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Markets and FinancePlenum Notes
November 14, 2025

Quick Take: A Big Slowdown in October

A quick take on China's economic data from October.
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Markets and FinancePlenum NotesU.S.-China
November 11, 2025

Chinese AI Gains Ground in 2025

More Chinese AI labs have joined DeepSeek in producing highly popular LLMs.
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RECENT RESEARCH

November 5, 2025 in Plenum Notes, Politics and Policy

Policy Themes from Official Inspection Trips

President Xi’s inspection trips in the past 18 months included fewer meetings with individual companies.
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November 3, 2025 in Markets and Finance, Plenum Notes, Politics and Policy, U.S.-China

A Trade Truce After a Mediocre Quarter

In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
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October 31, 2025 in Plenum Notes, U.S.-China

A Deal out of Busan

The Xi-Trump summit delivered a small deal that includes a 10-ppt tariff cut and suspensions of recent export control measures.
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