string(13) "markets-macro"

Macro

May 17, 2022

Better late than lesser

China’s national carbon market was due for an expansion this year – but it looks like we’ll have to wait another year or three. ICYDK: The market launched in July 2021, covering just one industry – power generation – to keep the experimental first phase easy to manage and debug. Regulators had long… Username Password… Read More »

China's national carbon market was due for an expansion this year – but it looks like we'll have to wait another year or three.
ICYDK: The market launched in July 2021, covering just one industry – power generation – to keep the experimental first phase easy to manage and debug.

Regulators had long...

sources

Sina: 全国碳市场推迟扩容，碳数据核算难题何解

Bloomberg: China Delays Carbon Market Expansion on Data Problems: Caijing

May 17, 2022

Making hay while the sun shines

Videos of farmers mowing down green fields of wheat are going viral on Chinese social media. Netizens are understandably perplexed: Ensuring food security – and grain production – is one of Beijing’s top priorities this year. Top leadership spent the last few months fretting about the condition of …

Videos of farmers mowing down green fields of wheat are going viral on Chinese social media.
Netizens are understandably perplexed:

Ensuring food security – and grain production – is one of Beijing's top priorities this year.
Top leadership spent the last few months fretting about the condition of ...

sources

The Paper: 农业农村部部署小麦机收工作，全力以赴确保夏粮颗粒归仓

SCMP: China’s provinces target wheat output as nation braces for food security challenges

Sohu: 北大黄季焜：“青小麦卖做饲料”属个别、短期现象，不必担心粮食安全

May 17, 2022

When the tide goes out

Xi Jinping is worried that the tide is going out on the financial sector – and we’re about to find out who is swimming naked. On Sunday, the Party’s top journal, Qiushi, published excerpts of Xi’s speech at the Central Economic Work Conference last December. We flagged some highlights on Monday…

Xi Jinping is worried that the tide is going out on the financial sector – and we’re about to find out who is swimming naked.
On Sunday, the Party’s top journal, Qiushi, published excerpts of Xi’s speech at the Central Economic Work Conference last December.
We flagged some highlights on Monday...

sources

Qiushi: 习近平:正确认识和把握我国发展重大理论和实践问题

May 17, 2022

A method to the madness

CMD: The highly anticipated CPPCC meeting is underway — but there’s no news on the tech crackdown Today, China’s policy advisory body (CPPCC) kicked off its highly anticipated meeting with tech business executives. Recap: The meeting is widely expected to address the tech crackdown, and signal …

CMD: The highly anticipated CPPCC meeting is underway — but there's no news on the tech crackdown
Today, China’s policy advisory body (CPPCC) kicked off its highly anticipated meeting with tech business executives.
Recap: The meeting is widely expected to address the tech crackdown, and signal ...

sources

Wallstreet.cn: 人民政协报：牢牢把握“数字经济”发展的春天——全国政协“推动数字经济持续健康发展”专题协商会筹备综述

May 17, 2022

Time to pay up for clean up

On Monday, the Ministry of Ecology and Environment (MEE) and a gaggle of other ministries released new rules to make polluters pay for environmental damage – and force them to repair the damage. Some context: A pilot program to improve China’s ecological and environmental damage compensation system …

On Monday, the Ministry of Ecology and Environment (MEE) and a gaggle of other ministries released new rules to make polluters pay for environmental damage – and force them to repair the damage.
Some context: A pilot program to improve China’s ecological and environmental damage compensation system ...

sources

MEE: 《生态环境损害赔偿管理规定》印发

May 17, 2022

A grim graduation season

China’s leaders are under pressure to produce more jobs for yet another record batch of graduates. On Monday, vice premiers Sun Chunlan and Hu Chunhua joined a video conference to boost employment of university graduates, and urged relevant institutions to pull out all the stops. That followed the …

China's leaders are under pressure to produce more jobs for yet another record batch of graduates.
On Monday, vice premiers Sun Chunlan and Hu Chunhua joined a video conference to boost employment of university graduates, and urged relevant institutions to pull out all the stops.

That followed the ...

sources

Xinhua: 全国普通高等学校毕业生就业创业工作电视电话会议召开

Xinhua: 国务院办公厅印发《关于进一步做好高校毕业生等青年就业创业工作的通知》

MOE: 教育部:2022届高校毕业生规模预计1076万人,同比增加167万,

May 17, 2022

What are friends for?

