string(13) "markets-macro"

Macro

May 18, 2022

Keep the motor running

Supply chain redundancy. That’s the hot topic in company board rooms and government compounds across China. Guangzhou, capital city of Guangdong, is being proactive about addressing supply chain issues in its auto sector. Some context: Guangzhou is one of China’s biggest cities for auto manufacturin… Username Password Remember Me Forgot Password

Supply chain redundancy.
That's the hot topic in company board rooms and government compounds across China.
Guangzhou, capital city of Guangdong, is being proactive about addressing supply chain issues in its auto sector.
Some context: Guangzhou is one of China’s biggest cities for auto manufacturin...

sources

21st Century Biz: 鼓励车企实施多供应商策略等，广州拟出台多项举措力保汽车供应链安全

May 18, 2022

Once more, with feeling

There are all sorts of challenges to running an organization in China. One example: The Party requires that all organizations, including private businesses, conduct regular training and evaluation sessions for cadres and Party members, then submit materials about their progress to higher-level Party…

There are all sorts of challenges to running an organization in China.
One example: The Party requires that all organizations, including private businesses, conduct regular training and evaluation sessions for cadres and Party members, then submit materials about their progress to higher-level Party...

sources

The Paper: 党员民主测评也能外包？基层党建形式主义调查

May 18, 2022

Shanghai resumption presumption

The Omicron outbreak that has paralyzed Shanghai since March is finally on the retreat. From Saturday to Tuesday, Shanghai reported four consecutive days of zero new community transmissions. That means all new cases during those four days were found among people already under quarantine or close mo…

The Omicron outbreak that has paralyzed Shanghai since March is finally on the retreat.
From Saturday to Tuesday, Shanghai reported four consecutive days of zero new community transmissions.

That means all new cases during those four days were found among people already under quarantine or close mo...

sources

Shanghai NHC: 上海2022年5月16日，新增本土新冠肺炎确诊病例77例新增本土无症状感染者746例无新增境外输入性新冠肺炎确诊病例新增境外输入性无症状感染者2例

Yicai: 上海9千余家规上工业企业复工近半，三批白名单复工超70%

The Paper: 上海金山：明日起防范区机动车可在本街镇、园区防范区内通行

May 18, 2022

Vague promises for platforms

Chinese authorities have once again failed to clear the smoke for the country’s internet giants. On Tuesday, Vice Premier and economic czar Liu He delivered a speech at the hotly anticipated meeting with tech execs hosted by China’s policy advisory body (CPPCC). ICYMI: The meeting had investor…

Chinese authorities have once again failed to clear the smoke for the country's internet giants.
On Tuesday, Vice Premier and economic czar Liu He delivered a speech at the hotly anticipated meeting with tech execs hosted by China’s policy advisory body (CPPCC).
ICYMI: The meeting had investor...

sources

CPPCC: 全国政协召开“推动数字经济持续健康发展”专题协商会汪洋出席并讲话

May 18, 2022

Killing two birds with one stone

The central government is looking to launch a new program in early June to subsidize rural car purchases, the Securities Daily (CS) scooped on Tuesday. The deets (CS): A subsidy of RMB 3,000-5,000 will apply to every car bought for less than RMB 150,000. Some experts predict this program could boos…

The central government is looking to launch a new program in early June to subsidize rural car purchases, the Securities Daily (CS) scooped on Tuesday.
The deets (CS):

A subsidy of RMB 3,000-5,000 will apply to every car bought for less than RMB 150,000.
Some experts predict this program could boos...

sources

Securities Daily: 汽车下乡政策6月初有望出台每辆车或补贴3000元-5000元

Bloomberg: China’s Revenue Slumps 41% on Tax Cuts to Counter Covid Pains

CAAM: 产业运行 | 2022年4月汽车工业经济运行情况

Xinhua: 新一轮汽车下乡将至相隔11年，这次有何不同？

CNN: No cars were sold in Shanghai in April as zero-Covid policy hammers activity

May 18, 2022

The new summer menu: Five-bourse meals

The Guangzhou Futures Exchange (GFEX) – China’s fifth and newest exchange – is reportedly cooking up a new dish: China’s first industrial silicon futures. According to an anonymous official cited by Bloomberg, the GFEX is looking at an H2 release – pending final approval from central authorities. …

The Guangzhou Futures Exchange (GFEX) – China's fifth and newest exchange – is reportedly cooking up a new dish: China's first industrial silicon futures.

