The reason I do not like talking about these sort of strategies that involve other nations, is that it requires the other nations to cooperate and agree in the first place.
This is very different to the normal activity of what we consider as PLA watching, because for PLA watching we try to project out what new developments and procurements and deployments may emerge in the near future based on assessments of domestic Chinese industry and R&D capabilities, based on their own efforts.
I agree fully. I don't consider what I do "PLA watching" in a narrow sense. I certainly understand and respect the methodology you sketched out here (even though I think you err too much to the side of caution even in PLA watching as strictly defined, to the extent that you discard valid inferences out of an abundance of caution). I'm more interested in China's rise and what it augurs - what I consider the story of our age - and the PLA is a very prominent and important part of that. As such, I'm more willing to indulge in "speculative geopolitics" and prognostications about how China will transform the world around it.
I'm fully aware that since, alas, we lack precognition, this is by necessity a vaguer and fuzzier enterprise than counting ships and planes, and reporting what credible rumours manage to survive long enough on the Chinese internet to get snapshotted. Having said that, I think that I bring far more rigour and sound method to it than the typical Western think tankie paid to write wishful thinking geopolitics fanfic.
What you're describing -- whether it's the idea of sending SSBNs alongside Russian bastions, or any other kind of defence cooperation with XYZ nation -- requires China and XYZ partner nation to agree to it in the first place before we even have the grounds to speculate what the cooperation could look like.
Sure. That's why I threw it out there as an idea to be examined, not a hard and fast prediction about how Chinese and Russian strategic relations are going to develop. But I will say that I do strongly believe that Chinese and Russian cooperation is going to strengthen further going forward, regardless of whether or not it takes this particular shape.
and I would add it is not something that foreign observers have "underestimated".
Oh, but they have. This is something that, unfortunately, I know more about than I would like. I've read report after report from Western think tanks about the China-Russia relationship being fragile and on the verge of collapse (collapse seems to be a favoured theme in anything to do with China), and invariably the underlying reason is an odious combination of the author's racism and wishful thinking.
Foreign observers have underestimated the scale and speed of PLA developments in multiple respects.
Indeed. Whether because of a high dedication to correctness (even if it introduces false negatives) as in your case, or the simultaneously comical and bilious racism as in so many other cases.
But it's an overreach to use that as a basis for arguing that we can talk about that level of strategic cooperation for SSBNs between China and Russia without any current hint of that kind of intent at present.
Is it? If for whatever reason the historical analysis has
consistently underestimated China (both in strict PLA watching and more broadly), why is it unsound for me to revise the estimates upward? I'm far more likely to be right than wrong in doing that, just because that's how things have always turned out.