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.
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.
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.
Webinar: Trends in the Economy and US-China Relations
Chen Long and Bo Zhengyuan discuss the recently released Q3 2023 economic data, US-China relations, and the forecast for the rest of the year into 2024.
Chen Long discusses China's recent real estate policy easing, the surprising performance of the commodity market, and whether the economy is turning around.
Chen Long discusses the recent July Politburo meeting, expectations for China's economic performance in the second half of the year, and Beijing's renewed focus on courting private business.
Webinar: China’s recent weakness and policy options
Chen Long discusses China's slowing economic growth, policy options for stimulus, outlook for the rest of 2023 and his findings from recent client trips.
Plenum partners Chen Long and Guo Shan discuss the loosening of China's Covid restrictions, the economic outlook for 2023, and what all this means for investors.