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.
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.
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.
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.
December 19, 2023

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.
November 21, 2023

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.
October 20, 2023

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.
September 28, 2023

Webinar: China’s Policy Easing and the Impact

Chen Long discusses China's recent real estate policy easing, the surprising performance of the commodity market, and whether the economy is turning around.
August 4, 2023

Webinar: Politburo meeting and outlook for H2

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.
June 30, 2023

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.
April 21, 2023

Webinar: China’s economic data and market sentiment

Plenum partners Chen Long and Guo Shan discuss China's latest economic data, market debates about the recovery, and outlook for various asset classes.
March 2, 2023

Webinar: China’s recovery and NPC

Plenum partners Chen Long and Feng Chucheng discuss the current pace of China's economic recovery and the outlook of the upcoming NPC meeting.