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.
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.