The China in Africa Podcast
Twice-weekly discussion about China's engagement across Africa and the Global South hosted by journalist Eric Olander and Asia-Africa scholar Cobus van Staden in Johannesburg.
Episodes
South Africa's Protests, China-Africa Trade, Global South Politics
Anti-immigrant protests in South Africa have raised difficult questions about race, class, and who gets targeted during waves of xenophobic anger. While Black African migrants have faced growing hostility, Chinese migrants and other foreign communities have largely avoided the same scrutiny. This week, Eric, Cobus, and Géraud examine why that is, and what it reveals about poverty, politics, and st
Kenya's China Debt Restructuring Explained
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 n
China Unveils Vision for a New World Order
The Chinese government this week unveiled a new vision for the emerging post-American-led international order. In a new white paper, Beijing argued that the existing global system does not need to be replaced or rebuilt. Instead, it called for the United Nations to remain at the center of global governance while giving developing countries a greater voice in international decision-making. Eric and
Africa Is Closing The Door On Taiwan
Taiwan's delegates to the Our Ocean Conference scheduled to take place in the Kenyan port city of Mombasa next week will not be permitted to participate, according to a well-placed source. If this is the case, it would mark the third major setback for Taiwan in Africa over the past several weeks. Last month, the digital rights conference Rightscon was canceled in Lusaka, in part due to pressure fr
Former State Department Insider on Washington's Muddled Africa Policy
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
WEEK IN REVIEW: China's Africa Influence Test - Trade, Ebola & Perception
In this week's China in Africa podcast episode, which also serves as a Round Table episode, C. Geraud Neema and Cobus van Staden break down why Europe is increasingly concerned about Chinese investment in Morocco's electric vehicle industry supply chain, and whether Brussels is ignoring Morocco's own industrial strategy. The conversation then turns to the Ebola outbreak in the DRC and Uganda, comp
How the US Is Trying to Challenge China's Critical Mineral Dominance
The U.S. is rapidly reshaping its trade and industrial policies to build new critical mineral supply chains as part of a broader effort to reduce the country's dependence on China for these strategic resources. So far, however, most of Washington's deals have focused primarily on securing access to raw materials such as cobalt, lithium, and rare earths. That alone may not be enough to compete with
Kenya Court Orders Secret China Railway Contracts Released
Kenya's Court of Appeals issued a landmark ruling rejecting the government's decade-long effort to keep secret the $4.5 billion in China Exim Bank loan contracts used to finance the Standard Gauge Railway. The decision marks a major victory for civil society activists who have long argued that the project was plagued by corruption, opaque procurement practices, and unfavorable terms for Kenya. Eri
What Africa Looks Like From Beijing Today
From the streets of Beijing to the halls of Peking University, Geraud shares what's changed in China after a decade away — and how Chinese scholars are rethinking Africa beyond the traditional "China-Africa" lens. Geraud joins Eric & Cobus from the Chinese capital to discuss the new mood in Beijing, declining foreign presence, and what African diplomats and researchers really think about the futur
Middle Powers in a Post-American Order
The U.S. created the post-World War II international order that it no longer wants to lead today. But what replaces it is still unknown. So, in the meantime, small and medium-sized countries, so-called "middle powers," are scrambling to form new partnerships to insulate themselves from the inevitable instability that will arise from this transition. We're seeing this play out daily now as leaders
Inside the Race for Africa's Strategic Corridors
With the U.S., Europe, Japan, and China all moving quickly to secure new supplies of African critical minerals, more attention is now shifting to the strategic supply chains that will get those resources from mine to port to market. The U.S. and Europe have invested billions to refurbish the Lobito Corridor that stretches from the DRC and Angola all the way to the Atlantic Ocean. The Chinese have
Why 3 African States Said No to Taiwan
Taiwan President Lai Ching-te was forced to cancel a scheduled visit to Eswatini this week after Mauritius, the Seychelles, and Madagascar revoked Lai's flight permits. Authorities in Taipei immediately accused Beijing of using economic coercion against these three countries, a narrative that was quickly picked up by the international media and conservative lawmakers in the U.S. There is no eviden
China, Surveillance, and Africa's Digital Transformation
China is the indispensable actor in Africa's tech ecosystem. From Huawei's telecom infrastructure to Transsion's dominant smartphone brands and Hikvision's surveillance systems, Chinese technologies are now deeply embedded across the continent, often holding leading market share in their sectors. While the prominent role of Chinese technology has delivered significant benefits to African governmen
Awkward China-Africa Conversations in Washington, D.C.
