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.
Chen Long and Bo Zhengyuan discuss the recent meeting between presidents Xi and Biden in San Francisco, the upcoming election in Taiwan, and some recent developments in the economy.
Chen Long and Bo Zhengyuan discuss the recently released Q3 2023 economic data, US-China relations, and the forecast for the rest of the year into 2024.
Chen Long discusses China’s recent real estate policy easing, the surprising performance of the commodity market, and whether the economy is turning around.
