◎ The collapse of Aiwujiwu and pinganfang.com suggests that the business model of “property + financing + internet services” is failing in China.
◎ Part one of our 2018 forecasting review.
◎ Using the Red Matrix aggressively is a double-edged sword for the CCP when the U.S. is on high-alert for CCP influence and interference operations.
◎ Xi may be planning to make concessions on trade, but the CCP system may not let him give up too much.
◎ Xi reformed the chain of command of local national security agencies to wrest control of the intelligence apparatus from political rivals and further weaken the Political and Legal Affairs Commission.
◎ The “subdued” media coverage of Xi’s southern tour and his other gestures in Guangdong is closely connected to the CCP factional struggle.
◎ We believe that the expulsion of Fang Fenghui and Zhang Yang from the CCP is connected with the recent purge of Interpol chief Meng Hongwei.
◎ China’s declining export surplus has affected the country’s foreign exchange earnings.