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Justin Yifu Lin on Pessimism about the Chinese Economy
"A key reason for weak expectations about the future is a lack of confidence, with claims such as 'there are structural problems' [...] exerting…
Jul 9
•
James Farquharson
16
4
American Decline, Chinese Exposure | Digest: June 2026
US-China & Taiwan | Middle East | Europe | Going Out | East Asia | Russia | Economy | Society & Local Governance | Tech & AI | Critical Minerals
Jul 6
•
Jacob Mardell
,
James Farquharson
, and
Thomas des Garets Geddes
11
2
Zhang Jian on China, the EU and Russia "De-Risking" from the US
"There is no effective coordination or cooperation among them, but on some issues this has objectively produced the policy effect of a collective…
Jul 3
•
Jacob Mardell
,
James Farquharson
, and
Thomas des Garets Geddes
11
4
2
June 2026
Shao Yuqun on the Post-Summit Shift in Trump’s Taiwan Policy
"If war breaks out across the Strait because the Taiwan authorities push for 'Taiwan independence', the US will not send troops to intervene..."
Jun 24
•
Jacob Mardell
20
4
Zheng Yongnian on Local Government Overreach and the Private Economy
"Whether in the platform economy, new energy vehicles or any other sector, almost every private enterprise has some connection to the local government."
Jun 22
•
James Farquharson
15
1
4
Huang Qifan on China’s Trade Surplus Problem
"From an economic perspective, there are several ways to reduce an excessively large export surplus, the first of which is to allow moderate…
Jun 16
•
James Farquharson
19
1
5
The End of Easy Capital | Economic Digest: May 2026
Local Government | Financial Reform | Trade Surplus | Economic Stimulus and Rebalancing
Jun 9
•
James Farquharson
13
4
Qin Hui on Why Condemning Trump Is Not Enough
"I think it is completely wrong for European countries and many others around the world to remain passive in the face of Iran’s waging war on the entire…
Jun 8
•
James Farquharson
26
2
5
Strategic Stability, Structural Strain | Digest: May 2026
US-China | Global Order | East Asia | Europe | Middle East & Pakistan | Chinese Economy | Research and Education | Tech & AI
Jun 2
•
James Farquharson
,
Thomas des Garets Geddes
, and
Jacob Mardell
7
2
May 2026
Hormuz and the Global Order: From Maritime Chokepoints to Continental Corridors
Chinese analysts on the prolongation of Hormuz disruption, the shifting global order and China’s strategic positioning in the continuing crisis.
May 22
•
James Farquharson
17
5
Trump-Xi Summit: Chinese Analysts on the New Strategic Stalemate
An analysis of reactions by China's establishment intellectuals to Trump’s 13–15 May state visit to Beijing.
May 19
•
Jacob Mardell
26
6
China’s G2 Dilemma
Beijing rejects the label as hegemonic, but Chinese analysts are still probing what a de facto US-China bipolarity could mean for status, bargaining…
May 17
•
Jacob Mardell
15
1
3
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