The China-Global South Podcast

Afleveringen

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  China's BRI Is Bigger Than Ever. It Just Looks Very Different 20.08.2026 32min

  After the pandemic, as Chinese state-backed lending to developing countries largely dried up, critics declared the Belt and Road Initiative effectively dead. They were wrong. This year, China's financial engagement with BRI countries reached another record, driven by larger deals, private companies, green energy, and a growing focus on industrial development. Chinese firms are increasingly investing in processing, manufacturing, batteries, and other higher-value activities rather than focusing primarily on infrastructure and resource extraction. According to the latest data from the Green Finance & Development Center, BRI engagement reached its highest level for any first six months since the initiative launched in 2013. Christoph Nedopil, lead author of the report and a professor at the University of Queensland, joins Eric to discuss how the BRI is evolving, including changes in how projects are financed, where capital is deployed, and which industries are attracting Chinese investment. 📌 Topics Covered in This Episode 🌏 Record-breaking BRI engagement 💰 New financing models 🏗️ Return of mega-deals ⚡ Green energy expansion ⛏️ Shift from extraction to processing 🌍 Africa's BRI surge Show Notes: Green Development Finance Center: China's investment and construction engagement in the Belt and Road Initiative (BRI) 2026 H1 Financial Times: China pours funding into green energy deals as Iran war hits oil demand by Edward White Semafor: Chinese investments in Africa soar to $34 billion so far this year by Yinka Adegoke Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  The Iran War Is Reshaping the Persian Gulf. What Does China Do Now? 18.08.2026 33min

  The war in Iran is reshaping the strategic landscape of the Persian Gulf, putting new pressure on China's relations with Iran and the Gulf Arab states. Beijing's response is exposing the tension between its deep economic interests in the region and its reluctance to assume a larger role in regional security. Andrea Ghiselli, a lecturer at the University of Exeter, and Aaron Glasserman, a distinguished fellow at the Weatherhead East Asian Institute at Columbia University, join Eric to discuss their latest article in Foreign Affairs on why China will remain an influential economic actor in the region with only marginal geopolitical influence. 📌 Topics Covered in This Episode ⚔️ How the Iran War Is Reshaping the Persian Gulf 🇨🇳 China's Strategic Interests in Iran and the Gulf 🛡️ Why Beijing Is Reluctant to Take on a Larger Security Role 🇮🇷 The Limits of China's Influence Over Tehran 🌍 How Gulf States Are Reassessing Their Relationship With China ⚖️ The Gap Between China's Economic Power and Security Responsibilities Show Notes: Foreign Affairs: The Gulf's China Problem by Mohammed Alsudairi, Andrea Ghiselli, and Aaron Glasserman Reuters: Can China restrain Iran? Gulf states test Beijing's influence by Samia Nakhoul and Timour Azhari The Diplomat: The Iran-US War a Win for China? Not So Fast. by Wang Jin Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  How China Uses Space to Build Influence in the Mideast 13.08.2026 41min

  China is expanding its space partnerships across the Middle East through satellites, navigation systems, technology transfer, and other forms of cooperation. Beijing tailors these partnerships to individual countries, while governments such as Egypt, Iran, and the UAE use Chinese cooperation to pursue their own technological and strategic interests. A new report in the Texas National Security Review, Choosing Orbits: China's Space Diplomacy in the Middle East, explores how regional agency, technological competition, and the broader U.S.-China rivalry are increasingly intersecting in space. Two of the article's authors, Lawrence Rubin, a professor at the Georgia Institute of Technology, and Lincoln Hines, an associate professor at Georgia Tech, join Eric to discuss how space is the new frontier in China's soft power diplomacy. 📌 Topics Covered in This Episode 🛰️ China's expanding space partnerships across the Middle East 🌍 Space diplomacy as a tool of Chinese influence 🇪🇬 Egypt's growing space and technology cooperation with China 🇦🇪 How the UAE balances China and the United States ⚔️ Dual-use satellites and the security implications of space technology 🇺🇸🇨🇳 U.S.-China competition over the future of space Show Notes: Texas National Security Review: Choosing Orbits: China's Space Diplomacy in the Middle East by Lawrence Rubin, Lincoln Hines & Dayana Alagirova South China Morning Post: For China and the Middle East, a Space Silk Road is written in the stars by Yang Xiaotong The Washington Institute for Near East Policy: China's Push for Satellite Cooperation in the Middle East by Henry Tugendhat Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  What the Global South Can Learn From Shenzhen's Tech Rise 11.08.2026 32min

