string(13) "markets-macro"

Macro

January 7, 2022

Getting the MoST out of 2022

Yesterday, top officials from China’s Ministry of Science and Technology (MoST) got together for the 2022 National Science and Technology Work Conference. The sci-tech work conference gets leadership aligned on tasks and strategic priorities for the coming 12 months. So what’s the 2022 plan,… Username Password Remember Me Forgot Password

Yesterday, top officials from China's Ministry of Science and Technology (MoST) got together for the 2022 National Science and Technology Work Conference.

The sci-tech work conference gets leadership aligned on tasks and strategic priorities for the coming 12 months.

So what's the 2022 plan,...

sources

Ministry of Science and Technology: 2022年全国科技工作会议在京召开

January 7, 2022

Less health code hassle urged

Yesterday, the National Development and Reform Commission (NDRC) issued an opinion on coordinating COVID control during the busy Chinese New Year period. The holiday travel season lasts from January 17th to February 25th. The period sees the world’s largest annual human migration, with up to XX pe…

Yesterday, the National Development and Reform Commission (NDRC) issued an opinion on coordinating COVID control during the busy Chinese New Year period.

The holiday travel season lasts from January 17th to February 25th.
The period sees the world's largest annual human migration, with up to XX pe...

sources

Gov.cn: 关于全力做好2022年春运工作的意见

January 7, 2022

Data economy experiments get more official juice

On Thursday, the General Office of the State Council issued the high-level “Market-oriented Production Factor Allocation Comprehensive Reform Pilot Plan.” In human language: The plan calls to establish local pilots that will attempt to reform the way critical resources — specifically…

On Thursday, the General Office of the State Council issued the high-level “Market-oriented Production Factor Allocation Comprehensive Reform Pilot Plan.”
In human language: The plan calls to establish local pilots that will attempt to reform the way critical resources — specifically...

sources

Gov.cn: 国务院办公厅关于印发要素市场化配置综合改革试点总体方案的通知

January 7, 2022

Deep dive | The Contenders: Premier Wang Yang?

Politburo study sessions. Trips to Yan’an. The CCTV New Year’s gala. There’s an almost endless list of events on China’s political calendar to get the juices of any China watcher flowing. But surely none more than the once-ever-five-years Party Congress. We’ve been banging on about the 20th Party …

Politburo study sessions. Trips to Yan’an. The CCTV New Year’s gala.
There’s an almost endless list of events on China’s political calendar to get the juices of any China watcher flowing.

But surely none more than the once-ever-five-years Party Congress.

We’ve been banging on about the 20th Party ...

January 6, 2022

SAFE announces new cross-border investment pilot programs

On Tuesday, China’s forex regulator (SAFE) announced it would relax cross-border trade and investment rules in several of the country’s pilot zones on a trial basis. We saw this coming: Last month, SAFE Director Pan Gongsheng laid out the regulator’s priority list for 2022, which harped heavily on e…

On Tuesday, China’s forex regulator (SAFE) announced it would relax cross-border trade and investment rules in several of the country’s pilot zones on a trial basis.
We saw this coming: Last month, SAFE Director Pan Gongsheng laid out the regulator’s priority list for 2022, which harped heavily on e...

sources

SAFE: 国家外汇管理局开展跨境贸易投资高水平开放试点

China Banking News: China’s Forex Regulator Launches Further Opening Trials for Cross-border Trade and Investment

January 6, 2022

Well informatized

On December 27, China’s cyberspace regulators released the 14th Five-Year Plan (FYP) for National Informatization. Some context: China’s informatization plans are a big deal. They set out targets for digital upgrading across government, society, and the economy. The plan sets out top-line goals for …

On December 27, China’s cyberspace regulators released the 14th Five-Year Plan (FYP) for National Informatization.
Some context: China’s informatization plans are a big deal. They set out targets for digital upgrading across government, society, and the economy.
The plan sets out top-line goals for ...

sources

Gov.cn: 中央网络安全和信息化委员会印发《“十四五”国家信息化规划》

January 6, 2022

Hedge your currency risk

This is your final warning! On Thursday, People’s Bank of China (PBoC)-affiliated media outlet Financial News published (yet another) essay aimed at guiding forex market expectations. Some context: The CNY has been on a tear lately. In the past two months, the PBoC has made some small policy adjustm…

