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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.
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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.
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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.
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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
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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.
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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.
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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
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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%.
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Plenum NotesU.S.-China
July 20, 2020

Another Round of Downward Spiral

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