  Forty years ago, Shenzhen was a small southern Chinese fishing village, just across the border from Hong Kong. Today, it's one of the world's most advanced megacities, with a population of nearly 20 million people and home to many of the tech industry's largest companies, including Huawei, Tencent, DJI, and Transsion, among countless others. That remarkable transformation within a single lifetime offers important lessons for Kenya, Vietnam, and other developing countries seeking to build their own technology hubs. Grace Yuehan Wang, a visiting scholar at the London School of Economics and a research fellow at Stellenbosch University in Cape Town, joins Eric to discuss her new book, which explores how Shenzhen was able to develop so quickly and what lessons its remarkable rise offers countries across the Global South seeking to build their own technology hubs. 📌 Topics Covered in This Episode 🏙️ Shenzhen's rise as a global tech hub 🇨🇳 Why Shenzhen isn't China's Silicon Valley 🏛️ The role of local government 💡 Grassroots innovation and entrepreneurship 🌍 Lessons for the Global South 🚀 Can the Shenzhen model be replicated? Show Notes: Amazon: Dragon Innovation: Shenzhen: Lessons for the West and global south countries from China's leading innovation cluster by Grace Yuehan Wang ThinkChina: Shenzhen: The city that built China's tech empire by Chen Xiangming and Taylor Lynch Ogan Financial Times: China's Xi pursues AI diplomacy to woo the Global South by Joe Leahy and Eleanor Olcott  Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  China's View of India Has Changed. Is New Delhi Ready? 06.08.2026 39min

  China and India are entering a cautious period of diplomatic re-engagement after years of confrontation, but deep strategic mistrust, unresolved border disputes, and competing security interests continue to define the relationship. Economic cooperation is gradually resuming even as political tensions remain unresolved. At the same time, shifting global power dynamics are reshaping the balance between Asia's two largest powers. Sushant Singh, a lecturer in South Asian studies at Yale University, joins Eric from New Delhi to explain how changing Chinese perceptions of India, evolving trade priorities, BRICS diplomacy, and the broader U.S.-China rivalry are creating new opportunities for engagement while reinforcing the structural challenges that make a lasting rapprochement difficult. 📌 Topics Covered in This Episode 🇨🇳 Why China's view of India is changing 🏔️ The slow thaw after the Galwan border crisis 🤝 Can trade recover despite political mistrust? 🌏 How U.S.-China rivalry is reshaping India-China ties 🌐 BRICS, the Quad, and Asia's evolving strategic landscape 🔮 What comes next for one of the world's most consequential relationships Show Notes: South China Morning Post: India and China revive Himalayan trade at high-altitude pass by Junaid Kathju The Diplomat: Why India Does Not Interest China by Akhilesh Pillalamarri East Asia Forum: China–India rapprochement is tactical, not strategic by Chietigj Bajpaee Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  China is Outpacing the U.S. in Southeast Asia 05.08.2026 47min

