What Trump’s Second Term Means for China
Xi and the CCP will almost certainly find their troubles compounded should Trump press ahead with his China agenda over the next four years.
OUR RESEARCH
Politics Watch: Politburo Meeting and Study Session Reveal Regime Crisis
◎ Xi is likely seeking to stamp his paramount authority and unify the Party as political, economic, and social crises mount in China.
Risk Watch: Campaign to Curb P2Ps Heightens Political Risk for the CCP
◎ The CCP’s P2P campaign will increase risks for China’s financial system.
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.
Risk Watch: Crashing China Property Stocks in Hong Kong Forebode Bubble Crisis
◎ Mainland property developers will likely face severe financing problems in 2019.
Risk Watch: Call for PBoC to Buy A-shares Comes as Confidence in Stock Markets Fall
◎ Major shareholders in China could be thinking of or taking steps to dump newly unrestricted shares in the wake of a worsening economy and slumping market confidence.
Politics Watch: Xi’s Call to Build ‘High-quality Officials’ Signals a Fresh Round of Purges
◎ A recent Qiushi article seems to be aimed at countering threats to Xi’s rule inside the Party.
Time Running Out to Stop China’s New cold-war Aggressions
◎ The United States and other countries in the West no longer can avoid joining the cold war that China has been waging unilaterally for the entire 40-year period of engagement.
Politics Watch: Decoding the Convening of Enlarged Military Meetings
◎ Xi is likely seeking to strengthen his control over the military in a crucial period.
Geopolitics Watch: Xi Summoning Kim to Beijing a Goodwill Gesture to America
◎ Xi could have summoned Kim to Beijing to signal cooperation with America on North Korean denuclearization and improve the odds of successful trade talks.
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