◎ Using the Red Matrix aggressively is a double-edged sword for the CCP when the U.S. is on high-alert for CCP influence and interference operations.
◎ Xi Jinping and Donald Trump likely find it to be in their interest to hold a summit at the G20 meeting in Buenos Aires.
◎ Xi may be planning to make concessions on trade, but the CCP system may not let him give up too much.
◎ The Trump administration appears to be maneuvering the CCP into a position where it has to liberalize China to ensure regime survivability.
◎ We believe that Trump’s $60 billion tariffs are just the opening salvo. Expect harsher penalties to come.
◎ We believe that Fu Zhenghua’s promotion doesn’t guarantee his safety.
◎ We correctly picked 12 of the 15 officials who were newly elected to the NPC leadership.
◎ To rookie and veteran observers, the fate of Wang Qishan is perhaps one of the more perplexing developments in recent CCP politics.
◎ Wang Qishan’s political standing is akin to that of an “eighth” Politburo Standing Committee member.
◎ We believe that Xi held two separate plenums to discuss the adding of his “Xi Jinping Thought” to the constitution and the appointing of key state personnel because he met with stiff resistance from inside the Party.