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MARKETS AND FINANCE

Markets and FinancePlenum Notes
June 16, 2025

Retail Shines, Real Estate Struggles

Strong retail sales, decent exports to non-US regions, and more industrial upgrades propped up the Chinese economy in May.
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Markets and FinancePlenum Notes
June 9, 2025

How Fast Are Wages Growing in China?

Wage growth according to last year’s household survey looks suspiciously high.
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Markets and FinancePlenum Notes
June 5, 2025

Checking In On China’s Most Favored Firms

The number of “little giant” companies has rapidly multiplied in recent years, but most of them never see any central government subsidy money.
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POLITICS AND POLICY

Plenum NotesPolitics and PolicyU.S.-China
June 23, 2025

How Is Beijing Thinking About Iran?

China’s relationship with Iran is focused on crude oil above all; claims of close ties are mostly exaggerated.
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Plenum NotesPolitics and Policy
June 12, 2025

Party Discipline Takes Down More Officials

The Party’s anti-corruption campaign continues to accelerate, with several high-profile investigations recently launched.
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Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
May 15, 2025

The Southeast Asia Tariff Puzzle

The dizzying escalation and de-escalation of tariffs has made Chinese companies’ decisions around offshoring production much more complicated.
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US-CHINA

Plenum NotesPolitics and PolicyU.S.-China
June 23, 2025

How Is Beijing Thinking About Iran?

China’s relationship with Iran is focused on crude oil above all; claims of close ties are mostly exaggerated.
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Plenum NotesU.S.-China
June 18, 2025

Foggy Outcomes From London

It has been a week since US and Chinese negotiators wrapped up talks in London, but details on outcomes from the meeting have been slow to emerge.
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Plenum NotesU.S.-China
June 3, 2025

The Moving Pieces of a Shaky Tariff Truce

The US and China have traded accusations, each claiming the other has violated the Geneva tariff truce.
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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.
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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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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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