string(13) "markets-macro"

Macro

November 26, 2024

Deal or no deal?

A deal between the EU and China on Chinese EV imports may not be imminent after all. Some context: On Monday, we told you that Beijing and Brussels were reportedly close to an agreement on price undertakings for Chinese EVs. But, in an apparent contradiction, Beijing announced on Friday that it wou… Username Password Remember… Read More »

But, in an apparent contradiction, Beijing announced on Friday that it wou...

sources

Reuters: EU not close to deal with China on EV tariffs, officials say

Reuters: EU challenges Chinese brandy tariffs at WTO

Politico: Macron dispatching Barnier to Beijing to save French cognacs from Chinese tariffs

November 25, 2024

New guidelines push more support for China’s migrants

Beijing is calling for more support for migrant workers. On Friday, the Ministry of Human Resources and Social Security (MOHRSS), and nine other central authorities, published guidelines on “serving and protecting” migrant workers. ICYDK: China is home to roughly 300 million migrant workers – folks …

Beijing is calling for more support for migrant workers.
On Friday, the Ministry of Human Resources and Social Security (MOHRSS), and nine other central authorities, published guidelines on "serving and protecting" migrant workers.
ICYDK: China is home to roughly 300 million migrant workers – folks ...

sources

Gov.cn: 人力资源社会保障部等10部门关于进一步加强农民工服务保障工作的意见

Xinhua: 10部门发文强保障，将给3亿农民工带来哪些新变化？

November 25, 2024

Beijing signals support for big tech

Policy support for the platform economy is in the pipeline. Per the readout of Friday’s State Council executive meeting: “Developing the platform economy…plays a vital role in…fostering New Quality Productive Forces (NQPF).” Why this comment matters: This is the first time the platform econo…

Policy support for the platform economy is in the pipeline.
Per the readout of Friday's State Council executive meeting:

“Developing the platform economy…plays a vital role in…fostering New Quality Productive Forces (NQPF).”

Why this comment matters: This is the first time the platform econo...

sources

People.cn: 李强主持召开国务院常务会议

Caijing: 中国算力，过剩了吗？

November 25, 2024

Mixed signals on EU EV deal

China and the EU may be close to reaching a deal over tariffs on Chinese EVs. On Friday, Bernd Lange, the chair of the European Parliament’s trade committee, told a German broadcaster that Beijing and Brussels were approaching an understanding on price undertakings (Reuters 1): “We are close to an …

China and the EU may be close to reaching a deal over tariffs on Chinese EVs.
On Friday, Bernd Lange, the chair of the European Parliament’s trade committee, told a German broadcaster that Beijing and Brussels were approaching an understanding on price undertakings (Reuters 1):

"We are close to an ...

sources

Reuters: EU, China close to agreement over EV import tariffs, leading MEP says

Reuters: China widens EU dairy probe to more subsidy programmes

November 25, 2024

Xi Jinping pays first visit to Morocco

You don’t see this every day. On Thursday, Xi Jinping made an unexpected visit to Morocco on his way back to China from the recent APEC and G20 summits in Latin America. This was Xi’s first visit to Morocco since taking over the Party in 2012. Xi met Morocco’s King Mohammed VI and 21 year-old… Read More »

You don’t see this every day.
On Thursday, Xi Jinping made an unexpected visit to Morocco on his way back to China from the recent APEC and G20 summits in Latin America.

This was Xi’s first visit to Morocco since taking over the Party in 2012.