The U.S. lags far behind China in the race for critical minerals, electric mobility, power generation, and new energy technologies, among others, but, in the view of many in Washington, D.C., there's still time to catch up. Eric spent a week in the U.S. Capitol talking with key stakeholders in government, academia, and think tanks, to hear firsthand why there's widespread concern about China's lea
Why Residents Near a Massive Chinese-run Mine in the DR Congo Are Getting Sick
A three-year investigation by the Environmental Investigation Agency (EIA) and Congolese NGO Premi Congo uncovered severe health consequences for communities living near the Tenke Fungurume Mine (TFM) in the Democratic Republic of Congo, the world's largest copper-cobalt mine. Residents report nosebleeds, coughing up blood, and a troubling rise in stillbirths, all linked to high levels of sulfur
China's Economic Relationship With Africa Is Entering a New Phase
Chinese Vice President Han Zheng was in Kenya this week, where he oversaw the first shipment of agricultural products that will enter the Chinese market duty-free. There's a lot of excitement across the continent about China's removal of all import tariffs for goods from 53 African countries. But Yan Liang, an economics professor at Willamette University, argues it's not going to make much of a di
View From Washington: What the US Needs to Do to Re-Engage Africa
While the Trump administration has taken a hard line toward Africa through aid cuts, travel bans, and pressure on governments like South Africa, it has also generated more investor excitement in Washington than we've seen in years. Donald Trump's new transactional foreign policy for the continent is prompting newfound enthusiasm from U.S. mining, oil, and security companies. But translating that e
Comparing U.S. and Chinese Aid Strategies in Africa
For decades, the United States was the dominant provider of aid and humanitarian assistance to African countries. That changed last year with the closure of USAID. Washington now says it wants to prioritize trade over aid and is pursuing a more transactional approach to development assistance, linking support to mining access and data-sharing agreements. China, by contrast, has never been a major
Who Controls the Battery Age? Congo, China, and the New Resource Order
The U.S., Japan, and other G7 countries are scrambling to secure critical minerals to end their reliance on Chinese-controlled supply chains. Every week, there's news of another mining deal for cobalt, lithium, and other resources essential to powering 21st century technology. But the race to control critical resources may already be over. Decades before countries in the Global West recognized the
Why Private Bondholders Matter More Than China in Africa's Debt Debate
For more than a decade, the dominant Western narrative about Chinese lending to African countries has focused on the purported "debt trap." But the data tells a very different story. David McNair, executive director of Global Policy at ONE.org, joins Eric & Cobus to discuss a new report on African debt that challenges many popular assumptions. While African countries owe $708 billion in total ext
How a Little-Known Chinese Company Conquered Africa's Cell Phone Market
Shenzhen-based Transsion Holdings is now a massive Chinese technology company that few people outside of Africa and certain parts of Asia have heard of. Even in China, the brand, now the world's 5th-largest mobile phone producer, remains largely unknown. Transsion gained notoriety after it entered the African market in 2006. Back then, the world's largest phone brands all but ignored African consu
Why Africa is Now a Key Front in the U.S.-China Rivalry
Donald Trump has never thought very highly of Africa, famously referring to the continent as a place of "sh**hole countries." While there's no indication that sentiment has changed, he's recognized that African resources are essential if he wants the U.S. to decouple from Chinese dominanted critical mineral supply chains. In February, the administration unveiled an ambitious new critical minerals
China's Expanding Military Engagement Across Africa
China is rapidly expanding its military engagement with African countries through a combination of joint exercises, growing arms sales, officer training programs, and deeper security cooperation under its Global Security Initiative. This widening footprint is generating unease in the United States, where policymakers and analysts are particularly worried about unsubstantiated claims that the PLA i
U.S. Pushes New Critical Minerals Bloc to Counter China
The United States wants to build a new global critical minerals supply chain through a new alliance that aims to stabilize prices and reduce dependence on China. Africa sits at the center of this shift, particularly the Democratic Republic of the Congo, where geopolitics is increasingly shaping mining deals and partnerships. CGSP Africa Editor Géraud Neema joins Eric & Cobus to break down the U.S
Africa and the New World Order: U.S. Pulls Back and China Moves Forward
The collapse of the post-war international system now underway will have a disproportionate impact on African countries that rely heavily on multilateral bodies like the UN. Beyond a pull-back of aid and humanitarian assistance, African countries must also contend with an increasingly hostile United States. Dozens of African countries have been targeted by the Trump administration for visa restric
China's Place in the New Post-American International Order
Canadian Prime Minister Mark Carney's speech at the World Economic Forum in Davos this week will likely be remembered as one of the most significant orations of the early 21st century. Carney channeled the fear and frustration of many global leaders when he defiantly declared that the U.S.-led international order is over. The "rupture" that Carney referenced in his address has profound consequence
What Did Wang Yi Accomplish on His Low-Key Africa Tour?
