string(13) "markets-macro"

Macro

July 29, 2021

Crude results for crude measures

On Wednesday, Yicai reported that the Ministry of Industry and Information Technology has reiterated its commitment to reducing crude steel output y/y in 2021. Some context: In recent months, regulators have been fighting an uphill battle to curb steel production. So far, it’s not going so well. … Username Password Remember Me Forgot… Read More »

On Wednesday, Yicai reported that the Ministry of Industry and Information Technology has reiterated its commitment to reducing crude steel output y/y in 2021.
Some context: In recent months, regulators have been fighting an uphill battle to curb steel production.

So far, it's not going so well.

...

sources

Yicai: 多省份明确粗钢限产目标，业内称钢价上涨概率增强

July 29, 2021

Nanjing outbreak spreads to the capital

The Nanjing COVID-19 outbreak that began from the city’s airport last Tuesday is getting worse…a lot worse. On Wednesday, China reported (NHC): 24 new domestically transmitted symptomatic cases – down from 55 the day before. Two new domestically transmitted asymptomatic cases – up from one the da…

The Nanjing COVID-19 outbreak that began from the city's airport last Tuesday is getting worse...a lot worse.
On Wednesday, China reported (NHC):

24 new domestically transmitted symptomatic cases - down from 55 the day before.
Two new domestically transmitted asymptomatic cases - up from one the da...

sources

NHC: 截至7月28日24时新型冠状病毒肺炎疫情最新情况

Caixin: 南京疫情外溢北京等7省市13城源头禄口机场为何破防？

Gov.cn: 截至7月28日24时江苏新型冠状病毒肺炎疫情最新情况

The Paper: 北京新增2例京外疫情关联病例：湖南张家界返京，为夫妻

Yicai: 南京疫情传播链已超200人，15人曾到过张家界旅游

Xinhua: 北京确诊病例曾乘坐地铁9号线、4号线、13号线

July 29, 2021

Medical devices: up for a cybersecurity overhaul?

There’s a conversation brewing around medical devices. On Thursday, government-affiliated think tank China Academy of Communication and Information Technology (CAICT) released a white paper on cybersecurity in medical devices. Some context: The paper follows a separate report issued last week by the…

There's a conversation brewing around medical devices.
On Thursday, government-affiliated think tank China Academy of Communication and Information Technology (CAICT) released a white paper on cybersecurity in medical devices.
Some context: The paper follows a separate report issued last week by the...

sources

Secrss: 信通院发布《医疗物联网安全研究报告 (2021年)》(附下载)

July 28, 2021

Split the bill for making babies

The State Council wasn’t the only august body with baby making on the brain (see entry?#). On Monday, Wang Yang, chairman of the CPPCC, the political advisory body, chaired a special CPPCC session on how to deal with China’s growing aging population. Vice premier Sun Chunlan and several government …

The State Council wasn’t the only august body with baby making on the brain (see entry?#).
On Monday, Wang Yang, chairman of the CPPCC, the political advisory body, chaired a special CPPCC session on how to deal with China's growing aging population.
Vice premier Sun Chunlan and several government ...

sources

CPPCC Daily: 关注“生”更要强化“育”

Xinhua: 全国政协召开“积极应对人口老龄化，促进人口均衡发展”专题协商会汪洋出席并讲话

July 28, 2021

MEE requires seven regions to assess new projects for carbon emissions

On Tuesday, the Ministry of Ecology and Environment (MEE) announced a pilot program to integrate carbon emissions into environmental impact assessments of new projects in several industries. Where? Hebei, Jilin, Zhejiang, Shandong, Guangdong, Chongqing, and Shaanxi are included in this pilot. Some c…

On Tuesday, the Ministry of Ecology and Environment (MEE) announced a pilot program to integrate carbon emissions into environmental impact assessments of new projects in several industries.
Where? Hebei, Jilin, Zhejiang, Shandong, Guangdong, Chongqing, and Shaanxi are included in this pilot.
Some c...

sources

MEE: 关于开展重点行业建设项目碳排放环境影响评价试点的通知

July 28, 2021

Personal Info Protection law may be passed Aug 20

The foundations of China’s cybersecurity governance regime are nearing completion. On Tuesday, the National People’s Congress Standing Committee (NPCSC), China’s legislature, announced that it will meet August 17-20. Top of the agenda: the third (and probably final) review of the Personal Informati…

The foundations of China’s cybersecurity governance regime are nearing completion.
On Tuesday, the National People’s Congress Standing Committee (NPCSC), China’s legislature, announced that it will meet August 17-20.
Top of the agenda: the third (and probably final) review of the Personal Informati...

