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MARKETS AND FINANCE

Markets and FinancePlenum Notes
March 19, 2025

A New Powerhouse in Industrial Robotics

China has continued to consolidate its role as the world’s top industrial robot market and production powerhouse.
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Markets and FinancePlenum Notes
March 17, 2025

A “Just OK” Start to 2025

Industrial value-added and retail sales looked fine in Jan-Feb, while exports were quite weak.
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Markets and FinancePlenum Notes
March 12, 2025

China’s Bond Bull Run May Be Over

Market interest rates have gone up despite a supposed loosening of monetary policy, and the PBOC has stopped buying bonds; sentiment has improved.
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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.
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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%”.
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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.
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US-CHINA

Plenum NotesU.S.-China
March 5, 2025

China Strikes Back, Again

China has announced multiple retaliatory measures in response to the US’s latest 10-ppt tariff hike on Chinese goods.
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Plenum NotesU.S.-China
March 3, 2025

Shifts in US-China Trade Since Trump 1.0

Changes in the US-China trade portfolio between 2017 and 2024 highlight the shifting of some US supply chains away from China.
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Plenum NotesU.S.-China
February 27, 2025

Trump’s Investment Decoupling Plan

Trump has outlined his vision for US-China investment decoupling in a recent policy memo.
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WEBINARS

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.
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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.
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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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