string(13) "markets-macro"

Macro

May 19, 2025

SAMR to put more pressure on government officials that restrict competition

Beijing is slowly tightening the screws on local protectionism. On Friday, the market regulator (SAMR) released a draft revision of rules aimed at stopping local governments from abusing their powers to block or limit business competition. The public comment period for the draft ends June 15. The … Username Password Remember Me Forgot… Read More »

The public comment period for the draft ends June 15.

The ...

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SAMR: 市场监管总局关于公开征求《制止滥用行政权力排除、限制竞争行为规定（修订草案征求意见稿）》意见的公告

May 19, 2025

Guangxi Governor Lan Tianli under investigation for corruption

On Friday, the Party’s anti-corruption watchdog (CCDI) announced that Lan Tianli, governor of southwestern Guangxi province, is under investigation for suspected “serious violations of discipline and law.” Some context: Lan is the second sitting provincial governor to fall in a corruption probe sinc…

On Friday, the Party’s anti-corruption watchdog (CCDI) announced that Lan Tianli, governor of southwestern Guangxi province, is under investigation for suspected “serious violations of discipline and law.”
Some context: Lan is the second sitting provincial governor to fall in a corruption probe sinc...

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CCDI: 广西壮族自治区党委副书记、自治区政府主席蓝天立接受中央纪委国家监委纪律审查和监察调查

Zaobao: 落马广西“壮王”蓝天立妻与弟也被查

May 19, 2025

Trump expresses openness to China visit

In a Friday interview with Fox News, US President Donald Trump said that he would “certainly” be willing to travel to China to hold talks with Xi Jinping. Some context: Trump made the comment as he wrapped up a three-country tour of the Middle East, which he claimed helped keep the region in the US… Read More »

In a Friday interview with Fox News, US President Donald Trump said that he would “certainly” be willing to travel to China to hold talks with Xi Jinping.
Some context: Trump made the comment as he wrapped up a three-country tour of the Middle East, which he claimed helped keep the region in the US ...

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Bloomberg: Trump Says He’s Willing to Travel to China for Xi Meeting

Global Times: Trump signals willingness to engage with China while attempting to sway Gulf states away from China: media

May 19, 2025

China announces anti-dumping duties on industrial plastics

On Sunday, the Ministry of Commerce (MofCom) announced anti-dumping duties on imports of POM copolymer from the US, EU, Japan, and Taiwan. Some context: POM copolymer is a thermoplastic used in electronics and automotive industries, among others, and can replace zinc and copper in some industrial ap…

On Sunday, the Ministry of Commerce (MofCom) announced anti-dumping duties on imports of POM copolymer from the US, EU, Japan, and Taiwan.
Some context: POM copolymer is a thermoplastic used in electronics and automotive industries, among others, and can replace zinc and copper in some industrial ap...

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Reuters: China slaps anti-dumping duties on plastics from US, EU, Japan, Taiwan

Guancha: 商务部：对原产于美国、欧盟、台湾地区和日本的进口共聚聚甲醛征收反倾销税

Globe Newswire: China Polyoxymethylene Import Research Report 2024-2033

May 19, 2025

Ceasefires and CELAC | The weekly recap

This week’s recap is going to be a little shorter than usual. That’s because the week’s key development came on Monday, when the US and China both officially confirmed a temporary reduction in tariffs – and in some non-tariff trade restrictions – for 90 days. The various takes on this development h…

This week’s recap is going to be a little shorter than usual.
That’s because the week’s key development came on Monday, when the US and China both officially confirmed a temporary reduction in tariffs – and in some non-tariff trade restrictions – for 90 days.

The various takes on this development h...

May 17, 2025

Podcast | Trade war ceasefire + export control latest + courting LATAM

In this week’s pod, Trivium co-founders Andrew Polk, Trey McArver, and Ether Yin all sat down together in DC to discuss the recent de-escalation in the US-China trade war. The guys also drilled down on China’s move to grant licenses for critical mineral exports to the US, as part of the temporary t…

In this week’s pod, Trivium co-founders Andrew Polk, Trey McArver, and Ether Yin all sat down together in DC to discuss the recent de-escalation in the US-China trade war.

The guys also drilled down on China’s move to grant licenses for critical mineral exports to the US, as part of the temporary t...

