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Policy and Markets
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In China, politics and markets are intertwined in unique ways that are unfamiliar to many foreign investors. Our two product offerings draw strength on each other, and offer clients with 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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Markets and FinancePlenum Notes
January 25, 2021

Quarterly Chartbook: China’s Two-Speed Recovery Continues

For Q4, growth was higher than expected in part because the National Bureau of Statistics slightly revised down the 2019 numbers.
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COVID-19Plenum Notes
January 13, 2021

How Quickly Can China Vaccinate?

The latest outbreaks are dealing a blow to the recoveries of retail and some service sectors in the North.
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Plenum NotesPolitics and Policy
January 4, 2021

The Campaign Against China’s Big Tech

The whole campaign will last at least a year, and Alibaba's large competitors will also be affected.
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