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Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
March 25, 2026

Vindication for Xi’s Supply-Side Focus

China stands in a relatively solid position thanks to its large domestic capacity for refined oil, fertilizers, and renewable energy.
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Markets and FinancePlenum Notes
March 23, 2026

Humanoid Robots Gain Footing in China

Chinese humanoid robot makers saw dramatic increases in funding and production last year.
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RECENT RESEARCH

March 18, 2026 in Plenum Notes, U.S.-China

Summit Postponed After Parley in Paris

Trump said that he will postpone his visit to China to focus on the war in Iran; late April now looks like the most likely time for a leaders’ summit.
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March 16, 2026 in Markets and Finance, Plenum Notes

A Good Start Buoyed by a Late Holiday

This year’s late Chinese New Year was a big boost for yoy growth in Jan-Feb, and we expect some moderation in March.
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March 11, 2026 in Markets and Finance, Plenum Notes

The RMB Is Still a Buy

The USD/CNY experienced a few volatile trading days, and the gap between the spot rate and fixing rate narrowed.
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