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Plenum is an independent research platform that helps investors and businesses access forward-looking insights on the economy, politics, and policy. Our roots are in China-focused analysis, but our expertise spans a wide range of international issues - everything you need to keep track of opportunities and risks in an interconnected world.

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Plenum NotesU.S.-China
October 16, 2025

Behind the Recent US-China Escalation

The BIS’s new “50% rule” is already having a significant impact on Chinese companies.
Plenum NotesU.S.-China
October 13, 2025

Beijing Wants To Talk More, Not Less

Beijing decided to carry out new export controls on rare earths and launch its own version of the US foreign direct product rule.

RECENT RESEARCH

October 9, 2025 in Markets and Finance, Plenum Notes

Digging Into China’s Soaring Car Exports

China’s passenger car exports have continued to grow rapidly, with EV exports increasing faster than ICE car exports this year.
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September 29, 2025 in Markets and Finance, Plenum Notes, U.S.-China

Chinese Constellations Join the Night Skies

Satellite internet might only ever be a complementary service to 4G/5G in China, but local operators have their eyes on overseas markets.
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September 25, 2025 in Markets and Finance, Plenum Notes

The Renaissance of Chinese Tech Stocks

The Chinese equity rally is lasting into the fall, with tech stocks out in the lead.
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