  As competition between the United States and China intensifies, Southeast Asia has emerged as one of the world's most important geopolitical battlegrounds. But despite growing tensions in the South China Sea and mounting pressure from Washington and Beijing, public opinion across much of the region remains more favorable toward China than many policymakers assume. A new report from the Asia Society Policy Institute reveals how economic ties, consumer brands, and everyday interactions are reshaping perceptions of China in Southeast Asia. Kevin Zhongzhe Li, one of the report's lead authors, joins Eric from Jakarta to explain why this trend is particularly important in the region's "swing" states. 📌 Topics Covered in This Episode Why China is gaining an edge over the U.S. in Southeast Asia How public opinion toward China has shifted over the past two decades The role of Chinese investment, EVs, and consumer brands in shaping perceptions Why South China Sea disputes affect countries differently The gap between elite and public views of China across the region Common U.S. and Chinese misconceptions about Southeast Asia  Show Notes: Asia Society Policy Institute: Global Public Opinion on China: China's Standing in Southeast Asia's Swing States by Kevin Zhongshe Li South China Morning Post: 'Practical' young Africans leaning towards China over US and away from ideology by Jevans Nyabiage Pew Research Center: Views of China and Xi Are Improving Globally by Laura Silver, Jonathan Schulman, Laura Clancy and William Miner Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  Why Critical Minerals Alone Won't Make Countries Rich 29.07.2026 41min

  There's growing optimism across Africa, Latin America, and Asia that abundant reserves of critical minerals like lithium, cobalt, and nickel can fuel a new era of economic development. Determined to avoid the "resource curse" that enriched foreign companies while leaving local populations behind, governments are increasingly moving to ban exports of raw ores and instead promote domestic processing and refining. It's an appealing strategy, but far more difficult to implement than many realize. Wei Shen and Anabel Marín, senior research fellows at the Institute of Development Studies in London, argue that processing alone won't transform resource-rich economies. In a new paper, they explain why lasting prosperity depends on building the knowledge, institutions, and technological capabilities needed to move up the value chain. They join Eric to discuss what it will really take for developing countries to turn critical mineral wealth into sustainable development. 📌 Topics Covered in This Episode Why critical minerals alone won't create prosperity Can resource nationalism break the resource curse? Why processing isn't enough to move up the value chain The role of knowledge and state capacity in development What China got right in building its mineral industry How developing countries can capture more value from critical minerals Show Notes: WATCH: Critical minerals and development: Breaking the structural impasse with Wei Shen and Anabel Marín Institute of Development Studies: China's role in critical mineral mining and its impacts by Wei Shen Institute of Development Studies: Living in a material world: What critical minerals mean for development by Wei Shen and Anabel Marín Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  What the Iran War Reveals About China's Power in the Persian Gulf 23.07.2026 39min

  There's an emerging consensus that China is among the chief beneficiaries of the escalating conflict between the United States and Iran. While Beijing has undoubtedly welcomed Washington becoming entangled in yet another war in West Asia, and continues to reap commercial gains from booming exports of electric vehicles and other technologies, the conflict is also exposing the limits of China's geopolitical influence. China is, first and foremost, a commercial power in the Persian Gulf. Beyond trade and investment, however, it has little diplomatic, political, or security leverage to shape the course of the conflict or influence the region's postwar order. Jonathan Fulton, an associate professor at Zayed University in Abu Dhabi and author of the China-MENA Newsletter, joins Eric to examine why China's economic footprint in the Gulf has not translated into strategic influence. 📌 Topics Covered in This Episode Is China really benefiting from the Iran war? Why Beijing won't replace the U.S. in the Gulf The limits of China's geopolitical influence China's commercial strategy in the Middle East Gulf views on balancing China and America What comes next for China-Gulf relations Show Notes: Sign up to The China-MENA Substack Newsletter: https://chinamenanewsletter.substack.com/ The Diplomat: After the Iran War, China's Middle East Strategy Will Prioritize the Gulf by Chenjie Song The Guardian: China is a clear winner from Trump's war in Middle East, report concludes by Amy Hawkins Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  China's Pacific Missile Shock Explained 22.07.2026 31min

