string(13) "markets-macro"

Macro

December 10, 2024

China’s market regulator comes for Nvidia

We just got another sign that China is done playing softball with the US. On Monday, China’s market regulator (SAMR) announced it is opening an anti-monopoly investigation into Nvidia’s acquisition of Mellanox. The backstory: Nvidia acquired the computer networking company in 2019 for USD 6.9 billio… Username Password Remember Me Forgot Password

We just got another sign that China is done playing softball with the US.
On Monday, China's market regulator (SAMR) announced it is opening an anti-monopoly investigation into Nvidia's acquisition of Mellanox.
The backstory: Nvidia acquired the computer networking company in 2019 for USD 6.9 billio...

sources

SAMR: 英伟达涉嫌违反反垄断法市场监管总局依法决定立案调查

SAMR: 市场监管总局关于附加限制性条件批准英伟达公司收购迈络思科技有限公司股权案反垄断审查决定的公告

Global Times: China’s top market regulator launches probe into Nvidia over suspected breach of anti-monopoly law

December 10, 2024

CNIPA drafts guidelines for AI-related patent applications

Policymakers are working on a stopgap solution for patent law challenges created by artificial intelligence. On Friday, China’s intellectual property administration (CNIPA) published draft guidelines for AI-related patent applications. Some context: Patent law was designed around many assumptions th…

Policymakers are working on a stopgap solution for patent law challenges created by artificial intelligence.
On Friday, China’s intellectual property administration (CNIPA) published draft guidelines for AI-related patent applications.
Some context: Patent law was designed around many assumptions th...

sources

CNIPA: 关于就《人工智能相关发明专利申请指引（征求意见稿）》公开征求意见的通知

Caixin: AI能否成为专利发明人？国家知识产权局给出指引

Nature: Artificial intelligence is breaking patent law

December 9, 2024

Beijing pursues long-arm jurisdiction in latest export controls

China’s ban on certain critical mineral exports to the US marks the first known extraterritorial application of its 2020 Export Control Law. ICYMI: On December 3, Beijing imposed an “in principle” ban on exporting gallium, germanium, antimony, and various superhard materials to the US, alongside str…

China's ban on certain critical mineral exports to the US marks the first known extraterritorial application of its 2020 Export Control Law.
ICYMI: On December 3, Beijing imposed an "in principle" ban on exporting gallium, germanium, antimony, and various superhard materials to the US, alongside str...

sources

Bloomberg: China Sets Precedent by Banning Others From Selling Goods to US

MofCom: 商务部公告2024年第46号关于加强相关两用物项对美国出口管制的公告

December 9, 2024

Component suppliers push back as auto price war flows upstream

China’s auto price war is pushing automakers to demand steep discounts from parts suppliers. On Friday, industry media reported that multiple auto parts suppliers had expressed “strong dissatisfaction” after a domestic automaker requested a 10% price reduction starting in 2025. Some context: China’s…

China's auto price war is pushing automakers to demand steep discounts from parts suppliers.
On Friday, industry media reported that multiple auto parts suppliers had expressed "strong dissatisfaction" after a domestic automaker requested a 10% price reduction starting in 2025.
Some context: China’s...

sources

The Paper: 要求供应商降价10%？媒体：极限压价提升不了车企竞争力

December 9, 2024

Politburo signals more aggressive stimulus in 2025

China’s top leaders are preparing to ramp up fiscal and monetary support in 2025. On Monday, Xi Jinping chaired a Politburo meeting to discuss economic priorities for the coming year. The meeting readout emphasized the Politburo’s determination to offer significantly more economic stimulus going for…

China's top leaders are preparing to ramp up fiscal and monetary support in 2025.
On Monday, Xi Jinping chaired a Politburo meeting to discuss economic priorities for the coming year.
The meeting readout emphasized the Politburo's determination to offer significantly more economic stimulus going for...

sources

Xinhua: 中共中央政治局召开会议分析研究2025年经济工作研究部署党风廉政建设和反腐败工作中共中央总书记习近平主持会议

December 9, 2024

Deflationary pressures persist in November

November was another weak month for prices in China. Per data released by the stats bureau (NBS) on Monday: Consumer prices (CPI) grew 0.2% y/y in November, down from 0.3% growth the previous month Producer prices (PPI) fell by 2.5% y/y, an improvement from September’s 2.9% contraction Producer pri…

November was another weak month for prices in China.
Per data released by the stats bureau (NBS) on Monday:

