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MARKETS AND FINANCE

Markets and FinancePlenum Notes
January 19, 2026

Demand Slides Further in December

Exports and industrial activity were solid in December, while retail sales, real estate, and investment were all weak.
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Markets and FinancePlenum Notes
January 14, 2026

The World’s First AI IPOs

Two Chinese LLM startups were listed in Hong Kong last week and saw their share prices surge significantly.
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Markets and FinancePlenum Notes
January 12, 2026

Car Sales Crash in December

Domestic passenger car sales had a double-digit yoy decline in December 2025.
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POLITICS AND POLICY

Plenum NotesPolitics and Policy
January 21, 2026

Another Record Year for Anti-Corruption

Academic societies and industry associations were added as a key focus of the campaign, and the CCDI vowed to crack down on extravagant lifestyles.
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Markets and FinancePlenum NotesPolitics and Policy
December 12, 2025

CEWC Less Dovish This Year

This year’s Central Economic Work Conference struck a notably more relaxed tone on growth.
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Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
December 8, 2025

What I’ve Told Clients in Late 2025

My outlook on China’s economy and stock market next year is more cautious than many people’s.
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US-CHINA

Plenum NotesU.S.-China
January 7, 2026

A Chilly Start to the New Year for US-China

The text of the deal reached in Busan has still not been released, and purchase commitments do not seem to be following the original timeline.
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Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
December 8, 2025

What I’ve Told Clients in Late 2025

My outlook on China’s economy and stock market next year is more cautious than many people’s.
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Markets and FinancePlenum NotesU.S.-China
December 1, 2025

Powering the AI Race

The power consumption of Sam Altman’s most ambitious data center plans would be hard for even China or the US to accommodate.
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WEBINARS

Events
December 16, 2025

Webinar: Takeaways from the CEWC

Chen Long discusses the recent Central Economic Work Conference and its implications for economic policy in 2026.
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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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