What Trump’s Second Term Means for China
Xi and the CCP will almost certainly find their troubles compounded should Trump press ahead with his China agenda over the next four years.
OUR RESEARCH
China 2023 Outlook Review
We made 36 predictions covering eight topics in our China 2023 Outlook. Thirty-two of those predictions were verified over the year.
China’s Stock Market Volatility Heightens Xi’s Political Risks
Xi Jinping and the CCP face a dilemma on how to handle the stock market situation.
As China’s Woes Mount, CCP Focuses on Propaganda and Discipline
Xi will likely rely even more on propaganda and discipline as China’s problems worsen
Official Data, Other Signs Hint at Bad State of China’s Economy
China’s sole engine driving growth is losing steam.
At Third Plenum, CCP Opts for Political Control Over Economic Liberalization
Beijing opted for greater control over economic liberalization at the Third Plenum of the 20th Central Committee.
Xi Focuses on Financial Risks Amid Rumors That His Factional Foes are in the Crosshairs
Beijing’s inability to turn around the economy and address the property sector crisis has left it increasingly anxious about financial risks and their potential transformation into social and political risks.
What Xi’s Europe Tour Says About the CCP’s Goals and Woes
Xi Jinping cannot be said to have returned a “winner” from his trip to Europe given the lack of substantive diplomatic agreements and the continued impasse over the West’s concerns with the PRC’s export of excess capacity and support of Russia.
China Faces Greater Risks as US Increases Pressure
Mounting geopolitical and economic risks for the PRC will eventually transform into political risks for the Xi leadership.
Xi Solidifies Party Dominance Over State Apparatus at Two Sessions
The first two days of the Two Sessions saw three developments that more firmly entrenched the Party’s domination over the state government.
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