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 
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.
China Japan–China Political Tensions Intensify
Japan and China entered a new phase of political tension following a dangerous radar lock incident and Beijing’s suspension of cultural exchanges. Our analysis explores military escalation risks, Taiwan-driven strategic friction, and consequences for global markets and supply chains.
China Geopolitical Report: China’s Aircraft Carrier Fujian Deployment near Taiwan
China’s newest aircraft carrier Fujian has sailed near the Taiwan Strait soon after its commissioning, signaling Beijing’s military confidence and geopolitical intent toward Taiwan and the U.S.–Japan alliance. This report analyzes its operational details, strategic implications, and future scenarios for the Indo-Pacific balance.