We will be transitioning to a subscription model on February 1, 2019.
Pre-order now and
RESEARCH
Risk Watch: Crashing China Property Stocks in Hong Kong Forebode Bubble Crisis
In the afternoon of Jan. 17, three Hong Kong-listed stocks suddenly plummeted by over 60 percent. Two of the three shares were those of Jiayuan
Risk Watch: Call for PBoC to Buy A-shares Comes as Confidence in Stock Markets Fall
On Jan. 8, the official China Securities Journal ran an article titled “The Good Prospects of the PBoC Holding Domestic Stock” by Dongxing Securities lead
Politics Watch: Xi’s Call to Build ‘High-quality Officials’ Signals a Fresh Round of Purges
On Jan. 16, the Chinese Communist Party Central Committee-published ideological journal “Qiushi” carried an article by Xi Jinping on “building a contingent of high-quality officials.”
Time Running Out to Stop China’s New cold-war Aggressions
By Joseph Bosco World, we have a problem. Though governments and populations would prefer to deny it, the reality is that we have entered a
Politics Watch: Decoding the Convening of Enlarged Military Meetings
Provincial military commands in several provinces held enlarged plenary meetings this week, according to state media reports on Jan. 10. The key points relayed in
Geopolitics Watch: Xi Summoning Kim to Beijing a Goodwill Gesture to America
Per Chinese state media reports on Jan. 8, North Korean leader Kim Jong Un visited Beijing at the request of Xi Jinping. The reports say
Politics Watch: CCP Fourth Plenum Could be Held at the End of January
Several Chinese provincial-level governments (Beijing, Chongqing, Hainan, Yunnan, Fujian, and others) recently rescheduled their local “Two Sessions” meetings. The reschedules, some of which were made
Year of Decision for Trump and Xi on Taiwan
By Joseph Bosco Of the many foreign policy challenges confronting President Trump in 2019, ensuring the democratic security of Taiwan may prove as daunting, and as dangerous,
China 2019 Outlook: A Decisive Year for Sino-US Relations
Edited on Jan. 1, 2019. In our outlook for China in 2018, we said that a Sino-U.S. trade war is “unavoidable.” With the trade war
How We Fared in Forecasting China in 2018 — Macro Mastery
To sidestep risk and succeed in China, businesses and policymakers need to get macro and geopolitical trends right. In 2018, SinoInsider correctly analyzed and anticipated
Politics Watch: Xi’s Reform Anniversary Speech Signals Political Crisis in China
Summary: We believe that Xi Jinping presently faces critical levels of political risk given the political and economic problems in the regime. Xi’s reform anniversary
How We Fared in Forecasting China in 2018 — Our 2018 Outlook
Imagine the risks you could avoid or the opportunities you could uncover from knowing that a Sino-U.S. trade war is “unavoidable” six months before tariffs
No ‘Middle Way’ in US-China Struggle — China Must Change
By Joseph Bosco Now that China and the United States are embroiled a trade war, can they avoid a real war? That is the question
Geopolitics Watch: Why Trump Cited National Security as a Reason to Intervene in the Huawei Case
Summary: Most commentary on Trump raising the possibility of intervening in the arrest of Huawei CFO Meng Wanzhou is focused on the trade aspect. We
Politics Watch: Xi’s Delivery of Trade Commitments Hinges on the CCP Factional Struggle
Summary: Xi Jinping “crossed the Rubicon” by backtracking from tough official rhetoric and making personal commitments to President Donald Trump in Argentina. To deliver on