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MARKETS AND FINANCE

Markets and FinancePlenum Notes
April 16, 2026

Exports Drive a Solid Quarter

China’s GDP growth outperformed in Q1, with exports providing an even bigger boost than last year.
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Markets and FinancePlenum NotesU.S.-China
April 13, 2026

China’s Legacy Chip Push

China has strengthened its position in legacy chipmaking, with legacy-node capacity roughly doubling over the past five years.
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Markets and FinancePlenum NotesSpecial Briefs
April 10, 2026

Quick Take: PPI Turns Positive

A quick take on China's recent transition from deflation to inflation.
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POLITICS AND POLICY

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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Markets and FinancePlenum NotesPolitics and Policy
March 30, 2026

15th FYP Part Two: Plans for Chips and AI

The 15th FYP calls for a simultaneous expansion of legacy chip manufacturing capacity and progress in developing more advanced chips.
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Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
March 25, 2026

Vindication for Xi’s Supply-Side Focus

China stands in a relatively solid position thanks to its large domestic capacity for refined oil, fertilizers, and renewable energy.
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US-CHINA

Plenum NotesU.S.-China
April 22, 2026

The Most Anti-China Agency Under Trump

The FCC has increasingly made the exclusion of Chinese companies from the US market a core part of its mission.
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Markets and FinancePlenum NotesU.S.-China
April 13, 2026

China’s Legacy Chip Push

China has strengthened its position in legacy chipmaking, with legacy-node capacity roughly doubling over the past five years.
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Markets and FinancePlenum NotesU.S.-China
April 1, 2026

What Are Plenum Clients Asking About?

Chen Long addresses client questions on the war in Iran, the RMB, and the postponement of the Xi-Trump meeting.
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WEBINARS

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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Events
January 22, 2026

Webinar: 2025 Economic Data and RMB Outlook

Chen Long discusses China's economic data from 2025 and the near-term outlook for the RMB.
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Events
December 16, 2025

Webinar: Takeaways from the CEWC

Chen Long discusses the recent Central Economic Work Conference and its implications for economic policy in 2026.
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