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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 NotesU.S.-China
March 31, 2025

Why Tariffs Haven’t Moved the USD/CNY

The USD/CNY spot rate has been quite stable over the past two months despite higher tariffs from the US, largely due to a weak USD.
Plenum NotesU.S.-China
March 26, 2025

Port Saga Casts Doubt on US-China Deal

Beijing has expressed opposition to CK Hutchison’s plan to sell its Panama ports, and we doubt the deal can proceed as originally planned.

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Chinese internet giants have begun to integrate AI into their mainstream applications.
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A New Powerhouse in Industrial Robotics

China has continued to consolidate its role as the world’s top industrial robot market and production powerhouse.
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A “Just OK” Start to 2025

Industrial value-added and retail sales looked fine in Jan-Feb, while exports were quite weak.
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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.

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

 

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