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Markets and FinancePlenum NotesU.S.-China
September 29, 2025

Chinese Constellations Join the Night Skies

Satellite internet might only ever be a complementary service to 4G/5G in China, but local operators have their eyes on overseas markets.
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Markets and FinancePlenum Notes
September 25, 2025

The Renaissance of Chinese Tech Stocks

The Chinese equity rally is lasting into the fall, with tech stocks out in the lead.
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RECENT RESEARCH

September 22, 2025 in Plenum Notes, U.S.-China

US-China Status Quo Set to Last Into 2026

Trump and Xi will meet at APEC in October, but Trump’s China visit has been set for 2026, pointing to another tariff extension but no deal this year.
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September 16, 2025 in Markets and Finance, Plenum Notes

TikTok on the Table

The US and China made progress during their latest trade talks in Spain, particularly on TikTok and drug-related money laundering.
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September 15, 2025 in Markets and Finance, Plenum Notes

Quick Take: Few Bright Spots in August

A quick take on China's economic data for August.
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