Analysis
Diverse voices, unique insights on key issues shaping China’s engagement throughout the Global South.
analysis
China’s Belt and Road Hits New Highs, but Latin America Lags
By Fermín Koop and Patrick Moore The first half of 2025 saw the highest engagement ever for a six-month period under the Belt and Road Initiative (BRI), China’s flagship global infrastructure program, a new report has shown.
China’s Solar Expansion in Indonesia Still Relies on Coal
In West Java, a province just east of Jakarta, Indonesia, a sprawling industrial park is rising. Backed by Chinese cement giant Hongshi Holding Group, the $5 billion complex promises to produce the solar panels and batteries that the world desperately needs to combat climate change.
The New Protectionism Toward China and Climate Change
By Kevin P. Gallagher For decades now, China has advanced a big push in both policy innovation and public investment to become the global leader in low carbon technology trade. While deploying these innovations is beginning to transform the Chinese economy, ...
China Exports Top Forecasts as EU, ASEAN Shipments Offset U.S. Drop
By Isabel Kua and Peter Catterall China's exports rose more than expected last month, with official data on Thursday showing a jump in shipments to the European Union and other markets offsetting a drop in those to the United States.
China E-Mobility Weekly Digest: BYD Forging New Partnerships as African EV Market Lags
This is a free preview of the upcoming Africa EVs Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. China's new electric vehicle (EV) exports to Africa are still lagging, as the regional market remains ...
Bundles, Banks, and Builders: Inside China’s Finance Models for Power Projects in Africa
Building large-scale infrastructure requires more than engineering expertise. Just as critical is how the project is financed, how capital is raised, structured, and repaid. In Chinese-supported power projects across Sub-Saharan Africa, finance is often the entry point: the mechanism through which projects are proposed, evaluated, and ...
Trump Targets Tariff Evasion, With Eye on China
By Beiyi Seow As the United States ramps up tariffs on major trading partners globally, President Donald Trump is also disrupting strategies that could be used -- by Chinese companies or others -- to circumvent them.
China E-Mobility Weekly Digest: Leapmotor Bets on Hybrids to Crack South Africa
This is a free preview of the upcoming Chinese E-Mobility Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. China’s electric mobility push is gaining traction across Africa — on roads, in factories, and through battery value ...
Critical Minerals Weekly Digest
This is a free preview of the upcoming Critical Minerals Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. This week’s developments underscore a clear shift in the critical minerals landscape, from fragmented exploration to full-spectrum geopolitical ...
China-Central Asia Weekly Digest
This is a free preview of the upcoming Central Asia Digest, part of the new CGSP Intelligence service launching in Summer 2025. This week's developments highlight the intersection of China's digital technology capabilities with Central Asia's urgent modernization requirements across financial ...
What Would a Grand Bargain Between China and the U.S. Mean for the Rest of Us?
The prevailing view among Chinese intellectuals is that U.S.-China strategic rivalry is structural and enduring. Yan Yilong, for instance, describes the competition as “not merely a disagreement between two sovereign states” but a “structural conflict between the great rejuvenation of ...
Eswatini Builds Dam With Chinese Firm Despite Taiwan Ties
In a notable show of pragmatism, Eswatini, the only African country that maintains formal diplomatic ties with Taiwan, is working with Sinohydro, one of China’s largest state-owned construction firms.