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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 NotesPolitics 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.
Markets and FinancePlenum 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.
Markets and FinancePlenum 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.

US-CHINA

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.
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.

POLITICS AND POLICY

Markets and FinancePlenum NotesPolitics 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.
Markets and FinancePlenum NotesPolitics 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.
Plenum NotesPolitics 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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