recommended
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.
Risk Watch: Rising Business Failure and Unemployment Heighten Political Risk in China
◎ The CCP’s claim that migrants workers are returning home to partake in “entrepreneurship” is likely an attempt to put a positive spin on rising unemployment.
Geopolitics Watch: The CCP Turns to the Red Matrix in Full Court Press Against Trump
◎ Using the Red Matrix aggressively is a double-edged sword for the CCP when the U.S. is on high-alert for CCP influence and interference operations.
Geopolitics Watch: Trump-Xi Meeting at G20 Won’t Curb US Pressure
◎ Xi Jinping and Donald Trump likely find it to be in their interest to hold a summit at the G20 meeting in Buenos Aires.
Geopolitics Watch: Did the CCP’s ‘Gamble’ on the US Midterm Election Pay Off?
◎ The midterm results should have little effect on influencing the Sino-U.S. trade war.
Geopolitics Watch: What Xi and Wang’s Speeches Mean for the Trade War
◎ Xi may be planning to make concessions on trade, but the CCP system may not let him give up too much.
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.