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COVID-19
COVID-19
Markets and Finance
Plenum 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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COVID-19
Markets and Finance
Plenum 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.
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COVID-19
Plenum Notes
Politics 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.
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MARKETS AND FINANCE
Markets and Finance
Plenum Notes
Politics and Policy
December 10, 2020
2020 in Review: A Year of Ambitious Plans
2020 has been defined not only by COVID-19, but also by strategic planning for the next 15 years.
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Markets and Finance
Plenum Notes
December 8, 2020
What’s Next for China’s Fintech Regulation
China's fintech regulation seems to have taken a sharp turn following Ant Group's delayed IPO.
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Markets and Finance
Plenum Notes
November 25, 2020
E-RMB Will Not Rock the Boat, Yet
The People’s Bank of China (PBOC) became the first major central bank issuing a central bank digital currency.
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US-CHINA
Plenum Notes
U.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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Plenum Notes
Politics and Policy
U.S.-China
September 29, 2020
Beijing Unlikely to Take Taiwan by Force
Recent Chinese military drills have led many to worry that an armed conflict in the Taiwan Strait may be looming
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Plenum Notes
Politics and Policy
U.S.-China
September 16, 2020
Beijing’s Thinking Toward Huawei and TikTok
Washington’s crackdown on Chinese technology companies continues to unfold this week.
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POLITICS AND POLICY
Markets and Finance
Plenum Notes
Politics and Policy
December 10, 2020
2020 in Review: A Year of Ambitious Plans
2020 has been defined not only by COVID-19, but also by strategic planning for the next 15 years.
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Markets and Finance
Plenum Notes
Politics and Policy
November 23, 2020
The Politics of SOE Bond Defaults
Beijing has urged local governments to be more proactive in dealing with local SOE defaults.
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Plenum Notes
Politics and Policy
November 18, 2020
Beijing Warns Tech Giants with Antitrust Rules
The newly released Guideline strengthens China’s Antitrust Law by addressing major loopholes abused by tech giants.
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