string(13) "markets-macro"

Macro

June 21, 2021

Mole mapping

There’s something fishy going on here… On Friday, a social media account operated by China’s top law enforcement agency reported on a speech by Dong Jingwei, vice minister and head of counterintelligence of the Ministry of State Security (MSS). His theme: Vigilance against infiltration of China… Username Password Remember Me Forgot Password

There’s something fishy going on here…
On Friday, a social media account operated by China’s top law enforcement agency reported on a speech by Dong Jingwei, vice minister and head of counterintelligence of the Ministry of State Security (MSS).
His theme: Vigilance against infiltration of China...

sources

The Paper: 国安部：既要抓间谍，又要抓“内奸”和“幕后金主”

SCMP: Top Chinese spy catcher Dong Jingwei warns agents to look out for those who collude with foreign forces

Sydney Morning Herald: Wouldn’t normally comment’: Marise Payne declines to confirm rumoured Chinese defection

June 21, 2021

Xi’s version of history

Xi Jinping is something of a history buff. That’s why on Friday he took a few dozen of the country’s top leaders to the brand new Museum of the Communist Party of China. Xi’s message (Xinhua): “It is necessary to study and review the Party’s history…and draw strength from its history to forge …

Xi Jinping is something of a history buff.
That’s why on Friday he took a few dozen of the country’s top leaders to the brand new Museum of the Communist Party of China.
Xi’s message (Xinhua):

“It is necessary to study and review the Party’s history…and draw strength from its history to forge ...

sources

Gov.cn: 习近平：铭记奋斗历程担当历史使命从党的奋斗历史

Xinhua: Xi stresses drawing strength from CPC history to forge ahead

WSJ: China Repackages Its History in Support of Xi’s National Vision

June 21, 2021

Virus inbound

For a hot minute this week, it looked like the recent coronavirus outbreak in Guangdong had been brought under control. In the past week, China reported (NHC): Just 14 domestically transmitted COVID-19 cases and one additional asymptomatic case. That’s down from 60 and two, respectively, the previo…

For a hot minute this week, it looked like the recent coronavirus outbreak in Guangdong had been brought under control.
In the past week, China reported (NHC):

Just 14 domestically transmitted COVID-19 cases and one additional asymptomatic case.
That’s down from 60 and two, respectively, the previo...

sources

NHC: 截至6月20日24时新型冠状病毒肺炎疫情最新情况

The Paper: 深圳机场汽车站跨市客运线路今日起暂停营运

Yicai: 深圳涉疫国际航班已报告38例阳性，市民健康码“黄”了怎么办

June 21, 2021

Making it grain

Premier Li Keqiang also announced a decision to expand subsidies and support programs for grain farmers this year at Friday’s weekly State Council meeting. The move is a response to soaring prices for supplies like fertilizer and diesel fuel. Li also cited “rising prices for major grain crops” as a…

Premier Li Keqiang also announced a decision to expand subsidies and support programs for grain farmers this year at Friday’s weekly State Council meeting.

The move is a response to soaring prices for supplies like fertilizer and diesel fuel.
Li also cited “rising prices for major grain crops” as a...

sources

Gov.cn: 李克强主持召开国务院常务会议决定针对今年以来农资价格较快上涨对实际种粮农民一次性发放补贴等

Reuters: UPDATE 2-China urges regions to bolster fertiliser supply amid surging prices

June 21, 2021

New incentives for housing rentals

Cutting fees wasn’t all that Premier Li Keqiang and co. got up to during the weekly State Council executive meeting. On Friday, the State Council introduced new measures to increase the supply of affordable rental housing. Following the meeting, the State Council issued a statement saying: “[I]t is…

Cutting fees wasn’t all that Premier Li Keqiang and co. got up to during the weekly State Council executive meeting.
On Friday, the State Council introduced new measures to increase the supply of affordable rental housing.
Following the meeting, the State Council issued a statement saying:

“[I]t is...

sources

Gov.cn: 李克强主持召开国务院常务会议决定针对今年以来农资价格较快上涨对实际种粮农民一次性发放补贴等

June 21, 2021

Cutting fees FTW

Need another sign that China’s economic recovery isn’t all it’s cracked up to be? On Friday, Premier Li Keqiang presided over the routine State Council executive meeting. Top of the agenda: Pushing financial institutions (FIs) to cut fees for borrowers. Some context: Small businesses are s…

Need another sign that China’s economic recovery isn’t all it’s cracked up to be?
On Friday, Premier Li Keqiang presided over the routine State Council executive meeting.
Top of the agenda: Pushing financial institutions (FIs) to cut fees for borrowers.
Some context: Small businesses are s...

sources

Gov.cn: 李克强主持召开国常会:金融机构作出6方面减费措施

Gov.cn: Financial institutions urged to support business, people

June 18, 2021

Corporate raiders

We’re guessing you’ve probably heard that Chinese regulators are cracking down on tech giants. On Thursday, the Wall Street Journal gave us a quick peek into the regulatory trenches – specifically “dawn raids.” Dawn raids are surprise (typically early morning) visits by regulators and law…

We’re guessing you’ve probably heard that Chinese regulators are cracking down on tech giants.
On Thursday, the Wall Street Journal gave us a quick peek into the regulatory trenches – specifically “dawn raids.”

