string(13) "markets-macro"

Macro

April 12, 2022

Shanghai COVID PTSD

The social and economic chaos created by Shanghai’s record COVID outbreak has put local governments elsewhere on red alert. Officials in other towns and cities where infections are popping up aren’t taking any chances. On Friday, after only two Omicron infections were discovered in a neighborhood in… Username Password Remember Me Forgot Password

The social and economic chaos created by Shanghai's record COVID outbreak has put local governments elsewhere on red alert.
Officials in other towns and cities where infections are popping up aren't taking any chances.
On Friday, after only two Omicron infections were discovered in a neighborhood in...

sources

NHC: 截至4月11日24时新型冠状病毒肺炎疫情最新情况

Shanghai NHC: 拟再开展一次全员核酸检测，将依据风险程度大小，按照“三区划分”原则，进行阶梯式管理

The Paper: 吉林省：分区分类分梯次逐步恢复群众生产生活秩序

People.cn: 吉林省吉林市已经实现社会面清零目标

The Paper: 吉林长春9个县（市）区、开发区基本实现社会面动态清零

Caixin: 广州新增两例确诊连夜启动全员核酸市民最关心物资保障

Caixin: 广州中小学暂停线下教学离穗须48小时核酸阴性证明

April 12, 2022

Don’t even try it

We’ve got another installment of “What’s Li Keqiang worried about today?” On Monday, Premier Li sat down for an economic policy chat with a handful of provincial governors in Jiangxi. His message: Do not take your eyes off the ball. Li said economic perils could arise at any moment, from anywhere (G…

We’ve got another installment of “What’s Li Keqiang worried about today?”
On Monday, Premier Li sat down for an economic policy chat with a handful of provincial governors in Jiangxi.
His message: Do not take your eyes off the ball.
Li said economic perils could arise at any moment, from anywhere (G...

sources

Gov.cn: 李克强主持召开经济形势部分地方政府主要负责人座谈会

April 12, 2022

We kindly request that you buy the dip

Government agencies are doing everything they can to fend off another Chinese equities nosedive. The latest: On Monday, the securities regulator (CSRC) and three other agencies, including the State-owned Assets Supervision and Administration Commission (SASAC), issued a notice on “supporting the hea…

Government agencies are doing everything they can to fend off another Chinese equities nosedive.
The latest: On Monday, the securities regulator (CSRC) and three other agencies, including the State-owned Assets Supervision and Administration Commission (SASAC), issued a notice on “supporting the hea...

sources

Gov.cn: 证监会国资委全国工商联关于进一步支持上市公司健康发展的通知

April 12, 2022

Minimum overdrive

Some of China’s largest automakers are suspending production amid crippling COVID-driven supply chain disruptions. The critical issue: COVID outbreaks in both Jilin and Shanghai, two of China’s top auto parts production hubs. Lockdowns in these areas are preventing parts producers from delivering …

Some of China's largest automakers are suspending production amid crippling COVID-driven supply chain disruptions.
The critical issue: COVID outbreaks in both Jilin and Shanghai, two of China's top auto parts production hubs.

Lockdowns in these areas are preventing parts producers from delivering ...

sources

Caixin: 汽车产业链受疫情影响加深上汽蔚来等多家车企减产停产

CGTN: Chinese EV maker NIO suspends production amid new COVID-19 outbreak

April 12, 2022

More legal protection for women’s rights

On Monday, the National People’s Congress Standing Committee (NPCSC) scheduled its next legislative session for April 18-20. What stands out: A draft revision of the Law on the Protection of Women’s Rights and Interests will get its second review. A quick history lesson: The law was promulgated in …

On Monday, the National People's Congress Standing Committee (NPCSC) scheduled its next legislative session for April 18-20.
What stands out: A draft revision of the Law on the Protection of Women’s Rights and Interests will get its second review.
A quick history lesson:

The law was promulgated in ...

