Categories

Our institutional subscribers receive frequent updates from Plenum. To view the full research archive, request a free trial.

MARKETS AND FINANCE

Markets and FinancePlenum Notes
April 18, 2024

Beijing’s Hands-off Policy with Developers

Beijing’s overall approach has been very hands-off; it has neither offered to rescue developers in trouble nor shut down the insolvent ones.
plenumteam
0
Markets and FinancePlenum Notes
April 16, 2024

Strong Production, Weak Prices

China’s real GDP growth in Q1 beat expectations thanks to strong production.
plenumteam
0
Markets and FinancePlenum NotesU.S.-China
April 11, 2024

China Races to Catch Up in Generative AI

Despite moving early to control generative AI, China has been highly proactive in releasing policies to encourage the growth of the industry.
plenumteam
0

POLITICS AND POLICY

Plenum NotesPolitics and Policy
April 22, 2024

Who are China’s Leaders Visiting?

Patterns that emerge from visits by China’s top leaders to local industries can offer insights into national plans and priorities.
plenumteam
0
Plenum NotesPolitics and Policy
March 28, 2024

China Eases Data Transfer Rules

China has eased its outbound data transfer regulations as part of an effort to improve the business environment for foreign companies amidst plummeting FDI.
plenumteam
0
Markets and FinancePlenum NotesPolitics and Policy
March 5, 2024

More Spending, Less Talking

The GDP growth target and fiscal measures laid out in this year’s government work report were largely expected by the market.
plenumteam
0

US-CHINA

Plenum NotesU.S.-China
April 25, 2024

What Comes After the TikTok Bill

Attaching the bill to a major foreign aid package and extending the divestiture timeframe helped the bill clear political hurdles in the Senate.
plenumteam
0
Markets and FinancePlenum NotesU.S.-China
April 11, 2024

China Races to Catch Up in Generative AI

Despite moving early to control generative AI, China has been highly proactive in releasing policies to encourage the growth of the industry.
plenumteam
0
Plenum NotesU.S.-China
April 3, 2024

Xi and Biden Check In

Yesterday’s call between presidents Xi and Biden was the first since their meeting in November; Xi raised concerns about Taiwan and US sanctions.
plenumteam
0

WEBINARS

Events
April 22, 2024

Webinar: Q1 GDP Data, RMB Exchange Rate, and Excess Capacity

Plenum partner Chen Long discusses what the recently released Q1 GDP data say about the state of China's economy, talks about the RMB exchange rate, and explores the issue of excess capacity.
plenumteam
0
Events
March 13, 2024

Webinar: 2024 NPC Meeting and Economic Policy Outlook

Chen Long discusses the 2024 meeting of the NPC and an updated economic policy outlook as we round out Q1.
plenumteam
0
Events
January 25, 2024

Webinar: Market Pessimism in the New Year

Chen Long discusses the recently released economic data for 2023, the latest policy changes out of Beijing, and the market's pessimism at the start of 2024.
plenumteam
0