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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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Markets and FinancePlenum NotesU.S.-China
April 11, 2024

China Races to Catch Up in Generative AI

Despite moving early to control generative AI, China has been highly proactive in releasing policies to encourage the growth of the industry.
Markets and FinancePlenum Notes
April 8, 2024

Is the Market Right to Short the RMB?

The USD/CNY spot is trading next to its theoretical upper limit, as the market keeps pushing for a lower RMB exchange rate.

RECENT RESEARCH

April 3, 2024 in Plenum Notes, U.S.-China

Xi and Biden Check In

Yesterday’s call between presidents Xi and Biden was the first since their meeting in November; Xi raised concerns about Taiwan and US sanctions.
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April 2, 2024 in Markets and Finance, Plenum Notes

Explaining the Lithium Price Swings

China’s lithium price has seen a mild rebound after falling 80% in 2023 as a result of rapidly expanding capacity.
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March 28, 2024 in Plenum Notes, Politics and Policy

China Eases Data Transfer Rules

China has eased its outbound data transfer regulations as part of an effort to improve the business environment for foreign companies amidst plummeting FDI.
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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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