The ChangingSino-U.S. Dynamic
The CCP has long infiltrated the United States and influenced America's policy on China — a phenomenon that the Trump administration has recognized. Businesses and investors in China need to recognize the shift in Sino-U.S. relations from engagement to competition to avoid potential political risks.
Our forecast & results
Sino-U.S. trade war
- We analyzed on Jan. 1, 2018 that a Sino-U.S. trade war is “unavoidable.”
- We analyzed that China’s economy cannot withstand a full-blown trade war with the United States. The CCP would have to make concessions under the guise of “reform and opening up.”
- We were the first to analyze that the U.S. would put ZTE on “probation” instead of passing an outright ban due to national security considerations.
- We analyzed that the U.S. will step up sanctions and go after China on human rights issues if the CCP does not reform its unfair trade practices.
Our forecast & results
The U.S. changes its policy on China
We were among the earliest to observe that the U.S. had changed its China policy from engagement to competition.
We analyzed that the U.S. is seeking to reshape the CCP-hijacked world order.