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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
November 18, 2020

Beijing Warns Tech Giants with Antitrust Rules

The newly released Guideline strengthens China’s Antitrust Law by addressing major loopholes abused by tech giants.
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Markets and FinancePlenum Notes
November 16, 2020

Easing Still Unlikely Despite Credit Turmoil

The latest credit market turmoil was triggered by defaults from local SOEs; this could cause a halt of bond issuance and slower credit growth
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Plenum NotesPolitics and Policy
November 11, 2020

Social Security Collection Changes Hands

Tax bureaus are now responsible for collecting firms’ social security payments in all provinces, though most of them do not yet verify the payments’ accuracy
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