While global attention was fixed on the fallout from U.S. intervention in Venezuela and rising tensions between Washington and Tehran, Chinese Foreign Minister Wang Yi quietly toured three African countries in a notably low-profile visit. Eric, Cobus, and Géraud unpack why this understated trip mattered despite attracting little media attention, and examine its timing alongside a controversial BRI
Why Wang Yi Chose Somalia, Ethiopia, Tanzania & Lesotho for His 2026 Africa Tour
China's Wang Yi kicked off a four-nation, week-long Africa tour this week, marking a signature tradition for Beijing: making the continent the foreign minister's first overseas trip of the new year. Wang visited Ethiopia and will also travel to Somalia, Tanzania, and Lesotho in southern Africa. Ovigwe Eguegu, a Nigeria-based policy analyst for Development Reimagined, joins Eric & Cobus to discuss
2025 China-Africa Year in Review
In this special year-end edition of The China in Africa Podcast, Eric, Cobus, and Géraud look back on the top stories of 2025 and look ahead to the key trend to watch in 2026. 📌 Topics covered include: Simandou goes online (Guinea) and the iron ore geopolitics shift Zambia's Kafue River spill and the China narrative battle China's manufacturing push, overcapacity, and export pressures Soybeans a
China's Outsized Role in West Africa's Illegal Resource Trade
Every year, illegal mining, fishing, and logging drain billions of dollars from West Africa's economies as the problem persists largely unchecked, with Chinese actors playing an outsized role. Fueled by chronic corruption among local regulators across the region and seemingly insatiable demand for these resources in China, curtailing these illegal activities often feels impossible. But there's sti
China's Role in Africa's Industrialization: Obstacle, Partner, or Both?
Africa's industrialization push is colliding with the defining economic question of this era: how can any country or region climb the manufacturing value chain so long as China dominates industrial production of pretty much, well, everything? But even if overcoming the China question is possible, African leaders then face a second, more daunting obstacle: infrastructure. The lack of reliable powe
Why the U.S.-DRC Mining Deal is Bad News For China
The U.S. and the DR Congo signed a landmark deal on critical minerals during President Félix Tshisekedi's visit to the White House this week. The pact provides the U.S. with extraordinary access to the Congolese mining sector and is widely expected to inhibit Chinese mining companies in the DRC from expanding their operations. CGSP Africa Editor Géraud Neema joins Eric & Cobus to break down the de
China at COP30 and the New Politics of Climate Change
With the U.S. absent from two major international summits this month, the G20 in South Africa and the COP30 in Brazil, we got an early look at what the post-American order is starting to look like. In both instances, China moved to fill the void left by the U.S., taking on a much more prominent role. Anika Patel, China analyst at the non-profit climate news site Carbon Brief, reported extensively
How China Uses Parliamentary Buildings to Build Influence in Africa
China has funded, designed, and built more than 200 government buildings across Africa, including the headquarters of the African Union and Ecowas, foreign ministry annexes in Ghana and Kenya, and at least 15 national parliaments. Eric and Cobus speak with Innocent Batsani-Ncube, an associate professor of African politics at Queen Mary University of London and author of the new book China and Afri
Chinese Nationals' Role in Africa's Illicit Weapons, Mining, and Money Flows
There's mounting evidence from the United Nations and others that Chinese organized crime syndicates are moving more of their operations from countries in Southeast Asia to Africa. These groups are contributing to a surge in illicit crypto mining, scam centers, illegal wildlife trafficking, and black market weapons sales. African countries with already weak governance systems are particularly vul
Is China's "Engineering State" the New Development Model for the Global South?
