◎ Any “backsliding” by North Korea at this stage would be counterproductive for Kim Jong Un as it would likely cause the U.S. to redouble its focus on resolving trade with China.
◎ Gu Zhuoheng’s tweets and Cui Yongyuan’s “reappearance” appear to connect a trail of breadcrumbs which point to an intensification of the CCP factional struggle.
◎ The timing of the plunge and other odd developments suggest that CCP factional politics could be a factor influencing the recent sell-offs.
SinoInsight 1 Beginning in 2018, the bulk of local statistics bureaus in China appeared to no longer publish raw economic data in various fields, including for fixed assets investment and industrial enterprises above designated size. For instance, the Shandong Provincial Bureau of Statistics did not release the original data on total retail sales of social …
SinoInsight 1 China’s A-shares rose for four consecutive days this week. Trading on the Shenzhen and Shanghai indexes broke the trillion-dollar mark for two consecutive days, with over 200 stocks reaching their daily trading limit. The Shanghai Composite Index broke above 3,100 points, a 3.75 percent increase over four days. Amid the “bull market” in …
◎ Several proposals in the 2019 government work report seemingly cancel out each other or will contradict Xi’s push to have the “Party lead everything”
SinoInsight 1 There will be a strict “no cellphone” rule enforced at this year’s Two Sessions, according to reports in Hong Kong media. All members of the National People’s Congress and the Chinese People’s Political Consultative Conference, as well as their entourage and staff, are forbidden from bringing their cellphones into meetings. Walkie-talkies are permitted …
◎ There is a pattern in recent years of “explosive information” about CCP elites being revealed during crucial periods in the factional struggle.
SinoInsight 1 Recently, an official notice from the local Political and Legal Affairs Commission of Fuyang City on “comprehensively mobilizing the wartime mechanism during the ‘Two Sessions’ period” was circulated on the Chinese internet. Located in Henan Province, Xingyang City is about over 700 kilometers away from Beijing. Noteworthy details in the notice include: The …
◎ The CCP factional struggle will escalate as Xi tries to force through reforms to meet U.S. trade demands.
