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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 NotesPolitics and Policy
May 22, 2024

The Effort to Reshape Higher Ed in China

Beijing has accelerated its rebalancing of China’s university major offerings, limiting the growth of humanities majors and adding new engineering majors.
Markets and FinancePlenum Notes
May 20, 2024

New Housing Purchase Plan Raises Doubts

The central bank set up a RMB 300bn new relending tool to encourage banks to lend to local SOEs to buy up unsold housing inventory.

RECENT RESEARCH

May 17, 2024 in Markets and Finance, Plenum Notes

No Good News for Demand

A quick take on April's economic data.
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May 15, 2024 in Plenum Notes, U.S.-China

What’s in Biden’s New Tariff Package?

The Biden administration has completed its Section 301 review, introducing new tariffs and tariff exclusions for Chinese products.
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May 13, 2024 in Markets and Finance, Plenum Notes

A Tenuous Rebound for CGB Yields

Long-term Chinese government bond yields have bounced back from the bottom after the central bank voiced its concern last month.
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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 from one another and offer clients the most forward-looking insights on China.

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