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Plenum NotesPolitics and Policy
June 20, 2022

The Office Steering China’s Economy

After Liu retires, the Office will likely be headed by either He Lifeng or Han Wenxiu, each with different implications for the Office’s future.
Markets and FinancePlenum Notes
June 15, 2022

Bumpy Economy, Happy Market

The Chinese economy is recovering gradually from Covid lockdowns, with a stronger boost from external demand than domestic demand.
Markets and FinancePlenum Notes
June 13, 2022

Consumption Takes a Backseat in China

Prospects for consumption are dim while Covid-related disruption continues and consumption is pushed lower down the policy agenda.
Plenum NotesPolitics and Policy
June 8, 2022

Decoding China’s Political Hierarchy

The hierarchy includes rules that define each job and delineate the career pathways available to officials.

RECENT RESEARCH

June 6, 2022 in Plenum Notes, Politics and Policy

A New Era for Auto Makers

Local policies are more supportive of NEVs, not only via direct subsidies but also via infrastructure spending and city planning.
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June 1, 2022 in Plenum Notes, Politics and Policy

A Happy Duet…Still?

We do not believe there is a policy divergence between Xi Jinping and Li Keqiang, despite popular speculation.
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May 30, 2022 in Plenum Notes, U.S.-China

Congress Is Upping Its China Game

If the GOP takes back both chambers in the midterm elections, more China bills are likely to pass in the next couple of years.
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May 25, 2022 in Markets and Finance, Plenum Notes, Politics and Policy

Where Do China’s Tech Giants Stand?

Only a meeting between Xi and the tech leaders can signal a fundamental shift.
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May 23, 2022 in Markets and Finance, Plenum Notes

More Light or Another Tunnel?

Leading policy advisers across the ideological spectrum to call for more aggressive actions to boost consumption and housing.
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May 18, 2022 in Plenum Notes, U.S.-China

Can the Taiwan Status Quo Last?

The US handling of its “one China policy” is changing over time into something increasingly unfavorable to Beijing.
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