Xi met Morocco's King Mohammed VI and 21 year-old Crow...

sources

Gov.cn: 习近平会见摩洛哥王储哈桑

Gov.cn: China to continue working with Morocco to support each other's core interests: Xi

Yicai: China’s Gotion Bags USD316.4 Million From Morocco’s CDG to Build Country's First EV Battery Plant

November 23, 2024

NDA releases draft framework for national data infrastructure buildout

China is centralizing its data economy. On Friday, the National Data Administration (NDA) released a draft of a landmark plan for advancing China’s national data infrastructure. This is the first plan of its kind. It outlines how the state will forge and strengthen the networks across which data flo…

China is centralizing its data economy.
On Friday, the National Data Administration (NDA) released a draft of a landmark plan for advancing China’s national data infrastructure.
This is the first plan of its kind. It outlines how the state will forge and strengthen the networks across which data flo...

sources

NDA: 关于向社会公开征求《国家数据基础设施建设指引（征求意见稿）》意见的公告

November 23, 2024

Huawei plans to push Ascend 910C into mass production in 2025

Is Huawei about to defy US export controls yet again? On Thursday, Reuters reported that Huawei is planning to push the next generation of its most advanced AI chip – the Ascend 910C – into mass production in early 2025. The chips are generally on par with those produced by Nvidia. Production wo…

Is Huawei about to defy US export controls yet again?
On Thursday, Reuters reported that Huawei is planning to push the next generation of its most advanced AI chip – the Ascend 910C – into mass production in early 2025.

The chips are generally on par with those produced by Nvidia.

Production wo...

sources

Reuters: Exclusive: Huawei aims to mass-produce newest AI chip in early 2025, despite US curbs

November 23, 2024

MofCom to Trump: Bring it

China’s Ministry of Commerce (MofCom) has a message for the Trump administration: “Tariffs will hurt you more than they’ll hurt us.” On Friday, at a State Council Information Office policy briefing, MofCom vice minister and international trade representative Wang Shouwen assured the audience that …

China's Ministry of Commerce (MofCom) has a message for the Trump administration:

"Tariffs will hurt you more than they'll hurt us."

On Friday, at a State Council Information Office policy briefing, MofCom vice minister and international trade representative Wang Shouwen assured the audience that ...

sources

Yicai: 商务部副部长王受文：我们有能力化解、抵御外部冲击带来的影响

November 23, 2024

Podcast | Reacting to Trump and courting the Global South

Xi Jinping had a busy week of diplomacy in South America, and in this episode of the Trivium China podcast we get into all of it. Trivium Co-founders Andrew Polk and Trey McArver discuss: Xi Jinping’s diplomacy in Latin America – and how that fits into China’s wider geopolitical strategy China’s co…

Xi Jinping had a busy week of diplomacy in South America, and in this episode of the Trivium China podcast we get into all of it.
Trivium Co-founders Andrew Polk and Trey McArver discuss:

Xi Jinping’s diplomacy in Latin America – and how that fits into China’s wider geopolitical strategy
China’s co...

November 23, 2024

PipeChina completes landmark Sino-Russian gas pipeline

Russia is about to start pumping a whole lot more gas to China. On Monday, PipeChina – China’s national oil and gas (O&G) pipeline infrastructure operator – announced the completion of its landmark east-route natural gas pipeline. Spanning over 8,000 kilometers, it will significantly…

Russia is about to start pumping a whole lot more gas to China.
On Monday, PipeChina – China’s national oil and gas (O&G) pipeline infrastructure operator – announced the completion of its landmark east-route natural gas pipeline.

Spanning over 8,000 kilometers, it will significantly...

sources

Caixin: 俄东线全线完工年输气量年底前有望提至380亿方

November 22, 2024

Beijing aims turn Suzhou Industrial Park into global innovation hub

The central government has big plans for the Suzhou Industrial Park (SIP). On Thursday, the commerce ministry (MofCom) announced a forthcoming batch of new opening and support measures aimed at establishing the SIP as a global innovation hub. ICYDK: China set up SIP in 1994 with support from Singapo…

The central government has big plans for the Suzhou Industrial Park (SIP).
On Thursday, the commerce ministry (MofCom) announced a forthcoming batch of new opening and support measures aimed at establishing the SIP as a global innovation hub.
ICYDK: China set up SIP in 1994 with support from Singapo...

