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Markets and FinancePlenum Notes
May 29, 2023

What’s Next for China’s NEVs?

Supportive policies are back amid Beijing’s concerns about growth; past experiences suggest they could help put NEV sales over 9mn this year.
Markets and FinancePlenum Notes
May 23, 2023

After the Reopen Trade Fades

Chinese assets have all returned to their levels at the beginning of 2023 and the market is eager for more policy supports by Beijing.


May 2, 2023 in Markets and Finance, Plenum Notes

A Nascent Recovery

China's rapid recovery from the Covid pandemic in Q1 has outpaced market expectations and is on track to continue doing so.
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April 27, 2023 in Markets and Finance, Plenum Notes

Is the Hukou System Impeding Urbanization?

Beijing is building an alternative residency permit system that will provide social services and make hukou less important in many cities.
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April 18, 2023 in Markets and Finance, Plenum Notes

Out Like A Lamb And Outdoing Cynicism

Full year GDP growth is likely to be closer to 6.5% than 6%, and denialists may well have to change their minds.
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