Keep Track of China with Plenum Research

Plenum is an independent research platform that helps investors and businesses access forward-looking insight on Chinese 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 Finance
May 17, 2021

Industrial Boom Defies Emission Cuts

China’s two-speed recovery returns, as the industrial sector is booming and consumption disappoints again.
Markets and Finance
May 12, 2021

Making Sense of the Steel Rally

Steel and iron ore prices have both hit all-time highs, as construction activity has remained strong and the market expects more supply restrictions.
COVID-19Markets and FinancePlenum Notes
May 4, 2021

The Story Behind China’s Vaccination Drive

China’s pace of vaccination has surpassed other countries’ in the past month.
Plenum NotesU.S.-China
April 22, 2021

Taiwan Tensions Are More Theater Than Threat

As long as the US upholds the one-China policy, Beijing will not be incentivized to unilaterally change the status quo.

Quarterly Chartbook: What's After the Record GDP Growth?

The Chinese economy grew by 18.3% in Q1, the fastest on record but still slower than expected.


China Personnel: Analysis and Executive Briefings

Exclusive insights on the movement of policymakers, local officials, and regulators.



April 19, 2021 in Markets and Finance, Plenum Notes

The End of the Lopsided Recovery

Q1 was the peak for yoy growth, but sequential growth will be faster in Q2.
Read More
April 16, 2021 in Markets and Finance, Plenum Notes

Beijing Unlikely to Bail Out Huarong

We believe the chance of a full bail-out of Huarong AMC is very low.
Read More
April 12, 2021 in Markets and Finance, Plenum Notes

What Comes After Alibaba’s Record Fine?

Alibaba’s record fine is good news for the company.
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 on each other, and offer clients with 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

Get Beyond the Headlines.

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

Request Trial