Consumer prices (CPI) grew 0.2% y/y in November, down from 0.3% growth the previous month
Producer prices (PPI) fell by 2.5% y/y, an improvement from September’s 2.9% contraction
Producer pri...

sources

NBS: 2024年11月份居民消费价格同比上涨0.2%

NBS: 2024年11月份工业生产者出厂价格同比降幅收窄环比由降转涨

December 9, 2024

State Council approves draft revisions to Civil Aviation Law

Officials are taking a safety-first approach to developing the low-altitude economy. On Friday, the State Council approved proposed revisions to the Civil Aviation Law. The draft will now be submitted to the legislature (NPCSC) for further deliberation and potential revisions before being passed i…

Officials are taking a safety-first approach to developing the low-altitude economy.
On Friday, the State Council approved proposed revisions to the Civil Aviation Law.

The draft will now be submitted to the legislature (NPCSC) for further deliberation and potential revisions before being passed i...

sources

People.cn: 李强主持召开国务院常务会议

December 9, 2024

China to launch national elder care insurance scheme

The central government is on the verge of rolling out a national long-term care insurance scheme. On Monday, Caixin reported that the policy framework has been finalized, and is expected to be released by late 2024 or early 2025. A quick definition: Long-term care insurance provides financial suppor…

The central government is on the verge of rolling out a national long-term care insurance scheme.
On Monday, Caixin reported that the policy framework has been finalized, and is expected to be released by late 2024 or early 2025.
A quick definition: Long-term care insurance provides financial suppor...

sources

Caixin: 独家｜全国长护险文件将出台单独建筹资池，退休人员同步缴费

December 7, 2024

Head of the Select Committee suggests Trump could close chip loopholes

We’ve been wondering whether or not Trump will continue the Biden administration’s export control policies. One key US policymaker is suggesting that he will. On Wednesday, Representative John Moolenaar, head of the Select Committee on the CCP, sent a letter to Secretary of Commerce Gina Raimondo,…

We've been wondering whether or not Trump will continue the Biden administration's export control policies.

One key US policymaker is suggesting that he will.

On Wednesday, Representative John Moolenaar, head of the Select Committee on the CCP, sent a letter to Secretary of Commerce Gina Raimondo,...

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Bloomberg: GOP China Panel Chair Slams US Chip Curbs for Huawei ‘Loopholes’

House Select Committee on the CCP: Moolenaar Urges Raimondo to Close Dangerous Loopholes in New Export Control Rules

December 7, 2024

Defense minister Dong Jun reappears under anti-corruption shadow

China’s defense minister, Dong Jun, isn’t done – at least, not yet. ICYMI: On November 27, the Financial Times reported that Dong has been placed under investigation for corruption, citing unnamed US officials. China’s foreign ministry (MoFA) and defense ministry (MoD) both dismissed the report. O…

China’s foreign ministry (MoFA) and defense ministry (MoD) both dismissed the report.

O...

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Xinhua: 董军集体会见出席第二届几内亚湾安全形势专题研讨会的各国代表团团长

Zaobao: 中共中央军委委员苗华被停职检查

December 7, 2024

Beijing releases carbon reporting and verification rules for iron and steel

Officials are steadily laying the groundwork for a comprehensive carbon market. On Tuesday, the Ministry of Ecology and Environment (MEE) released draft guidelines on the reporting and verification of iron and steel carbon emissions for public comment. Some context: The MEE released similar guidelin…

Officials are steadily laying the groundwork for a comprehensive carbon market.
On Tuesday, the Ministry of Ecology and Environment (MEE) released draft guidelines on the reporting and verification of iron and steel carbon emissions for public comment.
Some context: The MEE released similar guidelin...

sources

MEE: 关于公开征求《企业温室气体排放核算与报告指南钢铁行业》《企业温室气体排放核查技术指南钢铁行业》意见的通知

December 7, 2024

Beijing calls for smarter cities

Policymakers are ready to give cities across the country a digital makeover. On Thursday, the Central Committee and State Council issued high-level policy guidance on promoting “new type” urban infrastructure. The basics: By “new type” policymakers mean “digitized and intelligent.” We’re talking sm…

Policymakers are ready to give cities across the country a digital makeover.
On Thursday, the Central Committee and State Council issued high-level policy guidance on promoting “new type” urban infrastructure.
The basics: By “new type” policymakers mean “digitized and intelligent.”

We’re talking sm...

sources

Gov.cn: 中共中央办公厅国务院办公厅关于推进新型城市基础设施建设打造韧性城市的意见

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