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Markets and FinancePlenum Notes
February 11, 2026

China Unmuzzles Antitrust Watchdog

SAMR has opened an antitrust investigation into Trip.com, which will likely result in remedial measures and a large fine.
Markets and FinancePlenum Notes
February 9, 2026

Beijing Needs More Fiscal Resources

Beijing needs to look for new channels for fiscal revenue, and tax hikes on undertaxed and profitable sectors would make sense.

RECENT RESEARCH

February 4, 2026 in Plenum Notes, U.S.-China

Chartbook: The US-China Equilibrium Will Face Tests in 2026

In this chartbook, we walk you through the latest developments in the US-China relationship and offer our outlook.
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February 2, 2026 in Markets and Finance, Plenum Notes

Behind the Commercial Aerospace Rally

Chinese aerospace stocks recently went on a big rally, driven by signals that the commercial arm of the sector is gaining momentum.
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January 28, 2026 in Markets and Finance, Plenum Notes

Chartbook: Slowing Growth, Booming Market

In this chartbook, we walk you through the biggest stories of China's economy in 2025.
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