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COVID-19Markets and FinancePlenum Notes
May 4, 2021

The Story Behind China’s Vaccination Drive

China’s pace of vaccination has surpassed other countries’ in the past month.
COVID-19Plenum Notes
January 13, 2021

How Quickly Can China Vaccinate?

The latest outbreaks are dealing a blow to the recoveries of retail and some service sectors in the North.
COVID-19Markets and FinancePlenum Notes
July 16, 2020

First In, First Out

The Chinese economy avoided a recession by growing 3.2% yoy in Q2.


Markets and Finance
August 16, 2021

Tightening Policies Fuel China Slowdown

The Chinese economy slowed more than expected in July, with exports now the only engine for growth.
Markets and Finance
August 2, 2021

China Not Ready to Cut Coal

China’s thermal power reliance this year means greater pressure on curbing industrial activities.
Markets and Finance
July 28, 2021

Panic Stations Amid ‘Triple-kill’ Fire Sale

Investors are looking for the next victim in China’s serial crackdown.


Markets and FinancePlenum NotesU.S.-China
June 21, 2021

Supply Chain Moves Up US-China Trade Agenda

The Biden Administration wants to reduce supply chain reliance on China. But it would be difficult.
Plenum NotesU.S.-China
April 22, 2021

Taiwan Tensions Are More Theater Than Threat

As long as the US upholds the one-China policy, Beijing will not be incentivized to unilaterally change the status quo.
Plenum NotesU.S.-China
March 22, 2021

What Did the Alaska Meeting Achieve?

We expect the bilateral relationship to embark on a period of stabilization.


Politics and Policy
August 9, 2021

How China’s Cybersecurity Review Works

Some 12 agencies participate in the cybersecurity review process.
Markets and FinancePolitics and Policy
July 19, 2021

China’s NEV Policies Move Beyond Subsidies

China is phasing out NEV subsidies in the next two years, as it finds the approach inefficient and probably unnecessary.
Markets and FinancePolitics and Policy
July 8, 2021

Beijing Tightens Rules for Overseas Listing

Following the Didi debacle, a high-profile Chinese government document calls for greater supervision of firms seeking overseas listings.

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