The China-Global South Podcast

Indian Prime Minister Narendra Modi left Northeast Asia this week, embarking on a two-stop trip that includes Japan and then China, where he will participate in the Shanghai Cooperation Organization summit, which begins on Sunday. The PM's visit comes amid a full-scale implosion of India's ties with the United States, following Washington's imposition this week of a massive 50% tariff on all India...

China's rapidly expanding presence in the Middle East has sparked a mix of anxiety and excitement, depending on one's perspective. Washington regards Beijing's support of Iran and the Palestinian cause, among other things, as key threats to its strategic interests. While Saudi Arabia, the Emirates, and other regional actors see Beijing as a valuable economic partner. A new book by two leading Chin...

Chinese Foreign Minister Wang Yi arrived in Islamabad on Wednesday for a three-day visit, following a high-level stop in India earlier in the week, where he met both Foreign Minister S. Jaishankar and Prime Minister Narendra Modi. His trip to Pakistan comes at a pivotal moment. Islamabad has recently repaired relations with the United States after more than a decade of estrangement, just as Washin...

There's been a lot of speculation in the aftermath of the brief U.S.-Israel conflict with Iran that Beijing would step in to bolster its longtime partners in Tehran. Rumors have been bouncing around that China will sell Iran advanced fighter jets and help rebuild the country's ballistic missile program, among other things. There is no evidence, though, to support any of those claims. Instead, Chin...

For much of the past two years, we've been told to expect a slimmer, more austere Belt and Road under the new "Small Yet Beautiful" mantra. The days of Chinese mega deals across the Global South were over... or so we thought. Turns out that Chinese firms, largely from the private sector, are continuing to invest heavily in energy, mining, and construction projects in Asia, Africa, and the Middle E...

Listen in on many of the foreign policy discussions about Vietnam that take place at think tanks and government seminars in Washington, D.C., and you'll hear this sense of optimism that "Hanoi is on our side." They see Vietnam's historical suspicions of China and the country's ongoing territorial disputes in the South China Sea as key indicators that Hanoi will eventually join a U.S.-led coalition...

There was widespread disappointment in Iran that China didn't do more to help Tehran during the recent 12-day war with Israel and the United States. Beijing, for its part, offered robust rhetorical and moral support, but little else. The calculus for Chinese policymakers is that Iran just isn't as strategically important to its foreign policy as other countries in the region, namely Saudi Arabia a...

In the first few months of this year, it seemed that China's ties with Israel were on the mend after entering into a deep freeze following the October 7th terrorist attack by Hamas. China had begun to soften some of its rhetoric, and Israeli officials were keen to re-engage Beijing on economic issues. That momentum stalled in mid-June, though, when Israel launched an attack on Iran that prompted a...

China is emerging from the U.S.-Israeli war against Iran in a much weaker position. For years, Beijing counted on Tehran to serve as a bulwark against Washington. Today, though, that's no longer possible as the Iranian government and its proxies across the Middle East have been neutralized, at least for now. The conflict also exposed a major Chinese vulnerability following threats that Iran might...

In this new era of surging instability and geopolitical uncertainty, so-called "Middle Power" states are rapidly diversifying their foreign policies to deepen engagement with other countries in the Global South, while reducing their exposure to the U.S. and China.  But the approach taken by these middle power countries varies a lot. A new report by the Körber Foundation in Germany surveyed foreign...

Latin America is the key focal point for the United States in its global competition with China. President Donald Trump has made it clear that he deems China's growing presence in the Western Hemisphere a direct threat to U.S. interests in the region. This puts most countries in Central and South America in a tight spot, given that many states in this region count China as their largest trading pa...

From Panama to Kenya to Indonesia, a growing number of developing countries are being pulled into the intensifying rivalry between China and the U.S. For these middle powers, the stakes are high as they must carefully navigate the tension to avoid provoking either side and risking serious consequences. But rather than accommodating the U.S. and China, developing countries should instead pursue a d...

