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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
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
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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