Xi Jinping

Geopolitics Macro

Evergrande Founder’s Guilty Plea Marks Beijing’s Shift to Enforcement in $330bn Property Crisis

Hui Ka Yan's fraud conviction signals the end of forbearance for China's property sector, with implications for 1.4 million homebuyers and foreign creditors facing minimal recovery.

8 min read ·
Geopolitics

Beijing Bypasses Taiwan’s Government, Courts Opposition with Trade and Media Deals

Xi Jinping's meeting with KMT leader Cheng Li-wun signals a multi-track strategy to fracture Taiwan's defense consensus through economic normalisation while isolating the ruling DPP.

8 min read ·
Geopolitics

Xi Hosts Taiwan Opposition Leader, Hardening Reunification Terms Before Trump Summit

Beijing's first high-level cross-strait meeting in a decade positions economic engagement against independence as Xi tests Washington's red lines ahead of May talks.

8 min read ·
Geopolitics

China Codifies Assimilation as National Law, Triggering Global Sanctions Calculus

New ethnic unity legislation mandates Mandarin from preschool and authorises extraterritorial enforcement, escalating pressure on Western supply chains and diplomatic strategy.

9 min read ·
Geopolitics Markets

Beijing Lowers Growth Target to 4.5–5% as Xi Consolidates Economic Control

China's National People's Congress sets 2026 GDP target range, maintains 4% fiscal deficit, and accelerates tech-first strategy under centralized Party leadership.

9 min read ·
Geopolitics

China Purges 19 Legislature Deputies Days Before National People’s Congress

Nine military officers among those removed as Xi Jinping tightens control ahead of critical political session opening March 6

7 min read ·