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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.
Markets and FinancePlenum Notes
April 19, 2021

The End of the Lopsided Recovery

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

Beijing Unlikely to Bail Out Huarong

We believe the chance of a full bail-out of Huarong AMC is very low.
Markets and FinancePlenum Notes
April 12, 2021

What Comes After Alibaba’s Record Fine?

Alibaba’s record fine is good news for the company.

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 8, 2021 in Markets and Finance, Plenum Notes

China’s Path to Carbon Neutrality

Local governments have started to restrict steel production to control emissions.
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April 6, 2021 in Plenum Notes, Politics and Policy

Beijing Moves SOE Managers to Local Governments

Six senior state-owned enterprise (SOE) managers have been promoted to provincial vice governorships
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March 31, 2021 in Markets and Finance, Plenum Notes

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.
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