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
China’s Five Strategies for Economic Expansion in the Digital Age
◎ The CCP appears to be simultaneously resolving China’s currency oversupply issue and seeking leadership in the digital currency while threatening the dollar’s dominance through five strategies.
Why Trump Security Team Sees a Nationalized 5G Network as Counter to China
◎ China’s response to America’s 5G push underscores the worries expressed in the leaked documents.
Decoding China’s Plan to Launch Crude Oil Futures
◎ The CCP is interested in expanding its economic influence to resolve domestic financial problems and challenge U.S. economic hegemony.
Personnel Watch: Decoding the Promotion of 102 Vice Governors in January
◎ The January reshuffle reveals Xi Jinping’s efforts to clean up the officialdom and consolidate power.
Political Risk Watch: China Target 30 Provinces, Gov’t Depts. in Post-19th Congress Sweep
◎ Xi appears to have adopted two measures to prevent internal Party opposition from forming a coalition against his administration.
Risk Watch: 19 Banks Involved in 19 Billion Yuan Fake Gold Scandal
◎ The loan fraud scandal is revealing of the messy internal controls in China’s banking and financial sector.
Risk Watch: Chinese Financial Institutions Fined $142 Million in January 2018
◎ The CCP has noticeably ratcheted up its supervision of the financial sector in 2018.
Political Risk Watch: Anti-corruption Inspector Signals Purge of China’s Financial System
◎ Xu Jia’ai’s article signals Xi’s intend to clean up the financial sector and identifies lax supervision over financial institutions as the reason for China’s current economic troubles.
Risk Watch: China’s Ex-Finance Minister Warns of ‘Fairly Big’ Systemic Financial Risks
◎ Lou Jiwei’s assessment of China’s financial risks further affirms our pessimistic outlook on the Chinese economy.
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