The geoeconomic impact of “Made in China 2025”
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KJ narrates this report in his own voice

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KJ narrates this report in his own voice


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.
15 Feb 2026

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.
15 Aug 2025

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 mandatory.
15 Apr 2025

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.
15 Dec 2024

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.
15 Aug 2024

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 secondary concern.
15 Apr 2024