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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.
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.
Risk Watch: Does China Have Ammo for a Trade War?
◎ The Sino-U.S. trade war is underway. And China lacks “ammunition.”
Geopolitics Watch: Korean Peninsula Denuke and Peace Could Hinge on US-North Korea Trust
◎ The timing and tempo of the U.S. strategies is vital to ensure mission success.