string(13) "markets-macro"

Macro

March 28, 2022

Flash talk | China’s food security challenge

In this flash talk, Even Pay – head of our ag practice – discussed why food security has risen to the top of Beijing’s policy agenda this year and what to expect in the months to come (and when to worry). She also discussed the broader context of food security as it intersects with and… Read More »

In this flash talk, Even Pay – head of our ag practice – discussed why food security has risen to the top of Beijing's policy agenda this year and what to expect in the months to come (and when to worry). She also discussed the broader context of food security as it intersects with and influences ot...

March 25, 2022

My way or the highway

Put away the champagne. On Thursday, the US Public Company Accounting Oversight Board (PCAOB) said that investors’ excitement over reports that Beijing might allow US-listed Chinese companies to hand over some audit papers to US regulators is “premature” (FT). Why such negativity? The PCAOB said it …

Put away the champagne.
On Thursday, the US Public Company Accounting Oversight Board (PCAOB) said that investors’ excitement over reports that Beijing might allow US-listed Chinese companies to hand over some audit papers to US regulators is “premature” (FT).
Why such negativity? The PCAOB said it ...

sources

FT: US says hopes of resolution of audit impasse with China ‘premature’

Bloomberg: U.S. Says Speculation of Deal on China Stock Listings Is Premature

March 25, 2022

Gettin’ tech savvy

It’s been a tough year for fintech – and things look set to get even tougher On Thursday, the financial technology committee of the People’s Bank of China (PBoC) got together to discuss key tasks in the year ahead. TL;DR: The PBoC intends to get more tech savvy so it can better regulate financial te…

It’s been a tough year for fintech – and things look set to get even tougher
On Thursday, the financial technology committee of the People’s Bank of China (PBoC) got together to discuss key tasks in the year ahead.
TL;DR: The PBoC intends to get more tech savvy so it can better regulate financial te...

sources

PBoC: 人民银行金融科技委员会召开会议研究部署2022年重点工作

March 25, 2022

Don’t screw up

On Thursday, Premier Li Keqiang paid a visit to the Ministry of Agriculture and Rural Affairs (MARA). There, he convened a symposium that included MARA bigwigs, top farming experts, and local officials from breadbasket provinces like Heilongjiang, Henan, and Hebei. His not-so-subtle message: Don’t…

On Thursday, Premier Li Keqiang paid a visit to the Ministry of Agriculture and Rural Affairs (MARA).

There, he convened a symposium that included MARA bigwigs, top farming experts, and local officials from breadbasket provinces like Heilongjiang, Henan, and Hebei.

His not-so-subtle message: Don't...

sources

China Daily: 李克强考察农业农村部并主持召开座谈会

March 25, 2022

352 exceptions that prove the rule

On Wednesday, the Office of the United States Trade Representative (USTR) announced that it would reinstate some tariff exemptions on Chinese goods through the end of 2022. Some, but not all: The USTR only granted exemptions for 352 of the 549 eligible products. ICYMI: Throughout the course of the T…

On Wednesday, the Office of the United States Trade Representative (USTR) announced that it would reinstate some tariff exemptions on Chinese goods through the end of 2022.
Some, but not all: The USTR only granted exemptions for 352 of the 549 eligible products.
ICYMI: Throughout the course of the T...

sources

USTR: USTR Issues Determination of Reinstatement of Certain Exclusions from China Section 301 Tariffs

Gov.cn: 商务部召开例行新闻发布会（2022年3月24日）

SCMP: China welcomes US tariff exemptions, but ‘symbolic move’ fails to tackle fundamental trade issues

March 25, 2022

Terms and conditions apply

I would do anything for no-limits strategic partnership (but I won’t do that). On Wednesday, China’s ambassador to the US, Qin Gang, gave an interview to state-backed broadcaster Phoenix TV. The topic: Sino-Russian ties. Some context: Qin has been on a media blitz in the past two weeks, penning an o…

I would do anything for no-limits strategic partnership (but I won’t do that).
On Wednesday, China’s ambassador to the US, Qin Gang, gave an interview to state-backed broadcaster Phoenix TV.
The topic: Sino-Russian ties.
Some context: Qin has been on a media blitz in the past two weeks, penning an o...

