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the (27), and (12), james (11), farquharson (11), china (9), may (8), 2026 (6), jacob (6), mardell (6), chinese (6), jun (6), for (5), thomas (5), des (5), garets (5), geddes (5), economic (5), local (5), economy (5), about (4), from (4), government (4), digest (4), trump (4), east (4), taiwan (4), substack (3), subscribe (3), sinification (3), world (3), war (3), analysts (3), are (3), strategic (3), global (3), order (3), surplus (3), there (3), jul (3), this (2), javascript (2), home (2), archive (2), iran (2), recovery (2), rebalancing (2), yan (2), xuetong (2), beijing (2), but (2), summit (2), new (2), hormuz (2), asia (2), europe (2), middle (2), tech (2), structural (2), not (2), trade (2), private (2), has (2), some (2), out (2), policy (2), russia (2), site, requires, run, correctly, please, unblock, scripts, turn, great, culture, get, app, start, your, collection, notice, terms, privacy, sitemap, recommendations, viewed, see, all, impacts, overseas, expansion, yuan, internationalisation, indicators, spring, price, shock, mirage, economics, april, review, book, forecasts, inflection, history, 2035, hegemony, its, challengers, rejects, label, hegemonic, still, probing, what, facto, bipolarity, could, mean, status, bargaining, dilemma, analysis, reactions, establishment, intellectuals, state, visit, stalemate, prolongation, disruption, shifting, positioning, continuing, crisis, maritime, chokepoints, continental, corridors, pakistan, research, education, stability, strain, think, completely, wrong, european, countries, many, others, around, remain, passive, face, waging, entire, qin, hui, why, condemning, enough, financial, reform, stimulus, end, easy, capital, perspective, several, ways, reduce, excessively, large, export, first, which, allow, moderate, huang, qifan, problem, discussions, top, latest, whether, platform, energy, vehicles, any, other, sector, almost, every, enterprise, connection, zheng, yongnian, overreach, breaks, across, strait, because, authorities, push, independence, will, send, troops, intervene, shao, yuqun, post, shift, effective, coordination, cooperation, among, them, issues, objectively, produced, effect, collective, zhang, jian, risking, going, society, governance, critical, minerals, american, decline, exposure, june, key, reason, weak, expectations, future, lack, confidence, with, claims, such, problems, exerting, justin, yifu, lin, pessimism, sign,


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sinification thomas des garets geddes substack subscribe sign in home archive about justin yifu lin on pessimism about the chinese economy a key reason for weak expectations about the future is a lack of confidence with claims such as there are structural problems exerting jul 9 james farquharson 16 4 american decline chinese exposure digest june 2026 us china taiwan middle east europe going out east asia russia economy society local governance tech ai critical minerals jul 6 jacob mardell james farquharson and thomas des garets geddes 11 2 zhang jian on china the eu and russia de risking from the us there is no effective coordination or cooperation among them but on some issues this has objectively produced the policy effect of a collective jul 3 jacob mardell james farquharson and thomas des garets geddes 11 4 2 shao yuqun on the post summit shift in trump s taiwan policy if war breaks out across the strait because the taiwan authorities push for taiwan independence the us will not send troops to intervene jun 24 jacob mardell 20 4 zheng yongnian on local government overreach and the private economy whether in the platform economy new energy vehicles or any other sector almost every private enterprise has some connection to the local government jun 22 james farquharson 15 1 4 latest top discussions huang qifan on china s trade surplus problem from an economic perspective there are several ways to reduce an excessively large export surplus the first of which is to allow moderate jun 16 james farquharson 19 1 5 the end of easy capital economic digest may 2026 local government financial reform trade surplus economic stimulus and rebalancing jun 9 james farquharson 13 4 qin hui on why condemning trump is not enough i think it is completely wrong for european countries and many others around the world to remain passive in the face of iran s waging war on the entire jun 8 james farquharson 26 2 5 strategic stability structural strain digest may 2026 us china global order east asia europe middle east pakistan chinese economy research and education tech ai jun 2 james farquharson thomas des garets geddes and jacob mardell 7 2 hormuz and the global order from maritime chokepoints to continental corridors chinese analysts on the prolongation of hormuz disruption the shifting global order and china s strategic positioning in the continuing crisis may 22 james farquharson 17 5 trump xi summit chinese analysts on the new strategic stalemate an analysis of reactions by china s establishment intellectuals to trump s 13 15 may state visit to beijing may 19 jacob mardell 26 6 china s g2 dilemma beijing rejects the label as hegemonic but chinese analysts are still probing what a de facto us china bipolarity could mean for status bargaining may 17 jacob mardell 15 1 3 yan xuetong on the world to 2035 hegemony and its challengers a review of yan xuetong s book of forecasts inflection of history 2026 may 11 james farquharson 25 8 spring recovery or price shock mirage economics digest april 2026 iran war impacts economic recovery and rebalancing overseas expansion yuan internationalisation economic indicators local government ai may 6 james farquharson 16 4 see all sinification the world as viewed from china subscribe sinification subscribe about archive recommendations sitemap 2026 thomas des garets geddes privacy terms collection notice start your substack get the app substack is the home for great culture this site requires javascript to run correctly please turn on javascript or unblock scripts
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