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MARKETS AND FINANCE

Markets and FinancePlenum Notes
January 20, 2025

GDP Growth Is Not the Whole Story

China’s real GDP grew 5% in 2024 thanks to a pickup in Q4, but earnings growth in most sectors was barely above zero.
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Markets and FinancePlenum Notes
January 13, 2025

The RMB’s Renewed Battle

The PBOC has continued to control the RMB by capping the fixing rate, but it will face pressure to let it fall more if Trump quickly announces tariffs.
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Markets and FinancePlenum Notes
January 7, 2025

Local Brands Take a Bite Out of Apple

Apple underperformed both the overall market and the premium segment in 2024 after gaining market share in China for the past five years.
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POLITICS AND POLICY

Plenum NotesPolitics and Policy
January 15, 2025

No Slowdown of Anti-Corruption Efforts

President Xi continues to push for the anti-corruption campaign to be intensified, which will likely result in more investigations in 2025.
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Markets and FinancePlenum NotesPolitics and Policy
November 18, 2024

Why Digital Walls Are Crumbling in China

China’s internet landscape has been undergoing a rapid transformation to one with freer competition and more open collaboration.
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Plenum NotesPolitics and PolicyU.S.-China
October 10, 2024

China’s Sanction Lists Are Growing

China has built up a sanction regime against foreign officials, foreign companies, and advocates of Taiwan independence.
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US-CHINA

Plenum NotesU.S.-China
January 22, 2025

Trump Lays Groundwork for China Actions

The first day of the second Trump administration began with many executive actions, including an extension for TikTok, but no tariffs.
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Plenum NotesU.S.-China
January 9, 2025

Trump’s Tariff War Chest

The second Trump administration is likely to deploy tools beyond Section 301 tariffs to expedite its trade war 2.0.
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Plenum NotesU.S.-China
December 10, 2024

The Tech War Rages On

China responded to the latest US measures with its own mineral export controls and opened an antitrust case against Nvidia.
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WEBINARS

Events
December 19, 2024

Webinar: CEWC Takeaways and US-China in 2025

Chen Long and Bo Zhengyuan discuss takeaways from the Central Economic Work Conference and US-China relations in the year ahead.
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Events
November 7, 2024

Webinar: US-China Relations After the Elections

Chen Long and Bo Zhengyuan discuss the outcome of the US election and the implications for the US-China relationship.
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Events
October 15, 2024

Webinar: China’s Fiscal Measures and Economic Outlook

Chen Long discusses the outcome from the Ministry of Finance's weekend press conference, the fiscal impact on the Chinese economy, and the latest market movements.
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