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Markets and FinancePlenum Notes
September 28, 2022

What Next for a Depreciating RMB?

The RMB will fall more against the USD as long as the USD remains strong.
Markets and FinancePlenum Notes
September 26, 2022

China’s Global Quest for Lithium

Chinese companies have invested in multiple lithium projects in South America and Africa to hedge against dependency on Australia.
Markets and FinancePlenum Notes
September 21, 2022

Chartbook: Will the Global Energy Crisis Affect China?

If China will feel the impact of the global energy crisis, it will likely be in its exports.
Plenum NotesPolitics and Policy
September 19, 2022

Weighing the Risks of the Taiwan Policy Act

The US Senate Foreign Relations Committee passed the Taiwan Policy Act, but with weakened language compared to the original version of the bill.


September 15, 2022 in Markets and Finance, Plenum Notes

Growth Is Still Shaky, Despite Appearances

China’s growth looked better in August, mainly due to the low base, but slowing exports are a concern and real estate has not recovered despite more easing.
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September 11, 2022 in Markets and Finance, Plenum Notes

Breaking Down China’s Export Boom

China’s trade surplus has exploded while other “export-oriented” nations saw shrinking surpluses, or deficits, which could be problematic for trade relations.
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September 7, 2022 in Plenum Notes, Politics and Policy

The Rules Behind the Reshuffle

Xi’s institutional reforms and anti-corruption efforts since 2012 have reshaped the transition process, minimizing the potential for internal manipulation.
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September 5, 2022 in Plenum Notes, Politics and Policy

No End in Sight for Dynamic Zero-Covid

It is highly unlikely that Beijing will abandon its dynamic-zero Covid policy after the 20th Party Congress in October.
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August 31, 2022 in Plenum Notes, Politics and Policy

Who Is He Lifeng?

He Lifeng, whose working relationship with Xi Jinping goes back forty years, stands a good chance of becoming vice premier.
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August 29, 2022 in Markets and Finance, Plenum Notes, U.S.-China

Assessing the US-China Audit Deal

The two sides appear to have different understandings of how the papers will be accessed, as well as the role of Chinese regulators in the inspection process.
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