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Plenum NotesPolitics and PolicyU.S.-China
June 19, 2024

China Pushes for More Computing Power

To support the development of artificial intelligence, China has mapped out plans to bolster its computing power infrastructure.
Markets and FinancePlenum Notes
June 17, 2024

Economy Awaiting Effects of May Easing

Retail sales improved in May, but most other areas slowed, including industrial production, real estate, and FAI.

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June 13, 2024 in Plenum Notes, Politics and Policy

What’s After the EU’s Tariffs on Chinese BEVs

The European Commission has announced new tariffs on BEVs imported from China, which will impact different carmakers to varying degrees.
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June 11, 2024 in Markets and Finance, Plenum Notes, U.S.-China

A Recap of Client Questions in Mid-2024

Plenum clients are overwhelmingly interested in China’s housing market and the implications of a potential second Trump term.
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June 5, 2024 in Plenum Notes, U.S.-China

Apple’s Supply Chain Turns Back East

Geopolitical tensions and the pandemic triggered a diversification of Apple’s supply chain in 2021, but its move to the West appears to have been temporary.
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Policy and Markets
Through One Unified Lens

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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