Categories

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MARKETS AND FINANCE

Markets and FinancePlenum Notes
June 17, 2024

Economy Awaiting Effects of May Easing

Retail sales improved in May, but most other areas slowed, including industrial production, real estate, and FAI.
Markets and FinancePlenum NotesU.S.-China
June 11, 2024

A Recap of Client Questions in Mid-2024

Plenum clients are overwhelmingly interested in China’s housing market and the implications of a potential second Trump term.
Markets and FinancePlenum Notes
June 3, 2024

Hardly a China Investment Boom in Mexico

Chinese investment in Mexico has been growing rapidly, but it still remains relatively small compared to the investments made by other countries.

POLITICS AND POLICY

Plenum NotesPolitics and PolicyU.S.-China
June 19, 2024

China Pushes for More Computing Power

To support the development of artificial intelligence, China has mapped out plans to bolster its computing power infrastructure.
Plenum NotesPolitics and Policy
June 13, 2024

What’s After the EU’s Tariffs on Chinese BEVs

The European Commission has announced new tariffs on BEVs imported from China, which will impact different carmakers to varying degrees.
Plenum NotesPolitics and Policy
May 29, 2024

Xi Seeks Advice Ahead of Third Plenum

Last week, president Xi held a symposium with businessmen and economists in preparation for the upcoming Third Plenum.

US-CHINA

Plenum NotesPolitics and PolicyU.S.-China
June 19, 2024

China Pushes for More Computing Power

To support the development of artificial intelligence, China has mapped out plans to bolster its computing power infrastructure.
Markets and FinancePlenum NotesU.S.-China
June 11, 2024

A Recap of Client Questions in Mid-2024

Plenum clients are overwhelmingly interested in China’s housing market and the implications of a potential second Trump term.
Plenum NotesU.S.-China
June 5, 2024

Apple’s Supply Chain Turns Back East

Geopolitical tensions and the pandemic triggered a diversification of Apple’s supply chain in 2021, but its move to the West appears to have been temporary.

WEBINARS

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.
Events
April 22, 2024

Webinar: Q1 GDP Data, RMB Exchange Rate, and Excess Capacity

Plenum partner Chen Long discusses what the recently released Q1 GDP data say about the state of China's economy, talks about the RMB exchange rate, and explores the issue of excess capacity.
Events
March 13, 2024

Webinar: 2024 NPC Meeting and Economic Policy Outlook

Chen Long discusses the 2024 meeting of the NPC and an updated economic policy outlook as we round out Q1.