string(13) "markets-macro"

Macro

January 11, 2022

COVID outbreaks test authorities’ tolerance for holiday travel

In case you haven’t noticed, China’s COVID-19 case numbers have been on the rise in recent weeks. In fact, they reached the highest level since the pandemic was originally brought under control in early 2020. Between last Monday and this Monday, China reported (NHC): 791 new domestically transmit… Username Password Remember Me Forgot Password

In case you haven't noticed, China's COVID-19 case numbers have been on the rise in recent weeks.

In fact, they reached the highest level since the pandemic was originally brought under control in early 2020.

Between last Monday and this Monday, China reported (NHC):

791 new domestically transmit...

sources

NHC: 截至1月10日24时新型冠状病毒肺炎疫情最新情况

January 11, 2022

Return of the Iron Brotherhood

On Monday, Xi Jinping called up Belarusian President Alexander Lukashenko for some chit chat between bros. ICYDK: The autocrats’ friendship has been going strong since the late ’00s. Lukashenko, aka “Europe’s last dictator”, has popped over to Beijing no less than 12 times – and Xi’s been to Minsk …

On Monday, Xi Jinping called up Belarusian President Alexander Lukashenko for some chit chat between bros.
ICYDK: The autocrats' friendship has been going strong since the late '00s.

Lukashenko, aka “Europe’s last dictator”, has popped over to Beijing no less than 12 times – and Xi’s been to Minsk ...

sources

Xinhua: 习近平同白俄罗斯总统卢卡申科通电话

Xinhua: Xi calls for sustained development of China-Belarus ties

CEPA: The Belarus-China ‘Iron Brotherhood’ Begins to Rust

January 11, 2022

The enemy without

On Monday, Foreign Minister Wang Yi called up Kazakh Foreign and Deputy Prime Minister Mukhtar Tileuberdi with a message of support. ICYMI: Since January 2, Kazakhstan has been convulsed by violent protests fueled by anger over fuel prices, corruption, economic inequality, and human rights abuses. …

On Monday, Foreign Minister Wang Yi called up Kazakh Foreign and Deputy Prime Minister Mukhtar Tileuberdi with a message of support.
ICYMI: Since January 2, Kazakhstan has been convulsed by violent protests fueled by anger over fuel prices, corruption, economic inequality, and human rights abuses.

...

sources

Gov.cn: 王毅同哈萨克斯坦副总理兼外长特列乌别尔季通电话

Reuters: China offers Kazakhstan security support, opposes 'external forces'

January 11, 2022

Chaotic scene at the internet hospital sector

On Tuesday, STDaily published an expose on “zombie internet hospitals” — online clinics attached to public hospitals that are poorly managed or abandoned. This isn’t the first time domestic media has taken aim at this problem, but this is the best breakdown we’ve read of what’s going wrong. ICYDK…

On Tuesday, STDaily published an expose on "zombie internet hospitals" — online clinics attached to public hospitals that are poorly managed or abandoned.

This isn't the first time domestic media has taken aim at this problem, but this is the best breakdown we've read of what's going wrong.

ICYDK...

sources

STDaily: 超九成处于“僵尸状态” 互联网医院为何雷声大雨点小

January 11, 2022

Compliance challenge, or influence opportunity?

On Tuesday, domestic media reported that Tencent is trialing updates to WeChat to get in compliance with the Personal Information Protection Law (PIPL). For now the updates are only on Android, and still in beta testing, meaning the newest version has not yet been pushed to all users. The mo…

On Tuesday, domestic media reported that Tencent is trialing updates to WeChat to get in compliance with the Personal Information Protection Law (PIPL).

For now the updates are only on Android, and still in beta testing, meaning the newest version has not yet been pushed to all users.

The mo...

sources

36kr: 新版微信内测：视频号和直播推送可关闭，还能知道哪些信息授权了第三方

SCMP: WeChat adds list of data it collects as Tencent aims to comply with China’s strict new regulations

January 11, 2022

This time I’ll let you off with a warning

On Saturday, Reuters reported that Walmart had been reprimanded by Shenzhen police over 19 cybersecurity vulnerabilities discovered in the company’s system. The story got attention in part because the US retailer was already facing political controversy over a decision to remove Xinjiang prod…

On Saturday, Reuters reported that Walmart had been reprimanded by Shenzhen police over 19 cybersecurity vulnerabilities discovered in the company’s system.

