Public Reports Archive
AAL publishes selected public releases from the China Commercial Intelligence Brief — practitioner-level analysis, twice a month, on the counterparty and regulatory risk that standard coverage misses. These public issues are free. Full paid subscriber access, and the free Weekly Digest, are available through Substack.
Latest Public Release
This Special Edition examines China’s expanding security presence beyond the First Island Chain and the commercial implications for multinational corporations, infrastructure investors, compliance professionals and supply chain operators with Asia-Pacific exposure.
Drawing on the Australian Strategic Policy Institute’s June 2026 report, Pressure Points Part 3: China in the Pacific and Indian Oceans, the report assesses how naval deployments, coast guard activity, maritime militia operations, policing cooperation, private security, research vessels and infrastructure investment are reshaping commercial risk across the Indo-Pacific.
China Commercial Intelligence Brief — Archive
Regular CCIB issues are available through Substack. Selected public editions are made available here as complimentary PDF downloads.
Beijing’s new outbound investment framework and 15-measure inbound Action Plan show a selectively permeable capital-account strategy: attracting capital and know-how in while tightening lifecycle control over Chinese-origin technology, data, services and strategic assets moving out.
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Compliance obligations, enforcement triggers, and corporate action arising from China’s new economic security legislative framework. Essential reading for any business with PRC operational or counterparty exposure.
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This public issue examines three converging regulatory shifts affecting businesses operating with or within China: SAMR trade secret provisions, USTR Section 301 forced-labour tariff exposure, and MIIT rare earth enforcement.
Complimentary public release → Download PDF
PRC registries are accurate for what they record — and silent on what matters. Six red flags, a verification framework, and the search your counterparty didn’t plan for.
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The October 2022 and 2023 BIS rules rewrote the technology export map. FDPR jurisdiction now reaches non-US products. PE portfolios with China tech exposure may already be non-compliant.
Paid subscriber access → Read on Substack
China’s MCF doctrine is codified law — not espionage. Every Chinese entity in a covered sector can be directed to serve the state. Most PE due diligence frameworks were not built to detect it.
Paid subscriber access → Read on Substack
Weekly Digest — Free Publication
The Weekly Digest is free to all subscribers and covers China-linked commercial intelligence, regulatory developments and transaction-risk issues relevant to decision-makers with PRC exposure.
China’s first-half goods trade reached a record RMB 25.47 trillion while second-quarter growth moderated to 4.3%. WD-08 assesses the divergence between external trade strength and softer domestic investment conditions, the 24 July US tariff transition, new helium export-control exposure and China Vanke’s first-half loss warning.
Free — Read on Substack
Washington’s 24 July tariff deadline converges with unresolved Section 301 measures as Beijing moves from announcing strategic-mineral controls to enforcing them, creating immediate pricing, compliance and personnel exposure for companies operating across the US–China trade corridor.
Free — Read on Substack
The US–China truce enters a decisive week as Section 301 forced-labour duties, entity-list escalation, rare-earth leverage and EU trade-defence pressure stress-test both tariff and regulatory rails.
Free — Read on Substack
The US–China trade and critical minerals framework formalised through the November 2025 trade arrangement, following the Busan meeting, is now in its operational phase. The environment in late June 2026 is considerably more complex than the headline deal implies.
Free — Read on Substack
China’s outbound investment regulatory framework enters a new enforcement phase. What changes on 1 July, what it means for cross-border capital flows, and the compliance steps that cannot wait.
Free — Read on Substack
State Council Order No. 834 and the new geometry of supply chain risk. The compliance trap is no longer theoretical — it is now codified.
Free — Read on Substack
China’s new trade secret regime entered force on 1 June, expanding regulatory authority over AI data, algorithms and source code. US–China tariff instability continues as a new Section 301 forced-labour investigation is filed. Rare earth enforcement tightens further up the value chain.
Free — Read on Substack
Subscriber Publication
The Weekly Digest goes out free, every week. The China Commercial Intelligence Brief goes deeper twice a month — the issues above give a fair sense of the range, from Beijing’s capital-account rules to helium export controls to a single developer’s earnings warning. Paid subscribers can also suggest what the next issue should cover.
