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MARKETS AND FINANCE

Markets and FinancePlenum NotesPolitics and Policy
August 3, 2026

Better Execution Over Bigger Stimulus

The July Politburo meeting did not sound very worried about the economy despite real GDP growth falling below the target range in Q2.
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Markets and FinancePlenum Notes
July 29, 2026

AI Boom Brings Uneven Profits

AI infrastructure generated USD 140bn operating profit worldwide in Q1 2026, with five companies capturing nearly 85% of the total.
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Markets and FinancePlenum Notes
July 27, 2026

What We Saw at WAIC 2026

Rack-scale systems dominated the hardware floor, pushed by the inference demands of trillion-parameter models such as Moonshot's Kimi-K3.
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POLITICS AND POLICY

Plenum NotesPolitics and Policy
August 5, 2026

Xi Pulls Back on Travel in 2026

President Xi has traveled less in 2026, both domestically and abroad.
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Markets and FinancePlenum NotesPolitics and Policy
August 3, 2026

Better Execution Over Bigger Stimulus

The July Politburo meeting did not sound very worried about the economy despite real GDP growth falling below the target range in Q2.
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Plenum NotesPolitics and Policy
June 29, 2026

Anti-Corruption Efforts Remain Active

Notable cases this year include officials who worked in anti-corruption, managed China’s initial Covid outbreak, and oversaw high-level appointments.
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US-CHINA

Plenum NotesU.S.-China
July 20, 2026

US, China Pull Their AI Ecosystems Apart

The US and China have each taken more measures aimed at decoupling from the other’s AI ecosystem.
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Plenum NotesU.S.-China
July 13, 2026

The Upcoming US Tariff Reconfiguration

The US is poised to replace its expiring Section 122 tariffs with new Section 301 tariffs in late July; rates on imports from China will rise by 2.5 ppts.
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Plenum NotesU.S.-China
June 10, 2026

Impact of CMC Additions Limited For Now

The US updated its Chinese Military Companies list, adding many big names across a wide range of strategic industries.
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WEBINARS

Events
May 14, 2026

Webinar: AI Development in China

He Shujing discusses the latest trends and developments in China's AI industry.
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Events
April 24, 2026

Webinar: Q1 Economic Performance and the Strait of Hormuz

Chen Long discusses how the Chinese economy exceeded expectations in Q1 and how the blockade of the Strait of Hormuz has (and hasn't) affected China.
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Events
March 12, 2026

Webinar: Developments from the 2026 Meeting of the NPC

Chen Long and Bo Zhengyuan discuss the 2026 Government Work Report and the 15th Five-Year Plan.
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