China Outlook 2025: Crises Set to Worsen for Xi and the CCP
Our China 2025 outlook contains 32 predictions covering eight categories.
OUR RESEARCH
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.
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.
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