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Markets and FinancePlenum Notes
March 31, 2021

Examining China’s Balance of Payment

USD/CNH has started to catch up with the broad strength of the USD and will continue to accelerate.
Plenum NotesU.S.-China
March 22, 2021

What Did the Alaska Meeting Achieve?

We expect the bilateral relationship to embark on a period of stabilization.
14th five year plan spending research Plenum NotesPolitics and Policy
March 10, 2021

The 14th Five-Year Plan Sets Easy Targets

The 14th FYP sets fewer and lower targets than previous plans.
Markets and FinancePlenum Notes
March 1, 2021

The Peak of RMB Appreciation

The relative cyclical changes in the US and China no longer favor the RMB.

Quarterly Chartbook: China's Two-Speed Recovery Continues

The property sector and exports were still strong growth drivers


China Personnel: Analysis and Executive Briefings

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



February 22, 2021 in Markets and Finance, Plenum Notes

Three Risks in the Roaring Chinese A-share

China’s A-share market is looking more risky after reaching new-high.
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February 18, 2021 in Plenum Notes, Politics and Policy

Assessing the EU-China Investment Deal

Neither China nor the EU is willing to compromise on political issues.
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February 10, 2021 in Plenum Notes, Politics and Policy

Antitrust on Big Tech Falls Short

The final version of the antitrust guidelines was significantly milder than its draft form
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