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COVID-19

COVID-19Markets and FinancePlenum Notes
May 18, 2020

How Chinese Listcos Weathered the Covid Storm

China’s A-share listed firms suffered significantly at the beginning of 2020 because of the COVID-19 pandemic.
COVID-19Plenum NotesPolitics and Policy
May 11, 2020

When China Applies QR Codes to Everything

The QR code system is likely to stay in place after COVID-19 as a new socio-economic norm.
COVID-19Markets and FinancePlenum Notes
May 6, 2020

Local Governments Target Cars and Housing

Local governments are ramping up subsidies on cars and housing while Beijing is not delivering a big-bang stimulus.

MARKETS AND FINANCE

Markets and FinancePlenum Notes
June 8, 2020

Rates Market Crushed by the Recovery

China rates have jumped significantly from the bottom as the PBOC stopped cutting policy rates and the economy continued to recover.
Markets and FinancePlenum NotesU.S.-China
June 1, 2020

Washington Can Hardly Win in Hong Kong

It is unlikely for Washington to end its other “special treatments” for Hong Kong because it hurts the Americans even more.
Markets and FinancePlenum Notes
May 25, 2020

Beijing Promises More Easing Measures

Beijing explicitly required faster credit growth for the first time this year.

US-CHINA

Plenum NotesU.S.-China
June 22, 2020

Is U.S.-China Tension De-escalating?

The Pompeo-Yang meeting is an attempt by Beijing at managing U.S.-China relations from further deterioration, but it will not de-escalate the conflict.
Markets and FinancePlenum NotesU.S.-China
June 1, 2020

Washington Can Hardly Win in Hong Kong

It is unlikely for Washington to end its other “special treatments” for Hong Kong because it hurts the Americans even more.
Plenum NotesU.S.-China
April 22, 2020

Phase-one Purchase Proves Impossible

Beijing bought much fewer goods from the U.S. in Q1, making it impossible to meet the targets written in the phase-one deal.

POLITICS AND POLICY

Plenum NotesPolitics and Policy
July 1, 2020

Hong Kong National Security Law: What’s Next?

Beijing passed the Hong Kong National Security Law right before the 23rd anniversary of the handover. This is for both symbolic and practical reasons.
Markets and FinancePlenum NotesPolitics and Policy
June 29, 2020

How Close Are Chinese ListCos to the Party?

Beijing’s top leaders want the Party to play a bigger role in listcos.
Plenum NotesPolitics and Policy
June 17, 2020

Emerging Signals in China’s Elite Politics

Beijing has expedited local leadership rejuvenation by doubling the number of provincial vice governors under the age of 50

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