sources

The Paper: 妇女权益保障法“大修”掀讨论风暴，公开征集意见超42万条,

The Beijing News: 妇女权益保障法迎大修，两会热议妇女权益保护 | 关注2022

NPC: 保护好“她” 妇女权益保障法迎来修改

April 12, 2022

Beijing is anti anti-monopoly monopolies

On Monday, we told you that the central government released a policy designed to turn China’s fragmented regional markets into a unified national market. What we didn’t tell you: The policy has big implications for China’s big tech platforms. Recap: The new push aims to ensure that key national-leve…

On Monday, we told you that the central government released a policy designed to turn China’s fragmented regional markets into a unified national market.
What we didn’t tell you: The policy has big implications for China’s big tech platforms.
Recap: The new push aims to ensure that key national-leve...

sources

Gov.cn: 中共中央国务院关于加快建设全国统一大市场的意见

April 12, 2022

Quick take | A revitalized push to unify China’s fragmented tech markets

China is finally getting serious about tackling local protectionism. And how they plan to do it will impact the tech sector in a variety of ways. On Sunday, the Central Committee and the State Council released the Opinions on Accelerating the Construction of a Unified National Mark…

China is finally getting serious about tackling local protectionism.

And how they plan to do it will impact the tech sector in a variety of ways.

On Sunday, the Central Committee and the State Council released the Opinions on Accelerating the Construction of a Unified National Mark...

sources

Gov.cn: 中共中央国务院关于加快建设全国统一大市场的意见

April 11, 2022

Data dump – inflation

China’s stats bureau released the inflation data for March on Monday. The big news: Inflationary pressures are intensifying again. The headline numbers: The consumer price index (CPI) rose 1.5% y/y in March, up from 0.9% in February. The producer price index (PPI) increased 8.3% y/y in March, down …

China’s stats bureau released the inflation data for March on Monday.
The big news: Inflationary pressures are intensifying again.
The headline numbers:

The consumer price index (CPI) rose 1.5% y/y in March, up from 0.9% in February.
The producer price index (PPI) increased 8.3% y/y in March, down ...

sources

NBS: 国家统计局城市司高级统计师董莉娟解读2022年3月份CPI和PPI数据

Bloomberg: China’s Covid Lockdowns, Surging Oil Add to Inflation Risks

April 11, 2022

Algo-busters

Brace yourselves – platform regulation is about to get interesting again. On Friday, the cyberspace watchdog (CAC) officially kicked off the “2022 Clear and Bright Comprehensive Algorithm Governance Special Operation.” Uh… translation: The CAC will spend the rest of the year inspecti…

Brace yourselves – platform regulation is about to get interesting again.
On Friday, the cyberspace watchdog (CAC) officially kicked off the “2022 Clear and Bright Comprehensive Algorithm Governance Special Operation.”
Uh… translation: The CAC will spend the rest of the year inspecti...

sources

Gov.cn: 关于开展“清朗·2022年算法综合治理”专项行动的通知

April 11, 2022

Shenzhen rolls out fintech sandbox

Shenzhen is gunning hard to cement its place as China’s fintech hub. On Thursday, the Shenzhen Financial Supervision and Administration Bureau announced a big package of preferential policies to entice fintech companies to set up shop in the city. What they’re promising: Up to RMB 20 mi…

Shenzhen is gunning hard to cement its place as China’s fintech hub.
On Thursday, the Shenzhen Financial Supervision and Administration Bureau announced a big package of preferential policies to entice fintech companies to set up shop in the city.
What they’re promising:

Up to RMB 20 mi...

sources

Gov.cn: 关于《深圳市扶持金融科技发展若干措施》的政策解读

Gov.cn: 深圳市地方金融监督管理局关于印发《深圳市扶持金融科技发展若干措施》的通知

April 11, 2022

Li gets serious about logistics

Top leaders are struggling to overcome the impact of COVID lockdowns on critical logistics networks. That’s why representatives from the massive new state-owned logistics company, China Logistics Group, were on the invite list to Premier Li Keqiang’s symposium on the economy Thursday. The meeting c…

