Keep Track of China with Plenum Research

Plenum is an independent research platform that helps investors and businesses access forward-looking insights on China's economy, politics, and policy - everything you need to keep track of the opportunities and risks in the world's second-largest economy.

Request Trial
Markets and FinancePlenum Notes
February 6, 2025

What DeepSeek’s Rise Means

Chinese private AI lab DeepSeek has launched the world’s most viral AI chatbot since ChatGPT.
Plenum NotesU.S.-China
February 3, 2025

Trump’s First Salvo

Trump has fired the opening shot at China through the imposition of a 10-ppt across-the-board tariff hike on imports from China.

RECENT RESEARCH

January 24, 2025 in Markets and Finance, Plenum Notes

Quarterly Chartbook: China’s Economy Limps Into Trump Rematch

In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
Read More
January 22, 2025 in Plenum Notes, U.S.-China

Trump Lays Groundwork for China Actions

The first day of the second Trump administration began with many executive actions, including an extension for TikTok, but no tariffs.
Read More
January 20, 2025 in Markets and Finance, Plenum Notes

GDP Growth Is Not the Whole Story

China’s real GDP grew 5% in 2024 thanks to a pickup in Q4, but earnings growth in most sectors was barely above zero.
Read More

View More Sample Research

Delivered weekly to our institutional subscribers. Log in now.

Policy and Markets
Through One Unified Lens

In China, politics and markets are intertwined in unique ways that are unfamiliar to many foreign investors. Our two product offerings draw strength from one another and offer clients the most forward-looking insights on China.

For Asset Managers

We help investors anticipate cycles and trends with on-the-ground, first-hand knowledge of the sectors and markets that shape China’s economy.

 

  • Hedge fund

  • Family office

  • Long-only

  • Private equity

For Corporations

Our granular-level analysis helps government affairs and public relations professionals identify policy risks and rewards.

 

  • Government affairs managers

  • Industry and trade associations

  • Business development professionals

  • Strategy teams