28 Jan 2022
Trivium Markets keeps you briefed on the latest developments in China markets policy.
On Thursday, Bloomberg reported that the Ministry of Industry and Information Technology (MIIT) had summoned key producers of autos, electronics, and magnetic materials to an unannounced meeting.
The subject: Sky-high rare earth prices.
ICYMI: Elevated commodities prices have had Beijing on e...
April 23, 2024
Capital market reforms are top of mind for Premier Li Qiang. That’s why he focused Monday’s State Council study session on this topic. Some context: Li uses State Council study sessions – which he established after becoming premier in March… Read More »
April 23, 2024
China's ag ministry (MARA) is finally waking up to the downsides of rock-bottom food prices. At Friday's presser on the agricultural economy, MARA admitted that months of low and falling food prices are starting to hurt farmers more than they… Read More »
April 23, 2024
China’s wind turbine exports are booming. On Friday, the China Wind Energy Association (CWEA) released 2023 Chinese turbine export figures: Chinese OEMs exported 3.66 GW of turbines, a 60.2% y/y increase and the highest figure in history. Some context: Chinese… Read More »