China Outlook 2026: Xi to Focus on Domestic Stability Amid External Volatility
Our China 2026 outlook contains 28 predictions covering eight categories.
Geopolitics

Geopolitics Watch: Europe Walks into the CCP’s ‘Concessions Trap’
◎ The CCP’s modus operandi ensures that the EU-China joint statement might as well be a blank sheet of paper.

Geopolitics Watch: China Prepares to Sign ‘Unequal Treaty,’ Continues Delaying Tactics in Trade War
◎ The CCP’s trade war strategy is revealed in its propaganda. Meanwhile, America struggles with the Party’s delaying tactic.

Geopolitics Watch: Xi’s Europe Trip, the Sino-US Trade War, & Global Geopolitics
◎ The stalemate in Sino-U.S. trade negotiations has led to a stalemate in global geopolitics.

Geopolitics Watch: N. Korea Denuke ‘Stalemate’ and the Sino-US Trade War
◎ 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.

Geopolitics Watch: Early Analysis & Forecast on Extended Sino-US Trade Talks
◎ The CCP factional struggle will escalate as Xi tries to force through reforms to meet U.S. trade demands.

Geopolitics Watch: Xi Lays Groundwork for Trade Concessions in State Media
◎ The propaganda narratives in Xinhua lay the groundwork for Xi to agree to U.S. demands on sensitive issues like structural reform without losing face at home.

Geopolitics Watch: Will China and America Reach a Real Trade Deal By March 1?
◎ Xi has pressing need to compromise, and Trump will not accept a “superficial” trade deal.

Geopolitics Watch: US Strategic Advantages of Holding the Second Trump-Kim Meeting in Vietnam
◎ Manufacturers may eventually shift out of China to Vietnam and an economically liberalized North Korea.

Geopolitics Watch: Sino-US Trade Enforcement and the ZTE ‘Probation’ Model
◎ America could have the ZTE model in mind in enforcing the trade deal.
