The CCP is preparing to sacrifice HK’s elites to calm HK; internal recording reveals the CCP’s trade war strategy

SinoInsight 1 Recently, a recording of what sounds like a Chinese official addressing and taking questions from a group of people. The official talked about the Sino-U.S. trade war, the factional struggle in the CCP, and other economic and financial matters was circulated on the internet. Below are key parts from the recording: “You raised …

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Why Xi is warning of ‘risks and challenges,’ wants ‘struggle spirit’ from CCP cadres

SinoInsight 1 On Sept. 4, Chinese premier Li Keqiang chaired an executive meeting of the State Council. Key points from the meeting include: Officials must do well the “six stables” (六穩), or stable employment, stable financing, stable foreign trade, stable foreign investment, stable investment, and stable expectations (穩就業、穩金融、穩外貿、穩外資、穩投資、穩預期); Higher vocational institutes will enroll 1 million …

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Fourth Plenum timing and agenda confirm political crisis in China; undercover cops, not troops, key to CCP strategy in HK

SinoInsight 1 The people of Hong Kong held protests for the thirteenth straight week over the weekend. In what has become a pattern, the bulk of the protesters held peaceful rallies or marches where they call on the Hong Kong government to meet five demands related to a controversial proposed extradition bill, while a smaller …

Read moreFourth Plenum timing and agenda confirm political crisis in China; undercover cops, not troops, key to CCP strategy in HK

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Analyzing the PLA’s troop rotation in HK; will Carrie Lam resign; CCP factional fighting, Party orthodoxy, HK, & the trade deal

SinoInsight 1 On Aug. 27, Party media Global Times published an opinion piece titled, “The Big Truth about Safeguarding Hong Kong’s High-degree of Autonomy” (就维护香港高度自治说些大实话). Key points in the piece include: A “one country, one system” approach is “unrealistic. If Hong Kong’s high degree of autonomy is abolished, “the entire logic of Hong Kong’s social …

Read moreAnalyzing the PLA’s troop rotation in HK; will Carrie Lam resign; CCP factional fighting, Party orthodoxy, HK, & the trade deal

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Over 70% of our China 2019 outlook verified as of Q2; Beijing’s mixed signals in HK and the factional struggle

SinoInsight 1 In the afternoon of Aug. 25, the People’s Bank of China released its 16th announcement of the year. The announcement stressed that “houses are meant for living, not speculation,” and made the following key points: 1. Banks will set mortgage loans based on the new loan prime rate (LPR) effective from Oct. 8. …

Read moreOver 70% of our China 2019 outlook verified as of Q2; Beijing’s mixed signals in HK and the factional struggle

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The CCP ‘advances to retreat’ on Hong Kong; the political messaging in Xi’s Gansu trip

SinoInsight 1 On Aug. 20, Xi Jinping carried out an inspection tour of Gansu Province. Two of Xi’s stops were the Monument and Martyrs’ Cemetery and Memorial Hall of the West Route Army of the Chinese Workers’ and Peasants’ Red Army in Gaotai County. Chinese vice premier Liu He, CCP General Office director Ding Xuexiang, …

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Risks grow for Hong Kong and America as the CCP calls Trump’s China bluff; China’s interest rate reform won’t resolve financing woes

SinoInsight 1 According to mainland media reports, the chairman or actual controller of 13 A-share listed Chinese companies were either arrested or investigated this year on a range of criminal charges, including insider trading, market manipulation, bribery, illegal disclosures, illegal absorption of public funds, embezzlement, and the issuance of fake invoices. Their arrest caused shareholders …

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On PRC intervention in HK and Trump’s tariff delay; PRC disinformation on a military crackdown; HK protesters plan a bank run

SinoInsight 1 On Aug. 14, a Taiwanese media outlet reported “exclusive” news that Beijing will declare Hong Kong a Chinese municipality (直轄市) if the Hong Kong government cannot restore order in the city. The media outlet also listed the ways in which Beijing will reorganize Hong Kong’s government, financial, police, and education system after scraping …

Read moreOn PRC intervention in HK and Trump’s tariff delay; PRC disinformation on a military crackdown; HK protesters plan a bank run

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SASAC head meets with Tencent boss to talk ‘mixed-ownership reform’; Beijing strongly cautions Hong Kong protesters

SinoInsight 1 On July 31, Hao Peng, the Party secretary and director of the PRC State-owned Assets Supervision and Administration Commission, met with Pony Ma Huateng, the founder, CEO, and chairman of Tencent, to promote “deepening cooperation” between Party Central and Chinese internet companies in areas such as Big Data and artificial intelligence. According to …

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The US and the CCP have reached a watershed moment on Hong Kong; analyzing Xi’s promotion of 10 PLA generals

SinoInsight 1 On July 31, the PRC’s Central Military Commission promoted 10 military and armed police officers to the rank of general. Xi Jinping presented the generals with the certificates of promotion at a ceremony at the CMC headquarters in Beijing. The 10 new generals are: Li Shangfu, director of the CMC Equipment Development Department; …

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