Keep Track of China with Plenum Research

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.

Request Trial
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.

RECENT RESEARCH

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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More
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.
Read More

View More Sample Research

Delivered weekly to our institutional subscribers. Log in now.

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.

For Asset Managers

We help investors anticipate cycles and trends with on-the-ground, first-hand knowledge of the sectors and markets that shape China’s economy.

 

  • Hedge fund

  • Family office

  • Long-only

  • Private equity

For Corporations

Our granular-level analysis helps government affairs and public relations professionals identify policy risks and rewards.

 

  • Government affairs managers

  • Industry and trade associations

  • Business development professionals

  • Strategy teams

Go Beyond the Headlines

We offer a one-month, no-obligation free trial of our research notes, including access to the research archive and our monthly webinar.

Request Trial