string(13) "markets-macro"

Macro

January 28, 2022

Online censorship as a barrier to digital trade

On Thursday, US senators Ron Wyden and Mike Crapo called on the Biden Administration to use trade tools to combat online and offline censorship in China. The catalyst: The senators cited a report released yesterday arguing that censorship regimes in China, Russia, India, Vietnam, Turkey, and In… Username Password Remember Me Forgot Password

On Thursday, US senators Ron Wyden and Mike Crapo called on the Biden Administration to use trade tools to combat online and offline censorship in China.
The catalyst: The senators cited a report released yesterday arguing that censorship regimes in China, Russia, India, Vietnam, Turkey, and In...

sources

USITC: FOREIGN CENSORSHIP POLICIES AND PRACTICES THAT AFFECT U.S. BUSINESSES

January 28, 2022

Get your sheet together

On Wednesday, the State Council published opinions on supporting the economic development of Guizhou – one of the country’s poorest provinces. The document is long-ranging, but one particular thing caught our markets-focused eye: What it says about helping Guizhou manage its debt – particularly the …

On Wednesday, the State Council published opinions on supporting the economic development of Guizhou – one of the country’s poorest provinces.
The document is long-ranging, but one particular thing caught our markets-focused eye: What it says about helping Guizhou manage its debt – particularly the ...

sources

Gov.cn: 务院关于支持贵州在新时代西部大开发上闯新路的意见

January 28, 2022

A STAR is born

On Thursday, Beijing-based drone-maker Guandian Defense Technology Co. Ltd. got the go-ahead to list on the Shanghai Stock Market’s Science and Technology Innovation Board (STAR Market). Why that matters: Guandian is the first company to make the jump from the Beijing Stock Exchange (BSE) to the Sha…

On Thursday, Beijing-based drone-maker Guandian Defense Technology Co. Ltd. got the go-ahead to list on the Shanghai Stock Market’s Science and Technology Innovation Board (STAR Market).
Why that matters: Guandian is the first company to make the jump from the Beijing Stock Exchange (BSE) to the Sha...

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Caixin: 北交所首现成功转板还有两家在路上

January 28, 2022

No surprises this time

On Thursday, the State Council released the 14th five-year plan (FYP) to modernize market supervision. Spoiler alert: One of the plan’s top priorities is to continue putting antitrust pressure on big tech. The government’s antitrust to-do list includes (Gov.cn): Speeding up the planned revisi…

On Thursday, the State Council released the 14th five-year plan (FYP) to modernize market supervision.
Spoiler alert: One of the plan’s top priorities is to continue putting antitrust pressure on big tech.
The government’s antitrust to-do list includes (Gov.cn):

Speeding up the planned revisi...

sources

Gov.cn: 国务院关于印发“十四五”市场监管现代化规划的通知

Gov.cn: 国新办举行激发市场活力支持市场主体发展新闻发布会图文实录

January 28, 2022

Rare earths hit rare prices

On Thursday, Bloomberg reported that the Ministry of Industry and Information Technology (MIIT) had summoned key producers of autos, electronics, and magnetic materials to an unannounced meeting. The subject: Sky-high rare earth prices. ICYMI: Elevated commodities prices have had Beijing on edge for…

On Thursday, Bloomberg reported that the Ministry of Industry and Information Technology (MIIT) had summoned key producers of autos, electronics, and magnetic materials to an unannounced meeting.
The subject: Sky-high rare earth prices.
ICYMI: Elevated commodities prices have had Beijing on edge for...

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Bloomberg: China Summons Manufacturers After Prices of Rare Earths Surge

January 28, 2022

Tis the season

New year resolutions are out. Five-year plans are in. On Thursday, the State Council released yet another five-year plan (FYP): The latest one aims to modernize market supervision. Beijing’s overarching goal: To improve the business environment. To do that, regulators are promising to:…

New year resolutions are out. Five-year plans are in.
On Thursday, the State Council released yet another five-year plan (FYP):

The latest one aims to modernize market supervision.

