China

China

Why UK Cannot Cut China Out of Critical Minerals — The Age of Managed Dependency

メタディスクリプションThe UK cannot fully decouple from China’s critical mineral supply chains. This report explains why managed dependency, data protection, and supply-chain visibility are now essential for economic security.
China

What the Shanxi Coal Mine Gas Explosion RevealsーEnergy Security, Industrial Safety, and Local Governance Risks in China

Executive SummaryThe gas explosion at the Liushenyu coal mine in Shanxi Province should not be viewed merely as an indus...
China

Rediscovering The Analects in an Age of Uncertainty

How Confucian philosophy and The Analects offer a practical framework for leadership, decision-making, and resilience in an age of uncertainty.
China

China’s Hidden Debt Problem and the Restructuring of Rural Finance

An in-depth economic analysis of China’s hidden debt problem, focusing on rural banks, rising non-performing loans, and state-led financial consolidation.
China

Greenland and the Return of Power Politics in the Arctic

A strategic analysis of EU and Russian reactions to Trump’s Greenland proposal, examining sovereignty, NATO dynamics, and the Arctic’s shift toward great-power competition.
China

Italy’s Exit from the Belt and Road Initiative European Economic Strategy in an Era of Great-Power Competition

An economist’s analysis of why Italy exited China’s Belt and Road Initiative, examining limited economic returns, NATO and EU alignment, and Europe’s shift toward de-risking.
China

Scenarios for a Taiwan Contingency and Their Early Warning Signals

An in-depth analysis of Taiwan contingency scenarios, from gray-zone pressure to blockade and conflict, with early warning signals and global economic implications.
China

Trump’s Donroe Doctrine and China’s Belt and Road Initiative

Trump’s Donroe Doctrine and China’s Belt and Road Initiative are not direct rivals but opposing hegemonic models. This analysis explains how risk, power, and global order are being redefined.
China

China’s Automotive Strategy in the Middle East

Why are Chinese automakers expanding rapidly in the Middle East? An analyst explains EV strategy, policy alignment, and market structure.
China

The Belt and Road Initiative and Africa’s Debt Challenges

Is the Belt and Road a debt trap or something else? Learn how China’s economy and Africa’s constraints created today’s debt risks.
China

China’s External Economic Strategy and the UAE

How the UAE became China’s offshore operational hub, integrating finance, logistics, and information without geopolitical alignment.
AI

Taiwan Contingency: Ten Plausible Scenarios

This report outlines ten realistic Taiwan contingency scenarios, explaining how military, cyber, economic, and political pressures could shape a future crisis between China, Taiwan, and the United States.
AI

U.S. AI Semiconductor Policy Shifts from “Blockade” to “Managed Competition”

This report analyzes why U.S. policymakers are shifting from AI chip bans to controlled exports, how China intends to leverage H200 access, and what these changes mean for NVIDIA, data centers, and semiconductor markets.