  Two weeks ago, a PLA Navy submarine in the South China Sea test-fired a nuclear-capable intercontinental ballistic missile that flew 7,300 kilometers before splashing down in the South Pacific. The launch drew sharp criticism from several Pacific Island countries, whose leaders argued that it violated the region's longstanding identity as a nuclear-free zone. To be clear, the test did not violate international law or established norms. The United States, France, and other nuclear powers have conducted similar missile tests in the Pacific for decades. Even so, Zhang Denghua, a senior research fellow at the Australian National University's Department of Pacific Affairs and CGSP's non-resident fellow for the Pacific, argues that the launch could erode Beijing's hard-earned influence in the region. He joins Eric to discuss the strategic implications of the test, China's intensifying competition with traditional powers in the Pacific, and why Taiwan remains such a potent issue for Beijing in this part of the world. 📌 Topics Covered in This Episode China's unprecedented Pacific missile test Why Pacific leaders condemned the launch Australia's new Pacific security partnerships China's growing rivalry with regional powers Papua New Guinea closes Taiwan office What's next at the Pacific Islands Forum Show Notes: The China-Global South Project: What To Know About China's Recent Missile Test in the South Pacific by Zhang Denghua The China-Global South Project: How Pacific Island Nations Are Capitalizing on Major Power Rivalry by Zhang Denghua The China-Global South Project: Japan is Eyeing China's Moves in the Pacific by Zhang Denghua Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas  
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  Why Have China-Japan Relations Fallen Apart? 20.07.2026 33min

  China's suspension of rare earth exports to Japan has now entered its seventh month, with shipments in June again falling to a fraction of their level a year earlier. The restrictions are one sign of a broader collapse in relations between the two countries since Prime Minister Sanae Takaichi took office last fall. The relationship, long marked by tension, deteriorated sharply after Takaichi said that Chinese military action against Taiwan would "threaten Japan's survival." Since then, ties have continued to worsen. William Yang, senior Northeast Asia analyst at the International Crisis Group, joins Eric to explain the politics driving this increasingly dangerous confrontation and why its consequences will be felt across Asia. 📌 Topics Covered in This Episode Why China-Japan relations are unraveling China's rare earth pressure on Japan Taiwan's role in the growing dispute Japan's expanding regional security strategy The future of the U.S.-Japan alliance What's next for Northeast Asia? Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas  
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  The Limits of China's Iran Diplomacy 16.07.2026 45min

  The U.S. and China clashed at the United Nations this week, with each accusing the other of fueling instability in the Persian Gulf. Washington has long argued that Beijing plays a pivotal role in the conflict as the largest buyer of Iranian oil and a supplier of dual-use technologies that could support Tehran's military. Many experts, however, dispute that assessment. They argue that China's ability to influence Iran is far more limited than commonly assumed and that there is little evidence Tehran would bow to Chinese pressure on matters of national security. Nor is there any indication that Beijing is willing to use whatever leverage it may have. Jesse Marks, CEO of the Asia-Middle East consultancy Rihla Research & Advisory and a leading scholar of Chinese diplomacy in the region, joins Eric to explain why Beijing is likely to remain a largely passive player, both as the war continues and in whatever political settlement eventually emerges. Show Notes: East Asia Forum: Iran's bid for Beijing's backing meets its limits by Jesse Marks Arab Gulf States Institute: China's Mediation Ceiling in the Iran War by Jesse Marks Gulf International Forum: Parallel, Not Replacement: Why China Can't Supplant U.S. Security in the Gulf by Jesse Marks & Chenjie Song 📌 Topics Covered in This Episode China and the U.S. clash at the UN Does Beijing have leverage over Iran? Why China's diplomacy has limits Pakistan's role in Iran mediation The future Gulf security order What China wants after the war Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  The New Security Landscape Taking Shape in Asia 15.07.2026 49min

