Keep Track of China with Plenum Research

Plenum is an independent research platform that helps investors and businesses access forward-looking insights on China's economy, politics, and policy - everything you need to keep track of the opportunities and risks in the world's second-largest economy.

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Plenum NotesU.S.-China
August 28, 2024

Team Harris and China

Kamala Harris has remained largely silent about her China policy, partly due to her limited experience in dealing with the country.
Markets and FinancePlenum NotesPolitics and Policy
August 26, 2024

China Restricts Exports to Limited Effect

China is targeting critical minerals in which it has a comparative advantage over the West, but the controls have affected various products to different degrees.

RECENT RESEARCH

August 21, 2024 in Markets and Finance, Plenum Notes

Foreign Retailers in China Are Struggling

International retailers in China have been battered in 2024, with revenue falling broadly across many segments.
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August 19, 2024 in Markets and Finance, Plenum Notes

Stock Market Reform Has Fallen Flat

Recent market reforms have made some progress but fail to address the most fundamental problems facing Chinese equities.
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August 15, 2024 in Markets and Finance, Plenum Notes

Another Month of Disappointing Data

Domestic demand continued to be a big drag in July, and retail sales and investment were both underwhelming.
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Policy and Markets
Through One Unified Lens

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.

For Asset Managers

We help investors anticipate cycles and trends with on-the-ground, first-hand knowledge of the sectors and markets that shape China’s economy.

 

  • Hedge fund

  • Family office

  • Long-only

  • Private equity

For Corporations

Our granular-level analysis helps government affairs and public relations professionals identify policy risks and rewards.

 

  • Government affairs managers

  • Industry and trade associations

  • Business development professionals

  • Strategy teams