Beijing’s overarching goal: To improve the business environment.
To do that, regulators are promising to:...

sources

Gov.cn: 国务院关于印发“十四五” 市场监管现代化规划的通知

People.cn: 国务院印发《“十四五”市场监管现代化规划》

January 28, 2022

Xiaohongshu fake review cleasning results

Remember how we told you that lifestyle sharing / social e-commerce / what-the-heck-ever platform Xiaohongshu was running a campaign to rein in marketing campaigns masquerading as organic posts? Well, they did that. On Thursday, Xiaohongshu announced that over the last six weeks, they’ve taken …

Remember how we told you that lifestyle sharing / social e-commerce / what-the-heck-ever platform Xiaohongshu was running a campaign to rein in marketing campaigns masquerading as organic posts?

Well, they did that.

On Thursday, Xiaohongshu announced that over the last six weeks, they've taken ...

sources

Sina: 小红书处理虚假种草笔记17万余篇阿道夫等57个品牌被封

January 28, 2022

Jinlai, laowai!

On Wednesday, Premier Li Keqiang held a meeting with a group of foreign experts working in China. TBH: We don’t really care. But we were still interested in this meeting to see if Li would give any hints about where macro policy is going. Some context: The economy is looking pretty weak. The big que…

On Wednesday, Premier Li Keqiang held a meeting with a group of foreign experts working in China.
TBH: We don't really care.
But we were still interested in this meeting to see if Li would give any hints about where macro policy is going.
Some context: The economy is looking pretty weak. The big que...

sources

Gov.cn: 李克强同在华外国专家举行新春座谈会

Gov.cn: Premier holds symposium with foreign experts in China

China Daily: Li vows actions to attract more foreign experts

January 28, 2022

Cloud network upgrades for small cities

On Thursday, MIIT released a policy designed to give cities with an urban population of less than 1 million residents access to faster network connections and more cloud services. In practice, that means the agency will push for network improvements in small- and medium-sized cities by: Upgrading o…

On Thursday, MIIT released a policy designed to give cities with an urban population of less than 1 million residents access to faster network connections and more cloud services.
In practice, that means the agency will push for network improvements in small- and medium-sized cities by:

Upgrading o...

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MIIT: 关于促进云网融合加快中小城市信息基础设施建设的通知

January 28, 2022

Deep dive | Gearing up for a difficult 2022

Calling all econ wonks! Today, we’re looking at the headwinds to China’s economy in 2022 – and the current and future policy reaction to address weakening growth. Here’s where we’ll start: On January 17, the central bank (PBoC) cut the rate on RMB 700 billion in one-year loans under its medium-term …

Calling all econ wonks! Today, we’re looking at the headwinds to China’s economy in 2022 – and the current and future policy reaction to address weakening growth.
Here’s where we’ll start: On January 17, the central bank (PBoC) cut the rate on RMB 700 billion in one-year loans under its medium-term ...

January 27, 2022

Good times for bad banks

On Wednesday, Yicai reported that the People’s Bank of China (PBoC) recently called a number of asset management companies (AMCs) together to discuss how they can help with the real estate sector’s distress. Some context: China’s AMCs – otherwise known as bad banks – are financial institutions taske…

On Wednesday, Yicai reported that the People’s Bank of China (PBoC) recently called a number of asset management companies (AMCs) together to discuss how they can help with the real estate sector’s distress.
Some context: China’s AMCs – otherwise known as bad banks – are financial institutions taske...

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Yicai: 几大AMC将参与房企风险化解

January 27, 2022

Your money’s no good anywhere

On Wednesday, 11 agencies, led by the People’s Bank of China (PBoC) and the Ministry of Public Security, announced the start of a three-year campaign to crack down on money laundering. Some context: China’s financial regulators have been laser-focused on money laundering risks since last year. In J…

On Wednesday, 11 agencies, led by the People’s Bank of China (PBoC) and the Ministry of Public Security, announced the start of a three-year campaign to crack down on money laundering.
Some context: China’s financial regulators have been laser-focused on money laundering risks since last year.

In J...

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Gov.cn: 中国人民银行、公安部等11部门联合开展打击治理洗钱违法犯罪三年行动

East Money: 央行关于《中华人民共和国反洗钱法（修订草案公开征求意见稿）》公开征求意见的通知

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