string(13) "markets-macro"

Macro

December 20, 2024

Peking predicting petroleum peak

State-owned oil giant Sinopec expects China’s petroleum consumption to peak by 2027. That’s three years ahead of the peak emissions deadline set by Xi Jinping. Sinopec published the forecast on Thursday as part of its annual outlook report, indicating consumption would top out below 800 million me… Username Password Remember Me Forgot Password

State-owned oil giant Sinopec expects China's petroleum consumption to peak by 2027.

That's three years ahead of the peak emissions deadline set by Xi Jinping.

Sinopec published the forecast on Thursday as part of its annual outlook report, indicating consumption would top out below 800 million me...

sources

Reuters: China's oil consumption to peak by 2027, says top refiner Sinopec

December 20, 2024

China and India agree to ease border tensions

On Wednesday, top diplomat Wang Yi met with Indian National Security Advisor Ajit Doval in Beijing for the 23rd round of Sino-Indian border talks. Some context: Sino-Indian relations have been in a bad way since June 2020, when bloody clashes erupted over the disputed Himalayan border. Th…

On Wednesday, top diplomat Wang Yi met with Indian National Security Advisor Ajit Doval in Beijing for the 23rd round of Sino-Indian border talks.
Some context: Sino-Indian relations have been in a bad way since June 2020, when bloody clashes erupted over the disputed Himalayan border.

Th...

sources

MoFA: 中印边界问题特别代表在北京举行会晤

MoFA: Foreign Ministry Spokesperson Lin Jian’s Regular Press Conference on December 19, 2024

CNN: China and India resume high-level talks to ease dispute over Himalayan border

December 20, 2024

Xi Jinping wants Macau to bet on diversification

Xi Jinping wants Macau to become less dependent on gambling. In remarks at an event to celebrate the 25th anniversary of Macau coming back under Mainland control, Xi said Macau should (Gov.cn): “Focus on promoting appropriate economic diversification” ICYDK: Macau is a one-industry town. Around 8…

Xi Jinping wants Macau to become less dependent on gambling.
In remarks at an event to celebrate the 25th anniversary of Macau coming back under Mainland control, Xi said Macau should (Gov.cn):

"Focus on promoting appropriate economic diversification"

ICYDK: Macau is a one-industry town. Around 8...

sources

Gov.cn: 习近平在庆祝澳门回归祖国25周年大会暨澳门特别行政区第六届政府就职典礼上的讲话（全文）

FT: China’s Xi Jinping urges gambling hub Macau to diversify

Xinhua: Xi expresses expectations for new Macao SAR government

NYT: https://www.nytimes.com/2024/12/19/business/macau-china-xi-jinping.html

December 20, 2024

New sustainability disclosure standards balance focus and flexibility

On Monday, several regulators – including the finance ministry (MoF), macro planner (NDRC), and securities regulator (CSRC) – released China’s first basic standards for corporate sustainability disclosures. The MoF released a draft version in May. Some context: Sustainability disclosures require c…

The MoF released a draft version in May.

Some context: Sustainability disclosures require c...

sources

Gov.cn: 关于印发《企业可持续披露准则——基本准则（试行）》的通知

Gov.cn: 财政部会计司有关负责人就《企业可持续披露准则——基本准则（试行）》答记者问

December 20, 2024

Wang Yi offers the first peek into foreign policy in 2025

On Tuesday, Wang Yi, China’s top diplomat, gave a speech on China’s foreign policy priorities for 2025 at the Symposium on the International Situation and China’s Foreign Relations in Beijing. The remarks offered a glimpse into how China plans to engage with major global powers following recent lea…

On Tuesday, Wang Yi, China’s top diplomat, gave a speech on China's foreign policy priorities for 2025 at the Symposium on the International Situation and China’s Foreign Relations in Beijing.

