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Interpreting China by SinoVise

You might ignore geopolitics. But geopolitics isn't going to ignore you! Deciphering China, Unraveling Complexity. China analysis for politics and business.

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The status of US-China relations amid the Iran War, a postponed meeting and Paris trade talks: What this means for businesses

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?

What the Chinese government thinks 2026 should look like: The Government Work Report to the National People’s Congress

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.

Signals and noise OR Rhetoric vs. interests: What China thinks about the Iran conflict

One of the currently hottest geopolitical issues is the conflict in the Middle East.

The data is coming in: Chinese lunar new year spending and the state of the Chinese economy

We are beginning to get data on consumer spending over the Spring Festival holiday and the picture is looking positive only at first sight.

China and the Iranian nuclear issue

A prominent geopolitical issue outside of China that has the potential to significantly impact upon businesses is the Iranian nuclear issue.

China’s role at the Munich Security Conference

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.

More from the State Council: What we can learn from their study session on China’s AI+ Initiative

The State Council held a study session on China's AI+concept. What do we need to know from this sessions and China's plans for AI development?

Full government meeting in China: Gearing up for the National People’s Congress and the 15th Five-year plan

China is getting ready for the National People's Congress and the new five-year plan? What priorities does the Chinese government identify?

Issues in China business 2026: The relationship between China and the US

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.

Up the canal without a paddle: The lessons from Panama for Australia

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.