Plenum Notes

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.

plenumteam In Plenum Notes, U.S.-China

What Did the Alaska Meeting Achieve?

We expect the bilateral relationship to embark on a period of stabilization.

plenumteam In Plenum Notes, Politics and Policy

The 14th Five-Year Plan Sets Easy Targets

The 14th FYP sets fewer and lower targets than previous plans.

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.

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.

plenumteam In Plenum Notes, Politics and Policy

Assessing the EU-China Investment Deal

Neither China nor the EU is willing to compromise on political issues.

plenumteam In Plenum Notes, Politics and Policy

Antitrust on Big Tech Falls Short

The final version of the antitrust guidelines was significantly milder than its draft form

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.

plenumteam In Plenum Notes, Politics and Policy

Chinese Provinces Set Plans for 2021

Provinces put out some targets and policies to promote consumption, industrial upgrades, and innovation.

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.

Examining China’s Balance of Payment

What Did the Alaska Meeting Achieve?

The 14th Five-Year Plan Sets Easy Targets

The Peak of RMB Appreciation

Three Risks in the Roaring Chinese A-share

Assessing the EU-China Investment Deal

Antitrust on Big Tech Falls Short

More State Support for China’s Bank Recap

Chinese Provinces Set Plans for 2021

Behind China’s Interbank Rates Surge

Site Map

Contact Us