string(13) "markets-macro"

Macro

April 15, 2021

PBoC working paper recommends policy response for demographic woes

Nothing puts us in a babymaking mood more than a gaggle of central bankers telling us to do it for the good of the nation. Say what now? A new working paper from the People’s Bank of China (PBoC) entitled “Understanding and Responding to China’s Population Transition” is making waves. The paper s… Username Password… Read More »

Nothing puts us in a babymaking mood more than a gaggle of central bankers telling us to do it for the good of the nation.

Say what now?

A new working paper from the People’s Bank of China (PBoC) entitled “Understanding and Responding to China’s Population Transition” is making waves.

The paper s...

sources

PBoC: 关于我国人口转型的认识和应对之策

Yicai: 央行工作论文：应全面放开和大力鼓励生育，推进养老改革

April 15, 2021

Big tech makes some big promises

A bunch of big tech companies are pledging to mend their ways. Quick refresher: Yesterday, we told you that antitrust regulators set a one-month deadline for 34 tech companies to rectify antitrust violations and told them to make their compliance commitments public. All the big tech names were…

A bunch of big tech companies are pledging to mend their ways.
Quick refresher: Yesterday, we told you that antitrust regulators set a one-month deadline for 34 tech companies to rectify antitrust violations and told them to make their compliance commitments public.

All the big tech names were...

sources

SAMR: 互联网平台企业向社会公开《依法合规经营承诺》（第一批）

SAMR: 互联网平台企业向社会公开《依法合规经营承诺》（第二批）

Caixin: 监管强调根治“二选一” 百度京东等12家互联网平台承诺合规经营

April 15, 2021

You might have forgotten the holiday, but it didn’t forget you…

Today is China’s National Security Education Day! Some context: This holiday was declared in the National Security Law, as of 2015, to promote public awareness of national security issues. The Ministry of State Security (MSS) got festive with an editorial in the People’s Daily on Thursday.&nbsp…

Today is China’s National Security Education Day!
Some context: This holiday was declared in the National Security Law, as of 2015, to promote public awareness of national security issues.
The Ministry of State Security (MSS) got festive with an editorial in the People’s Daily on Thursday. ...

sources

People's Daily: 为建设社会主义现代化国家提供坚强安全保障

April 15, 2021

Wang Yang tours Inner Mongolia

On Wednesday, Wang Yang, the chairman of the Chinese People’s Political Consultative Conference (CPPCC), wrapped up a four-city, three-day inspection tour of Inner Mongolia. Some context: Inner Mongolia has a large percentage of ethnic minorities. Last year, it saw protests over plans to phase …

On Wednesday, Wang Yang, the chairman of the Chinese People’s Political Consultative Conference (CPPCC), wrapped up a four-city, three-day inspection tour of Inner Mongolia.
Some context: Inner Mongolia has a large percentage of ethnic minorities. Last year, it saw protests over plans to phase ...

sources

CPC People: 汪洋在内蒙古调研时强调坚定不移铸牢中华民族共同体意识牢固建设祖国北疆安全稳定屏障

April 15, 2021

Easy come easy go

On Wednesday, Premier Li Keqiang did his thing – chairing the weekly State Council executive meeting. Top of the agenda: Approving new draft regulations to improve the business registration system. Li says easing business administration is vitally important for (Gov.cn 2): “Developing the…

On Wednesday, Premier Li Keqiang did his thing – chairing the weekly State Council executive meeting.
Top of the agenda: Approving new draft regulations to improve the business registration system.
Li says easing business administration is vitally important for (Gov.cn 2):

“Developing the...

sources

Gov.cn: 李克强主持召开国务院常务会通过《中华人民共和国市场主体登记管理条例（草案）》

Gov.cn: 这一条例草案通过意义何在？李克强这样说

Gov.cn: China to improve market entity registration and administration system

April 14, 2021

Will the big payday finally come?

On Wednesday, state-owned news agency Xinhua’s Economic Information Daily (EID) reported that a plan to expand China’s middle-income group will drop in 2021. Some context: The 14th Five Year Plan (FYP) provided the first official confirmation that such a plan was in the making. More c…

On Wednesday, state-owned news agency Xinhua’s Economic Information Daily (EID) reported that a plan to expand China’s middle-income group will drop in 2021.
Some context: The 14th Five Year Plan (FYP) provided the first official confirmation that such a plan was in the making.
More c...

