Table of Content



1. OVERVIEW
1.1. Catalyst
1.2. Summary

2. 20TH NATIONAL CONGRESS CEMENTS XI JINPING’S POWER
2.1. Xi Jinping secures third term and tightens his grip on Chinese politics
2.2. Xi stacks senior positions with loyal supporters

3. XI REAFFIRMS COMMITMENT TO ZERO-COVID STRATEGY
3.1. Zero-Covid measures are causing protest and discontent amongst the Chinse population
3.2. The route out of zero-Covid is currently unclear but a solution is needed

4. CHINA’S ECONOMY IS SLOWING WITH SUGGESTIONS THE YEARS OF STRONG GROWTH MAY BE OVER
4.1. Xi’s targets for 5% annual growth may be unrealistic
4.2. Property market crisis a serious threat to the national economy
4.3. Chinese businesses impacted by domestic policies and international trade restrictions

5. INCREASING TENSIONS WITH THE WEST TO CREATE UNSTABLE GEOPOLITICAL ENVIRONMENT
5.1. Xi wants reunification with Taiwan by 2049
5.2. Xi’s close relationship with Putin concerns Western powers

6. APPENDIX
6.1. Abbreviations and acronyms
6.2. Sources
6.3. Further reading

7. ASK THE ANALYST

8. ABOUT MARKETLINE



List of Figures

List of Figures
Figure 1: Xi Jinping to lead China for five more years
Figure 2: Xi appoints close allies to top PSC positions
Figure 3: China’s zero-Covid policy is the strictest globally
Figure 4: New home prices have fallen into decline in recent months
Figure 5: Tencent market cap has fallen rapidly since January 2021
Figure 6: Fist island Chain is a of key military and geopolitical importance for the US
Figure 7: Xi and Putin have a close relationship but the war in Ukraine could threaten this

List of Tables