Categories

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MARKETS AND FINANCE

Markets and FinancePlenum Notes
July 7, 2025

Uncovering New Patterns in China’s BOP

China’s current account surplus rose to a record high in Q1.
Markets and FinancePlenum NotesU.S.-China
July 2, 2025

Demand for Chip Tools Strong But Waning

China continued to consolidate its position as a key market for chipmaking equipment in 2024, but the outlook for 2025 is less optimistic.
Markets and FinancePlenum Notes
June 30, 2025

The USD/CNH Has More Room to Fall

The RMB has risen modestly against the USD in recent weeks due to the USD’s renewed weakness, but it still lags other currencies.

POLITICS AND POLICY

Plenum NotesPolitics and PolicyU.S.-China
June 23, 2025

How Is Beijing Thinking About Iran?

China’s relationship with Iran is focused on crude oil above all; claims of close ties are mostly exaggerated.
Plenum NotesPolitics and Policy
June 12, 2025

Party Discipline Takes Down More Officials

The Party’s anti-corruption campaign continues to accelerate, with several high-profile investigations recently launched.
Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
May 15, 2025

The Southeast Asia Tariff Puzzle

The dizzying escalation and de-escalation of tariffs has made Chinese companies’ decisions around offshoring production much more complicated.

US-CHINA

Plenum NotesU.S.-China
July 9, 2025

Another Round of Tariff Bluffs?

Trump has threatened more tariff hikes by 1 August, but markets believe it is another case of TACO.
Markets and FinancePlenum NotesU.S.-China
July 2, 2025

Demand for Chip Tools Strong But Waning

China continued to consolidate its position as a key market for chipmaking equipment in 2024, but the outlook for 2025 is less optimistic.
Plenum NotesPolitics and PolicyU.S.-China
June 23, 2025

How Is Beijing Thinking About Iran?

China’s relationship with Iran is focused on crude oil above all; claims of close ties are mostly exaggerated.

WEBINARS

Events
April 9, 2025

Webinar: The Tariff Showdown

Chen Long and Bo Zhengyuan discuss Trump's latest tariffs, Beijing's response, and what we expect to happen next.
Events
February 19, 2025

Webinar: DeepSeek and the Rise of China’s Tech Stocks

Chen Long and He Shujing discuss the rapid rise of DeepSeek and its implications for the capital markets, as well as Xi's symposium with entrepreneurs.
Events
February 7, 2025

Webinar: The Early Days of a Second US-China Trade War

Chen Long and Bo Zhengyuan discuss the recent tit-for-tat tariffs between the US and China, China's new counter-offensive tools, and how the trade war might escalate from here.