The China-Global South Podcast

Kenya's landmark debt restructuring deal with China, announced last year, converted $3 billion in outstanding China Exim Bank loans from U.S. dollars to Chinese yuan. The currency switch could save the East African country more than $200 million in debt servicing costs. Not surprisingly, other countries in Asia and Africa are now exploring similar arrangements to reduce their debt burdens. But a n...

Two very different narratives about China's economy emerged this week. In France, G7 leaders pushed back against what they see as China's growing dominance in key industries. In Beijing, meanwhile, the Ministry of Industry urged observers to look beyond data showing acute economic weakness. The reality is that China's economy is so large and complex that both narratives can be true at the same tim...

Dan Kobayashi spent 16 years working as a U.S. diplomat focused on African issues, both at posts in Lesotho, Zambia, and Malawi, among others, and at the State Department's intelligence bureau in Washington, D.C. He had a close-up view of how U.S.-Africa policy has evolved over the years, particularly as it relates to China's expanding presence on the continent. Today, Dan is out of government and...

On March 1, one day after the U.S. and Israel launched what would become the ongoing war with Iran, Ren Hanjun, a visiting professor at Peking University, posted a video on WeChat predicting that China would emerge as one of the conflict's biggest beneficiaries. Three months later, that prediction appears increasingly accurate. Demand for Chinese EVs, solar panels, and other clean energy technolog...

China is facing serious headwinds across much of Latin America as the United States ramps up pressure to curb Beijing's engagement in the region. The Chinese have encountered major setbacks in Panama, Mexico, Chile, and potentially in Honduras, where the new government is actively considering switching diplomatic ties back to Taiwan. But that is not the case in Brazil. Chinese businesses are inves...

One of the most common talking points among policymakers and analysts in Washington is the belief that China aims to replace the United States as the world's dominant power. Variations of that narrative are also widely shared in many European capitals. There is little doubt that China is asserting itself more forcefully in global affairs, especially amid a new era of Great Power competition. But s...

President Donald Trump arrived in Beijing this week hoping China could help contain the escalating U.S.-Iran crisis, but the summit underscored how limited Beijing's influence over Tehran actually is. In Washington, many policymakers assume China can pressure Iran because it buys the vast majority of Iranian oil. But the reality is far more complicated, and there is little evidence the Iranian lea...

China operates the world's largest fleet of deep-sea research vessels, with more than 40 ships officially tasked with civilian scientific missions. But an investigation by CNN and the environmental news outlet Mongabay found that many of these ships appear to operate in ways more in line with intelligence gathering than with purely scientific research. The CNN/Mongabay investigation tracked eight...

When Panama's Supreme Court ruled that Hong Kong-based conglomerate CK Hutchison's operation of two ports on either side of the Panama Canal was unconstitutional, President Jose Raul Mulina said at the time that he wasn't too concerned about China retaliating. Now, several months later, Mulina and other Panamanian officials are becoming increasingly concerned that this is precisely what's happenin...

The U.S. created the post-World War II international order that it no longer wants to lead today. But what replaces it is still unknown. So, in the meantime, small and medium-sized countries, so-called "middle powers," are scrambling to form new partnerships to insulate themselves from the inevitable instability that will arise from this transition. We're seeing this play out daily now as leaders...

U.S. President Donald Trump will travel to Asia next week for a highly anticipated summit with his Chinese counterpart, Xi Jinping. Trump will be returning to a region he's personally transformed through his challenges to the international order, tariffs, and now the Iran war that's hit Asia's energy sector especially hard. The U.S.-led security architecture across the Asia-Pacific is also showing...

Ties between China and Vietnam appear to be improving across every front. Vietnam is selling more to China, while China is investing more in its southern neighbor. Even on thorny territorial issues in the South China Sea, the two sides said they're talking through their differences. And last month, Vietnamese leader To Lam traveled to China in his capacity as both General Secretary of the Communis...

