MAIN CHINA
CONJUNCTURE
Foreign exchange reserves: continued slight decline in foreign exchange reserves in February
IPP et IPC : divergence between the Consumer Price Index (CPI) which continues to contract and the strong growth of the Producer Price Index (PPI) in February
Credit and money supply: rebound in the growth of financing aggregates to + 13.3% in February
Political budget : the orientations of fiscal policy for the financial year
Social Security : the NSSF posted the first annual deficit at 622 billion RMB in 2020
BANK AND FINANCE
Stock markets: further decline, in the wake of the Lianghui, which began with the reopening after the Chinese New Year
TRADE AND TRADE POLICY
Bilateral trade: significant rise in goods exports to China in January, driven by luxury goods
Chinese foreign trade: significant increase in exports over the first two months of the year
Relations Chine – US : Yang Jiechi and Wang Yi planned to travel to Alaska on March 18 and 19
Free Trade Agreements: RCEP was ratified on March 8 by the Chinese parliament
Covid-19 : Biden administration extends tariff exemption on Chinese medical products
Business climate
Lianghui: strengthening of Chinese legal tools to be expected
Business climate: AmCham publishes the results of its annual survey
INDUSTRY AND DIGITAL
Industrial policy: the 14thth five-year plan confirms the desire for technological autonomy but adopts a cautious approach to international cooperation in innovation
Industrial policy: China wants to strengthen its manufacturing industry
Industrial policy: the 14thth five-year plan provides for support for R&D and emphasizes basic research
Raw materials : China tightens control over nickel supply for battery production
Semiconductors: Chinese and US semiconductor industry associations establish joint working group
SUSTAINABLE DEVELOPMENT, ENERGY, TRANSPORT
Air Transport : China launches digital health passport to support resumption of international travel
HNA: cascading bankruptcies or restructurings, in particular of its airline or airport companies
Energy : Inner Mongolia bans cryptocurrency mining and new aluminum production projects to reduce energy intensity
Transports: China unveils its orientations in the field of transport for 2025 and 2035
Weather : interview between XIE Zhenhua and the Executive Secretary of the United Nations Framework Convention on Climate Change, Ms. Patricia ESPINOSA
REGIONAL ACTUALITES
Anhui : official inclusion of the city of Hefei in the plan of Greater Hongqiao
Zhejiang : announcement of the opening of free vaccination in the cities of Shaoxing and Wenzhou
Sichuan : Chengdu-Lhassa rail, a major infrastructure project, on the menu of the five-year plan
Shenzhen : cross-border RBM payments hit a record high in 2020
Shenzhen: launch of an autonomous vehicle expedition across China
HONG KONG AND MACAO
HONG-KONG
Bourse : Baidu should soon be listed in Hong Kong
Air Transport : record losses for Cathay Pacific in 2020
Business climate : Hong Kong leaves the ranking of the freest economies
Wealthy population : Hong Kong to see its ultra-wealthy population grow by only 5% in the next 5 years
Macao
Economic report 2020 : Macau’s GDP down 56.3%
TAIWAN
Index of economic freedom: Taiwan ranks 6th ranking of the Heritage Foundation
Foreign exchange reserves: Taiwan retreats to 6th world rank
Trade : the trade surplus grew by 59% over the first two months of the year
Covid-19 : Taiwan announces construction of new vaccine plant by 2024
Ssemi-conductors: Taiwanese GlobalWafers acquires German Siltronic
MONGOLIA
Mining industry : 22% of Mongolia’s GDP in 2020
Public finances: Mongolia’s external debt up by USD 1.5 billion in 2020
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