string(13) "markets-macro"

Macro

October 17, 2024

Xi pushes innovation-driven growth on Fujian tour

On Tuesday and Wednesday, Xi Jinping toured Fujian – the economic powerhouse province where he built his career. There, the big guy delivered a simple message: It’s time for China to “blaze a new path” based on innovation. Xi wants Fujian to take the lead, by: Pioneering reform of the innovation sy… Username Password Remember… Read More »

On Tuesday and Wednesday, Xi Jinping toured Fujian – the economic powerhouse province where he built his career.
There, the big guy delivered a simple message: It's time for China to "blaze a new path" based on innovation.
Xi wants Fujian to take the lead, by:

Pioneering reform of the innovation sy...

sources

Xinhua: 习近平在福建考察时强调扭住目标不放松一张蓝图绘到底在中国式现代化建设中奋勇争先

Source: 习近平总书记在中国（福建）自由贸易试验区厦门片区考察回访记

October 17, 2024

Get along to go along

Xi Jinping sure wishes relations with the US were better. That was the big man’s message in a letter to the Gala Dinner of the National Committee for US-China Relations (NCUSCR) in New York on Tuesday. Some context: Founded in 1966, the NCUSCR is a non-profit that “encourages understanding of China …

Xi Jinping sure wishes relations with the US were better.
That was the big man’s message in a letter to the Gala Dinner of the National Committee for US-China Relations (NCUSCR) in New York on Tuesday.
Some context: Founded in 1966, the NCUSCR is a non-profit that “encourages understanding of China ...

sources

Xinhua: Xi sends congratulations to Gala Dinner of National Committee on U.S.-China Relations

Xinhua: Chinese envoy calls for joint efforts to strengthen China-U.S. relations

October 17, 2024

State Council Research Office gets a new director

A trade specialist just became one of China’s most important policy advisors. On September 27, Shen Danyang, 59, was appointed director of the State Council Research Office (SCRO). The SCRO is the Premier’s chief policy advisory body, responsible for drafting the annual Government Work Report (GWR)…

A trade specialist just became one of China’s most important policy advisors.
On September 27, Shen Danyang, 59, was appointed director of the State Council Research Office (SCRO).

The SCRO is the Premier’s chief policy advisory body, responsible for drafting the annual Government Work Report (GWR)...

sources

The Paper: 海南省委副书记沈丹阳已任省委政法委书记

China News: 沈丹阳：海南自贸港封关运作将带来“零关税”商机

Gov.cn: 国务院新闻办就《海南自由贸易港建设总体方案》有关情况举行发布会

China Daily: China's Hainan pursues development with further BRI integration: official

Caixin: 人事观察｜接替60岁黄守宏 59岁沈丹阳升任国研室主任

Zaobao: 中国国务院智囊机构领导层完成大换班沈丹阳出任国研室主任

October 17, 2024

Xi offers carrots to Taiwan after displaying the stick

After brandishing his stick, Xi Jinping is now offering Taiwan some carrots. ICYMI: On Monday, the People’s Liberation Army launched naval and air drills around Taiwan. The drills were an angry response to Taiwanese leader Lai Ching-te’s National Day speech, which focused heavily on cross-strait re…

After brandishing his stick, Xi Jinping is now offering Taiwan some carrots.
ICYMI: On Monday, the People’s Liberation Army launched naval and air drills around Taiwan.

The drills were an angry response to Taiwanese leader Lai Ching-te's National Day speech, which focused heavily on cross-strait re...

sources

Gov.cn: 习近平在福建考察时强调：扭住目标不放松一张蓝图绘到底在中国式现代化建设中奋勇争先

Gov.cn: 耕海牧渔幸福生活踏浪来 ——习近平总书记在陈城镇澳角村考察回访记

Gov.cn: 深耕细作改革开放立新功 ——习近平总书记在中国（福建）自由贸易试验区厦门片区考察回访记

Gov.cn: 守护根魂文化遗产韵悠长 ——习近平总书记在关帝文化产业园考察回访记

October 17, 2024

What’s wrong with subsidies, anyway?

China has no plans to stop subsidizing strategic emerging industries. That’s the message we took away from an article written by Han Wenxiu, executive deputy director of China’s top economic strategy body (CCFEA). The details: Han penned the article for the China Economists 50 Forum. The piece was …

China has no plans to stop subsidizing strategic emerging industries.
That's the message we took away from an article written by Han Wenxiu, executive deputy director of China's top economic strategy body (CCFEA).
The details: Han penned the article for the China Economists 50 Forum.