Dawn raids are surprise (typically early morning) visits by regulators and law...

sources

WSJ: China Steps Up Antitrust Pressure on Internet Firms

June 18, 2021

Defending Wolf Warriors

Wolf Warrior diplomacy is totally justified! That was Lu Shaye’s message in an interview published on Wednesday. Lu is one of China’s most vocal Wolf Warriors, currently serving as China’s ambassador to France. Lu told the West to take a long, hard look in the mirror re: aggressive diplomatic beha…

Wolf Warrior diplomacy is totally justified!
That was Lu Shaye’s message in an interview published on Wednesday.

Lu is one of China’s most vocal Wolf Warriors, currently serving as China’s ambassador to France.

Lu told the West to take a long, hard look in the mirror re: aggressive diplomatic beha...

sources

Guancha: 郑若麟对话驻法大使卢沙野：“我们现在外交风格变了，你们要适应我们的新风格”

Reuters: China’s ‘wolf warrior’ diplomacy is ‘justified defence’, envoy says

June 18, 2021

Don’t spoil the Party(’s birthday)

On Thursday, Vice Premier Liu He spoke at a national video conference of the State Council’s Work Safety Committee. Liu’s message: Let’s create a safe and stable environment for the centenary of Party’s founding. Liu pointed out that overall workplace safety is abysmal and promised to “spare no…

On Thursday, Vice Premier Liu He spoke at a national video conference of the State Council’s Work Safety Committee.
Liu’s message: Let’s create a safe and stable environment for the centenary of Party’s founding.
Liu pointed out that overall workplace safety is abysmal and promised to “spare no...

sources

People.cn: 坚决遏制各类安全事故多发势头

Global Times: Death toll rises to 25 after gas explosion in Central China

Sina: 湖北十堰燃气爆炸事故致25死 8人被刑拘

June 18, 2021

Liu He chips in

On Thursday, Bloomberg scooped that Xi Jinping has tapped Vice Premier Liu He to lead China’s drive for semiconductor self-sufficiency. In particular, Liu is tasked with overseeing the development of China’s third-generation semiconductor industry. Some context: Third-gen chips, which use com…

On Thursday, Bloomberg scooped that Xi Jinping has tapped Vice Premier Liu He to lead China’s drive for semiconductor self-sufficiency.

In particular, Liu is tasked with overseeing the development of China’s third-generation semiconductor industry.

Some context: Third-gen chips, which use com...

sources

Bloomberg: Xi Jinping Picks Top Lieutenant to Lead China’s Chip Battle Against U.S.

June 18, 2021

The root of the power problem

The National Development and Reform Commission (NDRC) held its monthly presser on Thursday. Top of the agenda: Addressing the power shortages that have plagued southern China for the past two months. NDRC spokesperson Meng Wei kicked things off by blaming a few now-familiar factors for power sh…

The National Development and Reform Commission (NDRC) held its monthly presser on Thursday.
Top of the agenda: Addressing the power shortages that have plagued southern China for the past two months.
NDRC spokesperson Meng Wei kicked things off by blaming a few now-familiar factors for power sh...

sources

China.com: 国家发展改革委6月份新闻发布会

Caixin: South China Energy Market in Chaos Over Trial Policy Issues, Supply Squeeze

June 17, 2021

Climate expert explains China’s obsession with coal-fired power

On Wednesday, Zhou Dadi, a prominent climate expert gave an interview on China’s carbon reduction ambitions and energy transition. He’s not your average Zhou: He is the vice chairman of the China Energy Research Society. And member of two semi-official climate-related expert committees backed by th…

On Wednesday, Zhou Dadi, a prominent climate expert gave an interview on China’s carbon reduction ambitions and energy transition.
He’s not your average Zhou:

He is the vice chairman of the China Energy Research Society.
And member of two semi-official climate-related expert committees backed by th...

sources

21st Century Biz: 专访国家气候变化专家委员会委员、中国能源研究会副理事长周大地：可再生能源抹平各国资源差距，全球能源体系面临彻底洗牌

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