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

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Markets and FinancePlenum Notes
August 11, 2020

Current Account Loses Relevance for FX Flow

The RMB exchange rate is now much more affected by flows from the capital account than the current account
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Plenum NotesU.S.-China
August 10, 2020

Will Beijing Retaliate Over TikTok and WeChat?

Beijing is taking U.S. actions on Chinese internet companies more seriously but is unlikely to engage in tit-for-tat retaliation
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Plenum NotesPolitics and Policy
August 5, 2020

Ministerial and Provincial Reshuffles Pave Way For 2022 Transition

Beijing started to reshuffle full-ministerial-level posts, marking the beginning of Xi’s preparation for the leadership transition
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