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MARKETS AND FINANCE

Markets and FinancePlenum Notes
June 30, 2026

New PBOC Tool, Old Policy Constraints

The PBOC launched the overnight reverse repo but did not disclose its interest rate; it was later reported to be 1.25%, below market expectations.
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Markets and FinancePlenum Notes
June 24, 2026

Where China’s USD 1.2trn Surplus Went

China Customs reported a USD 1.2trn merchandise trade surplus last year, but the current account surplus was just USD 735bn.
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Markets and FinancePlenum Notes
June 22, 2026

Self-Driving Comes to Chinese Logistics

Nearly 30,000 robovans were deployed across China in 2025, and growth is accelerating fast; JD alone aims to have 1 million robovans by 2030.
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POLITICS AND POLICY

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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Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
May 7, 2026

The Chinese Investment Deals in Limbo

Some foreign governments are taking measures to strip control of assets from Chinese companies.
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Plenum NotesPolitics and Policy
April 20, 2026

Three Fronts of the Anti-Corruption Drive

Beijing is cracking down on corruption in the military, among officials with backgrounds in Hunan, and in the financial sector.
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US-CHINA

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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Plenum NotesU.S.-China
June 1, 2026

A Constrained Congress on China

Trump maintains near-absolute control over his party, which will likely deter the passage of more China-related bills before Xi’s visit and the midterms.
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Plenum NotesU.S.-China
May 19, 2026

A New Emphasis on Bilateral Stability

Washington and Beijing agreed to establish a Board of Trade and a Board of Investment during Trump’s visit to China.
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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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