What Trump’s Second Term Means for China
Xi and the CCP will almost certainly find their troubles compounded should Trump press ahead with his China agenda over the next four years.
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Politics Watch: Politburo Meeting and Study Session Reveal Regime Crisis
◎ Xi is likely seeking to stamp his paramount authority and unify the Party as political, economic, and social crises mount in China.
Politics Watch: Xi’s Meeting with Provincial-level Officials Hints at Unprecedented Crisis in the CCP
◎ The CCP regime is facing an immense, and likely unprecedented, political crisis.
China 2019 Outlook: A Decisive Year for Sino-US Relations
◎ Presenting our 2019 China outlook.
How We Fared in Forecasting China in 2018 — Macro Mastery
◎ Part two of our 2018 forecasting review.
Politics Watch: Xi’s Reform Anniversary Speech Signals Political Crisis in China
◎ We believe that Xi Jinping presently faces critical levels of political risk given the political and economic problems in the regime.
How We Fared in Forecasting China in 2018 — Our 2018 Outlook
◎ Part one of our 2018 forecasting review.
Geopolitics Watch: Why Trump Cited National Security as a Reason to Intervene in the Huawei Case
◎ The 90-day trade talks, if successful, will tackle U.S. national security concerns at its root.
Politics Watch: Xi’s Delivery of Trade Commitments Hinges on the CCP Factional Struggle
◎ Xi faces very high levels of political risk in the next 90 days.
Influence Watch: The CCP is Hijacking the Discourse on Chinese Influence
◎ We identify three broad strategic lines which the CCP is pursuing to hijack the discourse on Chinese influence.