In Beijing, Xi and Trump agree to ‘constructive strategic stability’ in US-China relations
CCP propaganda has used the Trump trip to subtly weave the narrative of a U.S. “change of heart” and a PRC “victory” in major power competition.
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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.

Geopolitics Watch: With EU Deal, Trump Advances Another Step in Reshaping CCP-Hijacked World Order
◎ The new U.S.-EU trade agreement, while still being finalized, would likely come to be seen as a watershed in Trump’s effort to rebuild the global order.

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.

Risk Watch: China’s Local Debt ‘Iceberg’ Emits ‘Cracking Sounds’
◎ Based on our estimate, implicit debt in some cities and counties was three to four times higher that of their public debt.

Social Watch: In China, the CCP is Losing Control Over the Trade War Narrative
◎ The Sino-U.S. trade war is proving to be a quagmire for the CCP propaganda apparatus.
