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The world as viewed from China.

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Latest Issues

Strategic Stability, Structural Strain | Digest: May 2026

Today’s digest is published in collaboration with Bill Bishop’s one-and-only Sinocism.


The burst of “positive energy” among analysts following May’s Xi-Trump summit cooled somewhat towards the end of the month. On the significance o...

8 days ago
6

Hormuz and the Global Order: From Maritime Chokepoints to Continental Corridors


In light of the emergence of new trends in how Chinese establishment analysts interpret the Hormuz crisis and the Iran war, the following overview updates our March analysis by drawing on key articles and talks from April and May (bi...

19 days ago
16

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.

Executive Summary

22 days ago
26
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China’s G2 Dilemma

Ahead of our fuller assessment of Chinese reactions to this week’s summit, we turn to a related debate already underway: Chinese engagement with Trump’s revival of the G2 concept. The analysis below draws on a review of around fifty article...

24 days ago
14
1

Yan Xuetong on the World to 2035: Hegemony and Its Challengers

A Review of Yan Xuetong's book of forecasts, Inflection of History (2026)

Travel note: Jacob is in New York and DC this week. Do get in touch if you would like to meet, exchange views, or simply say hello.

a month ago
24
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Authors

The writers behind this newsletter.

  • Thomas des Garets Geddes

    Exec. Director of Sinification. Associate fellow at the Royal United Services Institute (RUSI). Former analyst at MERICS.

  • Jacob Mardell

    Lead Analyst at Sinification. Former analyst at the Mercator Institute for China Studies (MERICS). Fellow at the China Global South Project.

  • James Farquharson

    Associate Research Analyst at Sinification; Master's student at Peking University focusing on late-Qing history [email protected]

  • Elijah Karshner

    In a cafe somewhere. Climate change, Chinese politics, urban planning.

  • Paul Triolo

    Close watcher of China's semiconductor and AI sectors.

  • Max J Zenglein

    Asia-Pacific Senior Economist and Centre Leader, Asia Economy, Strategy and Finance, at The Conference Board of Asia. Board of Trustee at Sinification. Former Chief Economist at MERICS.

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