China reaps geopolitical dividend in Middle East exports
China’s exports in April surged towards the Global South while shrinking in developed markets, following a pattern of geographic divergence that began four years ago.
Global south asian news
Debunking China’s overcapacity myth
During the past four years, China shifted the preponderance of its exports to the Global South away from developed markets, and at the same time built production facilities across the Global South that re-export to developed markets—circumventing America’s 25% tariff on most Chinese goods and other developed-market trade barriers.
Biden Gaza policy helps China, hurts US interests
A March 25 Security Council cease-fire resolution highlighted once again the vast gap between the US and China on Israel’s war on Gaza. US officials were quick to note that the Biden administration considered the resolution “non-binding” – which China quickly contradicted, pointing to the UN charter.
India losing friends and looking vulnerable
The Ukraine-Russia war and Hamas-Israel conflict have both significantly altered India’s strategic and security calculations.
China’s Global South exports surge in 1st 2 months
(Note: This report is a preview of the Asia Times Global Risk/Reward Monitor issue of March 13, 2024.)
China’s outbound investment reshaping the global economy
As economists obsess over plunging foreign direct investment into China, they risk missing a far more important trend: the giant waves of capital zooming in the other direction.