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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
August 25, 2025

Estimating China’s Housing Wealth Decline

China's real estate market correction has erased RMB 44-80trn in household wealth from peak, leaving most post-2016 homebuyers sitting on losses.
Markets and FinancePlenum Notes
August 19, 2025

The “Slow Bull” in the A-Share Market

Chinese A-shares have staged a slow but steady rally since late June.

RECENT RESEARCH

August 18, 2025 in Markets and Finance, Plenum Notes

Humanoid Robots Take to the Stage

The humanoid robot industry is pursuing an “entertainment first” approach for now, but the ultimate goal is viability in more practical applications.
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August 15, 2025 in Markets and Finance, Plenum Notes

Quick Take: Growth Slowed in July

A quick take on China's economic data for July.
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August 12, 2025 in Markets and Finance, Politics and Policy

Hurdles for the War on Price Wars

Top leaders’ calls to end China’s price wars have prompted government and industry discussions on new rules.
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