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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
July 9, 2025

Another Round of Tariff Bluffs?

Trump has threatened more tariff hikes by 1 August, but markets believe it is another case of TACO.
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Markets and FinancePlenum Notes
July 7, 2025

Uncovering New Patterns in China’s BOP

China’s current account surplus rose to a record high in Q1.
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RECENT RESEARCH

July 2, 2025 in Markets and Finance, Plenum Notes, U.S.-China

Demand for Chip Tools Strong But Waning

China continued to consolidate its position as a key market for chipmaking equipment in 2024, but the outlook for 2025 is less optimistic.
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June 30, 2025 in Markets and Finance, Plenum Notes

The USD/CNH Has More Room to Fall

The RMB has risen modestly against the USD in recent weeks due to the USD’s renewed weakness, but it still lags other currencies.
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June 25, 2025 in Markets and Finance, Plenum Notes

Huawei Is Back, But It Looks Different

Huawei’s total revenue is nearly back to its peak, but its consumer business revenue has been slower to recover.
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