sources

Weibo: 凤凰专访中国驻美大使秦刚谈乌克兰局势、中美关系（完整版）

Bloomberg: China Envoy Says Xi-Putin Friendship Actually Does Have a Limit

March 25, 2022

New negative list shrinks China’s information space

On Friday, the macro planner (NDRC) and commerce ministry (MofCom) released the 2022 Negative List for Market Access. Don’t get confused: This is not the negative list that sets out which sectors remain off-limits to foreign investors. The negative list issued on Friday applies to both foreign and …

On Friday, the macro planner (NDRC) and commerce ministry (MofCom) released the 2022 Negative List for Market Access.
Don’t get confused: This is not the negative list that sets out which sectors remain off-limits to foreign investors.

The negative list issued on Friday applies to both foreign and ...

sources

NDRC: 国家发展改革委商务部关于印发《市场准入负面清单（2022年版）》的通知

March 25, 2022

This is not the sign…

…that China’s big tech companies were hoping for. On Thursday, the State Administration for Market Regulation (SAMR) published its budget for 2022. Why we care: We’ve been looking for signs of whether key regulators like SAMR will back off their regulatory onslaught of the tech sector following the …

…that China's big tech companies were hoping for.
On Thursday, the State Administration for Market Regulation (SAMR) published its budget for 2022.
Why we care: We’ve been looking for signs of whether key regulators like SAMR will back off their regulatory onslaught of the tech sector following the ...

sources

SAMR: 国家市场监督管理总局2022年度部门预算

March 25, 2022

Trippin’ on the Metaverse

The Global 6G Technology Conference has been an endless wellspring of futurist ideation. Yesterday, China Mobile chairman Yang Jie regaled the audience with his definition of the metaverse. According to Yang, the metaverse will be characterized by “the four fusions:” The fusion of…

The Global 6G Technology Conference has been an endless wellspring of futurist ideation.
Yesterday, China Mobile chairman Yang Jie regaled the audience with his definition of the metaverse.
According to Yang, the metaverse will be characterized by “the four fusions:”

The fusion of...

sources

C114: 中国移动杨杰：密切关注元宇宙相关技术和应用

March 25, 2022

Born to P-RAN

At yesterday’s Global 6G Technology Conference, chief expert at China Telecom and Bell Labs fellow BI Qi dropped some interesting tidbits about the future of China’s 6G networks. What Bi said: China Telecom has already formulated technical proposals on P-RAN distributed network architecture fo…

At yesterday’s Global 6G Technology Conference, chief expert at China Telecom and Bell Labs fellow BI Qi dropped some interesting tidbits about the future of China’s 6G networks.
What Bi said: China Telecom has already formulated technical proposals on P-RAN distributed network architecture fo...

sources

C114: 中国电信毕奇：P-RAN有望低成本破解6G覆盖难题

March 25, 2022

Follow the money

When you want to know what regulators are really doing, follow the money. Lucky for us, it’s budget season! Yesterday, the Ministry of Science and Technology (MoST) and MIIT both released their annual budgets for 2022. The top-line numbers: MoST has an annual budget of RMB 56 bill…

When you want to know what regulators are really doing, follow the money.
Lucky for us, it’s budget season!
Yesterday, the Ministry of Science and Technology (MoST) and MIIT both released their annual budgets for 2022.
The top-line numbers:

MoST has an annual budget of RMB 56 bill...

sources

Ministry of Science and Technology: 科学技术部2022 年度部门预算

MIIT: 工业和信息化部2022年度部门预算

March 25, 2022

No telecomradery

Yesterday, MIIT issued a public response to the US Federal Communications Commission’s decision to eject more Chinese telecom companies from the United States. Background: Last week, the FCC announced it planned to revoke the operational licenses of China-owned Pacific Networks and ComNet USA….

Yesterday, MIIT issued a public response to the US Federal Communications Commission’s decision to eject more Chinese telecom companies from the United States.
Background: Last week, the FCC announced it planned to revoke the operational licenses of China-owned Pacific Networks and ComNet USA....

sources

MIIT: 工业和信息化部针对美撤销中信国际电讯在美公司214牌照事项的声明

SCMP: China’s Pacific Networks ejected from US by telecoms watchdog

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