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 strong rebuke by China at the United Nations. Now that the fighting has stopped and a tense ceasefi...
Jul 02, 2025•33 min•Season 3Ep. 21
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 close the Strait of Hormuz in retaliation for the attacks on its nuclear facilities. This would be d...
Jun 26, 2025•56 min•Season 3Ep. 20
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 policy experts from India, Brazil, and South Africa, revealed sharp divergences in how these countri...
Jun 18, 2025•59 min•Season 3Ep. 19
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 partner and the U.S. as their largest source of investment. Parsifal D'Sola Alvarado, a longtime China...
Jun 10, 2025•44 min•Season 3Ep. 18
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 different agenda that puts their interests first. Jorge Heine, a former Chilean ambassador to China, ...
May 26, 2025•57 min•Season 3Ep. 17
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 days after Beijing announced new names for dozens of locations along the disputed border with India, dr...
May 20, 2025•41 min•Season 3Ep. 16
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 special edition of the podcast, CGSP partnered with The ChinaMed Project to organize an online seminar ...
May 19, 2025•1 hr 4 min•Season 3Ep. 15
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 Latin American states now find themselves in, caught between the escalating great power rivalry betw...
May 13, 2025•45 min•Season 3Ep. 14
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 stakeholders, particularly on a topic like international aid and development that is largely overlooked in the ...
May 07, 2025•54 min•Season 3Ep. 13
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 Asian counterparts to plan an upcoming leaders summit that will take place in June. Meantime, the Uz...
Apr 30, 2025•35 min•Season 3Ep. 12
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 is different. U.S. Secretary of Defense Pete Hegseth recently visited Manila and reaffirmed Washigt...
Apr 14, 2025•46 min•Season 3Ep. 11
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 is joined by Agatha Kratz, Juliana Bouchot, and Lauren Piper from the Rhodium Group, whose recent rep...
Apr 09, 2025•41 min•Season 3Ep. 10
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 discuss the impact of the escalating world trade war on developing countries and how China is respond...
Apr 08, 2025•57 min•Season 3Ep. 9
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 through island reclamation, while the Philippines is merely trying to hold on to the territory it alrea...
Apr 02, 2025•56 min•Season 3Ep. 8
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 in Washington are happening so fast that it's impossible to keep up. Every day, institutions many a...
Mar 18, 2025•43 min•Season 3Ep. 7
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 fragmented and turbulent geopolitical environment. The Paris-based global affairs think tank Institut Mon...
Mar 04, 2025•59 min•Season 3Ep. 6
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 AI. A month later, those stocks have all largely recovered. Now, as investors have had time to use De...
Feb 25, 2025•33 min•Season 3Ep. 5
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't healthy and mostly in China's favor. This week, Eric, Cobus, and Géraud debate whether Chinese tra...
Feb 19, 2025•59 min•Season 3Ep. 4
When Donald Trump criticized Panama for its management of the canal that he claimed had fallen under Chinese control, many people at first thought this was just another round of Trump's usual bluster. But since his election last November, the President has been relentless in pressuring the government in Panama City and shows no signs of backing down until all Chinese entities have been expelled from the canal zone. Alonso Illueca, an associate law professor at the Universidad Santa María La Anti...
Jan 28, 2025•46 min•Season 3Ep. 3
On Monday, January 20, Donald Trump will take the oath of office and return to power as president of the United States. Trump is promising to overhaul U.S. foreign and commercial policy in what many experts believe will mark the start of a very tumultuous period — not just for the United States but also for countries around the world. Sarah Shidore, director of the Global South program at the Quincy Institute in Washington, D.C. joins Eric & Cobus to discuss the impact of the coming Trump pr...
Jan 16, 2025•55 min•Season 3Ep. 2
China is deeply unpopular in the U.S., UK, Japan, and most other wealthy countries, and given the politics in those regions, there's no indication that's going to change anytime soon. It's a very different story, though, in large parts of developing Asia, Africa, the Americas and the Middle East where public opinion surveys reveal generally favorable views of the Chinese. A new "poll of polls" by the Asia Society Policy Institute (ASPI) on global public opinion about China reveals a lot more nua...
