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: Decoding China’s Banking Regulator Plans to Cut Banks’ Bad Loan Buffer
◎ On Feb. 28, the CBRC issued a notice that reduces the rules governing how much banks must set aside to cover bad loans.
Politics Watch: Decoding Wang Qishan’s Seating at the National People’s Congress Session
◎ Wang Qishan’s political standing is akin to that of an “eighth” Politburo Standing Committee member.
Personnel Watch: We Correctly Predicted the National People’s Congress Leadership
◎ Nine of the 13 NPC leaders we forecasted on Feb. 18 were confirmed on March 4.
Politics Watch: Why the 2018 National People’s Congress First Session is 3 Days Longer than the 2013 Edition
◎ On March 4, state media announced that the first session of the 13th National People’s Congress would be held from March 5 to March 20, or a period of 15 and a half days.
Risk Watch: What Does the Detention of CEFC Chairman Ye Jianming Signal?
◎ Behind Ye Jianming’s business success is a complex and mysterious web of government, business, military, and mafia connections.
Politics Watch: Decoding Insider Intel on Changes to the National People’s Congress Meeting at the Two Sessions
◎ We believe that the NPC meeting this year is extended by three days for its members to deliberate the draft resolution proposed at the Third Plenum.
Personnel Watch: How We Scored on Forecasting the Top CPPCC Leadership
◎ The 11 recently confirmed CPPCC vice chairs and the CPPCC chairman are in our Feb. 18 forecast of key personnel reshuffles at the Two Sessions.
Risk Watch: HNA Receives Bank Loans, Shrinks Global Workforce
◎ We believe that the Xi Jinping administration won’t let HNA go bankrupt because it is “too big to fail.”
Is Liu He the Next China Central Bank Chief?
◎ Liu as PBoC president is a little off in considering the norms of official ranking.
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