Categories

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MARKETS AND FINANCE

Markets and FinancePlenum NotesPolitics and Policy
August 26, 2024

China Restricts Exports to Limited Effect

China is targeting critical minerals in which it has a comparative advantage over the West, but the controls have affected various products to different degrees.
Markets and FinancePlenum Notes
August 21, 2024

Foreign Retailers in China Are Struggling

International retailers in China have been battered in 2024, with revenue falling broadly across many segments.
Markets and FinancePlenum Notes
August 19, 2024

Stock Market Reform Has Fallen Flat

Recent market reforms have made some progress but fail to address the most fundamental problems facing Chinese equities.

POLITICS AND POLICY

Markets and FinancePlenum NotesPolitics and Policy
August 26, 2024

China Restricts Exports to Limited Effect

China is targeting critical minerals in which it has a comparative advantage over the West, but the controls have affected various products to different degrees.
Plenum NotesPolitics and Policy
August 13, 2024

The Tutoring Crackdown, Three Years Later

Three years after China’s tutoring crackdown, education companies have reentered an expansion cycle.
Plenum NotesPolitics and PolicyU.S.-China
August 8, 2024

The Slow Recovery of Border Traffic

China has been on a mission to lure tourists back ever since it reopened at the end of 2022, but the recovery still has some way to go.

US-CHINA

Plenum NotesU.S.-China
August 28, 2024

Team Harris and China

Kamala Harris has remained largely silent about her China policy, partly due to her limited experience in dealing with the country.
Plenum NotesPolitics and PolicyU.S.-China
August 8, 2024

The Slow Recovery of Border Traffic

China has been on a mission to lure tourists back ever since it reopened at the end of 2022, but the recovery still has some way to go.
Plenum NotesU.S.-China
July 24, 2024

Team Trump and China

Likely picks in a second Trump term would reignite the trade war and push for a more aggressive political approach with China.

WEBINARS

Events
July 23, 2024

Webinar: The Third Plenum and the US Election

Chen Long discusses the latest economic data and takes a look at what came out of the Third Plenum, and Bo Zhengyuan gives an update on the US presidential election and talks about what a second Trump term would mean for the US-China relationship.
Events
June 27, 2024

Webinar: When Will China’s Housing Market Hit Bottom?

Chen Long presents the latest analysis on China's real estate sector and looks into questions on medium-term housing demand and when the market may start to bottom out.
Events
May 21, 2024

Webinar: US Tariffs on China and the Housing Purchase Plan

Chen Long and Bo Zhengyuan discuss the implications of Biden's new Section 301 tariffs and the PBOC's plan to help local SOEs buy up unsold housing inventory.