China's rapid ascent from rural poverty to industrial superpower reshaped the global economy and established a new center of gravity for manufacturing. Today, Chinese factories anchor much of the world's supply chains, producing goods at a speed and scale that few countries can match. Behind this transformation is a system that author Dan Wang describes in his new book "Breakneck: China's Quest to
Why China's Ability to Make a $6 Toaster is a Big Problem for the Global South
China is breaking the rules of development. Typically, as countries progress up the value chain, they transition from agriculture to light industry, then to heavy industry, and ultimately to high-technology and services. And as they move up the value chain, this creates opportunities for less-developed countries to advance. But China's not doing that. Chinese manufacturers are holding on to their
How China Changed Its Image in the African News Media
Ten years ago, African news coverage of China's engagement on the continent was often quite negative and repackaged many of the critical Western narratives. Today, the situation is very different. China has spent considerable resources cultivating closer ties with African news outlets. Through a combination of journalist junkets, so-called "content sharing agreements," and Chinese equipment donati
China's Evolution from "Rules Taker" to "Rules Maker" in Development Finance
As China's economic influence expands, so does its ambition to shape the very system that once constrained it. In this episode of The China-Global South Podcast, Eric speaks with Greg Chin and Kevin Gallagher from Boston University's Global Development Policy Center about their new book that details China's transformation from a "rules taker" within the Bretton Woods system to a "rules maker" who'
Kenya's Chinese Debt Swap Comes With a Hidden Currency Risk
The Kenyan Treasury last month announced a breakthrough in its years-long effort to restructure billions of dollars still owed to the China Exim Bank that were used to build the Standard Gauge Railway. The two sides agreed to convert the remaining $3.5 billion of debt from higher-interest-rate U.S. dollar-denominated loans to more affordable yuan-denominated loans, which would potentially generate
Folashadé Soulé on the Evolution of African Agency in China Relations
Ghana's negotiations for a China–Ghana free trade deal have sparked a fierce national debate. Political leaders are hailing it as a breakthrough for exporters, while manufacturers warn of being swamped by cheaper Chinese imports. At the heart of the discussion lies a deeper question: how much power do African countries really have to shape their trade relationships with China? To unpack both the d
[CGSP FORUM] Africa's Energy Future and China: Gauging the Price of Power
In CGSP's first-ever China–Africa Energy Forum, Managing Editor Cobus van Staden hosts three leading experts to explore how Chinese finance, technology, and policy are transforming Africa's power landscape: Frangton Chiyemura Lecturer in International Development, Open University Wei Shen Research Fellow, Institute for Development Studies Adjekai Adjei Non-Resident Fellow for Africa, The China-Gl
Kenya's China Debt Deal Challenges Old Narratives
Kenya and China have reached a groundbreaking agreement to restructure $3.5 billion in railway loans, converting them from U.S. dollars into Chinese yuan. The move could save Kenya $215 million in debt servicing costs and marks the first time an African nation has shifted major sovereign debt into RMB — a potential model for other Global South countries. In this episode, Eric & Géraud unpack what
Chinese Online Outrage Over $80 Billion Zambia River Suit
More than six months after 50,000 liters of toxic water from a Chinese-run mining site spilled into Zambia's Kafue River, there's still no resolution to what's become a massive environmental crisis. The government is siding with the company, Sino-Metals, while local farmers and activists remain unsatisfied with the response and have launched multiple lawsuits, including one seeking $80 billion in
China's Play for Global Governance Leadership
In the weeks since Chinese President Xi Jinping announced the new Global Governance Initiative (GGI) during a speech at the SCO summit in Tianjin, Beijing's propaganda apparatus has been working overtime to build support for the new plan, particularly in Africa, Latin America, and other developing regions. The GGI is the latest in a series of Chinese global initiatives that also focus on developme
Africa Buys More From China Than Ever. That's a Problem.
