China Faces Greater Risks as US Increases Pressure
Mounting geopolitical and economic risks for the PRC will eventually transform into political risks for the Xi leadership.
Geopolitics
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.
Trump’s National Security Strategy a Timely Counter to China’s Expansionism
◎ Trump’s NSS correctly identifies the challenge posed by “competitor” China to America’s domestic security and global influence.