Category: Economy

The Complexity of China’s Iran Math

The news that Qatar has temporarily halted its output of liquid natural gas has sharpened the focus on how the Iran war will affect Chinese energy security. What has received less attention is how the war will affect Chinese companies’ commercial entanglements in Iran. ...

China’s Next Five-Year Plan and the Global South

China’s next five-year economic development plan will be unveiled at its largely ceremonial national legislature, the National People’s Congress, on March 5. The plan, which covers 2026 to 2030, will likely outline the CPC’s aim to shift the Chinese economy toward boosting domestic consumption.

Analysis from Cobus van Staden

Why Green Energy Will Be the Big Winner of the Iran Crisis

By Cobus van Staden, CGSP Head of Research
Remember “no blood for oil”? Decades ago, the slogan emblematized opposition to the U.S. invasion of Iraq. Its logic subsequently shifted as the United States experienced a gas and oil revolution thanks to fracking. 

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China Says Early-Year Trade Beat Expectations, but Geopolitical Shocks Are Raising Uncertainties

China's trade started the year stronger than expected, extending last year's momentum, but a worsening geopolitical backdrop is raising fresh uncertainties for exporters and supply chains, officials said on Friday. Beijing on Thursday unveiled a slightly lower growth ...

China E-Mobility Weekly Digest: Industry Shift With Kenya’s First Electric School Bus and Tanzania’s New EV Factory

This is a free preview of the upcoming Africa EVs Weekly Digest, part of the new CGSP Intelligence service. Different forms of electric vehicle (EV) technology innovations are occurring in different African countries. As newer technology arrives, there is ...

Zimbabwe Says Fast-Tracked Ban Over Lithium Export Rush

Zimbabwe fast-tracked the entry of a ban on raw lithium exports last week after mining companies engaged in an "unacceptable scramble" to export ahead of the planned entry into force, the government said Tuesday. Securing access to rare earths and other ...

Shanghai Stocks Retreat from Decade High; HK Extends Losses on Mideast Conflict

Shanghai shares briefly touched a decade high before reversing to trade lower by midday on Tuesday, while Hong Kong stocks extended their decline, as the Middle East war dampened sentiment and fuelled risk aversion across regional markets. ** The U.S.-Israel ...

The Three Faces of Chinese Investment in Southeast Asia: SOEs, POEs, and MNEs

In 2025, China remained a top-three source of Foreign Direct Investment (FDI) in Southeast Asia, following only the U.S. and intra-Southeast Asian flows. While much of the investment falls under the umbrella of the Belt and Road Initiative (BRI), it is important to distinguish between broad ...

Latin America Split Over How to Counter China’s Steel Surge

Argentina terminated anti-dumping duties on Chinese aluminum foil, removing trade barriers that had restricted shipments from China and reopening the market to Chinese producers. The move marks a notable shift in South America’s trade posture toward Chinese industrial exports, even as ...

China E-Mobility Weekly Digest: Ethiopia’s EV Surge as African Countries Push Local E-Mobility

This is a free preview of the upcoming Africa EVs Weekly Digest, part of the new CGSP Intelligence service. Electric vehicle (EV) adoption sometimes feels like a see-saw, with some weeks showing progress and others regression. The reality is ...

Congo’s Cobalt Curbs Expose China’s Critical Metals Weak Spot

By Andy Home China's dominance of critical mineral supply chains is not as absolute as it may appear. Cobalt is a case in point. China accounted for ...

WTO to Examine Chinese Complaint Over India Batteries, E-Vehicles

The World Trade Organization said Tuesday it would establish an expert panel to examine a Chinese complaint over Indian incentive schemes in the automotive and renewable energy sectors. The WTO said in a statement that its Dispute Settlement Body (DSB) had ...

Panama Wrests Control of Canal Ports From Hong Kong Group

Panamanian authorities took control of two ports on the Panama Canal from CK Hutchison on Monday after the Hong Kong-based conglomerate’s concession was annulled amid a row between the United States and China. The court ruling was the latest legal development affecting ...

CK Hutchison Says Panama Canal Port Workers Removed After Court-Ordered Takeover

Hong Kong conglomerate CK Hutchison said on Tuesday that Panama authorities had threatened its employees with criminal prosecution if they defied orders to leave two strategic canal ports at the centre of a legal battle that has embroiled Beijing and Washington. ...

India and Brazil Strike Rare Earths Deal as Nations Seek Alternatives to China

By Abhaya Srivastava India and Brazil agreed to boost cooperation on critical minerals and rare earths on Saturday, Prime Minister Narendra Modi said after talks in New Delhi with Brazilian President Luiz Inacio Lula da Silva.
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