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GuidanceJul 8, 2020 | 10:00 GMT
Technicians in Hong Kong walk next to a banner supporting China’s new national security law following a flag-raising ceremony marking the 23rd anniversary of the city’s British handover on July 1, 2020.
China's Hong Kong Security Law Leaves Tech Companies in the Line of Fire
China's new national security law is forcing tech companies to pick a side in Hong Kong's political crisis and decide whether to comply or resist authorities in some way, or leave the city altogether -- all of which carry the risk of retaliation from either Beijing or the United States and its allies. On July 6, Hong Kong's newly established Committee for Safeguarding National Security moved to implement seven, new enabling regulations for the national security law. The regulations -- which include police powers to order internet companies to remove content or to seize their equipment with threats of fines or prison -- have since prompted a spate of social media platforms and internet firms operating in the city to pause their cooperation with Hong Kong authorities. The volatile political dynamic in Hong Kong and the steady erosion of the city's autonomy will ultimately pose the greatest long-term threat to
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SnapshotsJul 6, 2020 | 10:00 GMT
A Proposed Oil Redistribution Plan Risks Further Fracturing Libya
Potential changes to the way oil revenue and exports are shared and distributed in Libya could have significant ramifications for the country's sovereignty and ongoing civil war by establishing de facto splits in Libya's financial system. In a June 29 statement, Libya's National Oil Corporation (NOC) said that it was “hopeful” that a deal could be reached in its negotiations with the country's internationally-recognized Government of National Accord (GNA) and other regional countries. The NOC also announced on July 1 that it had told workers to prepare to resume work at oil fields soon. Led by France, the United States, the United Nations and Egypt, these negotiations have centered on directly splitting oil revenue between Libya's three regions of Cyrenaica, Fezzan and Tripolitania. This new system would, in turn, bypass the country's Tripoli-based Central Bank of Libya (CBL), which is where Libya's oil revenue is currently deposited. 
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On GeopoliticsJul 3, 2020 | 10:00 GMT
A map of China.
China’s Rise as a Global Power Reaches Its Riskiest Point Yet
China is an empire in the modern sense -- a nation strengthened (but also held hostage) by its long supply chains, compelled to ever greater economic and political intercourse to preserve its interests, and increasingly drawn into the security sphere as well. It uses its economic, political and military leverage to expand its own direct sphere of operations, from the South China Sea to India and across Central Asia into Europe. The more engaged it is internationally, the more dependent it is on maintaining and strengthening those connections, which are critical for Chinese economic growth and, by extension, domestic management of its massive, diverse and economically unequal population. 
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SnapshotsJul 1, 2020 | 19:50 GMT
What to Make of Hong Kong’s First Protests Post-Security Law
The Hong Kong protests carried out in spite of the new national security law showcase the volatile dynamic we expect to continue as authorities work to dishearten demonstrators and the broader pro-democracy camp. Following an official rejection of an application to hold rallies citing COVID-19 and past violent activity, pro-democracy demonstrators turned out by the thousands to mark the July 1 anniversary of the British handover of the city. While authorities arrested a relatively small number of protesters under the new law, how the detentions and trials proceed will indicate the legislation’s ability to truly dissuade protests in the future. There is also the possibility that further arrests will take place based on surveillance of protest activity.
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AssessmentsJul 1, 2020 | 10:00 GMT
An image depicts waving Chinese and Indian flags overlaying a map of the world.
In India, Anti-China Anger Will Bring Out Modi's Hawkish Side
A surge of anti-China sentiment among Indian lawmakers, business leaders and voters will prompt Prime Minister Narendra Modi to take a more aggressive approach against Bejing in the wake of the two countries' recent border clash. This could include a variety of actions ranging from diplomatic moves to economic and trade measures, as well as a continued military build-up against China, which will only further ratchet up tensions between the nuclear-armed neighbors. 
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SnapshotsJun 30, 2020 | 19:49 GMT
China's Security Law Ushers in a New and Uncertain Era in Hong Kong
The passing of China's new Hong Kong national security law marks the start of an uncertain and potentially volatile phase in the city's ongoing political crisis, as pro-democracy forces square-off with newly empowered city authorities backed by Beijing, increasing the risk of a sweeping crackdown on dissent that could also impact foreign institutions. Whether the next period sees tumultuous protests or a stifling of the pro-democracy camp will now depend on how Hong Kong authorities choose to apply their new sweeping powers and how the prosecution of such crimes proceed in the court system. Hong Kong's pro-democracy camp, for its part, will work to balance the need to maintain public furor against Beijing's ongoing erosion of the city's autonomy with the need to also save its strength for September legislative council elections, where it hopes to gain ground and challenge Beijing-aligned authorities.
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SITUATION REPORTJun 29, 2020 | 22:08 GMT
Hong Kong: Beijing Lawmakers May Consider Life Sentences, Retroactivity for National Security Law 
Hong Kong’s sole representative to China’s National People's Congress Standing Committee, Tam Yiu-chung, said he will inform the committee of public feedback calling for Beijing's proposed national security legislation to carry steeper penalties and be applied retroactively for past transgressions, the South China Morning Post reported June 27. 