  The U.S. war against Iran is having a profound impact far away from the battlefield, all the way on the other side of Asia in the Western Pacific. There's an emerging consensus among Washington's allies and foes alike that the U.S. will be incapable, unwilling, or a mix of both to fight a war against China in this part of the world. That's prompting a rapid reevaluation of security postures across the region, a shift on full display over the past week: Australia moving to bolster security ties in the South Pacific and Japan building what many see as a new security architecture for the post-American order. Derek Grossman, CGSP's non-resident fellow for the Asia-Pacific and a professor of international relations at the University of Southern California, joins Eric to discuss the week's key events in the South China Sea, South Pacific, and Japan's latest moves to build a new intelligence agency. 📌 Topics Covered in This Episode South China Sea tribunal at 10 China's Pacific missile test Japan's security shift Philippines vs. Vietnam on China U.S. alliances under Trump Asia's changing security landscape Show Notes: The China-Global South Project: Japan Emerges as Asia's New Strategic Anchor by Derek Grossman Nikkei Asia: Vietnam's new balancing act in an unbalanced world by Derek Grossman International Crisis Group: Manila's Push for a New Rulebook in the South China Sea Peters Out by Derek Grossman Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  Why China Is Winning the Iran War 13.07.2026 34min

  With open conflict between the U.S. and Iran now underway again, it's still too early to determine which side will ultimately prevail. But one point is gaining broad agreement among analysts: China is one of the few major powers that stands to benefit from the war. The conflict has accelerated several trends that work in Beijing's favor. It has driven greater use of the Chinese yuan in international trade, boosted exports of Chinese solar panels, batteries, and electric vehicles, and, perhaps most importantly, stretched U.S. military resources. Some analysts now argue that the strain has made the Pentagon's long-standing ambition of being able to fight two major wars simultaneously increasingly unrealistic. Ahmed Aboudou, an associate fellow at Chatham House in London and head of the China section at the Emirates Policy Center in Abu Dhabi, is among the scholars who believe the war has created significant strategic opportunities for Beijing. He joins Eric to explain why Chinese policymakers may be quietly pleased with how the conflict is unfolding. 📌 Topics Covered in This Episode China's strategic gains from the Iran war The yuan's expanding international role Why Chinese exports are surging The strain on U.S. military capacity Is the Pentagon's two-war strategy over? How Beijing views the unfolding conflict Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  Kenya's China Debt Restructuring Explained 26.06.2026 37min

  Kenya's landmark debt restructuring deal with China, announced last year, converted $3 billion in outstanding China Exim Bank loans from U.S. dollars to Chinese yuan. The currency switch could save the East African country more than $200 million in debt servicing costs. Not surprisingly, other countries in Asia and Africa are now exploring similar arrangements to reduce their debt burdens. But a new report from the development finance research lab AidData argues that Kenya's savings came mostly from the restructuring terms — not from the yuan conversion itself. AidData's Oshin Pandey and Sailor Miao join Eric and Cobus to explain how the deal worked, why it matters, and why there is more to this arrangement than most headlines suggest. 📌 Topics Covered in This Episode Kenya's landmark China debt deal Debt restructuring vs. yuan conversion Why AidData challenges the narrative Ethiopia's restructuring prospects China's evolving lending strategy The future of sovereign debt relief Show Notes: AidData: Kenya's USD-to-RMB Debt Conversion Was Really a Restructuring by Sailor Miao and Oshin Pandey The China-Global South Project: Kenya's Chinese Debt Swap Comes With a Hidden Currency Risk Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas
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  China's Economy Is Stronger and Weaker Than You Think 17.06.2026 50min

