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MARKETS AND FINANCE

Markets and FinancePlenum Notes
December 16, 2024

Real Estate Gains as Retail Wanes

New home sales showed positive growth for the first time since 2021, but retail sales growth slowed much more than expected.
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Markets and FinancePlenum Notes
December 13, 2024

CEWC Doubles Down on Easing

China’s leadership has vowed to carry out more pro-growth measures in 2025.
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Markets and FinancePlenum Notes
December 5, 2024

Chinese AI’s Consumer Business Problem

China’s AI companies are under immense financial pressure due to limited funding and rising computational costs.
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POLITICS AND POLICY

Markets and FinancePlenum NotesPolitics 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 NotesPolitics and PolicyU.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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Markets and FinancePlenum NotesPolitics and Policy
September 23, 2024

China’s Robotaxis Are Going into High Gear

Robotaxi services captured the Chinese public’s imagination this summer as they reached a tipping point of visibility in cities like Wuhan.
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US-CHINA

Plenum NotesU.S.-China
December 10, 2024

The Tech War Rages On

China responded to the latest US measures with its own mineral export controls and opened an antitrust case against Nvidia.
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Plenum NotesU.S.-China
December 2, 2024

China’s Counteroffensive Toolbox

Trump has already signaled the beginning of a second US-China trade war by announcing his intent to impose a 10-ppt tariff hike on all imports from China.
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Markets and FinancePlenum NotesU.S.-China
November 25, 2024

The RMB in a Second US-China Trade War

Fewer exports to the US and a cheaper valuation may provide a bigger buffer for the RMB than it had in 2018, but the scale of Trump’s tariffs is key.
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WEBINARS

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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Events
September 25, 2024

Webinar: The Economy and Q4

Chen Long discusses the economy's performance in Q3, the upcoming major events in Q4, and the policy announcements made at the PBOC's 24 September press conference.
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