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Markets and FinancePlenum Notes
November 23, 2022

What Next for Monetary Policy?

The PBOC has resorted to using structural monetary policy tools to more directly encourage banks to lend, but the impact will not be felt for some time.
Markets and FinancePlenum Notes
November 16, 2022

What a Difference Three Weeks Make

The October economic data is awful, but the market is looking forward rather than back, and this could be the beginning of the end for zero-Covid.

RECENT RESEARCH

September 28, 2022 in Markets and Finance, Plenum Notes

What Next for a Depreciating RMB?

The RMB will fall more against the USD as long as the USD remains strong.
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September 26, 2022 in Markets and Finance, Plenum Notes

China’s Global Quest for Lithium

Chinese companies have invested in multiple lithium projects in South America and Africa to hedge against dependency on Australia.
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September 21, 2022 in Markets and Finance, Plenum Notes

Chartbook: Will the Global Energy Crisis Affect China?

If China will feel the impact of the global energy crisis, it will likely be in its exports.
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