Categories

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MARKETS AND FINANCE

Markets and FinancePlenum Notes
September 8, 2025

China’s Road to Hands-Free Driving

China has emerged as a leader in advanced self-driving technology, with local companies now offering an experience comparable to Tesla’s FSD in the US.
Markets and FinancePlenum Notes
September 4, 2025

Behind the Cambricon Rally

Cambricon has become a market favorite amid the recent A-share rally, supported by increased profitability and China’s booming AI demand.
Markets and FinancePlenum Notes
September 2, 2025

RMB Catch-Up Still Underway

The PBOC may have shifted its stance on the exchange rate, signaling a preference for a stronger RMB against the USD.

POLITICS AND POLICY

Markets and FinancePolitics and Policy
August 12, 2025

Hurdles for the War on Price Wars

Top leaders’ calls to end China’s price wars have prompted government and industry discussions on new rules.
Plenum NotesPolitics and PolicyU.S.-China
July 30, 2025

Quick Take: Politburo and Stockholm

The July Politburo meeting readout did not prioritize supply-side policies as much as some had hoped, and it implied there will be less demand-side support.
Markets and FinancePlenum NotesPolitics and Policy
July 21, 2025

Beijing Takes On the Price Wars

China’s leaders have signaled dissatisfaction with extreme competition in some sectors, and the market expects some measures to be taken.

US-CHINA

Plenum NotesU.S.-China
September 11, 2025

Realistic Expectations for a US-China Deal

Washington and Beijing are racing to secure a Trump-Xi visit by the end of the year, but Trump has conditioned a visit on a trade deal being reached.
Plenum NotesPolitics and PolicyU.S.-China
July 30, 2025

Quick Take: Politburo and Stockholm

The July Politburo meeting readout did not prioritize supply-side policies as much as some had hoped, and it implied there will be less demand-side support.
Plenum NotesU.S.-China
July 23, 2025

What Nvidia’s China Deal Really Means

Nvidia’s H20 chips are available for sale in China again; CEO Jensen Huang has been highly active in engaging with leaders in both the US and China this year.

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.
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.
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.