P407
China will restrict or close its borders around September 15, 2026, effectively 'turtling out' in anticipation of war with Japan.
What Jiang said
“on September 15th um you know 10 days from now what's going to happen is China will restrict or close its border basically. Okay. So China would basically turtle out.”
Analysis
He ties this to an expected China-Japan war forcing China to repatriate capital and resources from abroad, making its recent outward expansion (e.g. trade/investment deals) unsustainable.
Source lecture
Status history
- 2026-09-17 · Pending (claude_extract)