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: Stricter Controls Over Society Signal Greater Crisis for the CCP
◎ Based on our research and understanding of the CCP, the more tightly it controls society, the more it feels imperiled.
Geopolitics Watch: The Coming Ideological Turn in US Policy on China
◎ The CCP is mortally afraid of ideological confrontation with the U.S. because such confrontation could lead to its collapse.
Geopolitics Watch: China is the Biggest Obstacle to Korea Peace and Denuclearization
◎ The Trump administration must utilize creative strategies and tactics to counter CCP propaganda and come out ahead on trade and North Korea.
Risk Watch: Skyrocketing Rents Signal a Deepening of China’s Economic Woes
◎ Whenever the central bank releases liquidity, the funds usually flow to the property markets.
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.
Risk Watch: What China’s Fx Reserves Looks Like Without a Trade Surplus with America
◎ China’s economy would be in a precarious position if U.S. tariffs completely eliminate the trade deficit.
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.
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