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MARKETS AND FINANCE
Markets and Finance
Plenum Notes
February 6, 2025
What DeepSeek’s Rise Means
Chinese private AI lab DeepSeek has launched the world’s most viral AI chatbot since ChatGPT.
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Markets and Finance
Plenum Notes
January 24, 2025
Quarterly Chartbook: China’s Economy Limps Into Trump Rematch
In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
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Markets and Finance
Plenum Notes
January 20, 2025
GDP Growth Is Not the Whole Story
China’s real GDP grew 5% in 2024 thanks to a pickup in Q4, but earnings growth in most sectors was barely above zero.
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POLITICS AND POLICY
Plenum Notes
Politics and Policy
January 15, 2025
No Slowdown of Anti-Corruption Efforts
President Xi continues to push for the anti-corruption campaign to be intensified, which will likely result in more investigations in 2025.
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Markets and Finance
Plenum Notes
Politics and Policy
November 18, 2024
Why Digital Walls Are Crumbling in China
China’s internet landscape has been undergoing a rapid transformation to one with freer competition and more open collaboration.
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Plenum Notes
Politics and Policy
U.S.-China
October 10, 2024
China’s Sanction Lists Are Growing
China has built up a sanction regime against foreign officials, foreign companies, and advocates of Taiwan independence.
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US-CHINA
Plenum Notes
U.S.-China
February 3, 2025
Trump’s First Salvo
Trump has fired the opening shot at China through the imposition of a 10-ppt across-the-board tariff hike on imports from China.
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Plenum Notes
U.S.-China
January 22, 2025
Trump Lays Groundwork for China Actions
The first day of the second Trump administration began with many executive actions, including an extension for TikTok, but no tariffs.
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Plenum Notes
U.S.-China
January 9, 2025
Trump’s Tariff War Chest
The second Trump administration is likely to deploy tools beyond Section 301 tariffs to expedite its trade war 2.0.
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WEBINARS
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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Events
November 7, 2024
Webinar: US-China Relations After the Elections
Chen Long and Bo Zhengyuan discuss the outcome of the US election and the implications for the US-China relationship.
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Events
October 15, 2024
Webinar: China’s Fiscal Measures and Economic Outlook
Chen Long discusses the outcome from the Ministry of Finance's weekend press conference, the fiscal impact on the Chinese economy, and the latest market movements.
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