May 16, 2025

He Lifeng calls for trade cooperation in Paris

Vice Premier He Lifeng is in France to talk about cognac. And other things too. On Thursday, He chaired the 10th China-France High Level Economic and Financial Dialogue, alongside Eric Lombard, France’s minister of economy. Some context: Amid Washington’s protectionist turn, Chinese officials have…

Vice Premier He Lifeng is in France to talk about cognac.

And other things too.

On Thursday, He chaired the 10th China-France High Level Economic and Financial Dialogue, alongside Eric Lombard, France’s minister of economy.
Some context: Amid Washington’s protectionist turn, Chinese officials have...

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Gov.cn: China ready to work with France to safeguard open, cooperative int'l economic, trade environment: vice premier

Reuters: France says talks with China failed to solve cognac dispute

May 16, 2025

Li Qiang promotes domestic circulation

On Thursday, Premier Li Qiang chaired a State Council meeting on promoting domestic circulation. This is the second time Li has discussed domestic circulation in as many months. Some context: Domestic circulation is one of the foundations of Xi Jinping’s 2020 Dual Circulation Strategy (DCS) – a fr…

On Thursday, Premier Li Qiang chaired a State Council meeting on promoting domestic circulation.

This is the second time Li has discussed domestic circulation in as many months.

Some context: Domestic circulation is one of the foundations of Xi Jinping’s 2020 Dual Circulation Strategy (DCS) – a fr...

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Gov.cn: 李强在做强国内大循环工作推进会上强调：把做强国内大循环作为推动经济行稳致远的战略之举

May 16, 2025

Beijing issues roadmap for new urban renewal effort

Central authorities have just launched a major new round of urban renewal. On Thursday, the Party Central Committee and State Council issued guidelines on upgrading aging urban areas. The guidelines provide a roadmap for upgrading cities, including: Renovating older buildings, apartment complexes, …

Central authorities have just launched a major new round of urban renewal.
On Thursday, the Party Central Committee and State Council issued guidelines on upgrading aging urban areas.
The guidelines provide a roadmap for upgrading cities, including:

Renovating older buildings, apartment complexes, ...

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Gov.cn: 中共中央办公厅国务院办公厅关于持续推进城市更新行动的意见

Gov.cn: 中央明确城市更新“路线图”！宜居、韧性、智慧

May 16, 2025

Vanke gets more love from state backer

Authorities are helping to pay back property developer giant Vanke’s debt – again. On Wednesday, Vanke announced it had secured an RMB 1.55 billion loan from its biggest shareholder, state-owned Shenzhen Metro Group. The three-year loan will help cover debt repayments due this year, which total RMB…

Authorities are helping to pay back property developer giant Vanke’s debt – again.
On Wednesday, Vanke announced it had secured an RMB 1.55 billion loan from its biggest shareholder, state-owned Shenzhen Metro Group.

The three-year loan will help cover debt repayments due this year, which total RMB...

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The Paper: 万科再获深铁集团借款，今年已累计获股东借款近120亿元

Bloomberg: Chinese Builder Vanke Repays Its Only Dollar Bond Due This Year

May 16, 2025

Henan city mulls fully abolishing housing presales

Xinyang – a third-tier city in Henan province – may become the first city to completely ban housing presales. Some context: In China, most new builds are presold, requiring upfront payment years before delivery. But developer defaults have delayed the completion of presold properties, while some ma…

Xinyang – a third-tier city in Henan province – may become the first city to completely ban housing presales.
Some context: In China, most new builds are presold, requiring upfront payment years before delivery.

But developer defaults have delayed the completion of presold properties, while some ma...

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BJ News: 信阳新地块一律实行现房销售，全国推广倒计时开始？

May 16, 2025

Xiaomi to launch in-house 3nm chip, return to SoC design

Xiaomi is diving back into semiconductor design. What happened: On May 15, Xiaomi founder Lei Jun announced on Weibo that the company will unveil its in-house system-on-a-chip (SoC), XringO1, in late May. No technical specs have been disclosed, but reports suggest the chip is built on TSMC’s 3nm pr…

No technical specs have been disclosed, but reports suggest the chip is built on TSMC’s 3nm pr...

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Caixin: 小米不放弃“造芯” 时隔8年再推自研SoC芯片

Huxiu: 小米自研手机SoC玄戒O1官宣，或基于3nm制程

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