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COVID-19

COVID-19Plenum NotesPolitics and Policy
April 14, 2022

How China Manages Covid Control Costs

Chinese authorities are battling the spiraling medical costs of covid while rushing to contain the spread of the omicron variant.
COVID-19Markets and FinancePlenum NotesPolitics and Policy
April 6, 2022

Shanghai and the Future of Zero-Covid

China will only let up on Omicron under two scenarios, both unlikely for now; enormous economic damage will lead to more policy easing on housing.
COVID-19Markets and FinancePlenum Notes
March 30, 2022

Covid Woes Demand Stronger Response

China’s worst-ever covid wave, with Shanghai at the epicentre, leads to more lockdowns as Beijing sticks to “dynamic zero-covid.”

MARKETS AND FINANCE

Markets and FinancePlenum Notes
May 3, 2022

China Caught Up in Covid Again

All indicators have pointed to a much more substantial deterioration in April. China’s situation is unlikely to normalize in May, making it very difficult to hit the target.
Markets and FinancePlenum Notes
April 26, 2022

The ‘Authoritative Person’ or Just China’s Top IR Manager?

Liu He remains very influential, but bearish sentiment can hardly change unless real changes materialize or the top leader speaks out.
Markets and FinancePlenum Notes
April 23, 2022

Time For A Weaker Renminbi

Long USD/CNH is an attractive bet now, as most indicators suggest that the RMB should weaken much more.

US-CHINA

Plenum NotesU.S.-China
March 24, 2022

How Russia Sanctions Will Affect China

China’s tech and electronics firms face the biggest secondary sanction risks because many rely on US supplies and technology.
Plenum NotesU.S.-China
March 21, 2022

Xi-Biden Renewed Efforts To Break The Ice

There could be some temporary easing of political obstacles on the US side and economic issues may finally get moving again.
Plenum NotesU.S.-China
February 23, 2022

Unverified List Not So Scary

The unverified list is not a sanction tool and companies can get delisted; the Unverified List and the Entity List are mutually exclusive.

POLITICS AND POLICY

Plenum NotesPolitics and Policy
May 6, 2022

Provincial Appointments Up For Grabs

26 provinces have installed new provincial party secretaries since 2020; they will serve as the central-local ligaments during Xi’s third term.
Markets and FinancePlenum NotesPolitics and Policy
April 21, 2022

Unpacking China’s Antitrust Reviews

Foreign firms continued to receive more scrutiny than Chinese peers, especially in the semiconductor industry, as Beijing attempted to secure a stable supply.
COVID-19Plenum NotesPolitics and Policy
April 14, 2022

How China Manages Covid Control Costs

Chinese authorities are battling the spiraling medical costs of covid while rushing to contain the spread of the omicron variant.

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