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Markets and FinancePlenum Notes
June 22, 2026

Self-Driving Comes to Chinese Logistics

Nearly 30,000 robovans were deployed across China in 2025, and growth is accelerating fast; JD alone aims to have 1 million robovans by 2030.
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Markets and FinancePlenum Notes
June 16, 2026

AI Sole Buoy of Dragging Economy in May

May extended the Chinese economy’s rough patch; the only bright spots were in AI-related sectors.
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RECENT RESEARCH

June 15, 2026 in Markets and Finance, Plenum Notes

The Campaign to Boost Basic Research

China invests a lot in R&D, but a disproportionately small amount of its R&D spending goes to basic research.
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June 10, 2026 in Plenum Notes, U.S.-China

Impact of CMC Additions Limited For Now

The US updated its Chinese Military Companies list, adding many big names across a wide range of strategic industries.
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June 8, 2026 in Markets and Finance, Plenum Notes

Recent Questions from Clients

Here are my answers to the most common questions raised by clients in our recent meetings.
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