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MARKETS AND FINANCE

Markets and FinancePlenum Notes
October 9, 2025

Digging Into China’s Soaring Car Exports

China’s passenger car exports have continued to grow rapidly, with EV exports increasing faster than ICE car exports this year.
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Markets and FinancePlenum NotesU.S.-China
September 29, 2025

Chinese Constellations Join the Night Skies

Satellite internet might only ever be a complementary service to 4G/5G in China, but local operators have their eyes on overseas markets.
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Markets and FinancePlenum Notes
September 25, 2025

The Renaissance of Chinese Tech Stocks

The Chinese equity rally is lasting into the fall, with tech stocks out in the lead.
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POLITICS AND POLICY

Markets and FinancePolitics and Policy
August 12, 2025

Hurdles for the War on Price Wars

Top leaders’ calls to end China’s price wars have prompted government and industry discussions on new rules.
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Plenum NotesPolitics and PolicyU.S.-China
July 30, 2025

Quick Take: Politburo and Stockholm

The July Politburo meeting readout did not prioritize supply-side policies as much as some had hoped, and it implied there will be less demand-side support.
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Markets and FinancePlenum NotesPolitics and Policy
July 21, 2025

Beijing Takes On the Price Wars

China’s leaders have signaled dissatisfaction with extreme competition in some sectors, and the market expects some measures to be taken.
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US-CHINA

Plenum NotesU.S.-China
October 16, 2025

Behind the Recent US-China Escalation

The BIS’s new “50% rule” is already having a significant impact on Chinese companies.
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Plenum NotesU.S.-China
October 13, 2025

Beijing Wants To Talk More, Not Less

Beijing decided to carry out new export controls on rare earths and launch its own version of the US foreign direct product rule.
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Markets and FinancePlenum NotesU.S.-China
September 29, 2025

Chinese Constellations Join the Night Skies

Satellite internet might only ever be a complementary service to 4G/5G in China, but local operators have their eyes on overseas markets.
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WEBINARS

Events
September 26, 2025

Webinar: US-China and the Stock Market

Chen Long and Bo Zhengyuan discuss the latest from the US-China relationship and what's behind the concurrence of a strong stock market and struggling economy.
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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.
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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.
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