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Markets and FinancePlenum Notes
October 18, 2021

Further Into The Trough

GDP growth could slide to near 3% in Q4 as President Xi grows more tolerant of a short-term slowdown.
Markets and FinancePlenum Notes
October 11, 2021

Beijing in No Rush to Ease Property Policy

We saw early signs of easing from local governments, but Beijing is unlikely to change stance before December.
Markets and FinancePlenum Notes
October 5, 2021

Beijing Rewrites Rules for Macau’s Casinos

The change is part of Beijing’s wider plan to include Macau in its broader counter-sanction regime.
Markets and FinancePlenum Notes
September 29, 2021

What’s Behind China’s Power Crunch

Energy policies carry very high political priority, and are hard to reverse.


September 27, 2021 in Plenum Notes, U.S.-China

A Good Week For US-China Relations

Meng Wanzhou’s release follows hot on the heels of Xi’s commitment to end overseas coal project funding.
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September 23, 2021 in Markets and Finance, Plenum Notes

Is China Braced for an Electricity Price Hike?

Beijing is pushing market reform and creating new mechanisms for renewable firms to profit.
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September 20, 2021 in Markets and Finance, Plenum Notes

Evergrande Is Not Lehman

The financial risks are manageable because domestic banks’ exposure is limited.
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September 15, 2021 in Markets and Finance, Plenum Notes

The Good, the Bad, and the Ugly

The Chinese slowdown deepened in August, with exports the only bright spot.
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September 8, 2021 in Plenum Notes, Politics and Policy

China’s Financial Decisionmakers Face Reshuffle

Reshuffles in China’s financial and economic sector are looming.
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September 7, 2021 in Plenum Notes, Politics and Policy

What Does Antitrust Mean in China?

China uses antitrust as a tool to achieve political and economic objectives.
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