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.
Geopolitics
Geopolitics Watch: Why is North Korea Canceling South Korean Talks, Threatening Trump-Kim Summit?
◎ North Korea’s “shock” move is hardly surprising.
Geopolitics Watch: Reading Trump’s ZTE Tweet, Sino-US Trade, and North Korea
◎ Trump’s ZTE tweet suggests that our read of America and China making good progress in trade talks is correct.
Geopolitics Watch: On Xi, Kim, Dalai Lama, North Korea, and the Sino-US Trade Talks
◎ The Trump administration still has cards to play to keep pressuring the CCP.
Politics Watch: Decoding the Outcome of Sino-US Trade Talks
◎ Should Beijing live up to its promises, the U.S. could eventually realize as much as 60 to 80 percent of its trade goals with China.
Geopolitics Watch: Behind Wang Yi’s Trip to North Korea
◎ Whether the coming peace talks would be trilateral or quadrilateral talks would hinge on the outcome of Sino-U.S. trade negotiations and the Trump-Kim summit.
Geopolitics Watch: Forecasting the Korean Peninsula Peace and Denuclearization Process
◎ Kim’s willingness to make the closure of the Punggyeri test site public and the scrapping of “Pyongyang time” are signs that he is sincere about denuclearization.
Geopolitics Watch: Why Trump Hailed Kim Jong Un as ‘Very Honorable’
◎ We believe that President Trump’s statements support our March analysis that the Korean Peninsula would denuclearize and progress towards peace.
The Geopolitical Contest Behind Kim Jong Un’s Visit to China
◎ Kim could have to broker a deal with Xi where he exchanges his nuclear weapons for a lifting of sanctions and keeping his rule over North Korea.
Why Trump Security Team Sees a Nationalized 5G Network as Counter to China
◎ China’s response to America’s 5G push underscores the worries expressed in the leaked documents.