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Economic & Geopolitical Analysis. From Beijing
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The Rare Earth Truce That Isn’t: What Headlines Aren’t Telling You

May 15, 2026 GEI

Reuters reports the U.S. and China are considering extending a truce on rare earth export curbs during leaders’ summit. But the devil is in the details.

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Posted in: Uncategorized Filed under: magnet production, Rare Earth, supply chain

Renmin University’s GGI Forum Highlights China’s Vision for Reforming Global Governance 

February 27, 2026 GEI

Beijing, January 24, 2026 — GEI was honoured to be invited to the 2026 Global Governance Forum and book launch at Renmin University of China, bringing together senior academics, diplomats, and policy experts.

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Posted in: Government Policy, Uncategorized, US-China Relations Filed under: Chaoyang Financial Institute, Global Governance Forum, Renmin University

The Road Travelled in 2025: Stability Amidst Structural Strain – NBS Report 2025 Summary

January 21, 2026 GEI

NBS 2025 Report: The headline says “Steady Progress” & GDP growth of 5.0%. But digging deeper reveals an economy in a profound, high-stakes transformation.

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Posted in: Economy, Government Policy, Statistics Filed under: NBS, NBS Report 2025

China’s Trade Crossroads: From Export Giant to Trading Powerhouse

January 16, 2026 GEI

Cai Tongguan -The global system is in flux. Geopolitical tensions, “de-risking,” and a fragmenting economic landscape are challenging long-held assumptions.

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Posted in: Economy, International Trade, US-China Relations Filed under: Cai Tongjuan, Chongyang, CYIFS

China Breaks Washington’s EUV Illusion

December 19, 2025 GEI

By denying China access to EUV, Washington believed it had a durable choke point. Recent reports suggest that assumption merits reconsideration.

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Posted in: Uncategorized

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Latest on GEI

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  • The Blowback Machine: US War on Iran and the Ticking Clock May 20, 2026
  • Petroyuan Trap Update: Fortifying the Dollar Perimeter May 20, 2026

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