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Graph of the Day: Comparing U.S. and China’s Investment Clout in Southeast Asia

A recent article in Nikkei Asia provided a fascinating deep dive comparing China and the United States' influence in key Southeast Asian economies. It shows that while the U.S. has leaned into expanding its diplomatic engagement, Chinese economic ties in the region present a significant counterweight.
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The China-Global South Project

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UBS Analyst Provides Upbeat Forecast on the Belt and Road, Challenging Skeptics Who’ve Already Written the BRI’s Obituary

If your media diet is predominantly from Western, Japanese or Indian sources, then it's quite likely you've seen one of the countless obituaries this year for China's Belt and Road Initiative. The narrative in articles like Foreign Policy's "China’s Belt ...

Apple’s “Out of China” Moves Continue Apace With MacBooks Now Set to Be Produced in Vietnam

Add MacBooks to the growing list of Apple products that the tech giant now plans to produce "Out of China." The Cupertino-based company will reportedly begin manufacturing the laptops in Vietnam in mid-2023, according to Nikkei Asia. Apple is steadily diversifying its ...

One of China’s Largest BRI Builders Faces Economic Headwinds at Home

Business is booming for the China Communications Construction Company. It is one of the world's largest construction companies and built many of China's iconic BRI projects, including the controversial Port of Hambantota in Sri Lanka and the Standard Gauge Railway in Kenya. Signed contracts jumped 22% in ...

Don’t Be Misled by All the Headlines About Apple Shifting Its Manufacturing out of China

Throughout much of 2022, Apple has been diversifying its manufacturing operations in Asia beyond China. India and Vietnam, in particular, appear to be the primary beneficiaries. This year alone, in fact, Apple shipped more than a billion dollars worth of iPhones from its suppliers' new ...
China’s Sulfur Export Ban Exposes a Hidden Chokepoint in Global Metals Supply Chains
Imported sulphur is seen at a port in Nantong, Jiangsu province, China March 22, 2018. Picture taken March 22, 2018. REUTERS/Stringer
By Andy Home The Iran war has already caused turmoil in the global aluminum market, but now the fallout is spreading to both copper and nickel supply chains. The conduit is sulfur, a by-product of the Gulf's oil ...

Graph of the Day: Comparing U.S. and China’s Investment Clout in Southeast Asia

A recent article in Nikkei Asia provided a fascinating deep dive comparing China and the United States' influence in key Southeast Asian economies. It shows that while the U.S. has leaned into expanding its diplomatic engagement, Chinese economic ties in the region present a significant counterweight.

UBS Analyst Provides Upbeat Forecast on the Belt and Road, Challenging Skeptics Who’ve Already Written the BRI’s Obituary

If your media diet is predominantly from Western, Japanese or Indian sources, then it's quite likely you've seen one of the countless obituaries this year for China's Belt and Road Initiative. The narrative in articles like Foreign Policy's "China’s Belt ...

Apple’s “Out of China” Moves Continue Apace With MacBooks Now Set to Be Produced in Vietnam

Add MacBooks to the growing list of Apple products that the tech giant now plans to produce "Out of China." The Cupertino-based company will reportedly begin manufacturing the laptops in Vietnam in mid-2023, according to Nikkei Asia. Apple is steadily diversifying its ...

One of China’s Largest BRI Builders Faces Economic Headwinds at Home

Business is booming for the China Communications Construction Company. It is one of the world's largest construction companies and built many of China's iconic BRI projects, including the controversial Port of Hambantota in Sri Lanka and the Standard Gauge Railway in Kenya. Signed contracts jumped 22% in ...

Don’t Be Misled by All the Headlines About Apple Shifting Its Manufacturing out of China

Throughout much of 2022, Apple has been diversifying its manufacturing operations in Asia beyond China. India and Vietnam, in particular, appear to be the primary beneficiaries. This year alone, in fact, Apple shipped more than a billion dollars worth of iPhones from its suppliers' new ...

There’s a Creeping Sense Last Week’s Japan’s Africa Summit Was Kind of Underwhelming

The post-mortems of last week's Tokyo International Conference on African Development are starting to come in and the reviews, at least from some in the Japanese media, are not very encouraging.  One of Japan's main news agencies, Jiji, said the event ...

Prominent China Scholar Maps a Way Out For Beijing’s Global South Debt Crisis

With the global economy steadily sliding towards recession, a growing number of Chinese bankers are no doubt becoming increasingly nervous about whether they'll ever see again the tens of billions of dollars they lent to developing countries over the past two decades. ...
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