sources

Gov.cn: 商务部关于印发《支持苏州工业园区深化开放创新综合试验的若干措施》的通知

Suzhou Gov.cn: 苏州工业园区管理委员会

CNA: ‘More relevant than ever’: Suzhou Industrial Park signals China's global links amid troubled geopolitics, says Singapore

November 22, 2024

Trade tensions simmer at COP29 over carbon tariffs

Developing countries are strongly opposing “punitive” climate policies at COP29. On Thursday, Reuters reported that countries are pushing back hard against carbon tariffs and trade-related climate policies at the climate summit. Some context: Carbon tariffs, such as the EU’s Carbon Border Adjustment…

Developing countries are strongly opposing “punitive” climate policies at COP29.
On Thursday, Reuters reported that countries are pushing back hard against carbon tariffs and trade-related climate policies at the climate summit.
Some context: Carbon tariffs, such as the EU’s Carbon Border Adjustment...

sources

Reuters: Trade demands clash with climate agenda at COP29 talks

Pages: 1234567891011121314151617181920212223242526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071727374757677787980818283848586878889909192939495969798991001011021031041051061071081091101111121131141151161171181191201211221231241251261271281291301311321331341351361371381391401411421431441451461471481491501511521531541551561571581591601611621631641651661671681691701711721731741751761771781791801811821831841851861871881891901911921931941951961971981992002012022032042052062072082092102112122132142152162172182192202212222232242252262272282292302312322332342352362372382392402412422432442452462472482492502512522532542552562572582592602612622632642652662672682692702712722732742752762772782792802812822832842852862872882892902912922932942952962972982993003013023033043053063073083093103113123133143153163173183193203213223233243253263273283293303313323333343353363373383393403413423433443453463473483493503513523533543553563573583593603613623633643653663673683693703713723733743753763773783793803813823833843853863873883893903913923933943953963973983994004014024034044054064074084094104114124134144154164174184194204214224234244254264274284294304314324334344354364374384394404414424434444454464474484494504514524534544554564574584594604614624634644654664674684694704714724734744754764774784794804814824834844854864874884894904914924934944954964974984995005015025035045055065075085095105115125135145155165175185195205215225235245255265275285295305315325335345355365375385395405415425435445455465475485495505515525535545555565575585595605615625635645655665675685695705715725735745755765775785795805815825835845855865875885895905915925935945955965975985996006016026036046056066076086096106116126136146156166176186196206216226236246256266276286296306316326336346356366376386396406416426436446456466476486496506516526536546556566576586596606616626636646656666676686696706716726736746756766776786796806816826836846856866876886896906916926936946956966976986997007017027037047057067077087097107117127137147157167177187197207217227237247257267277287297307317327337347357367377387397407417427437447457467477487497507517527537547557567577587597607617627637647657667677687697707717727737747757767777787797807817827837847857867877887897907917927937947957967977987998008018028038048058068078088098108118128138148158168178188198208218228238248258268278288298308318328338348358368378388398408418428438448458468478488498508518528538548558568578588598608618628638648658668678688698708718728738748758768778788798808818828838848858868878888898908918928938948958968978988999009019029039049059069079089099109119129139149159169179189199209219229239249259269279289299309319329339349359369379389399409419429439449459469479489499509519529539549559569579589599609619629639649659669679689699709719729739749759769779789799809819829839849859869879889899909919929939949959969979989991000100110021003100410051006100710081009101010111012101310141015101610171018101910201021102210231024102510261027102810291030103110321033103410351036103710381039104010411042104310441045104610471048104910501051105210531054105510561057105810591060106110621063106410651066106710681069107010711072107310741075107610771078107910801081108210831084108510861087108810891090109110921093109410951096109710981099110011011102110311041105110611071108110911101111111211131114111511161117111811191120112111221123112411251126112711281129113011311132113311341135113611371138113911401141114211431144114511461147114811491150115111521153115411551156115711581159116011611162