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Independent,

Ground-truthed

Research on China

Our partners and analysts are based in Shanghai and Beijing and span a wide array of sectors, delving deeply into the currents shaping China’s political and economic landscape.

We strive to offer our clients the most impartial, in-depth perspectives on China’s multifaceted political, economic, financial, geopolitical, and sector-specific trajectories.

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Research Focus

Politics and Policy

In-depth analysis of the underlying political rationale and key movements driving Beijing’s pivotal policy decisions.

US-China Relations

A comprehensive examination of the entrenched strategic rivalry between China and the US.

Economy and Markets

Forward-looking view on China’s economy, growth drivers, market trajectories, and financial policies.

Featured Notes

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China Pursuing Structural Adjustment

Looking ahead, growing China’s economy by around 5% in 2024 is possible. Fixed asset investment…
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Provinces Target Fiscal Reform Over Growth

China’s “Two Sessions”, namely the annual meetings of people’s congresses and Chinese People's Political Consultative…