The story got attention in part because the US retailer was already facing political controversy over a decision to remove Xinjiang prod...

sources

Reuters: Chinese police rap Walmart for cybersecurity loopholes - local media

January 11, 2022

Two wings of a bird

It looks like government-affiliated agtech researchers are in for a kick in the pants. On Monday, the Ministry of Agriculture and Rural Affairs (MARA) issued a policy document outlining plans for strict new evaluations of agricultural science research institutions. Some context: Beijing spends billi…

It looks like government-affiliated agtech researchers are in for a kick in the pants.
On Monday, the Ministry of Agriculture and Rural Affairs (MARA) issued a policy document outlining plans for strict new evaluations of agricultural science research institutions.
Some context: Beijing spends billi...

sources

Gov.cn: 农业农村部办公厅印发《关于深化农业科研机构创新与服务绩效评价改革的指导意见》的通知

MARA: 聚焦要害短板　加快推动农业科技进步——农业农村部科技教育司负责人就《“十四五”全国农业农村科技发展规划》答记者问

January 11, 2022

World’s biggest battery maker nervous over possible US sanction

On Monday, an article appeared in domestic media stating that battery maker CATL is working with American consultants to assess the possibility that the company might be subject to US sanctions. The article has now been deleted across major platforms, but is still available on smaller news aggrega…

On Monday, an article appeared in domestic media stating that battery maker CATL is working with American consultants to assess the possibility that the company might be subject to US sanctions.

The article has now been deleted across major platforms, but is still available on smaller news aggrega...

sources

Ai Ji Wei: 宁德时代引华盛顿担忧美国制裁风险激增

NYT: Why a Chinese Company Dominates Electric Car Batteries

January 11, 2022

Flash Talk | Who will be on the next Politburo Standing Committee?

Top of China’s political calendar in 2022 is the 20th Party Congress, which will take place in the autumn and formally kick off Xi Jinping’s second decade as China’s Number One. But who else will get a seat on China’s most powerful leadership body, the seven-man Politburo Standing Committee, which w…

January 10, 2022

First-mover data trading advantage

Competition is heating up between local governments in China to be “first” in cross-border data trade. On Thursday, China Aviation Cloud – a telecom infrastructure company – inked an agreement with the Nansha district government to begin work on the Guangzhou Nansha International Data Free Trade Por…

Competition is heating up between local governments in China to be “first” in cross-border data trade.
On Thursday, China Aviation Cloud – a telecom infrastructure company – inked an agreement with the Nansha district government to begin work on the Guangzhou Nansha International Data Free Trade Por...

sources

21st Century Biz: 投资318亿元！广州南沙将建国际数据自贸港

Guangdong Gov: 国内首个跨境数据试验性项目落地广州南沙投资318亿元建国际数据自贸港

Haikou Gov: 首个自贸港“跨境数据交互试点”！中国电信海南国际数据中心将助推5G、大数据等产业发展

21st Century Biz: 《上海市数据条例（草案）》解读一丨全国首提制定低风险跨境流动数据目录

January 10, 2022

A greater role for monetary policy?

On Sunday, Zhu Min, the former deputy managing director of the International Monetary Fund (IMF), said that China should make carbon neutrality a goal of monetary policy. Speaking at a financial form in Beijing, Zhu – who is currently chairman of the National Institute of Financial Research of Tsing…

On Sunday, Zhu Min, the former deputy managing director of the International Monetary Fund (IMF), said that China should make carbon neutrality a goal of monetary policy.
Speaking at a financial form in Beijing, Zhu – who is currently chairman of the National Institute of Financial Research of Tsing...

sources

National Business Daily: 清华大学国家金融研究院院长朱民：中国金融探索最主要的抓手是零碳金融的转型和发展

January 10, 2022

Sell sell sell

On Friday, Caixin reported that struggling developer Shimao is accelerating asset disposals. Some context: Shimao – China’s 14th largest developer by sales – has been under the gun for months, even though it hasn’t crossed any of Beijing’s “three red lines,” meaning it has lower debt levels and bett…

On Friday, Caixin reported that struggling developer Shimao is accelerating asset disposals.
Some context: Shimao – China’s 14th largest developer by sales – has been under the gun for months, even though it hasn’t crossed any of Beijing’s “three red lines,” meaning it has lower debt levels and bett...

sources

Caixin: 世茂系加速资产出售纾困国资或成首批买家

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