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Policy and Markets
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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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Plenum NotesPolitics and Policy
July 1, 2020

Hong Kong National Security Law: What’s Next?

Beijing passed the Hong Kong National Security Law right before the 23rd anniversary of the handover. This is for both symbolic and practical reasons.
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Markets and FinancePlenum NotesPolitics and Policy
June 29, 2020

How Close Are Chinese ListCos to the Party?

Beijing’s top leaders want the Party to play a bigger role in listcos.
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Markets and FinancePlenum Notes
June 24, 2020

Chinese Banks Are Set to Take More Risks

Chinese banks have become less vulnerable than three years ago thanks to Beijing’s de-risking efforts since 2017.
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