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Quarterly ForecastsJun 29, 2020 | 00:02 GMT
2020 Third-Quarter Forecast
While many of the trends identified in our annual forecast remain slowed down by COVID-19, their pace is picking up as countries carefully emerge from lockdown.
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AssessmentsJun 26, 2020 | 10:00 GMT
A picture shows the Israeli settlement of Mitzpe Kramim in the West Bank on June 18, 2020.
Israel's Annexation Plans Will Leave It in Need of New Allies
Israel's impending annexations in the West Bank will not spark immediate international backlash, but growing pro-Palestine sentiment in the United States and Europe will ultimately leave it politically and economically isolated in the long term. This will lead Israel to seek increased partnerships with countries whose citizens and politicians are less invested in the prospect of a Palestinian state, such as Russia and China, though doing so will come at the risk of further stoking U.S. ire. 
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On GeopoliticsJun 24, 2020 | 19:11 GMT
An Indian fighter jet flies over a mountain range near the disputed territory of Ladakh on June 23, 2020.
A Border Clash Portends a New Indian Strategy of Less Talk, More Action Against China
Following Indian Prime Minister Narendra Modi's strong condemnation of Chinese actions at the Line of Actual (LAC) control, India is poised for a significant strategy shift in how it manages its contested border with China. The June 15 clash in the long-disputed territory of Ladakh, which marked the first time Indian troops have died at the hands of Chinese forces since 1975, has highlighted India's failure to dissuade China from attempting to permanently alter the balance of power along the border via diplomatic and confidence-building measures. This has left New Delhi more likely to pursue more confrontational options, which will undoubtedly have its risks, though India's battle-tested military may find such an escalation to its short-term advantage. 
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SnapshotsJun 24, 2020 | 10:00 GMT
Seeking a Political Win, Trump Takes Aim at Immigration Visas
After weeks of speculation, U.S. President Donald Trump finally issued a presidential proclamation on June 22 outlining visa changes that will significantly impede the ability of U.S. tech companies and universities to attract international talent and investment. Should they become permanent, the changes could place the United States' competitive advantage as a business hub in jeopardy by making U.S. visa programs more difficult for foreigners to access. 
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AssessmentsJun 23, 2020 | 18:03 GMT
A worker goes down a construction ladder at the Grand Ethiopian Renaissance Dam on the Blue Nile in Ethiopia on Dec. 26, 2019.
Egypt's Losing Battle on the Grand Ethiopian Renaissance Dam
The failure of last week's negotiations over the Grand Ethiopian Renaissance Dam means that the initial filling of the $4 billion hydroelectric dam on the Blue Nile will likely occur without an agreement between Sudan, Egypt and Ethiopia. Egypt will attempt, and likely fail, to bring international pressure to bear on Ethiopia in order to ensure the giant new dam doesn't affect the flow of the Nile Basin river system, which is Cairo's main source of water. But while Egypt's technical coordination on the project is unavoidable, Cairo's waning influence over North Africa's water distribution will make its overall position on the Nile less secure over time.
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SnapshotsJun 23, 2020 | 10:00 GMT
The Details of China's Hong Kong Security Law Confirm Critics' Fears
The Chinese central government is adopting a more rapid and aggressive approach to its proposed national security law in Hong Kong that will erode the city's autonomy from the mainland. On June 20, Chinese state-run media released new details about Beijing's proposed Hong Kong national security legislation following the conclusion of a National People's Congress Standing Committee session. The Standing Committee will now hold a June 28-30 special meeting, raising the possibility of the law's passage before the July 1 anniversary of the 1997 British handover of Hong Kong.  As written, the current draft law grants Beijing a greater supervisory role over national security inside of Hong Kong with measures that were on the more assertive end of the spectrum of potential options.The tough penalties for convictions will also have a chilling effect on unrest in Hong Kong by allowing pro-Beijing forces inside the city to more easily crack down on
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SnapshotsJun 19, 2020 | 18:29 GMT
A Major Cyberattack Further Stokes Australia-China Tensions
Amid a recent uptick in Sino-Australian tensions, China is continuing to raise the price of Australia's sustained support of a U.S.-led international push to investigate Beijing's role in the COVID-19 pandemic and more broadly confront China. On June 19, Australian Prime Minister Scott Morrison announced that his country had been targeted by a sustained and wide-ranging cyberattack on government institutions, public services and businesses. Unnamed top officials said the Chinese government is the primary suspect. Australia, however, has shown no signs that it intends to back off from its confrontational diplomatic stance, despite China's continued economic threats and retaliatory actions in recent months. On June 11, Morrison said his government would not be intimidated by Beijing's "coercion" tactics, signaling his political resolve to maintain Australia's current scrutiny of Beijing's involvement in the COVID-19 pandemic, as well as Hong Kong's political crisis.  
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