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Plenum is an independent research platform that helps investors and businesses access forward-looking insights on the economy, politics, and policy. Our roots are in China-focused analysis, but our expertise spans a wide range of international issues - everything you need to keep track of opportunities and risks in an interconnected world.

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Plenum NotesU.S.-China
April 22, 2026

The Most Anti-China Agency Under Trump

The FCC has increasingly made the exclusion of Chinese companies from the US market a core part of its mission.
Plenum NotesPolitics and Policy
April 20, 2026

Three Fronts of the Anti-Corruption Drive

Beijing is cracking down on corruption in the military, among officials with backgrounds in Hunan, and in the financial sector.

RECENT RESEARCH

April 16, 2026 in Markets and Finance, Plenum Notes

Exports Drive a Solid Quarter

China’s GDP growth outperformed in Q1, with exports providing an even bigger boost than last year.
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April 13, 2026 in Markets and Finance, Plenum Notes, U.S.-China

China’s Legacy Chip Push

China has strengthened its position in legacy chipmaking, with legacy-node capacity roughly doubling over the past five years.
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April 10, 2026 in Markets and Finance, Plenum Notes, Special Briefs

Quick Take: PPI Turns Positive

A quick take on China's recent transition from deflation to inflation.
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