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MARKETS AND FINANCE

Markets and FinancePlenum Notes
May 9, 2025

Marginal Easing Before the Trade Talks

The PBOC cut policy rates by 10 bps but did not deliver any big surprises at its latest presser.
Markets and FinancePlenum Notes
April 28, 2025

Quarterly Chartbook: Turbulence, Tariffs, and Tech

In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
Markets and FinancePlenum NotesU.S.-China
April 24, 2025

Nvidia Walks a Tightrope in China

The US has imposed a new export ban on Nvidia’s China-tailored chip, but the company is likely to develop alternative product offerings in response.

POLITICS AND POLICY

Plenum NotesPolitics and Policy
March 6, 2025

More Spending and a Spotlight on Tech

The GDP target is unchanged from last year, while the projected aggregate deficit will be 10% of GDP, the largest since 2020.
Plenum NotesPolitics and Policy
February 24, 2025

Provinces Dial Back 2025 Growth Targets

Most of China’s provinces set 2025 GDP growth targets at 5% or above, suggesting that the national target will remain at “around 5%”.
Plenum NotesPolitics and Policy
February 13, 2025

Beijing’s Tech Replacement Rollout Begins

China’s central government has been begun swapping out its internal IT systems for homegrown alternatives.

US-CHINA

Plenum NotesU.S.-China
May 6, 2025

Answers to Your Trade War Questions

In my recent meetings with clients, most questions have been focused on one thing: the ongoing trade war between the US and China. Here are my thoughts on some of the most common concerns.
Markets and FinancePlenum NotesU.S.-China
April 24, 2025

Nvidia Walks a Tightrope in China

The US has imposed a new export ban on Nvidia’s China-tailored chip, but the company is likely to develop alternative product offerings in response.
Plenum NotesU.S.-China
April 22, 2025

What Chinese Exporters Say About Tariffs

We learned from a recent trip to the Canton Fair that China’s exports to the US are taking a huge hit but have not been wiped out.

WEBINARS

Events
April 9, 2025

Webinar: The Tariff Showdown

Chen Long and Bo Zhengyuan discuss Trump's latest tariffs, Beijing's response, and what we expect to happen next.
Events
February 19, 2025

Webinar: DeepSeek and the Rise of China’s Tech Stocks

Chen Long and He Shujing discuss the rapid rise of DeepSeek and its implications for the capital markets, as well as Xi's symposium with entrepreneurs.
Events
February 7, 2025

Webinar: The Early Days of a Second US-China Trade War

Chen Long and Bo Zhengyuan discuss the recent tit-for-tat tariffs between the US and China, China's new counter-offensive tools, and how the trade war might escalate from here.