Events

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.

Chen Long discusses the recent July Politburo meeting, expectations for China’s economic performance in the second half of the year, and Beijing’s renewed focus on courting private business.

Chen Long discusses China’s slowing economic growth, policy options for stimulus, outlook for the rest of 2023 and his findings from recent client trips.

Plenum partners Chen Long and Guo Shan discuss China’s latest economic data, market debates about the recovery, and outlook for various asset classes.