Keep Track of China with Plenum Research

Plenum is an independent research platform that helps investors and businesses access forward-looking insights on China's economy, politics, and policy - everything you need to keep track of the opportunities and risks in the world's second-largest economy.

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Markets and FinancePlenum Notes
May 6, 2024

Politburo Signals More Support for Housing

Politburo leaders are content with China’s economic growth but have endorsed more policy support for the ailing real estate sector.
Markets and FinancePlenum Notes
April 29, 2024

Quarterly Chartbook: Industrial Boom, Housing Bust, and Deflation

In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.

RECENT RESEARCH

April 25, 2024 in Plenum Notes, U.S.-China

What Comes After the TikTok Bill

Attaching the bill to a major foreign aid package and extending the divestiture timeframe helped the bill clear political hurdles in the Senate.
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April 22, 2024 in Plenum Notes, Politics and Policy

Who are China’s Leaders Visiting?

Patterns that emerge from visits by China’s top leaders to local industries can offer insights into national plans and priorities.
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April 18, 2024 in Markets and Finance, Plenum Notes

Beijing’s Hands-off Policy with Developers

Beijing’s overall approach has been very hands-off; it has neither offered to rescue developers in trouble nor shut down the insolvent ones.
Read More

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Policy and Markets
Through One Unified Lens

In China, politics and markets are intertwined in unique ways that are unfamiliar to many foreign investors. Our two product offerings draw strength from one another and offer clients the most forward-looking insights on China.

For Asset Managers

We help investors anticipate cycles and trends with on-the-ground, first-hand knowledge of the sectors and markets that shape China’s economy.

 

  • Hedge fund

  • Family office

  • Long-only

  • Private equity

For Corporations

Our granular-level analysis helps government affairs and public relations professionals identify policy risks and rewards.

 

  • Government affairs managers

  • Industry and trade associations

  • Business development professionals

  • Strategy teams