China Outlook 2025: Crises Set to Worsen for Xi and the CCP
Our China 2025 outlook contains 32 predictions covering eight categories.
OUR RESEARCH
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.
Risk Watch: China’s Industrial Firms’ Profits Fell, Not Grew, in H1 2018
◎ China’s industrial firms’ profits actually fell 6.8 percent in the first quarter of the year.
Politics Watch: China’s $60 Billion Tariff List Looks Like a ‘White Flag’
◎ The CCP is putting on a show for the Chinese people with its retaliatory duties.
Risk Watch: Runaway Billionaire Hedge Fund Boss Stuns Zhongnanhai
◎ The negative fallout of the Shanghai Fuxing Group incident could be immense.
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 Airline Taiwan Reference Change Out of Sync with Trump Policy
◎ The outbreak of the Sino-U.S. trade war has exposed the CCP’s fear that America would escalate their conflicts on the ideological front.
Risk Watch: PBoC 502 Bln Yuan Injection Cannot Band-Aid China’s Economic Woes
◎ The central bank’s injections suggest that it does not have enough collateral to print money.
Social Watch: CCP Faces Severe Backlash from Self-inflicted Vaccine Scandal
◎ We expect China’s economic situation to worsen further in the second half of 2018.
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.
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