Recent insights from Plenum

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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.
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.


Markets and FinancePlenum Notes
March 31, 2021

Examining China’s Balance of Payment

USD/CNH has started to catch up with the broad strength of the USD and will continue to accelerate.
Markets and FinancePlenum Notes
March 1, 2021

The Peak of RMB Appreciation

The relative cyclical changes in the US and China no longer favor the RMB.
Markets and FinancePlenum Notes
February 22, 2021

Three Risks in the Roaring Chinese A-share

China’s A-share market is looking more risky after reaching new-high.


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.
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


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.
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.
Plenum NotesPolitics and Policy
February 10, 2021

Antitrust on Big Tech Falls Short

The final version of the antitrust guidelines was significantly milder than its draft form

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