China-Africa trade in the first eight months of the year increased by 15% to more than $220 billion, on track to break another annual record. A significant portion of that growth, however, stemmed from a surge in Chinese exports to African countries, exacerbating an already substantial $60 billion African trade deficit with China. South Africa, by far, is China's most important trade partner on th
Africa-Asia Relations Beyond China
Africa was especially hard hit by Donald Trump's "Liberation Day" tariffs, which ended years of duty-free access to the U.S. and triggered a rush to find new markets. China's announcement that it will remove all tariffs on African imports undoubtedly provides some relief, but it shouldn't be the only answer, say experts. India, Southeast Asia, and Japan all offer tremendous opportunities for Afri
China's Gradual but Growing Security Influence in Africa
China is steadily expanding its security presence in Africa through deeper military ties, weapons sales, and multinational deployments as UN Peacekeepers. In fact, China is now the largest arms supplier to Sub-Saharan Africa, according to data from the Stockholm International Peace Research Institute. There are also mounting concerns over the protection of Chinese personnel on the continent who ha
Kenya Caught Uncomfortably Between the U.S. and China
The Kenyan government is under mounting pressure from the United States over its close ties with China. Influential lawmakers in Washington are furious over comments made by President William Ruto during a visit to Beijing earlier this year, where he said Kenya and China will be the "architects of a new world order." The remark was particularly upsetting for some in Washington, given Kenya's role
Africa is a Testing Ground for China's Global Security Initiative
China's presence in Africa is often debated through different lenses. Two prominent angles to examine this relationship are through finance and security. Under finance, Beijing has become the continent's biggest lender, funding roads, ports, and railways. In security discussions, China's engagement with Africa is increasing in trade and training. China is advancing the Global Security Initi
How Zambian Media Frames China, the U.S., Japan, and South Africa
Who shapes Africa's story? Zambia's media offers a rare window into how local voices frame global powers like China, the U.S., Japan, and South Africa. From debates on debt and development to questions of governance and influence, the coverage reveals both common threads and striking differences with other regions. Natsuko Imai Kanayama, a researcher at the JICA Ogata Sadako Research Institute for
If You Want to Get Rich, Build a Road. Testing China's Theory in Africa
There's a Chinese proverb that says, "If you want to get rich, build a road first." That philosophy has guided China's development strategy in Africa for much of the past 25 years, that's led to the construction of more than 100,000km of new roads across the continent. We wanted to find out, though, if it's true: does a new road actually pave the way for prosperity, as they say it does? So, we ask
A Turbulent Week for China-Africa Media Narratives
Over the past week, sharply contrasting images of Chinese engagement in Africa surfaced online. Anger erupted on social media over the release of yet another violent video that shows Congolese soldiers brutally beating local miners purportedly at the behest of Chinese nationals watching in the background. A controversial hour-long documentary by one of Zambia's leading newspapers also sparked a lo
[WEEK IN REVIEW] China Invests in Angola to Secure Food Supply Chains
Chinese construction giant Sinohydro signed a $100 million deal with Angola to build out the country's agricultural infrastructure in a bid to boost grain production. While 60% of the output from this venture will be shipped to China, the rest will be sold domestically in a move aimed at reducing the West African country's food import bill. The Sinohydro news followed an even larger agriculture an
China's Vital, Yet Poorly Understood Role in Africa's Energy Sector
After a two-to-three-year hiatus following the pandemic, Chinese money is once again flowing into the African energy sector. Billions of dollars in new investment and construction contracts for power facilities were registered in the first half of the year, particularly in Nigeria, according to new data published by Griffiths University in Australia and the Green Finance and Development Center i
How China Really Secures Its Loans to Developing Countries
The "debt trap" meme claims that China is intentionally lending vast sums of money to poor developing countries in Africa, and elsewhere, with the express intent to seize physical assets in those countries when they inevitably can't repay their debts. This fanciful narrative sounds compelling, but the problem is that there's literally no evidence from the past twenty years since China became the w
The Evolution of China-Africa Research and Where It's Headed
A new generation of scholars is reshaping China-Africa research. More geographically diverse and digitally fluent than the field's early pioneers of the 2000s, this cohort brings fresh perspectives and tools to the study of China's engagement on the continent. Yet deep structural barriers persist. African and Chinese researchers still face sizable obstacles in shaping research agendas, as U.S. and
Lessons for Europe From China's Critical Minerals Strategy in Africa
While the U.S., India, and countries in the Persian Gulf are all moving quickly to establish new critical mineral supply chains, the European Union is struggling to follow suit, particularly in Africa. The EU currently lacks a cohesive policy framework that would bolster mining companies, support partner countries, and encourage the development of a mineral processing sector that can lessen Europe
It's Payback Time For a Lot of Those Chinese Loans
