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.
Events
February 7, 2025

Webinar: The Early Days of a Second US-China Trade War

Chen Long and Bo Zhengyuan discuss the recent tit-for-tat tariffs between the US and China, China's new counter-offensive tools, and how the trade war might escalate from here.
Events
December 19, 2024

Webinar: CEWC Takeaways and US-China in 2025

Chen Long and Bo Zhengyuan discuss takeaways from the Central Economic Work Conference and US-China relations in the year ahead.
Events
November 7, 2024

Webinar: US-China Relations After the Elections

Chen Long and Bo Zhengyuan discuss the outcome of the US election and the implications for the US-China relationship.
Events
October 15, 2024

Webinar: China’s Fiscal Measures and Economic Outlook

Chen Long discusses the outcome from the Ministry of Finance's weekend press conference, the fiscal impact on the Chinese economy, and the latest market movements.
Events
September 25, 2024

Webinar: The Economy and Q4

Chen Long discusses the economy's performance in Q3, the upcoming major events in Q4, and the policy announcements made at the PBOC's 24 September press conference.
Events
July 23, 2024

Webinar: The Third Plenum and the US Election

Chen Long discusses the latest economic data and takes a look at what came out of the Third Plenum, and Bo Zhengyuan gives an update on the US presidential election and talks about what a second Trump term would mean for the US-China relationship.
Events
June 27, 2024

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.
Events
May 21, 2024

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.
Events
April 22, 2024

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.
Events
March 13, 2024

Webinar: 2024 NPC Meeting and Economic Policy Outlook

Chen Long discusses the 2024 meeting of the NPC and an updated economic policy outlook as we round out Q1.
Events
January 25, 2024

Webinar: Market Pessimism in the New Year

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.