On Monday, Premier Li Keqiang held a phone call with Pakistan’s new prime minister, Shehbaz Sharif. ICYMI: Sharif was elected by Pakistan’s parliament last month, after predecessor Imran Khan failed to win a no-confidence vote. Li began with the usual pleasantries about “close and friendly neighbors…

On Monday, Premier Li Keqiang held a phone call with Pakistan’s new prime minister, Shehbaz Sharif.
ICYMI: Sharif was elected by Pakistan's parliament last month, after predecessor Imran Khan failed to win a no-confidence vote.
Li began with the usual pleasantries about "close and friendly neighbors...

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MoFA: Li Keqiang Speaks with Pakistani Prime Minister Shahbaz Sharif on the Phone

BBC: Pakistan attack: China condemns killing of tutors in Pakistan blast

Nikkei: 'Allah, army and America': How Pakistan's Khan played anti-U.S. card

May 17, 2022

MOHRSS bags a (rock)star Party secretary

China’s “sixth generation” of leaders continue to take top positions throughout the Party-state. ICYDK: The sixth generation refers to officials born between 1960 and 1969. The latest example: Rock fan Zhou Zuyi (born 1965) was recently appointed Party secretary of the Ministry of Human Resources an…

China's "sixth generation" of leaders continue to take top positions throughout the Party-state.
ICYDK: The sixth generation refers to officials born between 1960 and 1969.
The latest example: Rock fan Zhou Zuyi (born 1965) was recently appointed Party secretary of the Ministry of Human Resources an...

sources

The Paper: 周祖翼已任人社部党组书记

May 17, 2022

Jiangxi releases data regulations

On April 28, Jiangxi released a draft of the new provincial data regulations for public comment. The draft is just now hitting our desks. And there’s a potential bombshell in there. The short version: For the most part, these regs follow in the footsteps of similar rules in Shenzhen and Shanghai….

On April 28, Jiangxi released a draft of the new provincial data regulations for public comment.

The draft is just now hitting our desks.
And there's a potential bombshell in there.

The short version: For the most part, these regs follow in the footsteps of similar rules in Shenzhen and Shanghai....

sources

Jiangxi Gov: 关于公开征求《江西省数据条例（征求意见稿）》意见的通知

May 17, 2022

Metaverse committee gets rollin’

On May 8, China’s most prominent metaverse industry association, the Metaverse Consensus Circle, published an update on its latest activities. The latest: First, the group has signed an agreement with Tsinghua University to conduct research into metaverse governance. Researchers will explore the …

On May 8, China's most prominent metaverse industry association, the Metaverse Consensus Circle, published an update on its latest activities.
The latest: First, the group has signed an agreement with Tsinghua University to conduct research into metaverse governance.

Researchers will explore the ...

sources

CMCA-MCC: 关于书面召开第一届第二次主任委员（扩大）会议的报告及会议现场表决情况

May 17, 2022

Mobile phone shipments crater

The consumption numbers in China are bad. Real bad. Recap: On Monday, Trivium Markets reported that retail sales were down well beyond expectations. Retail sales dropped 11.1% y/y in April, down from a 3.5% y/y fall in March. Analysts had only been anticipating a 6% y/y fall. What Markets didn’…

The consumption numbers in China are bad.

Real bad.

Recap: On Monday, Trivium Markets reported that retail sales were down well beyond expectations.

Retail sales dropped 11.1% y/y in April, down from a 3.5% y/y fall in March.
Analysts had only been anticipating a 6% y/y fall.

What Markets didn'...

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CAICT: 中国信通院发布2022年3月国内手机市场运行分析报告：出货量2146.0万部，其中5G手机占比75.4%

May 17, 2022

The innovation buddy system

On Monday, 11 regulatory agencies released a policy encouraging large companies to help shore up the innovative weaknesses of smaller companies, and vice versa. The big idea: Make companies of all sizes “interdependent and mutually reinforcing” when it comes to supply chains, data, capital, services…

On Monday, 11 regulatory agencies released a policy encouraging large companies to help shore up the innovative weaknesses of smaller companies, and vice versa.
The big idea: Make companies of all sizes "interdependent and mutually reinforcing" when it comes to supply chains, data, capital, services...

sources

Gov.cn: 关于开展“携手行动”促进大中小企业融通创新（2022-2025年）的通知

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