Beijing doubles down on security amid slowing economy
The Chinese Communist Party’s early response to China’s gloomy economic outlook was doubling down on regime security.
OUR RESEARCH

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.

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.
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