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Markets and FinancePlenum Notes
March 11, 2024

China Remains a Deflationary Force

China’s CPI rebound is good news, but it was largely a result of the Chinese New Year effect; it is still too early to say that what we are seeing is reflation.
Markets and FinancePlenum NotesPolitics and Policy
March 5, 2024

More Spending, Less Talking

The GDP growth target and fiscal measures laid out in this year’s government work report were largely expected by the market.

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February 28, 2024 in Markets and Finance, Plenum Notes

Does the A-Share Rebound Have Legs?

The A-share market has bounced back thanks to intervention from Beijing, but bond yields are still falling to new lows.
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February 26, 2024 in Markets and Finance, Plenum Notes

How China Sold More for Less

The prices of Chinese exports fell last year, causing export value to drop despite China selling more products.
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February 21, 2024 in Plenum Notes, U.S.-China

What Would Trump 2.0 Spell for China?

Trump’s reelection would trigger another round of escalatory economic warfare with China, characterized by tariff hikes and expansive decoupling.
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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 from one another and offer clients the most forward-looking insights on China.

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