Events

He Shujing discusses the latest trends and developments in China’s AI industry.

Chen Long discusses how the Chinese economy exceeded expectations in Q1 and how the blockade of the Strait of Hormuz has (and hasn’t) affected China.

Chen Long and Bo Zhengyuan discuss the 2026 Government Work Report and the 15th Five-Year Plan.

Chen Long discusses China’s economic data from 2025 and the near-term outlook for the RMB.

Chen Long discusses the recent Central Economic Work Conference and its implications for economic policy in 2026.

Chen Long and Bo Zhengyuan discuss the latest from the US-China relationship and what’s behind the concurrence of a strong stock market and struggling economy.

Chen Long and Bo Zhengyuan discuss Trump’s latest tariffs, Beijing’s response, and what we expect to happen next.

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.

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.