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Plenum is an independent research platform that helps investors and businesses access forward-looking insights on China's economy, politics, and policy - everything you need to keep track of the opportunities and risks in the world's second-largest economy.

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Markets and FinancePlenum NotesU.S.-China
March 31, 2025

Why Tariffs Haven’t Moved the USD/CNY

The USD/CNY spot rate has been quite stable over the past two months despite higher tariffs from the US, largely due to a weak USD.
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Plenum NotesU.S.-China
March 26, 2025

Port Saga Casts Doubt on US-China Deal

Beijing has expressed opposition to CK Hutchison’s plan to sell its Panama ports, and we doubt the deal can proceed as originally planned.
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China has continued to consolidate its role as the world’s top industrial robot market and production powerhouse.
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A “Just OK” Start to 2025

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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 from one another and offer clients the most forward-looking insights on China.

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