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.

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Plenum NotesU.S.-China
March 3, 2025

Shifts in US-China Trade Since Trump 1.0

Changes in the US-China trade portfolio between 2017 and 2024 highlight the shifting of some US supply chains away from China.
Plenum NotesU.S.-China
February 27, 2025

Trump’s Investment Decoupling Plan

Trump has outlined his vision for US-China investment decoupling in a recent policy memo.

RECENT RESEARCH

February 24, 2025 in Plenum Notes, Politics and Policy

Provinces Dial Back 2025 Growth Targets

Most of China’s provinces set 2025 GDP growth targets at 5% or above, suggesting that the national target will remain at “around 5%”.
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February 18, 2025 in Markets and Finance, Plenum Notes

Private Entrepreneurs Get an Audience

Chinese leaders held the most high-profile meeting with private businessmen since 2018 to show support for the private sector.
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February 17, 2025 in Plenum Notes, U.S.-China

US and China In No Hurry to Meet

Recent developments suggest that engagement is not a current priority for either side, reducing the chance of a Xi-Trump summit in the next few weeks.
Read More

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

 

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

 

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