◎ 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.