  Two very different narratives about China's economy emerged this week. In France, G7 leaders pushed back against what they see as China's growing dominance in key industries. In Beijing, meanwhile, the Ministry of Industry urged observers to look beyond data showing acute economic weakness. The reality is that China's economy is so large and complex that both narratives can be true at the same time. Ker Gibbs, a longtime China-based executive and former president of the American Chamber of Commerce in Shanghai, explores this contradiction in his new book, The Fragile Dragon: Trade, Trump, and China's Vulnerabilities. Ker joins Eric from San Francisco to discuss his decades of experience working in China and what companies in Africa, Asia, and elsewhere need to understand before entering the Chinese market today. 📌 Topics Covered in This Episode China's competing narratives of economic strength and weakness Why weak consumer demand remains a major challenge The role of exports in sustaining China's growth model How Xi Jinping's policies are reshaping the economy What foreign companies need to know before entering the China market Why China's economic trajectory matters for the Global South Show Notes: Amazon: The Fragile Dragon: Trade, Trump, and China's Vulnerabilities by Ker Gibbs The New York Times: China's Spending Slowdown Deepens as Households Tighten Their Belts by Keith Bradsher Reuters: G7 Leaders Tackle Reliance on China for Critical Minerals Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  
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  Former State Department Insider on Washington's Muddled Africa Policy 10.06.2026 1u 10min

  Dan Kobayashi spent 16 years working as a U.S. diplomat focused on African issues, both at posts in Lesotho, Zambia, and Malawi, among others, and at the State Department's intelligence bureau in Washington, D.C. He had a close-up view of how U.S.-Africa policy has evolved over the years, particularly as it relates to China's expanding presence on the continent. Today, Dan is out of government and works as a geopolitical risk consultant in Geneva, where he also writes for his new Expatriach Substack. He joins Eric, Cobus, and Géraud to share an insider's perspective on the current state of U.S. policy towards Africa and why the notion that Washington is competing with Beijing for influence in the region is outdated. 📌 Topics Covered in this Episode Inside Washington's Africa policymaking Trump's changing approach to Africa The China "debt trap" debate U.S.-China competition in Africa Aid cuts, visas, and diplomacy What's next for U.S.-Africa relations? Show Notes: Sign up to The Expatriach Substack Expatriarch: USAID Is Unlikely to Be Replaced With Something Better Any Time Soon, So Stop Pretending by Dan Kobayashi Expatriarch: My Resignation from the State Department by Dan Kobayashi Join the Discussion: X: @ChinaGSProject | @eric_olander | @christiangeraud | @stadenesque Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
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  The Iran War is Boosting China's Green Energy Sales 27.05.2026 41min

  On March 1, one day after the U.S. and Israel launched what would become the ongoing war with Iran, Ren Hanjun, a visiting professor at Peking University, posted a video on WeChat predicting that China would emerge as one of the conflict's biggest beneficiaries. Three months later, that prediction appears increasingly accurate. Demand for Chinese EVs, solar panels, and other clean energy technologies is surging, especially across developing regions such as Southeast Asia and Africa. Li Shuo, director of the China Climate Hub at the Asia Society Policy Institute and a CGSP non-resident fellow, joins Eric & Cobus to discuss how disruptions to global oil and gas supplies are accelerating the shift toward Chinese renewable energy and mobility solutions. 📌 Topics Covered in this Episode China's potential gains from the Iran war Energy insecurity and the global transition shift Rising demand for Chinese EVs and solar tech Southeast Asia and Africa's growing role The geopolitics of clean energy supply chains Is China the biggest winner of the crisis? Show Notes: The China-Global South Project: "Win or Lose, America Loses": Chinese Analyst Says Trump's Iran Gamble Will Hand Beijing a Strategic Victory The China-Global South Project: Why the Global South Will Become New Champions of Climate Action by Li Shuo The China-Global South Project: Leading from the "Global Middle": China's Bid to Host the New Ocean Treaty by Li Shuo Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth
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  China-Brazil Business Is Booming 21.05.2026 30min