According to an anonymous official cited by Bloomberg, the GFEX is looking at an H2 release – pending final approval from central authorities.

...

sources

Bloomberg: China’s Newest Commodity Exchange Eyes Silicon as First Contract

Xinhua: Guangzhou to launch industrial silicon futures

May 18, 2022

Nothing to see here

On Tuesday, Bloomberg and Reuters scooped that the China Foreign Exchange Trade System (CFETS) hasn’t provided data on daily bond trading by overseas investors since May 11. That’s weird: The CFETS typically publishes this data daily. Transactions by domestic investors are still getting published. …

On Tuesday, Bloomberg and Reuters scooped that the China Foreign Exchange Trade System (CFETS) hasn’t provided data on daily bond trading by overseas investors since May 11.
That's weird: The CFETS typically publishes this data daily.

Transactions by domestic investors are still getting published. ...

sources

Bloomberg: China Stops Reporting Bond Trades by Foreigners After Selloff

Reuters: China halts daily publication of bondholder data - sources

May 18, 2022

The sun will come out…tomorrow

What a refreshing bout of optimism! At a press conference on Tuesday, Meng Wei, spokesperson for the macro planner (NDRC), said things are (about to start) looking up for China’s economy. “At present, the domestic rebound of pandemic cases has been effectively dealt with.” “[We] believe that the no…

What a refreshing bout of optimism!
At a press conference on Tuesday, Meng Wei, spokesperson for the macro planner (NDRC), said things are (about to start) looking up for China’s economy.

“At present, the domestic rebound of pandemic cases has been effectively dealt with.”
“[We] believe that the no...

sources

NDRC: 国家发展改革委5月份新闻发布会

May 18, 2022

The very model of a modern major developer

Maybe this one will work. On Tuesday, Caixin reported that the securities regulator (CSRC) has cooked up a new way to boost credit to private-sector property developers. According to Caixin, the CSRC has chosen a handful of private companies that are in good financial shape as “model” developers. …

Maybe this one will work.
On Tuesday, Caixin reported that the securities regulator (CSRC) has cooked up a new way to boost credit to private-sector property developers.

According to Caixin, the CSRC has chosen a handful of private companies that are in good financial shape as “model” developers.

...

sources

Caixin: 认购信心低迷监管层推动示范民企发债创设信用保护工具

Reuters: UPDATE 2-China asked 3 property developers to issue bonds this week - sources

May 18, 2022

Flash talk | Pandemic politics

In this flash talk, Editorial Director Kelly Layton picks the brain of Trivium Co-founder and Partner Trey McArver – who also heads our politics practice – about the possible impacts Xi Jinping’s very bad year could have on leadership changes at the 20th Party Congress and post-Congress economic pol…

In this flash talk, Editorial Director Kelly Layton picks the brain of Trivium Co-founder and Partner Trey McArver – who also heads our politics practice – about the possible impacts Xi Jinping's very bad year could have on leadership changes at the 20th Party Congress and post-Congress economic pol...

May 18, 2022

Introducing the Guangdong Data Development Alliance

On Friday, the inaugural meeting of the Guangdong Data Development Alliance was held in Guangzhou. The deets: The alliance aims to bridge the government and enterprises to work on building out the data market ecosystem in Guangdong, and throughout the Greater Bay Area, which includes Hong Kong and M…

On Friday, the inaugural meeting of the Guangdong Data Development Alliance was held in Guangzhou.
The deets: The alliance aims to bridge the government and enterprises to work on building out the data market ecosystem in Guangdong, and throughout the Greater Bay Area, which includes Hong Kong and M...

sources

21st Century Biz: 广东数据发展联盟成立，南财集团全力推进粤港澳大湾区（广东）财经数据中心建设

21st Century Biz: 首批数字政府网络安全产业联盟理事单位正式授牌

May 17, 2022

Firmly grasp it

Remember the Central Economic Work Conference (CEWC) all the way back in December? Well, on Sunday, we finally got the official readout of Xi’s CEWC speech. Then as now, Xi was fed up of people not “correctly grasping” his carbon neutrality crusade. His two main complaints about how officials get hi…

Remember the Central Economic Work Conference (CEWC) all the way back in December? Well, on Sunday, we finally got the official readout of Xi's CEWC speech.
Then as now, Xi was fed up of people not "correctly grasping" his carbon neutrality crusade. His two main complaints about how officials get hi...

sources

Gov.cn: 习近平:正确认识和把握我国发展重大理论和实践问题

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