- ArticleSeptember 11, 2026By Giles Keranen
The Phone Still Rings. Fewer People Pick Up.
Beijing has not lost its ships, its market or its security services. What it is losing across Asia—a
— Read more - ArticleSeptember 11, 2026By Lena Hulan
Where Did Manchuria Go?
What disappears when Northeast Asia and Inner Asia are replaced by the geography of a single nation.
— Read more - ArticleSeptember 9, 2026By Orthogonal Proxy
Jing Tian, Justin Sun, and the Decline of China That PanAsia Saw Coming
When a woman once kept by a senior CCP official, who also worked for the security system, can no lon
— Read more - ArticleMay 9, 2026By Tao Miyazora
AI and the Return of the Cold War Alliance
Why China's AI ambitions cannot survive the reawakening of the Pacific industrial order.
— Read more - ArticleApril 24, 2026By Tao Miyazora
China Real Estate, Part VII: "The Patient Who Kept Prescribing Poison"
The second knife: China's middle class pressed it in for decades, optimizing for property on a singl
— Read more - ArticleApril 23, 2026By Tao Miyazora
China Real Estate, Part V: "Nobody Planned to Be the Last One Holding It"
On the self-accelerating behavioral logic of the collapse: the pass-the-debt assumption that require
— Read more - ArticleApril 22, 2026By Tao Miyazora
China Real Estate, Part VI: "The Slow Bleed"
After whether comes how long: Beijing prefers managed non-clearing over market clearing, stretching
— Read more - ArticleApril 21, 2026By Tao Miyazora
China Real Estate, Part IV: "From Whence It Came"
On the Soviet intelligence project that created China, the American system that sustained it, and th
— Read more - ArticleApril 20, 2026By Tao Miyazora
China Real Estate, Part III: "The Price of a China That Was Never For Sale"
On the political premium, why it is disappearing, and why Xi Jinping has nothing to do with it.
— Read more