RISK vs. OPP
Risk Watch: The CCP’s Strategic Intentions Behind the Hong Kong Exchange’s Bid for the London Exchange
◎ We have reason to suspect that the CCP has strategic intentions behind the HKEX move for the LSE.
◎ Within the span of a week, art imitated life and life imitated art regarding CCP censorship.
◎ A Black Swan event for the Chinese regime could be just around the corner.
◎ We have identified four tactics which the CCP is utilizing to carry out its “judo move.”
◎ Through the use of “chain stratagems,” the CCP is looking to turn a negative situation into a positive one for its regime.
◎ With the “villains” properly designated and the blame properly assigned, the CCP can next play the hero and punish the responsible parties.
◎ Whenever the CCP admits to something, the reality is usually much worse than what is admitted.
◎ A Sino-U.S. cold war is unavoidable and will be a zero-sum competition.
◎ The CCP could use conventional and “unrestricted warfare” strategies and tactics against the United States.
◎ Ren Zhengfei’s alternating rhetoric reveals that Huawei is at its “wit’s end.”
◎ The hukou relaxation policy could prove to be a double-edged sword for the CCP.
◎ The CCP is putting its political credit on the line by making local bonds available over the counter.
◎ The timing of the plunge and other odd developments suggest that CCP factional politics could be a factor influencing the recent sell-offs.
◎ Several proposals in the 2019 government work report seemingly cancel out each other or will contradict Xi’s push to have the “Party lead everything”
◎ The collapse of Aiwujiwu and pinganfang.com suggests that the business model of “property + financing + internet services” is failing in China.