  China is facing serious headwinds across much of Latin America as the United States ramps up pressure to curb Beijing's engagement in the region. The Chinese have encountered major setbacks in Panama, Mexico, Chile, and potentially in Honduras, where the new government is actively considering switching diplomatic ties back to Taiwan. But that is not the case in Brazil. Chinese businesses are investing record amounts in South America's largest economy and buying up more of the country's vast reserves of natural resources, including oil, soybeans, and critical minerals. Tulio Cariello, research and content director at the China-Brazil Business Council, joins Eric from Rio de Janeiro to discuss his latest report on Chinese investment trends in Brazil and explains why the country is now the top destination in the world for Chinese FDI. 📌 Topics Covered in this Episode Why Brazil became China's top investment destination BYD, EVs, and China's growing auto dominance Chinese investments in Brazil's energy and mining sectors How U.S.-China tensions are reshaping Latin America Brazil's role in China's Global South strategy The future of China-Brazil trade and industrial ties Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth  
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  Why China Doesn't Want to be an American-Style Hegemon 19.05.2026 36min

  One of the most common talking points among policymakers and analysts in Washington is the belief that China aims to replace the United States as the world's dominant power. Variations of that narrative are also widely shared in many European capitals. There is little doubt that China is asserting itself more forcefully in global affairs, especially amid a new era of Great Power competition. But senior officials in Beijing have also made clear that they have little interest in taking on the full responsibilities and obligations that come with traditional global leadership. In a recent Foreign Policy article, Jeremy Friedman, an associate professor at Harvard Business School, explored the limits and ambitions of China's expanding international power. He joins Eric to discuss what China wants… and what it does not want from a changing global order. 📌 Topics Covered in this Episode China's global ambitions The future of U.S. power Why Beijing rejects hegemony Taiwan and regional security Trade, tech, and critical minerals The emerging world order Show Notes: Foreign Policy: How Far Do China's Ambitions Reach? by Jeremy Friedman East Asia Forum: China's ambitions are narrower than Washington thinks by David Kang, Jackie Wong & Zenobia Chan Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth      
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  What Most People Get Wrong About China's Iran Strategy 15.05.2026 41min

  President Donald Trump arrived in Beijing this week hoping China could help contain the escalating U.S.-Iran crisis, but the summit underscored how limited Beijing's influence over Tehran actually is. In Washington, many policymakers assume China can pressure Iran because it buys the vast majority of Iranian oil. But the reality is far more complicated, and there is little evidence the Iranian leadership would make major national security concessions at Beijing's request. William Figueroa, a leading Iran-China scholar at the University of Groningen in the Netherlands, joins Eric to unpack what U.S. officials misunderstand about China's relationship with Iran, why Beijing is reluctant to use its economic leverage aggressively, and how China itself is vulnerable to the broader economic fallout from the war. 📌 Topics Covered in this Episode Why Trump wanted China's help on Iran The limits of China's leverage over Tehran How Iran views Beijing and Washington differently Why oil is only part of China's concern The economic risks of a prolonged war What the Trump-Xi summit revealed about global power dynamics Show Notes: The China-Global South Project: China and the Iran War: The Logic and Limitations of China's Middle East Diplomacy by William Figuerora The China-Global South Project: Through Allegory, China Uses AI to Shape Its Narrative of the Iran Conflict by William Figuerora The China-Global South Project: Social Media Commentators Are Misreading the China Angle in the U.S.–Israeli War With Iran by William Figuerora Join the Discussion: X: @ChinaGSProject | @eric_olander  Facebook: www.facebook.com/ChinaAfricaProject YouTube: www.youtube.com/@ChinaGlobalSouth Now on Bluesky! Follow CGSP at @chinagsproject.bsky.social Follow CGSP in French and Spanish:  French: www.projetafriquechine.com | @AfrikChine Spanish: www.chinalasamericas.com | @ChinaAmericas Join us on Patreon! Become a CGSP Patreon member and get all sorts of cool stuff, including our Week in Review report, an invitation to join monthly Zoom calls with Eric & Cobus, and even an awesome new CGSP Podcast mug! www.patreon.com/chinaglobalsouth