The piece was ...

sources

Economists 50 Forum: 实现新型工业化是全面推进强国建设、民族复兴伟业的关键任务

October 17, 2024

Cybersecurity Association of China calls for cybersecurity review into Intel

Intel may be on shaky ground in China. On Wednesday, the Cybersecurity Association of China (CSAC) released an article calling for regulators to launch a cybersecurity review against Intel. Yes, that cybersecurity review. The cybersecurity review that was used by China’s cyberspace regulator (CAC) …

Intel may be on shaky ground in China.
On Wednesday, the Cybersecurity Association of China (CSAC) released an article calling for regulators to launch a cybersecurity review against Intel.
Yes, that cybersecurity review. The cybersecurity review that was used by China's cyberspace regulator (CAC) ...

sources

Changan Street: 对英特尔，建议启动网络安全审查

SCMP: China cybersecurity group seeks review of Intel products for possible breaches

October 17, 2024

Beijing doubles down on space science

China’s not running a space race, it’s running a space marathon. On Tuesday, the Chinese Academy of Sciences, the China National Space Administration, and the China Manned Space Agency jointly unveiled a long-term plan to strengthen the country’s space science capabilities over the next few decades….

China's not running a space race, it's running a space marathon.
On Tuesday, the Chinese Academy of Sciences, the China National Space Administration, and the China Manned Space Agency jointly unveiled a long-term plan to strengthen the country’s space science capabilities over the next few decades....

sources

CNSA: 国家空间科学中长期发展规划（2024—2050年）

SCIO: 国新办举行新闻发布会介绍中国空间科学中长期发展规划有关情况图文实录

October 17, 2024

US mulls how to prevent a chip slip

Gulf states are going to hate this. On Tuesday, Bloomberg reported that the Biden administration is mulling caps on the sale of Nvidia’s AI chips to countries like Saudi Arabia and the UAE. Why? In part because the US fears China could access advanced AI chips via these third-party countries. Accor…

Gulf states are going to hate this.
On Tuesday, Bloomberg reported that the Biden administration is mulling caps on the sale of Nvidia’s AI chips to countries like Saudi Arabia and the UAE.
Why? In part because the US fears China could access advanced AI chips via these third-party countries.
Accor...

sources

Bloomberg: US Weighs Capping Exports of AI Chips From Nvidia and AMD to Some Countries

October 16, 2024

Fiscal Roundup: Plugging local governments’ fiscal shortfall

To view the Fiscal Roundup as a pdf, click here. The rundown All eyes were on the finance ministry’s (MoF) October 12 press conference in the hopes it would deliver a concrete fiscal stimulus package. It disappointed. Instead, Finance Minister Lan Fo’an pledged a one-off “relatively large” issuanc…

It disappointed.

Instead, Finance Minister Lan Fo’an pledged a one-off “relatively large” issuanc...

October 16, 2024

Can’t do it without Ni

Policymakers may announce another round of support for the property sector soon. On Thursday, housing minister (MoHURD) Ni Hong will deliver a presser on “promoting the stable and healthy development of the property market.” Officials from the central bank (PBoC), finance ministry (MoF), resources …

Policymakers may announce another round of support for the property sector soon.
On Thursday, housing minister (MoHURD) Ni Hong will deliver a presser on “promoting the stable and healthy development of the property market.”

Officials from the central bank (PBoC), finance ministry (MoF), resources ...

sources

SCIO: 国新办举行新闻发布会介绍促进房地产市场平稳健康发展有关情况

October 16, 2024

Chinese auto export growth remains stable in September

China’s auto export growth held steady in September. Per the China Passenger Car Association’s September export data, released Saturday: Total auto exports hit 435,000 units, up 22% y/y – in line with the 23% average growth seen since July NEVs represented 24% of China’s auto exports – exhibiting n…

China's auto export growth held steady in September.
Per the China Passenger Car Association's September export data, released Saturday:

Total auto exports hit 435,000 units, up 22% y/y – in line with the 23% average growth seen since July
NEVs represented 24% of China's auto exports – exhibiting n...

sources

MarkLines: 乘用车市场信息联席会(CPCA)合作报告　2024年10月

October 16, 2024

Solar manufacturers pledge to cooperate on reining in overproduction

After a disastrous H1, can China’s solar manufacturers finally pull together to rebalance the market? On Monday, the China Photovoltaic Industry Association (CPIA) chaired a symposium in Shanghai on the theme of “preventing self-defeating and vicious competition.” Top executives from all major…

After a disastrous H1, can China’s solar manufacturers finally pull together to rebalance the market?
On Monday, the China Photovoltaic Industry Association (CPIA) chaired a symposium in Shanghai on the theme of “preventing self-defeating and vicious competition.”

Top executives from all major...

sources

CPIA: 光伏行业就“强化行业自律，防止‘内卷式’恶性竞争”达成共识

CCTV: “三项世界第一”！中国光伏产业大佬齐聚！这场对话，信息量很大→

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