PRC’s 2025 audit report exposes various risks in the CCP regime; the 20-trillion-yuan energy bubble in the CCP’s 15th Five-Year Plan
Geopolitical conflicts have triggered acute energy security concerns among PRC policymakers.
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Beijing’s plan to stabilize foreign investment hints at heavy outflows; why PRC media is touting the ‘three major transformations’
The tension in the CCP regime is one between greater political centralization and economic contraction driven by declining confidence and capital mobility.
Analyzing Beijing’s white paper on global governance; why Beijing is rolling out ‘Xi Jinping Thought on Party building’
Beijing’s global governance white paper undergirds the CCP’s diplomatic “strategic offensive.”
China’s May economic data hints at macroeconomic tipping point
Beijing’s official economic data for May 2026 fundamentally challenges the CCP’s narrative of “high-tech, high-quality growth.”
Why China’s exports stayed strong in May; Beijing targets retired financial officials
The Xi leadership can be expected to continue reshaping the governance architecture of China’s financial system.
PBoC issues new interest rate policy; decoding China’s new private equity regulations
Beijing’s most important strategy for coping with domestic balance-sheet deterioration is “delaying and waiting for change.”
China’s infrastructure growth model losing effectiveness; Xi’s strategic intent behind visiting North Korea
Xi is visiting Pyongyang at a critical juncture characterized by major shifts in the international balance of power, protracted regional conflicts, and emerging uncertainties in Northeast Asia.
What a Qiushi piece on developing future industries says about Xi’s ambitions; the hidden liabilities of rapid industrial scaling in China’s NEV sector
Fiscal data indicate that the rapid growth of NEVs led to an estimated decline of around 300 billion yuan in fuel-tax revenues in 2023.
Beijing using Iran crisis to encroach upon the global chemical industry; more signs emerge to suggest shrinking consumption in China
Beijing appears to be taking advantage of the global energy crisis resulting from conflict in the Middle East to reshape the global chemical industry.
Why cross-border brokerages are the latest target in the CCP’s drive for financial control
Beijing has committed a macroeconomic error of “treating symptoms rather than root causes.”