Jan 07, 2025•57 min•Season 3Ep. 1
2024 will be remembered as a seminal year in China-Africa relations with a rebound of Chinese lending to the continent and renewed diplomatic engagement in the run-up to the Forum on China-Africa Cooperation summit that took place in Beijing. Africa also emerged again as a centerpiece in the U.S.-China duel as leaders from both major powers visited the continent in 2024. And while stakeholders in the U.S. and Europe struggle to get their businesses to see the opportunities available in Africa, C...
Dec 25, 2024•1 hr 29 min•Season 2Ep. 38
A few months ago, China looked like it had all its Mideast diplomacy figured out. Israel and the U.S. were taking heavy hits in the court of global public opinion over the devastation caused by the war in Gaza. Each harrowing image of Palestinian civilians enduring unimaginable suffering steadily undermined U.S. and Israeli claims that their war against Hamas was justified. Beijing eagerly criticized Washington’s hypocrisy in championing universal human rights—except when it came to Israel, the ...
Dec 25, 2024•44 min•Season 2Ep. 37
Tensions between China and the Philippines over territorial disputes in the South China Sea flared anew in December after another confrontation at sea. Soon after two vessels collided near the contested Scarborough Shoal, representatives from both sides took to the airwaves to blame the other for the latest incident. Both Chinese President Xi Jinping and his Philippines counterpart Ferdinand Marcos, Jr. have made it clear they will not concede even a single inch of territory they claim rightfull...
Dec 16, 2024•47 min•Season 2Ep. 36
India's External Affairs Minister S. Jaishankar told the lower house of parliament last week that "some improvement" had been made in resolving the ongoing border dispute with China. But he also cautioned that a lot more work has to be done and that it will take years to "reset" relations with Beijing. The two sides have pulled back their military forces from seven points along their contested boundary in the Himalayas, so they're no longer in close proximity to one another, but those troops are...
Dec 11, 2024•51 min•Season 2Ep. 35
U.S. President-elect Donald Trump is not a fan of the Biden administration's climate legislation known as the Inflation Reduction Act (IRA), describing it as a "green scam." Trump has promised to repeal it, which will undoubtedly be welcome news in Indonesia. Indonesia is home to the world's largest nickel reserves, a critical ingredient for manufacturing EV batteries. But the IRA aims to limit China's role in the battery supply chain, presenting a huge headache for Indonesian nickel suppliers g...
Nov 26, 2024•52 min•Season 2Ep. 34
Chinese contractors have been renovating the Ream Naval Base in Cambodia for the past two years, leading to widespread suspicion that the upgraded facility could eventually serve as a future outpost for the PLA Navy in Southeast Asia. Despite compelling evidence that Chinese naval forces have been stationed at the base for much of the year, both the Chinese and Cambodian governments deny these claims. Christopher Woody, an independent defense journalist based in Bangkok, argues that while it see...
Nov 18, 2024•46 min•Season 2Ep. 33
U.S. President-elect Donald Trump has already indicated that the Middle East is going to be a central focus of his second term's foreign policy. He's already named Elise Stefanik, a fiercely pro-Israel lawmaker, to be his ambassador at the United Nations and he's been in regular contact since his election last week with both Arab and Israeli leaders. But Trump is coming back to power at a time when the region is very different than when he left office in 2020. Back then, China was a marginal pla...
Nov 12, 2024•2 hr 5 min•Season 2Ep. 32
There's been a lot of talk in recent years about the new "small and beautiful" doctrine that now guides China's Belt and Road Initiative. The problem is that a lot of people still do not understand what it actually means in practice. President Xi Jinping first unveiled the concept at the Third Belt-and-Road Symposium in 2021 when he said that China's overseas development finance would focus more attention on "better connectivity" for telecommunications, energy, and financial services. China has ...
Nov 05, 2024•56 min•Season 2Ep. 31
Even though the five countries in Central Asia are among the world's largest fossil fuel producers, the region faces chronic electricity shortages due to a lack of refining capacity. The energy crunch is further compounded by a reluctance to become overly dependent on Russian fuel. To solve both problems, several Central Asian governments are looking to source renewable energy technology from China. While wind and solar still account for a small share of Central Asia's total energy production, t...
Oct 29, 2024•59 min•Season 2Ep. 30
