string(13) "markets-macro"

Macro

November 9, 2024

Beijing readies companies to comply with export controls

Is Beijing getting companies ready for an export control tit-for-tat? On Monday, the China Chamber of Commerce for Import and Export of Machinery and Electronic Products held an export control compliance conference in Beijing. The event was co-sponsored by US-sanctioned Chinese tech giant ZTE. The… Username Password Remember Me Forgot Password

The event was co-sponsored by US-sanctioned Chinese tech giant ZTE.
The...

sources

MofCom: 商务部国际贸易谈判代表兼副部长王受文在京出席2024年出口管制合规大会

November 9, 2024

Low-altitude, high-priority

Here’s yet another sign Beijing is serious about flying cars. On Tuesday, the industrial ministry (MIIT) announced that it held the first meeting of a new Leading Small Group (LSG) for “low-altitude industries.” Some context: The “low-altitude economy” – referring to commercial aviation activities …

Here's yet another sign Beijing is serious about flying cars.
On Tuesday, the industrial ministry (MIIT) announced that it held the first meeting of a new Leading Small Group (LSG) for “low-altitude industries.”
Some context: The “low-altitude economy” – referring to commercial aviation activities ...

sources

MIIT: 工业和信息化部召开低空产业发展领导小组第一次全体会议

November 9, 2024

Canada bans TikTok without banning TikTok

TikTok’s future in Canada is increasingly uncertain. On Wednesday, Ottawa ordered TikTok’s Canadian business to cease operations, citing unspecified national security concerns. TikTok must shutter its Canadian offices But the government has declined to ban access to the app. That means Canadian us…

TikTok's future in Canada is increasingly uncertain.
On Wednesday, Ottawa ordered TikTok’s Canadian business to cease operations, citing unspecified national security concerns.

TikTok must shutter its Canadian offices

But the government has declined to ban access to the app. That means Canadian us...

sources

WSJ: TikTok Canada Unit Ordered to Dissolve Operations on National-Security Concerns

November 8, 2024

MoF promises more fiscal support in 2025

The finance ministry (MoF) promises plenty more fiscal support is coming in 2025. In a press conference on Friday, Finance Minister Lan Fo’an said next year authorities will implement a more “powerful” fiscal policy, and increase the fiscal deficit. That will fund increased transfers to local gover…

The finance ministry (MoF) promises plenty more fiscal support is coming in 2025.
In a press conference on Friday, Finance Minister Lan Fo’an said next year authorities will implement a more “powerful” fiscal policy, and increase the fiscal deficit.

That will fund increased transfers to local gover...

sources

NPC: 全国人大常委会办公厅新闻发布会

November 8, 2024

Not the stimulus anyone was hoping for

Beijing’s long-awaited stimulus package was a big letdown. But don’t worry, more is coming in the new year. On Friday, the finance ministry (MoF) announced local governments can borrow RMB 10 trillion over five years to pay down “hidden debts.” Hidden debts are local government liabilities raised o…

Beijing’s long-awaited stimulus package was a big letdown. But don’t worry, more is coming in the new year.
On Friday, the finance ministry (MoF) announced local governments can borrow RMB 10 trillion over five years to pay down “hidden debts.”

Hidden debts are local government liabilities raised o...

sources

NPC: 全国人大常委会办公厅新闻发布会

November 8, 2024

Guangzhou calls off mortgage price war

In an unexpected turn, authorities in Guangzhou have instructed banks to raise their mortgage rates. Local bankers said the city has instituted a 3.0% rate floor for all newly issued mortgage loans, effective Thursday (Guangzhou Daily). ICYDK: Following the central bank’s (PBoC) late October cut t…

In an unexpected turn, authorities in Guangzhou have instructed banks to raise their mortgage rates.

Local bankers said the city has instituted a 3.0% rate floor for all newly issued mortgage loans, effective Thursday (Guangzhou Daily).

