Intelligence Library
China
Beijing's grand strategy, the Indo-Pacific and East Asia.
Regions
Topics
ArticleThe Seoul Divergence: Strategic Autonomy and the New Pacific Order
South Korea is decoupling its economic survival from the American security umbrella. As Seoul hedges between Washington and Beijing, the traditional 'Dollar-Security' nexus that defined East Asia for eighty years is quietly collapsing into
ArticleThe Won Pivot: Seoul’s Strategic Decoupling from the Dollar
South Korea is aggressively revaluation the Won to insulate its economy from American fiscal volatility. This shift marks a fundamental move from security dependence to financial autonomy as Seoul prepares for a multi-polar Pacific order.
ArticleThe Straits Gambit: Why Malaya and Singapore are Withdrawing from the US-China Maritime Attrition War
As the US-China 'Cold War II' accelerates, Singapore and Malaysia are moving beyond neutrality. By diversifying key infrastructure and pivoting to 'minilateral' regional hubs, they are actively decoupling from the superpower maritime attrit
ArticleThe Beijing Consolidation: Xi’s Hedge Against US Strategic Volatility
China’s accelerated military modernization is no longer a preparation for eventual conflict. It is a strategic insurance policy against the shifting reliability of American deterrence and the rising risk of a temporary, unstable regional ce
ArticleThe Beijing Consolidation: China’s Pacific Pivot After the Gulf Thaw
As Washington facilitates a fragile detente between Israel and Iran, Beijing is seizing the vacuum. The reduction of Middle Eastern friction is not a Western victory, but the final catalyst for China’s total naval encirclement of the First
ArticleThe Bamboo Hedge: Vietnam as America’s Industrial Counterweight
As Washington's decoupling from Beijing enters its final phase, Vietnam has evolved from a secondary manufacturing hub into a primary guarantor of American economic sovereignty, creating a unique and fragile geopolitical stalemate in the So
ArticleThe Beijing Buffer: China’s Strategic Checkmate in the Persian Gulf
Beijing’s mediation of the US-Iran accord signals a fundamental shift in maritime power. By positioning itself as the indispensable guarantor of Gulf stability, China has effectively neutralized decades of Western naval dominance.
The Silicon Strait: China’s Data Hegemony in the South China Sea
Beijing is transforming the South China Sea from a contested waterway into a high-tech data corridor. By integrating AI infrastructure with maritime power, China is effectively bypassing the strategic vulnerability of the Malacca Strait.
ArticleThe Island Bastion: How Taiwan Is Rethinking Deterrence
Taipei is moving beyond mere military procurement to address its greatest vulnerability: civilizational endurance. By localising energy and food production, Taiwan is neutralising the logic of a blockade.
ArticleThe Atoll Trap: China’s Grey Zone and the American Enforcement Gap
Beijing is deploying a record naval presence around Taiwan and the South China Sea, using 'routine enforcement' to bypass traditional deterrence and force a decisive shift in regional power.
ArticleThe Cement Trap: Why China’s Growth Engine Cannot Be Restarted
China’s property-led growth model has reached its terminal point. Beijing is no longer trying to save the real estate sector; it is managing a controlled demolition to prevent a systemic collapse of the social contract.
ArticleThe Asymmetric Anchor: Why Beijing and Moscow Cannot Divorce
Western analysts often dismiss the China-Russia axis as a marriage of convenience. This is a mistake. Driven by structural geographic anxiety and energy interdependence, the partnership has evolved into a permanent strategic necessity.
ArticleThe Ghost in the Machine: Why the Yuan’s Rise is Quietly Structural
Beijing is not seeking to replace the dollar in a head-to-head sprint. Instead, it is building an alternative financial plumbing system that bypasses Western gatekeepers entirely, making the greenback's dominance optional rather than mandat
ArticleThe Shifting Foundation: Xi's Paranoia and the Cost of Total Control
Beneath the veneer of monolithic stability, Xi Jinping’s obsession with domestic security is hollowing out the institutions that drove China's rise, trading economic dynamism for a state of permanent political mobilisation.
ArticleThe Graying Middle Kingdom: China’s Great Demographic Retreat
China is entering a structural decline unlike any in modern history. As the workforce shrinks and the state takes on the cost of an aging populace, Beijing face a brutal choice between social stability and global power.
ArticleSalami Slicing the Sea: China’s Strategy of Irreversible Presence
Beijing is not looking for a decisive naval battle in the South China Sea. Instead, it is using administrative persistence and grey-zone pressure to transform disputed waters into a domestic Chinese lake, rendering international law a secon
ArticleThe Leverage Trap: Why China Prefers Bad Debt to Good Collateral
The 'debt-trap' narrative suggests Beijing seeks to seize foreign assets. The reality is more complex: China has unintentionally imported the risks of the developing world, trading financial liquidity for shaky geopolitical influence.
ArticleSilicosis: Why the Chip War is More Dangerous Than the Struggle for Oil
Semiconductors are no longer just a component; they are the fundamental substrate of national sovereignty. As the US and China decouple, the world is shifting from a globalised trade model to a zero-sum territorial struggle over silicon.
Premium intelligence
Unlock the full intelligence library
Public reports are free to browse. Premium reports, saved intelligence and the research workspace come with KJ Plus and Pro.
Premium intelligence reports
Premium intelligence reports go beyond the public summary with deeper structural analysis.
Save intelligence
IncludedSave reports, forecasts and answers to build your permanent intelligence workspace.
Research workspace
Organise intelligence into a research workspace with collections, folders and exports.