Geopolitical tensions and the pandemic triggered a diversification of Apple’s supply chain in 2021, but its move to the West appears to have been temporary.
Webinar: When Will China’s Housing Market Hit Bottom?
Chen Long presents the latest analysis on China's real estate sector and looks into questions on medium-term housing demand and when the market may start to bottom out.
Webinar: US Tariffs on China and the Housing Purchase Plan
Chen Long and Bo Zhengyuan discuss the implications of Biden's new Section 301 tariffs and the PBOC's plan to help local SOEs buy up unsold housing inventory.
Webinar: Q1 GDP Data, RMB Exchange Rate, and Excess Capacity
Plenum partner Chen Long discusses what the recently released Q1 GDP data say about the state of China's economy, talks about the RMB exchange rate, and explores the issue of excess capacity.
