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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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Plenum NotesU.S.-China
March 2, 2026

What the US Strikes in Iran Mean for China

The war in Iran has elevated oil prices and shipping costs and added risks to China’s oil supply.
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Markets and FinancePlenum Notes
February 26, 2026

Doubao’s Path to Dominance

ByteDance’s Doubao surpassed DeepSeek last year to become China’s largest AI app and now dominates the chatbot space.
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RECENT RESEARCH

February 23, 2026 in Plenum Notes, U.S.-China

Fresh Uncertainty After IEEPA Ruling

The US Supreme Court has ruled against Trump’s IEEPA tariffs, but the Trump administration has been quick to pursue alternative paths.
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February 11, 2026 in Markets and Finance, Plenum Notes

China Unmuzzles Antitrust Watchdog

SAMR has opened an antitrust investigation into Trip.com, which will likely result in remedial measures and a large fine.
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February 9, 2026 in Markets and Finance, Plenum Notes

Beijing Needs More Fiscal Resources

Beijing needs to look for new channels for fiscal revenue, and tax hikes on undertaxed and profitable sectors would make sense.
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