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Markets and FinancePlenum Notes
November 27, 2024

The PBOC Reshuffles Its Balance Sheet

The central bank may choose to pursue QE in the near future, as China’s interest rate is not much above zero.
Markets and FinancePlenum NotesU.S.-China
November 25, 2024

The RMB in a Second US-China Trade War

Fewer exports to the US and a cheaper valuation may provide a bigger buffer for the RMB than it had in 2018, but the scale of Trump’s tariffs is key.

RECENT RESEARCH

November 20, 2024 in Plenum Notes, U.S.-China

More Clarity on Trump 2.0 and China

Executive actions will lead as Trump’s main policy tool for a trade war 2.0 with China, and the Republican Congress will swiftly follow up with legislation.
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November 18, 2024 in Markets and Finance, Plenum Notes, Politics and Policy

Why Digital Walls Are Crumbling in China

China’s internet landscape has been undergoing a rapid transformation to one with freer competition and more open collaboration.
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November 15, 2024 in Markets and Finance, Plenum Notes

Pro-Growth Policies Continue to Heal

Exports, retail sales, and home sales delivered positive surprises in October.
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Policy and Markets
Through One Unified Lens

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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