Events

Chen Long and Bo Zhengyuan discuss the outcome of the US election and the implications for the US-China relationship.

Chen Long discusses the outcome from the Ministry of Finance’s weekend press conference, the fiscal impact on the Chinese economy, and the latest market movements.

Chen Long discusses the economy’s performance in Q3, the upcoming major events in Q4, and the policy announcements made at the PBOC’s 24 September press conference.

Chen Long discusses the latest economic data and takes a look at what came out of the Third Plenum, and Bo Zhengyuan gives an update on the US presidential election and talks about what a second Trump term would mean for the US-China relationship.

Chen Long presents the latest analysis on China’s real estate sector and looks into questions on medium-term housing demand and when the market may start to bottom out.

Chen Long and Bo Zhengyuan discuss the implications of Biden’s new Section 301 tariffs and the PBOC’s plan to help local SOEs buy up unsold housing inventory.

Plenum partner Chen Long discusses what the recently released Q1 GDP data say about the state of China’s economy, talks about the RMB exchange rate, and explores the issue of excess capacity.

Chen Long discusses the 2024 meeting of the NPC and an updated economic policy outlook as we round out Q1.

Chen Long discusses the recently released economic data for 2023, the latest policy changes out of Beijing, and the market’s pessimism at the start of 2024.

Chen Long discusses the outcomes from the recent Central Economic Work Conference, some challenges we expect will continue into next year, and whether China will be able to meet its 2024 growth target.