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MARKETS AND FINANCE

Markets and FinancePlenum NotesU.S.-China
September 29, 2025

Chinese Constellations Join the Night Skies

Satellite internet might only ever be a complementary service to 4G/5G in China, but local operators have their eyes on overseas markets.
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Markets and FinancePlenum Notes
September 25, 2025

The Renaissance of Chinese Tech Stocks

The Chinese equity rally is lasting into the fall, with tech stocks out in the lead.
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Markets and FinancePlenum Notes
September 16, 2025

TikTok on the Table

The US and China made progress during their latest trade talks in Spain, particularly on TikTok and drug-related money laundering.
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POLITICS AND POLICY

Markets and FinancePolitics and Policy
August 12, 2025

Hurdles for the War on Price Wars

Top leaders’ calls to end China’s price wars have prompted government and industry discussions on new rules.
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Plenum NotesPolitics and PolicyU.S.-China
July 30, 2025

Quick Take: Politburo and Stockholm

The July Politburo meeting readout did not prioritize supply-side policies as much as some had hoped, and it implied there will be less demand-side support.
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Markets and FinancePlenum NotesPolitics and Policy
July 21, 2025

Beijing Takes On the Price Wars

China’s leaders have signaled dissatisfaction with extreme competition in some sectors, and the market expects some measures to be taken.
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US-CHINA

Markets and FinancePlenum NotesU.S.-China
September 29, 2025

Chinese Constellations Join the Night Skies

Satellite internet might only ever be a complementary service to 4G/5G in China, but local operators have their eyes on overseas markets.
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Plenum NotesU.S.-China
September 22, 2025

US-China Status Quo Set to Last Into 2026

Trump and Xi will meet at APEC in October, but Trump’s China visit has been set for 2026, pointing to another tariff extension but no deal this year.
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Plenum NotesU.S.-China
September 11, 2025

Realistic Expectations for a US-China Deal

Washington and Beijing are racing to secure a Trump-Xi visit by the end of the year, but Trump has conditioned a visit on a trade deal being reached.
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WEBINARS

Events
September 26, 2025

Webinar: US-China and the Stock Market

Chen Long and Bo Zhengyuan discuss the latest from the US-China relationship and what's behind the concurrence of a strong stock market and struggling economy.
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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.
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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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