What Xi’s Europe Tour Says About the CCP’s Goals and Woes
Xi Jinping cannot be said to have returned a “winner” from his trip to Europe given the lack of substantive diplomatic agreements and the continued impasse over the West’s concerns with the PRC’s export of excess capacity and support of Russia.
OUR RESEARCH
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.
Politics Watch: China’s Finance Ministry and Central Bank Clash as Economy Worsens
◎ The exchange between the finance ministry and central bank exposes deeply-rooted institutional problems in the Chinese regime.
Risk Watch: China’s Local Debt ‘Iceberg’ Emits ‘Cracking Sounds’
◎ Based on our estimate, implicit debt in some cities and counties was three to four times higher that of their public debt.
Risk Watch: China’s Tax Revenue Climbs in June Despite Worsening Economy
◎ M2 growth and total social financing growth in the first half of 2018 are the slowest on record.
Social Watch: In China, the CCP is Losing Control Over the Trade War Narrative
◎ The Sino-U.S. trade war is proving to be a quagmire for the CCP propaganda apparatus.
Risk Watch: Does China Have Ammo for a Trade War?
◎ The Sino-U.S. trade war is underway. And China lacks “ammunition.”
Geopolitics Watch: Korean Peninsula Denuke and Peace Could Hinge on US-North Korea Trust
◎ The timing and tempo of the U.S. strategies is vital to ensure mission success.
The Rise and Fall of China’s Domestic Security and Legal Affairs Apparatus
◎ Xi’s policies and personnel changes have combined to curb the PLAC’s authority and weaken its influence.
Politics Watch: Decoding the CCP Propaganda Shift on China, America, and Trade
◎ The CCP is adjusting its propaganda to lay the foundation for subsequent trade negotiations with America.
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