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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
October 12, 2020

PBOC Empowered with Interest Rate Liberalization Win

PBOC effectively took the authority to set policy rates back from the State Council.
Markets and FinancePlenum Notes
October 5, 2020

Does China Need More Houses?

China still needs 16.4bn sqm more residential space before 2030.
Markets and FinancePlenum Notes
September 28, 2020

How Will the Evergrande Saga End?

Guangzhou Evergrande Property is again under the spotlight as its bonds and stocks suffered a massive sell-off.

US-CHINA

Plenum NotesPolitics and PolicyU.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
Plenum NotesPolitics and PolicyU.S.-China
September 16, 2020

Beijing’s Thinking Toward Huawei and TikTok

Washington’s crackdown on Chinese technology companies continues to unfold this week.
Plenum NotesPolitics and PolicyU.S.-China
September 9, 2020

Beijing’s Vision for Data Sovereignty

A sovereignty-centered approach to data governance may exacerbate US-China tech competition.

POLITICS AND POLICY

Plenum NotesPolitics and Policy
October 7, 2020

Outlook of the 14th Five-Year Plan

The Plan will double down on industrial policy and indigenous development of key strategic sectors.
Plenum NotesPolitics and PolicyU.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
Plenum NotesPolitics and Policy
September 21, 2020

How Will Beijing Unite the Private Sector?

Beijing wants to politically align the private sector through ideological work.

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