Category: China
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STOP CUTTING CAKE WITH CHINA DURING THE TRADE WAR-KEEP IT OUT BEFORE IT IS TOO LATE
The trade war is on in full swing between USA and China. It could lead to a 3rd world war. China is making open overtures to India to align with it against USA. However given the track record and duplicity of China’s opinion towards India we must be clear that it is in our best…
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XI VS PLA
XI VS PLA is an ongoing two year struggle. It is assuming serious proportions now. Will it threaten Xi’s reign or China’s stability? How serious is the problem? How strong is the military spear head or how blunt is it?
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CHINA’S NEW STRATEGY OF SLOW STRANGULATION OF TAIWAN
China has come to realise a few issues. 1. Forceful reunification of Taiwan is beyond China 2.Peaceful reunification cannot be achieved, 3. Taiwan does not want any kind of Unification. 4. No possibility of unification in the next four years . Accordingly, its strategy has changed to law fare, gray zone activities, cognitive warfare and intimidation.…
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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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BEYOND THE FACADE : CHINESE ANALYSIS OF PM MODI’S REMARKS
PM Modi’s remarks on relationship with China during the Lex Freidman podcast was statesman like. It has drawn some appreciation from Chinese official media. However when one looks behind the facade, the Chinese reaction has been negative. The Chinese on the whole feel that our PM’s outreach is more to do with a weak India…
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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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INDIA’S DUAL STRATEGY
Brig Arun Sahgal (R) outlines India’s Dual Strategy of military deterrence and diplomatic de-escalation. India has built up along the LAC to close the gap with China in terms of infrastructure and hard military power. Any misadventure by the Chinese will result in a pro quid quo situation where they might end up losing territory…
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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 