plenumteam In COVID-19, Markets and Finance, Plenum Notes The Story Behind China’s Vaccination Drive China’s pace of vaccination has surpassed other countries’ in the past month. Continue Reading
plenumteam In Markets and Finance, Plenum Notes The End of the Lopsided Recovery Q1 was the peak for yoy growth, but sequential growth will be faster in Q2. Continue Reading
plenumteam In Markets and Finance, Plenum Notes Beijing Unlikely to Bail Out Huarong We believe the chance of a full bail-out of Huarong AMC is very low. Continue Reading
plenumteam In Markets and Finance, Plenum Notes What Comes After Alibaba’s Record Fine? Alibaba’s record fine is good news for the company. Continue Reading
plenumteam In Markets and Finance, Plenum Notes China’s Path to Carbon Neutrality Local governments have started to restrict steel production to control emissions. Continue Reading
plenumteam In Markets and Finance, Plenum Notes Examining China’s Balance of Payment USD/CNH has started to catch up with the broad strength of the USD and will continue to accelerate. Continue Reading
plenumteam In Markets and Finance, Plenum Notes The Peak of RMB Appreciation The relative cyclical changes in the US and China no longer favor the RMB. Continue Reading
plenumteam In Markets and Finance, Plenum Notes Three Risks in the Roaring Chinese A-share China’s A-share market is looking more risky after reaching new-high. Continue Reading
plenumteam In Markets and Finance, Plenum Notes More State Support for China’s Bank Recap Local government started to inject capital into smaller regional banks. Continue Reading
plenumteam In Markets and Finance, Plenum Notes Behind China’s Interbank Rates Surge The PBOC will inject more funds this week ahead of the Chinese New Year. Continue Reading
