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MARKETS AND FINANCE

Markets and FinancePlenum 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.
Markets and FinancePlenum 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.
Markets and FinancePlenum 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.

POLITICS AND POLICY

Plenum NotesPolitics 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.
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.
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.

US-CHINA

Plenum NotesU.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.
Plenum NotesU.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.
Plenum NotesU.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.

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.
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.
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.