This is your final warning!
On Thursday, People's Bank of China (PBoC)-affiliated media outlet Financial News published (yet another) essay aimed at guiding forex market expectations.
Some context: The CNY has been on a tear lately. In the past two months, the PBoC has made some small policy adjustm...

sources

Financial News: 企业要应对好“四差变化”带来的人民币贬值风险

January 6, 2022

Get with the program, guys

Seriously? You were told. On Thursday, domestic media reported how local governments in China have failed to rein in “two highs” projects, which means projects flagged for being “high-energy-consumption” and “high-emissions” – things like steelmaking and aluminum smelting. Some context: The environm…

Seriously? You were told.
On Thursday, domestic media reported how local governments in China have failed to rein in “two highs” projects, which means projects flagged for being “high-energy-consumption" and "high-emissions” – things like steelmaking and aluminum smelting.
Some context: The environm...

sources

The Paper: 中纪报：部分地区“两高”项目顶风上马，甚至抢上、乱上

January 6, 2022

Sense this!

On December 30, SenseTime successfully launched its IPO in Hong Kong. Some context: SenseTime, a Hong Kong-based AI company, was founded in 2014. More context: On December 10, a week before SenseTime’s previously planned IPO, the US Treasury placed the company on the Chinese Military-Industrial…

On December 30, SenseTime successfully launched its IPO in Hong Kong.
Some context: SenseTime, a Hong Kong-based AI company, was founded in 2014.
More context: On December 10, a week before SenseTime’s previously planned IPO, the US Treasury placed the company on the Chinese Military-Industrial...

sources

HKEX: SenseTime Group Inc. (00020)

Reuters: SenseTime shares up 150% since late December IPO

January 6, 2022

Setting the atmosphere

Is it getting hot in here or is it just us? On Wednesday, the who’s who of China’s propaganda apparatus met in Beijing to plan the coming year’s work. Top of the agenda: You guessed right, the 20th Party Congress, scheduled for this fall. Why do the propaganda people care? This is China’s most impor…

Is it getting hot in here or is it just us?
On Wednesday, the who’s who of China’s propaganda apparatus met in Beijing to plan the coming year's work.
Top of the agenda: You guessed right, the 20th Party Congress, scheduled for this fall.
Why do the propaganda people care? This is China's most impor...

sources

The Paper: 全国宣传部长会议在京召开

Xinhua: Senior official stresses publicity for 20th CPC National Congress

January 6, 2022

Wrestling with private capital

On Tuesday, Xinhua’s Outlook Weekly published an article by Han Wenxiu, Deputy Director of the Central Commission for Financial and Economic Affairs (CCFEA). Some context: Han is Vice Premier Liu He’s key deputy when it comes to economic policymaking. His article was essentially a rehash of his Dec…

On Tuesday, Xinhua’s Outlook Weekly published an article by Han Wenxiu, Deputy Director of the Central Commission for Financial and Economic Affairs (CCFEA).
Some context: Han is Vice Premier Liu He’s key deputy when it comes to economic policymaking.

His article was essentially a rehash of his Dec...

sources

Xinhua: 中央财经委员会办公室分管日常工作的副主任韩文秀：稳定宏观经济不仅是经济问题，更是政治问题

January 6, 2022

Advice for anglers

Premier Li Keqiang had some pro fishing tips for a tax symposium on Wednesday (Gov.cn): “Release water, cultivate fish.” “More water, more fish.” Our translation: By “water” Li means government largesse through tax reductions, by “fish” Li means companies: “Tax reduction and fee reduction have sp…

Premier Li Keqiang had some pro fishing tips for a tax symposium on Wednesday (Gov.cn):

“Release water, cultivate fish.”
“More water, more fish.”

Our translation: By "water" Li means government largesse through tax reductions, by “fish” Li means companies:

“Tax reduction and fee reduction have sp...

sources

Gov.cn: 李克强主持召开减税降费座谈会

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