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.
Continue Reading
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.
Chen Long and Bo Zhengyuan discuss takeaways from the Central Economic Work Conference and US-China relations in the year ahead.
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.