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
Risk Watch: Is Rare Earth Really China’s ‘Secret Weapon’ in a Trade War with America?
◎ The CCP wouldn’t risk a “rare earth war.”
Risk Watch: Can China Withstand a Trade War?
◎ The CCP faces seven pressing problems that render it unable to withstand a trade war with America.
Why Xi Jinping Will Open Up China This Time
◎ Xi could fulfill his Boao promise to open up China.
Risk Watch: China at a Disadvantage in Sino-US Trade War
◎ China, and not the U.S., would be more severely affected by China’s soybean tariffs.
Risk Watch: China Tightens Grip on Internet Finance
◎ Beijing is likely very clear that a trade war is unavoidable, and it can only seek to delay its start and find ways to lessen the blow.
Risk Watch: What was Signaled at the Central Financial and Economic Affairs Commission Meeting
◎ The focus on deleveraging to defuse risks suggests that Beijing expects the trade war with the U.S. to have a massive impact on China’s economy.
Risk Watch: Why China Won’t Touch Soybeans in the Trade War
◎ China cannot stop importing soybeans from the U.S. for two reasons.
Risk Watch: Why China Wants Foreign-listed Tech Companies in the A-share Market
◎ China wants tech giants and “unicorns” to list in domestic markets to prevent a liquidity crunch that could trigger a debt crisis.
Politics Watch: Decoding K-pop Diplomacy in North Korea
◎ The K-pop performances are another sign of coming peace on the Korean Peninsula
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