ICYDK: Following the central bank’s (PBoC) late October cut t...

sources

Guangzhou Daily: 广州多家银行新增房贷利率，明起上调

Yicai: 下调！倒挂！

21st Century Biz: 广州房贷利率将调整？业内人士：银行基于市场环境、经营稳健性等方面做出市场化决策

November 8, 2024

Flash talk | China’s evolving approach to economic coercion

In this week’s policy discussion, your friendly Trivium China team takes a step back to look at how China’s approach to economic coercion is evolving. Trivium Co-founder Andrew Polk is joined by fellow Trivium Co-founder Trey McArver to examine how Chinese officials have steadily built up robust co…

In this week's policy discussion, your friendly Trivium China team takes a step back to look at how China's approach to economic coercion is evolving.
Trivium Co-founder Andrew Polk is joined by fellow Trivium Co-founder Trey McArver to examine how Chinese officials have steadily built up robust co...

November 8, 2024

Li Qiang calls for economic integration at Greater Mekong Subregion summit

Beijing wants to deepen economic cooperation with its Southeast Asian neighbors. On Thursday, Premier Li Qiang spoke at the eighth Greater Mekong Subregion (GMS) Summit in Kunming. ICYDK: Launched as an Asian Development Bank initiative in 1992, the GMS aims to promote economic development and integ…

Beijing wants to deepen economic cooperation with its Southeast Asian neighbors.
On Thursday, Premier Li Qiang spoke at the eighth Greater Mekong Subregion (GMS) Summit in Kunming.
ICYDK: Launched as an Asian Development Bank initiative in 1992, the GMS aims to promote economic development and integ...

sources

Gov.cn: 李强出席大湄公河次区域经济合作第八次领导人会议

November 8, 2024

Expecting the unexpected

Like the ancient American proverb goes, “fool me once, can’t get fooled again.” On Thursday, SCMP published a scoop citing multiple insider sources describing how China is gearing up for Donald Trump’s return to the White House. TL;DR: Beijing has been gaming out the implications of Trump 2.0 for mo…

Like the ancient American proverb goes, “fool me once, can’t get fooled again.”
On Thursday, SCMP published a scoop citing multiple insider sources describing how China is gearing up for Donald Trump’s return to the White House.
TL;DR: Beijing has been gaming out the implications of Trump 2.0 for mo...

sources

SCMP: Exclusive | Trump’s comeback no surprise for China – and this time Beijing is prepared

November 8, 2024

Beijing outlines climate finance position ahead of COP29

Beijing just outlined its red line for upcoming global climate finance negotiations. On Wednesday, the Ministry of Ecology and Environment (MEE) dropped a 40-page report outlining China’s positions in preparation for the 29th United Nations Climate Change Conference (COP29). ICYDK: Negotiators will …

Beijing just outlined its red line for upcoming global climate finance negotiations.
On Wednesday, the Ministry of Ecology and Environment (MEE) dropped a 40-page report outlining China’s positions in preparation for the 29th United Nations Climate Change Conference (COP29).
ICYDK: Negotiators will ...

sources

MEE: 生态环境部发布《中国应对气候变化的政策与行动2024年度报告》

WRI: China Is Providing Billions in Climate Finance to Developing Countries

November 8, 2024

Xi Jinping pushes Global South unity in meeting with Malaysian PM

Xi Jinping is leaning into his role as a leader in an increasingly multipolar world. On Thursday, Xi sat down with Malaysia’s Prime Minister Anwar Ibrahim in Beijing, and repeated a favorite observation: “The world today is in a state of turmoil…we have entered a new period of turbulence and chan…

Xi Jinping is leaning into his role as a leader in an increasingly multipolar world.
On Thursday, Xi sat down with Malaysia's Prime Minister Anwar Ibrahim in Beijing, and repeated a favorite observation:

"The world today is in a state of turmoil...we have entered a new period of turbulence and chan...

sources

Gov.cn: 习近平会见马来西亚总理安瓦尔

The Star: Xi: Bright future ahead for China and Malaysia relations

Global Times: Xi meets Malaysian PM in Beijing, calling to promote and enrich China-Malaysia community with a shared future

November 8, 2024

Roundup | What China’s tech pundits are saying about a second Trump term

In the wake of Trump’s re-election, speculation is flying in China over what a second Trump term will mean for tech and trade. Industry pundits are thinking through where Trump will stand on issues like: Semiconductor export controls AI safety and regulation The CHIPS Act As Trump has yet to appoi…

In the wake of Trump's re-election, speculation is flying in China over what a second Trump term will mean for tech and trade. Industry pundits are thinking through where Trump will stand on issues like:

Semiconductor export controls
AI safety and regulation
The CHIPS Act

As Trump has yet to appoi...

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