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.
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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.
Plenum partners Chen Long and Feng Chucheng discuss the current pace of China’s economic recovery and the outlook of the upcoming NPC meeting.
Plenum partners discuss how quickly China recovers from the Covid tsunami and other key questions for 2023.
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.
Plenum partners Chen Long and Bo Zhengyuan discuss the implications for US-China relations of the US midterm elections.