Analysis
Diverse voices, unique insights on key issues shaping China’s engagement throughout the Global South.
analysis
China Set to Widen Footprint in Bangladesh as India’s Ties Decline
By Tora Agarwala China’s influence in Bangladesh, boosted by the 2024 ouster of New Delhi‑aligned leader Sheikh Hasina, is likely to deepen after this week's election, although politicians and analysts say India is too large a neighbor to be sidelined completely.
analysis
China’s Export Surge to Africa in 2025 Complicates Efforts to Rebalance Trade
In 2025, trade between China and Africa reached $348 billion, a 17.7% increase from 2024. As in the previous year, this growth was largely driven by rising Chinese exports, which amounted to $225 billion, compared to $123 billion in imports from the African continent.
U.S. Challenges Chinese Control in Race for African Minerals
By Maxwell Akalaare Adombila The U.S. is using offtake deals and state-backed funding to compete in the short term with China in securing supplies of African copper, cobalt and other critical minerals, diplomats, executives and analysts said ahead of this week's Indaba.
Bolivia Wants Closer U.S. Ties, Without Alienating China: Minister
By José Arturo Cárdenas Bolivia's new government plans to restore full diplomatic ties with Washington "as soon as possible," after a nearly two-decade rupture, Foreign Minister Fernando Aramayo told AFP. Relations between Washington and the ...
China’s Global Power Looks Different When Its Partners Are in Crisis
By Felix Brender 王哲謙 On January 3, 2026, U.S. forces executed a dramatic operation to capture Venezuelan President Nicolás Maduro, abruptly removing the central figure of a regime that had been one of Beijing’s most emblematic strategic partners in Latin ...
A rickshaw passes by an election campaign banner of Bangladesh Nationalist Party (BNP) candidate Bobby Hajjaj, ahead of the national election, in Dhaka, Bangladesh, February 9, 2026. REUTERS/Mohammad Ponir Hossain
By Tora Agarwala China’s influence in Bangladesh, boosted by the 2024 ouster of New Delhi‑aligned leader Sheikh Hasina, is likely to deepen after this week's election, although politicians and analysts say India is too large a neighbor to be sidelined completely.
Q&A: Can the U.S. Displace China From South America?
In a global scenario marked by strategic competition between the world's two largest powers, Latin America's role has ceased to be peripheral and has become a critical terrain of influence. As Washington watches with growing concern Beijing's advance on vital infrastructure—from ...
Q&A: The “Guanxi”: An Anthropological Look at the Chinese Businessman in Peru
The recent scandal dubbed “ Chifagate ” and the revelations about the so-called “ Dragon Club ” have once again put the relationship between Peruvian political power and Asian investments under scrutiny. However, beyond the anecdote of a dinner at a chifa or ...
What to Watch After China’s Strategic Setback at the Panama Canal
On Thursday last week, Panama’s Supreme Court delivered a ruling that was felt in some of the highest offices in both Beijing and Washington. The court declared that the concession granting control of the Balboa and Cristobal ports to Panama Ports Company, a subsidiary of Hong Kong-based ...
China’s Push for Low-Carbon Metals Is Forcing a Reckoning in Indonesia’s Nickel Boom
By Muyi Yang and Dody Setiawan At the G20 Summit in late 2025, China unveiled the International Economic and Trade Cooperation Initiative on Green Mining and Minerals. While broader geopolitical headlines overshadowed this news, it carries crucial implications.
China E-Mobility Weekly Digest: More Speed, Less Policymaking Will Power African Countries’ Electric Vehicle Dreams
This is a free preview of the upcoming Africa EVs Weekly Digest, part of the new CGSP Intelligence service. This week, we continue looking at the alternatives African countries have for electric vehicle (EV) manufacturing. Across the continent, employment ...
China’s Technology Push Finds New Ground in Indonesia’s Health and Connectivity Gaps
One of the important developments in China-Indonesia relations last month is the strengthening of cooperation in the digital health and technology sectors. These are crucial sectors where Indonesia has struggled to translate policy goals into nationwide coverage. Telkomsat, one of Indonesia's ...
As China Builds the Grid, Laos’s Power Ambitions Enter a New Phase
2026 marks a strategic turning point for Laos in its ambition to become the “Battery of Southeast Asia”, with two mega power transmission projects advancing this year. On the first day of January 2026, the 230 kV Thavieng-Mahaxay transmission line ...
After a Panama Port Decision, Washington Faces Hard Choices on China and the Canal
U.S. government officials celebrated last week's decision by the Supreme Court in Panama to nullify the contract for a Hong Kong-based company to operate ports along the country's two coasts, leading into the canal zone. A lot of people erroneously thought ...
Implications of Panama Court Ruling to Quash CK Hutchison Port Concessions
By Clare Jim, Kane Wu and Scott Murdoch Panama's Supreme Court annulled last week CK Hutchison's contract to operate two Panama Canal ports at the heart of a $23-billion deal to sell the Hong Kong conglomerate's global port assets.
U.S. Defense Strategy Signals a Harder Line on China in Latin America
In January, the Trump Administration published its 2026 National Defense Strategy (NDS). The document, which was released without fanfare, confirms that a strategic shift is well underway in the Western Hemisphere, and Latin American and Caribbean states are on the receiving end of that shift.
China and the Libyan Crisis: Maintaining a Foot in the Door in a Changing Region
By Bianca Pasquier and Leonardo Bruni, On November 12, 2025, the Chinese embassy in Tripoli officially reopened after more than a decade. However, the return of Chinese diplomatic staff to the Libyan capital passed largely unnoticed, attracting scant media interest ...
Confusing Developments in “Development”
This week I’m in Brussels, where I took part in a workshop on how the EU should shape its development strategy in response to China’s global influence. I have joked in the past that it feels like I’ve attended this same ...