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Plenum is an independent research platform that helps investors and businesses access forward-looking insights on the economy, politics, and policy. Our roots are in China-focused analysis, but our expertise spans a wide range of international issues - everything you need to keep track of opportunities and risks in an interconnected world.

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Markets and FinancePlenum Notes
May 9, 2025

Marginal Easing Before the Trade Talks

The PBOC cut policy rates by 10 bps but did not deliver any big surprises at its latest presser.
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Plenum NotesU.S.-China
May 6, 2025

Answers to Your Trade War Questions

In my recent meetings with clients, most questions have been focused on one thing: the ongoing trade war between the US and China. Here are my thoughts on some of the most common concerns.
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RECENT RESEARCH

April 28, 2025 in Markets and Finance, Plenum Notes

Quarterly Chartbook: Turbulence, Tariffs, and Tech

In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
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April 24, 2025 in Markets and Finance, Plenum Notes, U.S.-China

Nvidia Walks a Tightrope in China

The US has imposed a new export ban on Nvidia’s China-tailored chip, but the company is likely to develop alternative product offerings in response.
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April 22, 2025 in Plenum Notes, U.S.-China

What Chinese Exporters Say About Tariffs

We learned from a recent trip to the Canton Fair that China’s exports to the US are taking a huge hit but have not been wiped out.
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