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Plenum NotesPolitics and Policy
August 5, 2026

Xi Pulls Back on Travel in 2026

President Xi has traveled less in 2026, both domestically and abroad.
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Markets and FinancePlenum NotesPolitics and Policy
August 3, 2026

Better Execution Over Bigger Stimulus

The July Politburo meeting did not sound very worried about the economy despite real GDP growth falling below the target range in Q2.
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AI Boom Brings Uneven Profits

AI infrastructure generated USD 140bn operating profit worldwide in Q1 2026, with five companies capturing nearly 85% of the total.
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What We Saw at WAIC 2026

Rack-scale systems dominated the hardware floor, pushed by the inference demands of trillion-parameter models such as Moonshot's Kimi-K3.
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Quarterly Chartbook: A More Divergent Quarter

In this chartbook, we walk you through the latest developments in the Chinese economy and present our outlook.
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