A Trader’s Guide to China’s Biggest Political Meeting of 2025

A pivotal political gathering in Beijing this week could deliver fresh policy measures to extend China’s strongest equity rally in eight years and shore up the yuan, as investors weigh risks from escalating US trade tensions.

The Central Committee of the Communist Party will hold a four-day meeting, known as its Fourth Plenum, starting Monday to review main themes of the 15th five-year plan. While a detailed plan will only be released March next year, investors will scrutinize the post-meeting readout for any policy signals ahead of the likely meeting between President Xi Jinping and his US counterpart Donald Trump.