Navigate Global Dynamics with Plenum Research

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.

Plenum Notes Politics and Policy U.S.-China

July 30, 2025

Quick Take: Politburo and Stockholm

The July Politburo meeting readout did not prioritize supply-side policies as much as some had hoped, and it implied there will be less demand-side support.

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Markets and Finance Plenum Notes

July 28, 2025

Quarterly Chartbook: Resilience Amid the Trade War

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

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RECENT RESEARCH

July 23, 2025 in Plenum Notes, U.S.-China

What Nvidia’s China Deal Really Means

Nvidia’s H20 chips are available for sale in China again; CEO Jensen Huang has been highly active in engaging with leaders in both the US and China this year.

July 21, 2025 in Markets and Finance, Plenum Notes, Politics and Policy

Beijing Takes On the Price Wars

China’s leaders have signaled dissatisfaction with extreme competition in some sectors, and the market expects some measures to be taken.

July 17, 2025 in Plenum Notes, U.S.-China

US Targets More Chinese Firms

The Trump administration has taken several steps in recent weeks to place Chinese companies under greater scrutiny.

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