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MARKETS AND FINANCE

Markets and FinancePlenum Notes
August 25, 2025

Estimating China’s Housing Wealth Decline

China's real estate market correction has erased RMB 44-80trn in household wealth from peak, leaving most post-2016 homebuyers sitting on losses.
Markets and FinancePlenum Notes
August 19, 2025

The “Slow Bull” in the A-Share Market

Chinese A-shares have staged a slow but steady rally since late June.
Markets and FinancePlenum Notes
August 18, 2025

Humanoid Robots Take to the Stage

The humanoid robot industry is pursuing an “entertainment first” approach for now, but the ultimate goal is viability in more practical applications.

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 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.
Plenum NotesU.S.-China
July 17, 2025

US Targets More Chinese Firms

The Trump administration has taken several steps in recent weeks to place Chinese companies under greater scrutiny.

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.