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COVID-19

COVID-19Markets and FinancePlenum Notes
May 4, 2021

The Story Behind China’s Vaccination Drive

China’s pace of vaccination has surpassed other countries’ in the past month.
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.

MARKETS AND FINANCE

Markets and Finance
May 17, 2021

Industrial Boom Defies Emission Cuts

China’s two-speed recovery returns, as the industrial sector is booming and consumption disappoints again.
Markets and Finance
May 12, 2021

Making Sense of the Steel Rally

Steel and iron ore prices have both hit all-time highs, as construction activity has remained strong and the market expects more supply restrictions.
COVID-19Markets and FinancePlenum Notes
May 4, 2021

The Story Behind China’s Vaccination Drive

China’s pace of vaccination has surpassed other countries’ in the past month.

US-CHINA

Plenum NotesU.S.-China
April 22, 2021

Taiwan Tensions Are More Theater Than Threat

As long as the US upholds the one-China policy, Beijing will not be incentivized to unilaterally change the status quo.
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.

POLITICS AND POLICY

Plenum NotesPolitics and Policy
April 6, 2021

Beijing Moves SOE Managers to Local Governments

Six senior state-owned enterprise (SOE) managers have been promoted to provincial vice governorships
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.

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