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MARKETS AND FINANCE

Markets and FinancePlenum Notes
May 26, 2025

China Already Has a De Facto ZIRP

Many interest rates in China’s real economy are no higher than they were in the US during much of its ZIRP periods.
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Markets and FinancePlenum NotesU.S.-China
May 19, 2025

Weathering the Tariff Storm

The Chinese economy held up okay in April despite triple-digit US tariffs, with exports and industrial production outperforming expectations.
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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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POLITICS AND POLICY

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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Plenum NotesPolitics and Policy
March 6, 2025

More Spending and a Spotlight on Tech

The GDP target is unchanged from last year, while the projected aggregate deficit will be 10% of GDP, the largest since 2020.
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Plenum NotesPolitics and Policy
February 24, 2025

Provinces Dial Back 2025 Growth Targets

Most of China’s provinces set 2025 GDP growth targets at 5% or above, suggesting that the national target will remain at “around 5%”.
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US-CHINA

Plenum NotesU.S.-China
May 28, 2025

Congress Approaches China Cautiously

Lawmakers are approaching economic issues with caution, careful not to step on the White House’s toes.
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Plenum NotesU.S.-China
May 22, 2025

Trump’s Global Huawei Ban

The US has revised its export controls and attempted to issue a worldwide ban on the use of some Huawei chips.
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Markets and FinancePlenum NotesU.S.-China
May 19, 2025

Weathering the Tariff Storm

The Chinese economy held up okay in April despite triple-digit US tariffs, with exports and industrial production outperforming expectations.
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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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