The remarks offered a glimpse into how China plans to engage with major global powers following recent lea...

sources

MFA: 勇立时代潮头，展现责任担当 ——在2024年国际形势与中国外交研讨会上的演讲

December 20, 2024

Central Rural Work Conference held in Beijing

On Tuesday and Wednesday, leading rural policy officials and advisors gathered to set the course of agricultural and rural development policy in 2025 at the annual Central Rural Work Conference (CRWC). The headline: Policymakers spotlighted the rural economy’s role in stabilizing employment and unde…

On Tuesday and Wednesday, leading rural policy officials and advisors gathered to set the course of agricultural and rural development policy in 2025 at the annual Central Rural Work Conference (CRWC).
The headline: Policymakers spotlighted the rural economy’s role in stabilizing employment and unde...

sources

Xinhua: 中央农村工作会议在京召开习近平对做好“三农”工作作出重要指示

People's Daily: 奋发有为，开创乡村全面振兴新局面（社论）

Farmer's Daily: 农民日报仲农平文章：“三农”稳大国兴

December 19, 2024

Podcast | Key takeaways from the Central Economic Work Conference

In the final weeks of each year, the Party convenes the Central Economic Work Conference (CEWC) – a gathering of China’s top economic policymakers – to hammer out the economic agenda for the year ahead. In this podcast, our last for 2024, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Mar…

In the final weeks of each year, the Party convenes the Central Economic Work Conference (CEWC) – a gathering of China's top economic policymakers – to hammer out the economic agenda for the year ahead.
In this podcast, our last for 2024, Trivium Co-founder Andrew Polk and Dinny McMahon, Head of Mar...

December 19, 2024

Guangzhou takes aim at delivery platform scheduling algorithms

Guangdong is seeking to control rising traffic accidents and fatalities involving platform delivery drivers. On Tuesday, Guangdong’s provincial police announced a new pilot program to roll out special license plates for electric motorbikes used by delivery drivers. That means food delivery and lo…

Guangdong is seeking to control rising traffic accidents and fatalities involving platform delivery drivers.
On Tuesday, Guangdong's provincial police announced a new pilot program to roll out special license plates for electric motorbikes used by delivery drivers.

That means food delivery and lo...

sources

The Paper: 广州交警：明年将推电动自行车外卖专用号牌，仅限员工使用

December 19, 2024

Biden to launch China legacy chip probe

Out with the new, and out with the old? On Tuesday, Bloomberg reported that the Biden administration is planning to launch a trade investigation into Chinese legacy semiconductors. The probe may be announced within the next week. The Section 301 investigation could result in the imposition of ta…

Out with the new, and out with the old?
On Tuesday, Bloomberg reported that the Biden administration is planning to launch a trade investigation into Chinese legacy semiconductors.

The probe may be announced within the next week.

The Section 301 investigation could result in the imposition of ta...

sources

Bloomberg: Biden Set to Announce Chinese Semiconductor Probe

December 19, 2024

TikTok case heads to the Supreme Court

TikTok is about to face the final boss. On Wednesday, the US Supreme Court announced it will hear arguments on the TikTok divest-or-ban bill on January 10. ICYMI: In April, Congress passed a law mandating that TikTok must be sold to a non-Chinese buyer or face a nationwide ban. The ban is…

TikTok is about to face the final boss.
On Wednesday, the US Supreme Court announced it will hear arguments on the TikTok divest-or-ban bill on January 10.
ICYMI: In April, Congress passed a law mandating that TikTok must be sold to a non-Chinese buyer or face a nationwide ban. The ban is...

sources

Bloomberg: Supreme Court Will Hear TikTok’s Challenge to Looming US Ban

December 18, 2024

China expands visa-free arrival scheme

China’s opening wider to the world. On Tuesday, the National Immigration Administration (NIA) announced 10 days of visa-free transit for citizens of 54 countries, including US citizens. Previously, folks from many of these countries were only eligible for 72 or 144 hour transit periods. That’s not…

China's opening wider to the world.
On Tuesday, the National Immigration Administration (NIA) announced 10 days of visa-free transit for citizens of 54 countries, including US citizens.

Previously, folks from many of these countries were only eligible for 72 or 144 hour transit periods.

That's not...

sources

Gov.cn: 中国过境免签政策全面放宽优化

December 18, 2024

Premier Li Qiang pledges to crack down on predatory fines

On Monday, Premier Li Qiang chaired the bi-month State Council study session, which focused on reining in administrative discretion and improving law enforcement. Administrative law expert Hu Jianmiao was invited to deliver remarks. A bit about Hu: Hu is a professor at the Central Party School. …

On Monday, Premier Li Qiang chaired the bi-month State Council study session, which focused on reining in administrative discretion and improving law enforcement.

Administrative law expert Hu Jianmiao was invited to deliver remarks.

A bit about Hu:

Hu is a professor at the Central Party School. ...

sources

CCTV: [视频]李强主持国务院第十一次专题学习

Tsinghua University: 胡建淼应邀出席清华大学“国是大讲坛”

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