◎ Both President Trump and Xi Jinping have signaled strongly that they want to meet each other at the G20 in Osaka.
Sino-US trade war
Risk Watch: US Huawei Ban Could Trigger Black Swans in China
◎ Ren Zhengfei’s alternating rhetoric reveals that Huawei is at its “wit’s end.”
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Geopolitics Watch: Will the Huawei Ban Bring China Back to the Negotiation Table?
◎ The CCP will find it very hard to return to negotiations in the current geopolitical climate.
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Politics Watch: The Multiple Political Signals in Xi’s Jiangxi Tour
◎ Several political signals in Xi’s inspection trip to Jiangxi are meant for different groups within the Party.
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Politics Watch: US Tariffs Heighten Political Dilemmas in China
◎ Beijing’s response to the trade war is shaped by the complexities of the CCP factional struggle.
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Geopolitics Watch: Early Analysis of Trump’s Tariff Threat
◎ How the CCP reacts to Trump’s tariff threat would determine the outcome of the trade talks.
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Risk Watch: China Economic Rebound? Major Shareholders Vote with Their Feet
◎China will find it hard to sustain the economic “recovery” in April. ◎Risks of a stock market crash are greater than before.
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Geopolitics Watch: China Prepares to Sign ‘Unequal Treaty,’ Continues Delaying Tactics in Trade War
◎ The CCP’s trade war strategy is revealed in its propaganda. Meanwhile, America struggles with the Party’s delaying tactic.
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Politics Watch: A Black Swan Leading Indicator Emerges from Xi’s Italy Trip
◎ In Italy, Xi signals strong determination to push through reforms.
Read morePolitics Watch: A Black Swan Leading Indicator Emerges from Xi’s Italy Trip
Risk Watch: Early Analysis of China’s Government Work Report
◎ 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”
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