Keep Track of China with Plenum Research

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.

Request Trial
Markets and FinancePlenum Notes
September 18, 2023

Markets Still Split Over Economic Outlook

Higher commodity prices appear to herald the end of China’s industrial deflation woes, and the CPI is also poised to rise.
Plenum NotesU.S.-China
September 11, 2023

China Strikes Blow Against Tech Controls

The release of the device will intensify US political pressure and will likely lead to attempts to tighten the export control regime against China.

RECENT RESEARCH

August 28, 2023 in Markets and Finance, Plenum Notes

PBOC Battles RMB Depreciation

The central bank’s interventions cannot reverse the trend of a depreciating RMB, but past lessons suggest that the USD/CNH may be near its peak.
Read More
August 28, 2023 in Markets and Finance, Plenum Notes

PBOC Battles RMB Depreciation

The central bank’s interventions cannot reverse the trend of a depreciating RMB, but past lessons suggest that the USD/CNH may be near its peak.
Read More
August 16, 2023 in Markets and Finance, Plenum Notes, U.S.-China

Unpacking Biden’s Investment Restrictions

The scope of the plan is quite limited; the White House’s goal is to allow US investors to continue investing in less-sensitive areas of Chinese tech.
Read More

View More Sample Research

Delivered weekly to our institutional subscribers. Log in now.

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.

For Asset Managers

We help investors anticipate cycles and trends with on-the-ground, first-hand knowledge of the sectors and markets that shape China’s economy.

 

  • Hedge fund

  • Family office

  • Long-only

  • Private equity

For Corporations

Our granular-level analysis helps government affairs and public relations professionals identify policy risks and rewards.

 

  • Government affairs managers

  • Industry and trade associations

  • Business development professionals

  • Strategy teams

Go Beyond the Headlines

We offer a one-month, no-obligation free trial of our research notes, including access to the research archive and our monthly webinar.

Request Trial