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MARKETS AND FINANCE

Markets and FinancePlenum NotesU.S.-China
April 11, 2024

China Races to Catch Up in Generative AI

Despite moving early to control generative AI, China has been highly proactive in releasing policies to encourage the growth of the industry.
Markets and FinancePlenum Notes
April 8, 2024

Is the Market Right to Short the RMB?

The USD/CNY spot is trading next to its theoretical upper limit, as the market keeps pushing for a lower RMB exchange rate.
Markets and FinancePlenum Notes
April 2, 2024

Explaining the Lithium Price Swings

China’s lithium price has seen a mild rebound after falling 80% in 2023 as a result of rapidly expanding capacity.

POLITICS AND POLICY

Plenum NotesPolitics and Policy
March 28, 2024

China Eases Data Transfer Rules

China has eased its outbound data transfer regulations as part of an effort to improve the business environment for foreign companies amidst plummeting FDI.
Markets and FinancePlenum NotesPolitics and Policy
March 5, 2024

More Spending, Less Talking

The GDP growth target and fiscal measures laid out in this year’s government work report were largely expected by the market.
Plenum NotesPolitics and Policy
February 7, 2024

China Ramps Up Anti-Corruption Campaign

China’s anti-corruption campaign reached record levels of activity in 2023, and president Xi has set the tone for an even stronger campaign in 2024.

US-CHINA

Markets and FinancePlenum NotesU.S.-China
April 11, 2024

China Races to Catch Up in Generative AI

Despite moving early to control generative AI, China has been highly proactive in releasing policies to encourage the growth of the industry.
Plenum NotesU.S.-China
April 3, 2024

Xi and Biden Check In

Yesterday’s call between presidents Xi and Biden was the first since their meeting in November; Xi raised concerns about Taiwan and US sanctions.
Plenum NotesU.S.-China
March 14, 2024

The Final Hurdles for the House TikTok Bill

If the PAFACA Act passes the Senate Commerce Committee, the fate of TikTok will be in the hands of Senate majority leader Chuck Schumer.

WEBINARS

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.
Events
January 25, 2024

Webinar: Market Pessimism in the New Year

Chen Long discusses the recently released economic data for 2023, the latest policy changes out of Beijing, and the market's pessimism at the start of 2024.
Events
December 19, 2023

Webinar: Central Economic Work Conference and the outlook for 2024

Chen Long discusses the outcomes from the recent Central Economic Work Conference, some challenges we expect will continue into next year, and whether China will be able to meet its 2024 growth target.