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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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Markets and FinancePlenum Notes
September 23, 2020

What’s Next for the RMB?

The fundamentals still favor the RMB, but short USD/CNH is more risky now.
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Plenum NotesPolitics and Policy
September 21, 2020

How Will Beijing Unite the Private Sector？

Beijing wants to politically align the private sector through ideological work.
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Plenum NotesPolitics and PolicyU.S.-China
September 16, 2020

Beijing’s Thinking Toward Huawei and TikTok

Washington’s crackdown on Chinese technology companies continues to unfold this week.
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