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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Geopolitics Watch: How the CCP Can Interfere in US Elections
◎ We believe that Trump and his administration have identified a very real threat to the upcoming U.S. midterm elections.
Risk Watch: The CCP’s ‘Controlled Blow Up’ of Local Debt Could Trigger a Black Swan
◎ The CCP is carrying out a controlled “blow up” of local government debts and transferring the risks to the private sector.
Geopolitics Watch: The CCP is Hijacking the ‘New Cold War’ Narrative
◎ In hijacking the new Cold War narrative, the CCP has resorted to old tropes and mixed in new disinformation
Geopolitics Watch: US Affirms Existential Nature of the CCP Threat
◎ The U.S. recognizes that the China threat is everywhere and existential, and has made addressing the issue the top priority.
Geopolitics Watch: The CCP’s Propaganda War on Trump’s China Policy
◎ We have observed that CCP propaganda assets have been spreading targeted propaganda narratives to influential individuals and organizations in the U.S. in recent months.
Geopolitics Watch: Is the PRC Isolating Taiwan, or is the PRC Being Isolated?
◎ America prioritizing its relations with the ROC over the PRC is a return to the post-WWII, pre-Nixon state of affairs.
Geopolitics Watch: The CCP Misreads America’s China Policy Revolution
◎ The CCP appears to be gambling that U.S. domestic elections play out in a manner that allows it to avoid a consequential clash with America.
Risk Watch: Burning Grain Reserves Expose China’s Food Crisis
◎ The Sino-U.S. trade conflict will reveal more instances of corruption in China’s food supply system, and expose a food crisis.
Risk Watch: China’s State-owned Enterprise Debt Financing ‘Ponzi Scheme’
◎ SOEs cannot pay interest on their financing liabilities even if they are granted very favorable interest rates, let alone pay principle.