China
ISO CHN · CAP Beijing
Real-estate slowdown, demographic headwinds, and Taiwan-strait posturing keep risk elevated. Tech decoupling pressure intensifies.
Intelligence Signals
Latest Developments
Is the Great Nicobar Island India’s Hormuz-like chokepoint against China?
Is the Great Nicobar Island India’s Hormuz-like chokepoint against China? Al Jazeera
How China keeps North Korea's economy alive
How China keeps North Korea's economy alive DW.com
Exclusive | EU and China set for Paris talks this week amid mounting trade war fears
Exclusive | EU and China set for Paris talks this week amid mounting trade war fears South China Morning Post
Philippines probes possible new structure at disputed Scarborough Shoal
Philippines probes possible new structure at disputed Scarborough Shoal Reuters
A Hong Kong artist tries to mark the Tiananmen crackdown. He was quickly stopped by police
A Hong Kong artist tries to mark the Tiananmen crackdown. He was quickly stopped by police WKMG
Sources: Stephen Curry signs $400M deal with China's Li-Ning
Sources: Stephen Curry signs $400M deal with China's Li-Ning ESPN
US cites forced labor concerns as grounds for new tariffs
US cites forced labor concerns as grounds for new tariffs Reuters
Trump administration floats tariffs on 60 trading partners — including China, U.K., EU — after forced labor probes
Trump administration floats tariffs on 60 trading partners — including China, U.K., EU — after forced labor probes CBS News
China Denies Forced Labor, Slams US Probe as Tariff ‘Pretext’
China Denies Forced Labor, Slams US Probe as Tariff ‘Pretext’ Bloomberg.com
Peer countries · Asia
PLA grey-zone activity sustained at elevated tempo. Semiconductor leverage remains strategic deterrent.
Missile cadence accelerating. Russia partnership expanding via munitions exchange. Domestic food situation precarious.
Cross-border posture tense; demographic decline and chip-export sensitivity drive medium-term economic risk.
Defense posture shifting; demographic compression and yen volatility headline macro concerns.