Actionable Insight Into China's Political Economy
Why PRC
PRC Macro was established to fill the large analytical gaps that exist where it comes to understanding the political economy in China. Our team delivers value with out of consensus views across asset classes, anchored in an understanding of how the system actually operates.
Our team has decades of experience working with hedge funds, institutional investors and large corporations on China investment strategy.
Independent
We strive to be independent and objective in our coverage of China macro and policy. Our goal is to help clients make better strategic investment decisions.
Timely
Our team delivers forward-looking views on current events and identifies emerging trends off the current radar in the context of China’s unique macro political history.
Accessible
Regular client engagement is a key to what we do. This includes monthly client-only calls, tailored engagement schedules and access on demand.
Unique
We are always on the lookout for gaps in the consensus on domestic policy in China and geopolitics that generate inflection points that will reverberate across asset classes.
Our Services
PRC Macro was created to provide investment managers, strategists and corporate planners with clarity where it comes to the political economy in China. This is achieved by providing extensive coverage of politics & policy, analyzing proprietary household sector data collected through our established survey network, as well as conducting industry focused analysis, all within our proprietary macro framework.
PRC Macro provides portfolio managers, strategists and corporate planners with clarity where it comes to the political economy in China. Our top-down process starts with understanding the intent and intensity policy catalysts, which we then compare against consensus assumptions across asset classes. This is supplemented with a suite of proprietary high-frequency indicators for China and other correlated economies to enhance the objectivity of our macro views. Our team has decades of on the ground experience across industries.
Timely Research
Turning our understanding of politics and policy into actionable insights across asset classes.
Client Engagement
Access to client only calls and events, and engagement with our team on demand.
Insight Archive
Tap into over a decade of research via PRC Macro chat and other search tools.