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Economic Information Daily: 瞄准重点群体新一轮居民增收方案落地在即

April 14, 2021

Party bigwig offers insight on geopolitics

On Wednesday, He Yiting, former executive vice-president of the Central Party School, shed some light on the Party’s geopolitical thinking in a Study Times article. A little about He: He is a Party heavy-weight who has served as a policy advisor to both Xi Jinping and his predecessor …

On Wednesday, He Yiting, former executive vice-president of the Central Party School, shed some light on the Party’s geopolitical thinking in a Study Times article.
A little about He: He is a Party heavy-weight who has served as a policy advisor to both Xi Jinping and his predecessor ...

sources

Study Times: 何毅亭：民族复兴与百年变局

April 14, 2021

Meeting each other half way

On Tuesday, Premier Li Keqiang joined a virtual dialogue with US business leaders. The event was chaired by former US treasury secretary Hank Paulson. Li said the two countries agree on the goal (Gov.cn): “Promoting China-US relations moving forward in a stable direction.” He ha…

On Tuesday, Premier Li Keqiang joined a virtual dialogue with US business leaders.

The event was chaired by former US treasury secretary Hank Paulson.

Li said the two countries agree on the goal (Gov.cn):

“Promoting China-US relations moving forward in a stable direction.”

He ha...

sources

Gov.cn: 李克强出席同美国工商界领袖对话会

April 14, 2021

State Council takes on hidden local government debt

On Tuesday, the State Council published new guidelines for managing government finances. Broadly, the document focused on ensuring that local governments: Collect fiscal revenue fairly and efficiently Deploy resources in the interests of the public At the top of the priority list – addressing loca…

On Tuesday, the State Council published new guidelines for managing government finances.
Broadly, the document focused on ensuring that local governments:

Collect fiscal revenue fairly and efficiently
Deploy resources in the interests of the public

At the top of the priority list – addressing loca...

sources

Gov.cn: 国务院关于进一步深化预算管理制度改革的意见

April 14, 2021

Get your house in order or we will

On Tuesday, the antitrust watchdog (SAMR) and two other ministries invited 34 tech companies for a talk, demanding that companies correct anti-competitive practices. All the big names – including Alibaba, Tencent, JD.com, and Meituan – were at the meeting. The message: Forget crossing a…

On Tuesday, the antitrust watchdog (SAMR) and two other ministries invited 34 tech companies for a talk, demanding that companies correct anti-competitive practices.

All the big names – including Alibaba, Tencent, JD.com, and Meituan – were at the meeting.

The message: Forget crossing a...

sources

Caixin: 三部门召开互联网平台企业行政指导会腾讯等34家企业与会

SAMR: 市场监管总局、中央网信办、税务总局联合召开互联网平台企业行政指导会

April 13, 2021

I’m givin’ her all she’s got, cap’n!

Bad news everyone! China’s vaccination rate is slowing again. As of Sunday, China had administered a total of 167.34 million vaccine doses. Over the last week, just 3.91 million jabs were administered each day – down from 4.55 million per day the week before. Some context: Top leaders have co…

Bad news everyone! China’s vaccination rate is slowing again.

As of Sunday, China had administered a total of 167.34 million vaccine doses.
Over the last week, just 3.91 million jabs were administered each day – down from 4.55 million per day the week before.

Some context: Top leaders have co...

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Gov.cn: 国务院联防联控机制权威发布

NHC: 全国新冠病毒疫苗接种情况

Caixin: 经济学家忧中国疫苗接种进程落后不利开放国门争取欧亚经贸

April 13, 2021

A hukou for you-kou

On Tuesday, China’s macroeconomic planning agency (NDRC) released its urbanization task list for 2021. The document called for more cities to abolish household registration (hukou) restrictions (NDRC): “Cities with an urban population of fewer than 3 million people should implement the policy …

“Cities with an urban population of fewer than 3 million people should implement the policy ...

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NDRC: 国家发展改革委关于印发《2021年新型城镇化和城乡融合发展重点任务》的通知

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