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Plenum NotesPolitics and Policy
January 21, 2026

Another Record Year for Anti-Corruption

Academic societies and industry associations were added as a key focus of the campaign, and the CCDI vowed to crack down on extravagant lifestyles.
Markets and FinancePlenum Notes
January 19, 2026

Demand Slides Further in December

Exports and industrial activity were solid in December, while retail sales, real estate, and investment were all weak.

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January 14, 2026 in Markets and Finance, Plenum Notes

The World’s First AI IPOs

Two Chinese LLM startups were listed in Hong Kong last week and saw their share prices surge significantly.
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January 12, 2026 in Markets and Finance, Plenum Notes

Car Sales Crash in December

Domestic passenger car sales had a double-digit yoy decline in December 2025.
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January 7, 2026 in Plenum Notes, U.S.-China

A Chilly Start to the New Year for US-China

The text of the deal reached in Busan has still not been released, and purchase commitments do not seem to be following the original timeline.
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