Sales of Chinese renewable energy products surged to record highs in March in response to the disruption of oil and gas supplies brought on by the U.S.-Israeli war against Iran. Shipments of Chinese-made electric vehicles, batteries, and solar panels all surged as countries and consumers around the world are moving quickly to insulate themselves from the worsening oil shocks. Tim McDonell, climate...

The development finance industry would like us to believe that money for infrastructure, education, and other needs goes to where it's needed most. The reality, though, isn't that simple. Politics, it turns out, plays a much more important role than many would like to admit. Keyi Tang, an assistant professor at ESADE Business School in Spain, studied development finance data on 48 African countrie...

Long neglected by the United States, Latin America is now on the frontlines of the global contest with China. Washington's new National Security Strategy made it clear that the U.S. must remain the unrivaled hegemonic power in the Western Hemisphere, something it can't do so long as China is the largest trading partner for most Latin American countries. The U.S. is particularly unnerved by the sca...

The Cambodian government is leading a massive, unprecedented crackdown on the scamming business that once accounted for an estimated one-third of the country's GDP. For the past six months, heavily armed security forces have raided scam centers across the country and arrested more than 6,000 in the first couple months of the year. The campaign began last fall when the United States issued a crimin...

U.S., European, and Japanese leaders are all talking about the urgency of building new supply chains to end their reliance on China for critical minerals and batteries that will power next-generation mobility, technology, and weapons. It all sounds great and makes for good politics at home, but the reality is that China's dominance of these vital supply chains is so big and still growing that it w...

Conservative media outlets and think tank analysts in the United States have sharply criticized China for what they say is Beijing's failure to support its supposed "allies" in Venezuela and Iran. Their arguments have gained traction on X and other social media platforms, where critics portray China as an unreliable partner that avoids confrontation, especially with the United States. Other analys...

China has launched a series of global governance and trade initiatives over the past decade that have sparked concern in U.S. and European capitals about whether Beijing is seeking to displace the Western-led international order. The so-called "5Gs" include the Global Governance/Security/Development/Civilization/AI Initiatives, along with the BRI, SCO, AIIB, and numerous other Chinese-initiated pr...

The U.S., Japan, and other G7 countries are scrambling to secure critical minerals to end their reliance on Chinese-controlled supply chains. Every week, there's news of another mining deal for cobalt, lithium, and other resources essential to powering 21st century technology. But the race to control critical resources may already be over. Decades before countries in the Global West recognized the...

The United States and Israel have launched strikes on Iran, killing Supreme Leader Ali Khamenei and triggering a full-scale war in the Middle East. As the region descends into conflict, a fascinating debate has emerged about what this means for China: from the surge in Chinese defense stocks and weapons export opportunities, to the collapse of Beijing's landmark Saudi-Iran diplomatic agreement.  I...

The Panamanian government formally took over the two ports operated by Hong Kong-based CK Hutchison this week at both ends of the Panama Canal. U.S. officials celebrated the move as part of their larger effort to expel China from the Western Hemisphere. Washington has now set its sights on the Chinese-owned Chancay mega port in Peru. But given the extent of Chinese engagement in Latin America, mos...

Shenzhen-based Transsion Holdings is now a massive Chinese technology company that few people outside of Africa and certain parts of Asia have heard of. Even in China, the brand, now the world's 5th-largest mobile phone producer, remains largely unknown. Transsion gained notoriety after it entered the African market in 2006. Back then, the world's largest phone brands all but ignored African consu...

The United States and China are pursuing sharply different strategies in a region that is no longer best understood as the "Middle East," but as part of a broader Asian-centered geopolitical system historically described as "West Asia." This vast region stretches from countries along the Western Pacific and the Indian Ocean, all the way to the Eastern Mediterranean. While the U.S. remains the undi...

When the U.S. Development Finance Corporation (DFC) was launched in 2019, a big part of its mandate from Congress was to counter China's Belt and Road Initiative. That sentiment was a key theme on Capitol Hill late last year during the DFC's Congressional reauthorization, when lawmakers from both parties made urgent appeals for the agency to do more to challenge China in the Global South. Congress...