plenumteam

plenumteam In COVID-19, Markets and Finance, Plenum Notes

The Story Behind China’s Vaccination Drive

China’s pace of vaccination has surpassed other countries’ in the past month.

plenumteam In Plenum Notes, U.S.-China

Taiwan Tensions Are More Theater Than Threat

As long as the US upholds the one-China policy, Beijing will not be incentivized to unilaterally change the status quo.

plenumteam In Markets and Finance, Plenum Notes

The End of the Lopsided Recovery

Q1 was the peak for yoy growth, but sequential growth will be faster in Q2.

plenumteam In Markets and Finance, Plenum Notes

Beijing Unlikely to Bail Out Huarong

We believe the chance of a full bail-out of Huarong AMC is very low.

plenumteam In Markets and Finance, Plenum Notes

What Comes After Alibaba’s Record Fine?

Alibaba’s record fine is good news for the company.

plenumteam In Markets and Finance, Plenum Notes

China’s Path to Carbon Neutrality

Local governments have started to restrict steel production to control emissions.

plenumteam In Plenum Notes, Politics and Policy

Beijing Moves SOE Managers to Local Governments

Six senior state-owned enterprise (SOE) managers have been promoted to provincial vice governorships

plenumteam In Markets and Finance, Plenum Notes

Examining China’s Balance of Payment

USD/CNH has started to catch up with the broad strength of the USD and will continue to accelerate.

plenumteam In Plenum Notes, U.S.-China

What Did the Alaska Meeting Achieve?

We expect the bilateral relationship to embark on a period of stabilization.

plenumteam In Plenum Notes, Politics and Policy

The 14th Five-Year Plan Sets Easy Targets

The 14th FYP sets fewer and lower targets than previous plans.

The Story Behind China’s Vaccination Drive

Taiwan Tensions Are More Theater Than Threat

The End of the Lopsided Recovery

Beijing Unlikely to Bail Out Huarong

What Comes After Alibaba’s Record Fine?

China’s Path to Carbon Neutrality

Beijing Moves SOE Managers to Local Governments

Examining China’s Balance of Payment

What Did the Alaska Meeting Achieve?

The 14th Five-Year Plan Sets Easy Targets

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