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COVID-19

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.
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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.
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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.
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MARKETS AND FINANCE

Markets and Finance
May 17, 2021

Industrial Boom Defies Emission Cuts

China’s two-speed recovery returns, as the industrial sector is booming and consumption disappoints again.
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Markets and Finance
May 12, 2021

Making Sense of the Steel Rally

Steel and iron ore prices have both hit all-time highs, as construction activity has remained strong and the market expects more supply restrictions.
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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.
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US-CHINA

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.
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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.
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Plenum NotesU.S.-China
November 5, 2020

A Reprieve For US-China Relations

A Biden presidency and a Republican-majority Senate may be the best-case scenario for US-China relations and Chinese assets.
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POLITICS AND POLICY

Plenum NotesPolitics and Policy
April 6, 2021

Beijing Moves SOE Managers to Local Governments

Six senior state-owned enterprise (SOE) managers have been promoted to provincial vice governorships
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14th five year plan spending research Plenum NotesPolitics and Policy
March 10, 2021

The 14th Five-Year Plan Sets Easy Targets

The 14th FYP sets fewer and lower targets than previous plans.
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Plenum NotesPolitics and Policy
February 18, 2021

Assessing the EU-China Investment Deal

Neither China nor the EU is willing to compromise on political issues.
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