POLITICS
The CCP Fourth Plenum and Geopolitics
◎ The plenary session after the Two Sessions in the year after a Party Congress typically focuses on the economy.
The World is Trapped in Red China’s Matrix
◎ The Soviet Iron Curtain served to “block out” the West. The CCP’s Red Matrix works to “plug in” the world to a view of China that it controls.
Politics Watch: Fang Fenghui’s Expulsion, Meng Hongwei’s Arrest, and the Factional ‘Soft Coup’
◎ We believe that the expulsion of Fang Fenghui and Zhang Yang from the CCP is connected with the recent purge of Interpol chief Meng Hongwei.
Politics Watch: Meng Hongwei Purge Hints at ‘Soft Coup’ Against Xi
◎ There are hints that the Meng Hongwei case is connected with a “soft coup” against the Xi leadership.
Risk Watch: China’s Social Security and Taxation Changes Could Spark Wave of Business Failure and Unemployment
◎ The tax and social security reform will sharply increase the financial burden of Chinese firms.
Politics Watch: Stricter Controls Over Society Signal Greater Crisis for the CCP
◎ Based on our research and understanding of the CCP, the more tightly it controls society, the more it feels imperiled.
Risk Watch: What China’s Fx Reserves Looks Like Without a Trade Surplus with America
◎ China’s economy would be in a precarious position if U.S. tariffs completely eliminate the trade deficit.
Politics Watch: China’s $60 Billion Tariff List Looks Like a ‘White Flag’
◎ The CCP is putting on a show for the Chinese people with its retaliatory duties.
Politics Watch: US Airline Taiwan Reference Change Out of Sync with Trump Policy
◎ The outbreak of the Sino-U.S. trade war has exposed the CCP’s fear that America would escalate their conflicts on the ideological front.
Politics Watch: US-China Trade War a ‘Deathtrap’ for CCP Politics
◎ The trade war forces Xi and the CCP to face an intractable political contradiction.
Politics Watch: China’s Finance Ministry and Central Bank Clash as Economy Worsens
◎ The exchange between the finance ministry and central bank exposes deeply-rooted institutional problems in the Chinese regime.
The Rise and Fall of China’s Domestic Security and Legal Affairs Apparatus
◎ Xi’s policies and personnel changes have combined to curb the PLAC’s authority and weaken its influence.
Politics Watch: Decoding the CCP Propaganda Shift on China, America, and Trade
◎ The CCP is adjusting its propaganda to lay the foundation for subsequent trade negotiations with America.
Politics Watch: Civil Servant Wages Delayed as Local Gov’t Revenue Falls
◎ The CCP would find it increasingly difficult to exert control over Chinese society if it cannot pay civil servants.
Politics Watch: Rumor of Leadership Change in Hainan Hints at Hastening of Opening Up
◎ According to reports, Guangdong mayor Ma Xingrui was recently in Hainan Province making preparations to take over the post of Party secretary.