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.

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Markets and FinancePlenum Notes
December 16, 2024

Real Estate Gains as Retail Wanes

New home sales showed positive growth for the first time since 2021, but retail sales growth slowed much more than expected.
Markets and FinancePlenum Notes
December 13, 2024

CEWC Doubles Down on Easing

China’s leadership has vowed to carry out more pro-growth measures in 2025.

RECENT RESEARCH

December 10, 2024 in Plenum Notes, U.S.-China

The Tech War Rages On

China responded to the latest US measures with its own mineral export controls and opened an antitrust case against Nvidia.
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December 5, 2024 in Markets and Finance, Plenum Notes

Chinese AI’s Consumer Business Problem

China’s AI companies are under immense financial pressure due to limited funding and rising computational costs.
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December 2, 2024 in Plenum Notes, U.S.-China

China’s Counteroffensive Toolbox

Trump has already signaled the beginning of a second US-China trade war by announcing his intent to impose a 10-ppt tariff hike on all imports from China.
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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.

 

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For Corporations

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

 

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