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: 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

Politics Watch: Xi-Kim Summit Foreshadows Peace on the Korean Peninsula
◎ We believe that Trump won’t shift away from his “maximum pressure” strategy unless North Korea denuclearizes.

Politics Watch: Yang Jiechi’s Delayed South Korea Trip Explained
◎ China’s foreign ministry announced on March 28 that Yang Jiechi would visit South Korea from March 29 to March 30.

Decoding the Xi-Kim Meeting in Beijing
◎ Trump could eventually get North Korea to sign a peace treaty.

The Geopolitical Contest Behind Kim Jong Un’s Visit to China
◎ Kim could have to broker a deal with Xi where he exchanges his nuclear weapons for a lifting of sanctions and keeping his rule over North Korea.

Personnel Watch: Decoding Guo Shuqing as People’s Bank of China Party Secretary
◎ Guo Shuqing’s new assignment affirms the logic behind our analysis of China’s financial sector reform and personnel reshuffle.

On the Timing of Trump’s $60 Billion Opening Salvo in ‘Trade War’ with China
◎ We believe that Trump’s $60 billion tariffs are just the opening salvo. Expect harsher penalties to come.
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