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COVID-19

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.
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.

MARKETS AND FINANCE

Markets and FinancePlenum Notes
July 22, 2020

China’s Financial De-Risking After COVID

Corporate bond defaults increased in the first half of 2020
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 FinancePlenum Notes
July 9, 2020

Making Sense of the Chinese Bull Market

China’s equity rally is driven by a combination of improving fundamentals, more inflows, and a sudden change in sentiment.

US-CHINA

Plenum NotesU.S.-China
August 10, 2020

Will Beijing Retaliate Over TikTok and WeChat?

Beijing is taking U.S. actions on Chinese internet companies more seriously but is unlikely to engage in tit-for-tat retaliation
Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
July 29, 2020

China Getting Out of Covid

We expect China’s 2020 full-year GDP growth to be around 2%.
Plenum NotesU.S.-China
July 20, 2020

Another Round of Downward Spiral

U.S.-China relations are in another round of downward spiral.

POLITICS AND POLICY

Plenum NotesPolitics and Policy
August 5, 2020

Ministerial and Provincial Reshuffles Pave Way For 2022 Transition

Beijing started to reshuffle full-ministerial-level posts, marking the beginning of Xi’s preparation for the leadership transition
Markets and FinancePlenum NotesPolitics and PolicyU.S.-China
July 29, 2020

China Getting Out of Covid

We expect China’s 2020 full-year GDP growth to be around 2%.
Plenum NotesPolitics and Policy
July 27, 2020

China All-in on Supply Chain Stability

China’s “all-in” on supply chain stability is not just about recovery.

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