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.

August 3, 2026

The July Politburo meeting did not sound very worried about the economy despite real GDP growth falling below the target range in Q2.

plenumteam

Markets and Finance Plenum Notes

July 29, 2026

AI infrastructure generated USD 140bn operating profit worldwide in Q1 2026, with five companies capturing nearly 85% of the total.

plenumteam

July 27, 2026 in Markets and Finance, Plenum Notes

Rack-scale systems dominated the hardware floor, pushed by the inference demands of trillion-parameter models such as Moonshot's Kimi-K3.

July 22, 2026 in Markets and Finance, Plenum Notes

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

July 20, 2026 in Plenum Notes, U.S.-China

The US and China have each taken more measures aimed at decoupling from the other’s AI ecosystem.