◎ We offer seven points of response to an open letter on U.S. policy on China by a hundred U.S. scholars, former diplomats and military officials, and business leaders.
◎ Unless Xi resolves factional politics at home, China and the U.S. will find it very hard to get a trade deal.
◎ A Sino-U.S. cold war is unavoidable and will be a zero-sum competition.
◎ Xi’s political rivals are “weaponizing” Party orthodoxy against the Xi camp in Hong Kong affairs.
◎ The CCP could use conventional and “unrestricted warfare” strategies and tactics against the United States.
◎ The investigation of Liu Shiyu comes after an escalation in the Sino-U.S. trade war in early May and a worsening of bilateral relations.
◎ China is headed for tremendous change and political Black Swan events are on the horizon.
◎ While the CCP has sought to equate itself with China, China and the Chinese regime are in fact two separate entities with opposing values.
◎ The CCP will likely try to drag out the trade negotiations, the implementation of the trade deal, and the enforcement mediation process to gain an advantage in the “new cold war.”
◎ The CCP’s modus operandi ensures that the EU-China joint statement might as well be a blank sheet of paper.
◎ The CCP’s trade war strategy is revealed in its propaganda. Meanwhile, America struggles with the Party’s delaying tactic.
◎ There is a pattern in recent years of “explosive information” about CCP elites being revealed during crucial periods in the factional struggle.
◎ The CCP’s political and legal affairs apparatus continues to oppose the Xi leadership, and the factional struggle intensifies.
◎ The sentencing of Fang Fenghui at this time hints at three possible political developments.
◎ Manufacturers may eventually shift out of China to Vietnam and an economically liberalized North Korea.