Category: CHINESE REALITY ANALYSIS
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HOW SHOULD INDIA DEAL WITH AN AGING AND GREEDY CHINA
China is aging at the fastest rate in human history. By 2030 (in five years), 1/3rd of Chinese population will be 60+. The rapidity of change has started unfolding. How does India deal with this aging adversary? This is a silent and rapidly evolving inevitability.
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15 COUNTRIES WANT BRAHMOS: PROOF THAT CHINA AND PAKISTAN LOST IN OP SINDOOR
15 Countries are in discussion with India to buy the #brahmos missile system. This is a clear endorsement from the international community about who won or lost in #opsindoor . Interestingly, inquiries about #Chinese systems have taken a beating.
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RARE EARTHS IN INDIA AND ESCAPING CHINA’S RARE EARTH TRAP
China has weaponised its rare earth dominance. In this context it is necessary to take stock of India’s state of rare earth materials and development in the value chain. It is also necessary to examine as to how India can get out of the rare earth trap. The examination tells us that there are many…
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WIDENING TRADE WAR : A SWOT ANALYSIS
This is a SWOT analysis of USA and China from a ‘trade war’ perspective. As this war widens, will it take military proportions? The SWOT table will then change. As it stands, USA has the initiative and China is on the back foot. It has more to lose economically. The trade war has greater ramifications…
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China’s Play in the Trade War
How will China play out the Trade War? Can it go beyond the propaganda it has unleashed? Does it have any cards to play? What are its weaknesses?
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China Has Hit Its Great Wall
A GDP fixated China finds itself boxed in economically. Investment has hit a ceiling. Consumption remains weak. Export of trade surplus is facing geopolitical barriers besides low profit margins due to overcapacity. The answer to China’s economic malaise is to increase consumption. However it comes at a political risk and cost which Xi Jinping is…
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China’s Two Sessions : An Analysis
An analysis of China’s current Two Sessions indicates that it is bereft of new ideas. China’s GDP target ambitious. It can be achieved only through heavy state spending like before. The results will also be like before. A GDP without ROI! Further its weak stimuli to spur consumption is not working. Global conditions are also…
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XI’S PANIC U TURN TO PRIVATE INDUSTRY
Xi Jinpings turn to the Private industry is almost dramatic. After all he had wrecked the ed-tech , fintech and construction industry 3-4 years back. It had then set back China by 2-3 tn USD. The fact that he has to turn back to the private players including Jack Ma whom he had banished indicates…
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The Trump Squeeze on China
The popular perception is that Trump is transactional. Is it really so? In my opinion he has a well thought out plan which he is executing to cement USA as the undisputed global power. He is squeezing China directly and indirectly. You might not agree with my analysis. Ask the Chinese! They are feeling the…
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Gwadar’s Reality : Pakistan’s Dubai or China’s Overseas Command HQ?
Gwadar has been touted as the Jewel in the crown of CPEC. Pakistan hyped up Gwadar as its Dubai which will revive its fortunes and make it a great power. Lot of plans were made and announced in 2013. Billions of dollars have been sunk in to build an unused port and an unused airport.…
Gunners Shot 