Plenum partners Chen Long and Guo Shan discuss the loosening of China’s Covid restrictions, the economic outlook for 2023, and what all this means for investors.
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Plenum partners Chen Long and Bo Zhengyuan discuss the implications for US-China relations of the US midterm elections.
Plenum partners Chen Long and Shan Guo discussed Plenum’s latest analysis of China’s long-term housing demand and its implications for growth.
Plenum partners Chen Long and Guo Shan discuss China’s recent threatened mortgage boycott, Q2 GDP data, and the economic outlook.
Plenum partners Chen Long, Bo Zhengyuan and Feng Chucheng discuss China’s economic recovery and the latest developments in US-China relations.
Chen Long, Feng Chucheng, and Guo Shan discuss the the outlook for China’s dynamic zero-Covid policy and the upcoming economic stimulus policy.
Chen Long and Bo Zhengyuan discuss some key questions for the Chinese economy and US-China relations in the new year. Questions include China’s covid strategy, regulatory crackdown, monetary policy, real estate policy, tariff change, US sanctions, and overseas listing rules.
Chen Long and Guo Shan discuss the main takeaways from the 2022 annual Central Economic Work Conference.