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

Risk Watch: Has China’s 2018 Bond Default Tsunami Arrived?
◎ A corporate debt crisis could be on the horizon in China.

The Deeper Implications of China’s Armed Police Reform
◎ The People’s Armed Police reforms lack the flash of Xi’s more eye-catching moves to consolidate control.

Risk Watch: China Could Tighten Real Estate Control Policies
◎ We believe that many mainland Chinese are expecting Beijing to drive real estate sales to cope with a Sino-U.S. trade war.

Geopolitics Watch: On Xi, Kim, Dalai Lama, North Korea, and the Sino-US Trade Talks
◎ The Trump administration still has cards to play to keep pressuring the CCP.

Politics Watch: Subtle Signals of Sino-US Trade Progress Surface
◎ Beijing has the incentive to make trade concessions to prevent a deterioration of relations with America.

Politics Watch: More Signs of Good Progress on Sino-US Trade Talks
◎ The telephone call between Mike Pompeo and Yang Jiechi corroborates our assessment of the Sino-U.S. trade talks and more.

Can China Withstand a Trade War? An Analysis of Provincial Finances
◎ An examination of the financial state of Chinese provincial in 2017 suggests that China cannot withstand a trade war.

Politics Watch: Decoding the Outcome of Sino-US Trade Talks
◎ Should Beijing live up to its promises, the U.S. could eventually realize as much as 60 to 80 percent of its trade goals with China.

Geopolitics Watch: Behind Wang Yi’s Trip to North Korea
◎ Whether the coming peace talks would be trilateral or quadrilateral talks would hinge on the outcome of Sino-U.S. trade negotiations and the Trump-Kim summit.
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