After several months of steadily improving ties, India-China relations appear to be cooling once again following the recent clashes in Kashmir. China's military support for Pakistan during the conflict earlier this month has triggered fresh concerns in New Delhi, with many now fearing that the fragile détente built over the past year is starting to unravel. Tensions further escalated in recent day...

Donald Trump's return to the Middle East marks a shift toward transactional diplomacy, emphasizing trade, investment, and a retreat from human rights rhetoric. In a striking parallel, China has long pursued a similar approach in the region—prioritizing business ties over political entanglements. The question now is how will China respond to this rapidly changing geopolitical landscape? In this spe...

Chinese President Xi Jinping urged Latin American leaders on Tuesday to stand with Beijing in the fight against Donald Trump's campaign to upend the international system. Xi made the appeal at a ministerial gathering of leaders and senior officials from across Latin America and the Caribbean that's taking place this week in Beijing. The President's appeal underscores the challenging position that...

Two years ago, Daniel Russel and Blake Berger, senior analysts at the Asia Society Policy Institute, embarked on an ambitious project to bring U.S. and Chinese stakeholders together to speak in a safe, controlled setting about their respective countries' aid strategies in the Global South. This was a big undertaking given how few direct contacts there are today between U.S. and Chinese stakeholder...

Central Asia is one of those regions that isn't getting a lot of attention these days, as it's not a major player in the escalating U.S.-China trade war. But that may soon change as both major powers look to the region to source energy, critical minerals, and build new logistics corridors. Chinese Foreign Minister Wang Yi spent a few days in the Kazakh capital Almaty meeting with his five Central...

Donald Trump strongly feels that U.S. security alliances in Europe no longer serve Washington's long-term interest. In his view, the U.S. is being "ripped off" by wealthy countries that can afford to pay for their protection but choose to rely on the United States instead. He also says much the same thing about the U.S. military presence in Japan and South Korea. Curiously, though, the Philippines...

With new tariff threats from the Trump administration and rising tensions across key markets, companies and governments alike are scrambling to understand what decoupling—or de-risking—actually looks like in practice. From electronics and apparel to solar panels and electric vehicles, China's role in global production remains formidable. But is it unshakeable? In this special bonus episode, Eric i...

U.S. President Donald Trump insisted on Monday that he will not back down from his massive tariff campaign that he launched last week and even promised to impose even higher duties on Chinese goods in response to Beijing's 34% tariff retaliation on U.S. imported goods. Kyle Chan, a postdoctoral researcher at Princeton University and author of the High Capacity Substack, joins Eric & Cobus to discu...

China and Vietnam have taken two distinctly different approaches in how they manage their territorial disputes with China. The Philippines is leaning into its alliance with the United States along with new security pacts with more than half a dozen other countries. Vietnam, in contrast, is going it alone. Ironically, Vietnam is expanding its territorial presence in the disputed South China Sea thr...

During his Senate confirmation, U.S. Secretary of State Marco Rubio denounced the so-called "liberal international order" that he said was obsolete and no longer working for the United States. Since he and his boss, President Donald Trump, took office eight weeks ago, they have thoroughly upended the post-WWII global order that the U.S. itself established and led for the past 75 years. The changes...

U.S. President Donald Trump's decision this week to pause military funding for Ukraine and to align his government with Russia further widens the cleavage between the United States and Europe — effectively breaking what has long been known as "the West." At first glance, many of China's Western critics will see this as welcome news, but it also means that Beijing must navigate in a much more fragm...

When the Chinese hedge fund High-Flyer launched DeepSeek on January 20th, the global AI market for large language model (LLM) systems was turned upside down. Investors dumped nearly a trillion dollars of tech stocks in the U.S., panicked by the prospect that a cheaper, more nimbler alternative would undermine the massive investments that companies like Microsoft, Google, and Apple were making in A...

At last week's Munich Security Conference, Chinese Foreign Minister Wang Yi touted his country's 5% economic growth last year as a "benefit to the world" thanks to all of the trade it does with countries around the world. While countries in Africa, the Middle East, and Asia, among other regions, are no doubt selling more raw materials to China, critics contend, though, that this trade pattern isn'...