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MARKETS AND FINANCE

Markets and FinancePlenum Notes
November 14, 2025

Quick Take: A Big Slowdown in October

A quick take on China's economic data from October.
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Markets and FinancePlenum NotesU.S.-China
November 11, 2025

Chinese AI Gains Ground in 2025

More Chinese AI labs have joined DeepSeek in producing highly popular LLMs.
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Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
November 3, 2025

A Trade Truce After a Mediocre Quarter

In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
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POLITICS AND POLICY

Plenum NotesPolitics and Policy
November 5, 2025

Policy Themes from Official Inspection Trips

President Xi’s inspection trips in the past 18 months included fewer meetings with individual companies.
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Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
November 3, 2025

A Trade Truce After a Mediocre Quarter

In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
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Plenum NotesPolitics and Policy
October 29, 2025

Signals From the Fourth Plenum

The 15th FYP will largely cover what are existing policy focuses; manufacturing and technological self-reliance are top priorities.
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US-CHINA

Markets and FinancePlenum NotesU.S.-China
November 11, 2025

Chinese AI Gains Ground in 2025

More Chinese AI labs have joined DeepSeek in producing highly popular LLMs.
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Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
November 3, 2025

A Trade Truce After a Mediocre Quarter

In this chartbook, we walk you through the latest developments in the Chinese economy and offer our outlook.
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Plenum NotesU.S.-China
October 31, 2025

A Deal out of Busan

The Xi-Trump summit delivered a small deal that includes a 10-ppt tariff cut and suspensions of recent export control measures.
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WEBINARS

Events
September 26, 2025

Webinar: US-China and the Stock Market

Chen Long and Bo Zhengyuan discuss the latest from the US-China relationship and what's behind the concurrence of a strong stock market and struggling economy.
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Events
April 9, 2025

Webinar: The Tariff Showdown

Chen Long and Bo Zhengyuan discuss Trump's latest tariffs, Beijing's response, and what we expect to happen next.
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Events
February 19, 2025

Webinar: DeepSeek and the Rise of China’s Tech Stocks

Chen Long and He Shujing discuss the rapid rise of DeepSeek and its implications for the capital markets, as well as Xi's symposium with entrepreneurs.
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