Top leaders are struggling to overcome the impact of COVID lockdowns on critical logistics networks.
That's why representatives from the massive new state-owned logistics company, China Logistics Group, were on the invite list to Premier Li Keqiang's symposium on the economy Thursday.
The meeting c...

sources

Gov.cn: 李克强主持召开经济形势专家和企业家座谈会

April 11, 2022

Premier Li is worried

Unless you’ve been living under a rock, you probably know that China’s leaders are worried about the economy. In the latest signal, on Thursday, Premier Li Keqiang presided over a symposium of economic experts and business leaders to check in with top advisors. This comes ahead of the Politburo’s A…

Unless you've been living under a rock, you probably know that China's leaders are worried about the economy.
In the latest signal, on Thursday, Premier Li Keqiang presided over a symposium of economic experts and business leaders to check in with top advisors.

This comes ahead of the Politburo’s A...

sources

Xinhua: 李克强主持召开经济形势专家和企业家座谈会强调稳住经济基本盘保持经济运行在合理区间韩正出席

Pages: 1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798991001011021031041051061071081091101111121131141151161171181191201211221231241251261271281291301311321331341351361371381391401411421431441451461471481491501511521531541551561571581591601611621631641651661671681691701711721731741751761771781791801811821831841851861871881891901911921931941951961971981992002012022032042052062072082092102112122132142152162172182192202212222232242252262272282292302312322332342352362372382392402412422432442452462472482492502512522532542552562572582592602612622632642652662672682692702712722732742752762772782792802812822832842852862872882892902912922932942952962972982993003013023033043053063073083093103113123133143153163173183193203213223233243253263273283293303313323333343353363373383393403413423433443453463473483493503513523533543553563573583593603613623633643653663673683693703713723733743753763773783793803813823833843853863873883893903913923933943953963973983994004014024034044054064074084094104114124134144154164174184194204214224234244254264274284294304314324334344354364374384394404414424434444454464474484494504514524534544554564574584594604614624634644654664674684694704714724734744754764774784794804814824834844854864874884894904914924934944954964974984995005015025035045055065075085095105115125135145155165175185195205215225235245255265275285295305315325335345355365375385395405415425435445455465475485495505515525535545555565575585595605615625635645655665675685695705715725735745755765775785795805815825835845855865875885895905915925935945955965975985996006016026036046056066076086096106116126136146156166176186196206216226236246256266276286296306316326336346356366376386396406416426436446456466476486496506516526536546556566576586596606616626636646656666676686696706716726736746756766776786796806816826836846856866876886896906916926936946956966976986997007017027037047057067077087097107117127137147157167177187197207217227237247257267277287297307317327337347357367377387397407417427437447457467477487497507517527537547557567577587597607617627637647657667677687697707717727737747757767777787797807817827837847857867877887897907917927937947957967977987998008018028038048058068078088098108118128138148158168178188198208218228238248258268278288298308318328338348358368378388398408418428438448458468478488498508518528538548558568578588598608618628638648658668678688698708718728738748758768778788798808818828838848858868878888898908918928938948958968978988999009019029039049059069079089099109119129139149159169179189199209219229239249259269279289299309319329339349359369379389399409419429439449459469479489499509519529539549559569579589599609619629639649659669679689699709719729739749759769779789799809819829839849859869879889899909919929939949959969979989991000100110021003100410051006100710081009101010111012101310141015101610171018101910201021102210231024102510261027102810291030103110321033103410351036103710381039104010411042104310441045104610471048104910501051105210531054105510561057105810591060106110621063106410651066106710681069107010711072107310741075107610771078107910801081108210831084108510861087108810891090109110921093109410951096109710981099110011011102110311041105110611071108110911101111111211131114111511161117111811191120112111221123112411251126112711281129113011311132113311341135113611371138113911401141114211431144114511461147114811491150115111521153115411551156115711581159116011611162