You might ignore geopolitics. But geopolitics isn't going to ignore you! Deciphering China, Unraveling Complexity. China analysis for politics and business.
What do the delayed Trump-Xi meeting, Trump's demands for Chinese military engagement in the Strait of Hormuz and the US-China trade talks that have just concluded mean for businesses?
As indicated in my post last week, the first major document that we should pay attention to as an outcome of the National People’s Congress is the Government Work Report delivered by Premier Li Qiang on the first day of the Congress.
China's message emerging from the Munich Security Conference is very consistent, but it is especially this consistency and related risks that businesses need to pay attention to.
Today’s newsletter is the last item in the series on issues in China business 2026 and it addresses the topic that has the potential to affect everything else I wrote about during the last few weeks: the relationship between China and the US.
I am happy to share my latest contribution to the Lowy Interpreter of the Lowy Institute. In the article, I discuss the impacts and lessons for Australia of Panama's latest decision to cancel the managing contract for the ports on both ends of the canal with Hong Kong company CK Hutchinson.