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Plenum is an independent research platform that helps investors and businesses access forward-looking insights on China's economy, politics, and policy - everything you need to keep track of the opportunities and risks in the world's second-largest economy.

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Markets and FinancePlenum Notes
March 20, 2024

The Productive Forces, Reimagined

The newest addition to Xi’s original lexicon is all about developing cutting-edge technologies in order to raise China’s place in the world.
Markets and FinancePlenum Notes
March 18, 2024

Industrial Boom and Housing Gloom

China’s industrial output delivered a surprise on the upside, largely due to strong export performance, but the housing market is still down.

RECENT RESEARCH

March 14, 2024 in Plenum Notes, U.S.-China

The Final Hurdles for the House TikTok Bill

If the PAFACA Act passes the Senate Commerce Committee, the fate of TikTok will be in the hands of Senate majority leader Chuck Schumer.
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March 11, 2024 in Markets and Finance, Plenum Notes

China Remains a Deflationary Force

China’s CPI rebound is good news, but it was largely a result of the Chinese New Year effect; it is still too early to say that what we are seeing is reflation.
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March 5, 2024 in Markets and Finance, Plenum Notes, Politics and Policy

More Spending, Less Talking

The GDP growth target and fiscal measures laid out in this year’s government work report were largely expected by the market.
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Policy and Markets
Through One Unified Lens

In China, politics and markets are intertwined in unique ways that are unfamiliar to many foreign investors. Our two product offerings draw strength from one another and offer clients the most forward-looking insights on China.

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We help investors anticipate cycles and trends with on-the-ground, first-hand knowledge of the sectors and markets that shape China’s economy.

 

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Our granular-level analysis helps government affairs and public relations professionals identify policy risks and rewards.

 

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