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 U.S.-China

September 11, 2025

Realistic Expectations for a US-China Deal

Washington and Beijing are racing to secure a Trump-Xi visit by the end of the year, but Trump has conditioned a visit on a trade deal being reached.

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Markets and Finance Plenum Notes

September 8, 2025

China’s Road to Hands-Free Driving

China has emerged as a leader in advanced self-driving technology, with local companies now offering an experience comparable to Tesla’s FSD in the US.

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RECENT RESEARCH

September 4, 2025 in Markets and Finance, Plenum Notes

Behind the Cambricon Rally

Cambricon has become a market favorite amid the recent A-share rally, supported by increased profitability and China’s booming AI demand.

September 2, 2025 in Markets and Finance, Plenum Notes

RMB Catch-Up Still Underway

The PBOC may have shifted its stance on the exchange rate, signaling a preference for a stronger RMB against the USD.

August 27, 2025 in Markets and Finance, Plenum Notes

Exploring China’s Novel Drug Boom

Chinese novel drug developers have rallied in 2025, driven by headline out-licensing deals.

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