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: China’s Banking Regulator Issues 3 Regulatory Measures in 2 Days
◎ China’s plan to completely open up its financial markets in three years is an attempt to transfer some of its risks to foreign investors.
Political Risk Watch: China’s Green Drive Affects Multinational Taiwan Furniture Maker
◎ The CCP’s green drive has adversely affected Taiwan businesses in Jiangsu’s Kunshan City and Guangdong’s Zhuhai City.
Personnel Watch: January Reshuffle Sees Once Vacant Key Provincial Posts Filled
◎ Xi has made sweeping personnel reshuffles like the recent one at least twice since he took office in 2012.
Troop Reform Nearly Complete as Senior Commanders of Provincial Military Districts Join Regional Party Committees
◎ Although the broader military structural reforms are done, the Xi administration will likely continue to reshuffle the senior military leadership frequently.
Elite Politics Watch: Decoding China’s ‘Secret Document’ on North Korea
◎ We’ve identified nine questionable points about the “secret document.”
Xi Displays Control Over Military at Mass Mobilization Drill
◎ Xi may be demonstrating that he is in control over the military by speaking at the Jan. 3 mobilization.
Risk Watch: Missing Tech Company Chairman May Be Involved With Hengfeng Bank Probe
◎ We wrote after the 19th Congress that the Xi administration would focus its attention on rooting out corruption in the financial sector to safeguard against financial risks.
Trump’s National Security Strategy a Timely Counter to China’s Expansionism
◎ Trump’s NSS correctly identifies the challenge posed by “competitor” China to America’s domestic security and global influence.
China in 2018: Seven Points to Watch
◎ There is a rising probability that China will face charging gray rhinos and encounter black swans in 2018.
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