer in Beijing and passengers will wilt without their ubiquitous air-con. What’s new: According media reports, ride-hailing customers have the legal right …

On Saturday, Chinese media exposed how some ride-hailing cab drivers were charging for the use of air conditioning.
ICYDK: It’s baking hot midsummer in Beijing and passengers will wilt without their ubiquitous air-con.
What’s new: According media reports, ride-hailing customers have the legal right ...

sources

People's Daily: “网约车开空调要加钱”无法律依据

August 1, 2022

MoHURD goes digital

On Sunday, China’s housing and macro-planning ministries (MoHURD and NDRC) released the 14th Five-Year Plan (FYP) on Urban Infrastructure Development… …and it’s chock-full of plans to integrate smart technologies in urban environments. Background: The 13th Urban Infrastructure FYP was lighter …

On Sunday, China’s housing and macro-planning ministries (MoHURD and NDRC) released the 14th Five-Year Plan (FYP) on Urban Infrastructure Development...

...and it's chock-full of plans to integrate smart technologies in urban environments.

Background: The 13th Urban Infrastructure FYP was lighter ...

sources

MoHURD: 住房和城乡建设部国家发展改革委关于印发“十四五”全国城市基础设施建设规划的通知

August 1, 2022

Semiconductor dominoes

Big dominoes are falling in the chip industry. Over the weekend, more anti-corruption probes were launched against senior execs and officials linked to China’s most important state-owned semiconductor investment fund, “the Big Fund.” Three new Big Fund bigwigs were nabbed: Wu Wenwu, head of the Bi…

Big dominoes are falling in the chip industry.
Over the weekend, more anti-corruption probes were launched against senior execs and officials linked to China's most important state-owned semiconductor investment fund, “the Big Fund.”
Three new Big Fund bigwigs were nabbed:

Wu Wenwu, head of the Bi...

sources

Caixin: 大基金管理人公司投资部80后高管杨征帆被调查

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: 大基金多位高层先后被查！工信部部长肖亚庆、原电子司司长刁石京被调查

August 1, 2022

Quick take | Not you again! Parsing the Xi-Biden call

On Thursday, Xi Jinping held a long-awaited call with US President Joe Biden. Keeping score: This is the fifth time the pair have spoken since Biden assumed office in January 2021. They last held a call back in March. At nearly two-and-a-half hours, the pair plainly had plenty to talk about, but o…

On Thursday, Xi Jinping held a long-awaited call with US President Joe Biden.
Keeping score: This is the fifth time the pair have spoken since Biden assumed office in January 2021.

They last held a call back in March.

At nearly two-and-a-half hours, the pair plainly had plenty to talk about, but o...

sources

White House: Readout of President Biden’s Call with President Xi Jinping of the People’s Republic of China

White House: Background Press Call on President Biden’s Call with President Xi Jinping of the People’s Republic of China

MoFA: President Xi Jinping Speaks with US President Joe Biden on the Phone

August 1, 2022

A shared future in ASEAN cyberspace

On Tuesday, China’s cybersecurity watchdog (CAC) held a briefing to get ASEAN countries up to speed on the latest developments in Chinese digital policy. ICYMI: China’s been busy cozying up to neighboring countries on cyber and data policy: In June, China signed five central Asian countries up to a…

On Tuesday, China’s cybersecurity watchdog (CAC) held a briefing to get ASEAN countries up to speed on the latest developments in Chinese digital policy.
ICYMI: China’s been busy cozying up to neighboring countries on cyber and data policy:

In June, China signed five central Asian countries up to a...

sources

CAC: 中国—东盟数字合作吹风会在京举办

July 29, 2022

Deep dive | An equity market with Chinese characteristics

China’s financial regulators have been talking about enacting genuine equity market reforms for decades – and things are finally moving. The big question (and the theme of this Trivium China Deep Dive): Can regulators consolidate their recent gains to build a truly world-class capital market t…

China’s financial regulators have been talking about enacting genuine equity market reforms for decades – and things are finally moving.
The big question (and the theme of this Trivium China Deep Dive): Can regulators consolidate their recent gains to build a truly world-class capital market t...

sources

36kr: A股IPO年中盘点：沪深北融资超3000亿，上交所成全球最大赢家

Gov.cn: 习近平总书记关于金融工作的重要论述

Goldman Sachs: A shares in anatomy

US-China Economic and Security Review Commission: 2021 Report to Congress

US Treasury: ADDRESSING THE THREAT FROM SECURITIES INVESTMENTS THAT FINANCE CERTAIN COMPANIES OF THE PEOPLE'S REPUBLIC OF CHINA

July 29, 2022

No tigers, all flies

The economy and COVID weren’t the only things the Politburo discussed at its monthly meeting on Thursday. Also on the agenda: Reviewing the results of the most recent round of disciplinary inspections by the Party’s anti-corruption watchdog (CCDI). ICYDK: On July 22, the CCDI concluded inspections w…

The economy and COVID weren’t the only things the Politburo discussed at its monthly meeting on Thursday.
Also on the agenda: Reviewing the results of the most recent round of disciplinary inspections by the Party’s anti-corruption watchdog (CCDI).
ICYDK: On July 22, the CCDI concluded inspections w...

sources

Xinhua: 中共中央政治局召开会议习近平主持

Gov.cn: 十九届中央第九轮巡视完成反馈

July 29, 2022

More of the same

Yawn. That was our reaction to the economic agenda unveiled at Thursday’s Politburo meeting. TL;DR: The meeting readout largely reiterates the existing approach to economic support and offers nothing in the way of new policies or strategies. After explicitly signaling that COVID control still trum…

Yawn.
That was our reaction to the economic agenda unveiled at Thursday's Politburo meeting.

TL;DR: The meeting readout largely reiterates the existing approach to economic support and offers nothing in the way of new policies or strategies.

After explicitly signaling that COVID control still trum...

sources

People.cn: 中共中央政治局召开会议分析研究当前经济形势和经济工作审议《关于十九届中央第九轮巡视情况的综合报告》中共中央总书记习近平主持会议

July 29, 2022

Saying the quiet part out loud

Thursday’s Politburo meeting gave a definitive answer to local officials wondering how to tackle COVID in H2. Lock it down! Even if that hurts the economy. Some context: In recent weeks, a more sensible version of the zero-COVID policy has emerged, spreading hope that the potential economic impact w…

Thursday's Politburo meeting gave a definitive answer to local officials wondering how to tackle COVID in H2.
Lock it down! Even if that hurts the economy.
Some context: In recent weeks, a more sensible version of the zero-COVID policy has emerged, spreading hope that the potential economic impact w...

sources

Xinhua: 中共中央政治局召开会议分析研究当前经济形势和经济工作审议《关于十九届中央第九轮巡视情况的综合报告》中共中央总书记习近平主持会议

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