sources

Xinhua: 栗战书主持召开十三届全国人大常委会第九十八次委员长会议决定十三届全国人大常委会第三十次会议8月17日至20日在京举行

July 28, 2021

WeChat suspends new user registration

The Chinese interwebz are all a’flutter. Why, you ask? On Tuesday, a social media post made by Tencent’s WeChat team announced that WeChat has temporarily suspended new user registrations. Some context: The last major tech giant to suspend user registrations was Didi Chuxing. Didi didn’t do so volu…

The Chinese interwebz are all a'flutter.
Why, you ask?
On Tuesday, a social media post made by Tencent’s WeChat team announced that WeChat has temporarily suspended new user registrations.
Some context: The last major tech giant to suspend user registrations was Didi Chuxing.

Didi didn't do so volu...

sources

Weibo: 腾讯微信团队

Sina: 微信暂停个人账号新用户注册：8月初恢复

July 28, 2021

Too high for comfort

Meet the “two highs.” That’s officialdom’s catchphrase to describe “high-energy consumption, high-emissions” projects. On July 26, the environmental ministry affirmed that the central environmental inspection team is bringing “two highs” back down to earth. It called out “blind development” for s…

Meet the "two highs."

That's officialdom's catchphrase to describe "high-energy consumption, high-emissions" projects.

On July 26, the environmental ministry affirmed that the central environmental inspection team is bringing "two highs" back down to earth.

It called out "blind development" for s...

sources

MEE: 生态环境部召开7月例行新闻发布会

China News: 生态环境部：严控“两高”项目盲目上马将成今后环保督察重点

China News: 第二轮第三批中央生态环保督察问题清单曝光

July 28, 2021

NPCSC sets upcoming legislative agenda

Get hyped. On Tuesday, National People’s Congress Standing Committee (NPCSC) Chairman Li Zhanshu set the next NPCSC meeting for August 17-20. Li and crew also gave us a sneak preview of what they’ll be chatting about. The legislative lineup includes deliberation of draft laws on: Personal informati…

Get hyped.
On Tuesday, National People’s Congress Standing Committee (NPCSC) Chairman Li Zhanshu set the next NPCSC meeting for August 17-20.
Li and crew also gave us a sneak preview of what they’ll be chatting about.
The legislative lineup includes deliberation of draft laws on:

Personal informati...

sources

NPC: 栗战书主持召开十三届全国人大常委会第九十八次委员长会议决定十三届全国人大常委会第三十次会议 8月17日至20日在京举行

July 28, 2021

Back to it

The latest COVID-19 outbreak that started with a cluster of infections at the Nanjing international airport last Tuesday looks to be the biggest in China for a while, both in terms of the total number of new cases and how far it’s likely to spread. We’ve therefore decided to give our readers a dail…

We've therefore decided to give our readers a dail...

sources

NHC: 截至7月27日24时新型冠状病毒肺炎疫情最新情况

NHC: 截至7月26日24时新型冠状病毒肺炎疫情最新情况

Gov.cn: 截至7月27日24时江苏新型冠状病毒肺炎疫情最新情况

The Paper: 南京：此次疫情病毒毒株为德尔塔毒株，要更严密地开展溯源和流调

July 28, 2021

A-share investors need not worry

Investors have no reason to worry. At least that’s what top officials are saying. On Tuesday, the Securities Times – a leading state-backed securities newspaper under the People’s Daily – published an opinion piece to calm A-share investors. The author is listed as “Commentator,” but given the re…

Investors have no reason to worry.

At least that’s what top officials are saying.

On Tuesday, the Securities Times – a leading state-backed securities newspaper under the People’s Daily – published an opinion piece to calm A-share investors.

The author is listed as “Commentator,” but given the re...

sources

Securities Times: 风物长宜放眼量

July 28, 2021

A bad day for Chinese equities

On Tuesday, A-shares took a bit of a hit. At the close of trade: The Shanghai Composite Index was down 2.49% The Shenzhen Composite Index was down 3.67% ChiNext was 4.11% What could possibly have caused investor sentiment to take such a dive? 21st Century Biz reports that it was partly driven by a…

On Tuesday, A-shares took a bit of a hit.
At the close of trade:

The Shanghai Composite Index was down 2.49%
The Shenzhen Composite Index was down 3.67%
ChiNext was 4.11%

What could possibly have caused investor sentiment to take such a dive?
21st Century Biz reports that it was partly driven by a...

sources

21st Century Biz: A股两天“蒸发”4万亿市值外资出逃私募被动减仓

Yicai: A股两天蒸发4万亿，机构火线解读两大原因

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