Categories

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MARKETS AND FINANCE

Markets and FinancePlenum Notes
February 5, 2024

The Only Chinese Asset in a Bull Market

Long-term Chinese government bonds have been in a bull run, with yields falling to all-time lows as the stock market has tanked.
Markets and FinancePlenum Notes
January 31, 2024

Q4 Chartbook: Mounting Challenges for China’s Economy

In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
Markets and FinancePlenum Notes
January 24, 2024

Beijing to the Rescue?

Beijing is reportedly considering more measures to boost the stock market, which has been tanking in the new year.

POLITICS AND POLICY

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.
Plenum NotesPolitics and Policy
January 15, 2024

What Does Another DPP Win in Taiwan Mean?

Beijing will not hesitate to impose pain on Taiwanese businesses, but economic relations have already cooled in recent years, so damage may be limited.
Plenum NotesPolitics and Policy
December 11, 2023

The Decade’s Most Misunderstood Reforms

The market misunderstood Beijing's goals for SOE reform and urban-rural development from the get-go.

US-CHINA

Plenum NotesU.S.-China
January 29, 2024

Chinese Pharma Targeted by US Congress

A recent bill in Congress proposing to ban federal contracting with certain Chinese pharmaceutical companies triggered a rapid market selloff.
Plenum NotesU.S.-China
January 22, 2024

A Brief Window for Chinese Firms in the US

Chinese companies survived and thrived in the US in 2023 despite headwinds; 2024 may be a window of respite and a last chance to grow deeper roots.
Plenum NotesU.S.-China
January 4, 2024

Developments Since the Xi-Biden Summit

Several positive developments in US-China relations have occurred since the leaders’ summit in San Francisco in November 2023.

WEBINARS

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.
Events
November 21, 2023

Webinar: Xi-Biden, Taiwan election, and the Economy

Chen Long and Bo Zhengyuan discuss the recent meeting between presidents Xi and Biden in San Francisco, the upcoming election in Taiwan, and some recent developments in the economy.