What the Politburo’s New Regulation on Policy Coordination Say About Xi’s Power
Publicly available information and how Xi and the CCP have been operating in recent months do not show any indication that Xi’s power has been seriously threatened as speculated
POLITICS

Xi is ‘Losing Power.’ Or is He?
We see at least two possible and overlapping reasons for the persistence of the “Xi losing power” narrative.

Massive US Tariffs Compound the CCP’s Problems
The Sino-U.S. trade conflict is shaping up to be a prolonged affair rather than a brief bout of turbulence.

Three Takeaways From China’s 2025 Two Sessions
Li’s work report indicates that Beijing will rely heavily on issuing debt to meet its 2025 growth target.

China Outlook 2025: Crises Set to Worsen for Xi and the CCP
Our China 2025 outlook contains 32 predictions covering eight categories.

China’s Stock Market Volatility Heightens Xi’s Political Risks
Xi Jinping and the CCP face a dilemma on how to handle the stock market situation.

As China’s Woes Mount, CCP Focuses on Propaganda and Discipline
Xi will likely rely even more on propaganda and discipline as China’s problems worsen

At Third Plenum, CCP Opts for Political Control Over Economic Liberalization
Beijing opted for greater control over economic liberalization at the Third Plenum of the 20th Central Committee.

Xi Focuses on Financial Risks Amid Rumors That His Factional Foes are in the Crosshairs
Beijing’s inability to turn around the economy and address the property sector crisis has left it increasingly anxious about financial risks and their potential transformation into social and political risks.

Xi Solidifies Party Dominance Over State Apparatus at Two Sessions
The first two days of the Two Sessions saw three developments that more firmly entrenched the Party’s domination over the state government.