Borrowers in Africa and other developing regions are expected to repay $35 billion of Chinese loans this year, with two-thirds of the amount coming from the world's poorest countries. Many of these debts were taken out in the mid-2010s and are now exiting their grace periods, putting enormous pressure on government budgets that were already under strain. But this isn't a problem just for borrowing
[GLOBAL SOUTH] China Forced to Regroup After Israel-Iran War
China is emerging from the U.S.-Israeli war against Iran in a much weaker position. For years, Beijing counted on Tehran to serve as a bulwark against Washington. Today, though, that's no longer possible as the Iranian government and its proxies across the Middle East have been neutralized, at least for now. The conflict also exposed a major Chinese vulnerability following threats that Iran might
China's Africa Security Strategy: Training, Arms, and Political Influence
Over the past 25 years, China's military engagement with Africa has grown dramatically. In 2000, fewer than 5% of African weapons came from China. Today, Chinese-made armored vehicles are used by 70% of African militaries, and China has become the continent's largest arms supplier. Officer training programs have followed a similar trajectory. At the turn of the century, fewer than 200 African offi
[GLOBAL SOUTH] How Middle Powers Are Navigating the U.S.–China Rivalry
In this new era of surging instability and geopolitical uncertainty, so-called "Middle Power" states are rapidly diversifying their foreign policies to deepen engagement with other countries in the Global South, while reducing their exposure to the U.S. and China. But the approach taken by these middle power countries varies a lot. A new report by the Körber Foundation in Germany surveyed foreig
The Chinese FDI Boom in Africa That Wasn't
For years, China has been seen as the pivotal international economic partner across Africa. That was certainly true in terms of steadily rising trade volumes and a fire hose of state backed loans that built roads, railways, and ports across the continent. But when it comes to investment, China's always been a laggard behind the United States and the former European colonial powers. Today, it's the
Trump's New Africa Policy Focuses on Deals... and China
U.S. foreign policy towards Africa has been totally upended since Donald Trump returned to power earlier this year. Gone are the decades-old humanitarian programs that have been replaced by a new strategy that focuses on expanding U.S. commercial ties and countering China's presence on the continent. The State Department's most senior diplomat for Africa, Troy Fitrell, the senior official in the B
China-Africa Critical Minerals Update: Clean Up in Zambia, Disputes in the DR Congo
In Zambia, efforts to clean up a massive acid spill from a Chinese-owned mine have been met with skepticism, despite government assurances. Officials claim restitution is underway and rehabilitation plans are in place, but activists question the fairness of compensation and lack of independent assessments. Meantime, in the Democratic Republic of Congo, tensions are growing between major players i
Active Non-Alignment in the Era of U.S.-China Rivalry
From Panama to Kenya to Indonesia, a growing number of developing countries are being pulled into the intensifying rivalry between China and the U.S. For these middle powers, the stakes are high as they must carefully navigate the tension to avoid provoking either side and risking serious consequences. But rather than accommodating the U.S. and China, developing countries should instead pursue a d
How Chinese EVs Are Powering Africa's Mobility Revolution
Chinese e-mobility technology is poised to transform large swathes of Africa's transportation ecosystem in the coming decade, but in very different ways than in other regions where EVs are the primary focus. Bicylces, scooters, tricyles, tractors, cars, minibuses, and full-sized coaches, all made in China, are becoming increasingly popular in dozens of African countries. This week, Eric & Cobus ar
[GLOBAL SOUTH] Why the India-China Détente May Be Over
After several months of steadily improving ties, India-China relations appear to be cooling once again following the recent clashes in Kashmir. China's military support for Pakistan during the conflict earlier this month has triggered fresh concerns in New Delhi, with many now fearing that the fragile détente built over the past year is starting to unravel. Tensions further escalated in recent day
Somaliland's Strategic Gamble: Betting on Trump, Backing Taiwan, Defying China
The tiny breakaway nation of Somaliland is making a bold geopolitical wager: deepening ties with Taiwan, courting conservative power brokers in Washington, and positioning itself as a rare pro-U.S. ally in a region where China holds significant sway. But this strategy comes at a cost. By crossing Beijing's red line on Taiwan, Somaliland has likely closed the door on Chinese investment and guarante
WEEK IN REVIEW: China Becoming Africa's Go To Source for Weapons
The Nigerian military signed a deal with Chinese state-owned weapons manufacturer Norinco to set up a factory as part of an effort to develop a domestic arms production capacity in the West African country. The deal is the latest in a series of announcements about increased Chinese weapons sales to African militaries, which are rapidly changing battlefield dynamics across the continent. This week
The Future of U.S. and Chinese Aid Programs in the Global South
Two years ago, Daniel Russel and Blake Berger, senior analysts at the Asia Society Policy Institute, embarked on an ambitious project to bring U.S. and Chinese stakeholders together to speak in a safe, controlled setting about their respective countries' aid strategies in the Global South. This was a big undertaking given how few direct contacts there are today between U.S. and Chinese stakeholder
The New Realities About Chinese Development Finance in Africa
Chinese overseas development finance is unrecognizable from what it was just a few years ago. After suffering tens of billions of dollars in losses, Chinese lenders have moved to de-risk their lending to countries in Africa, Asia, and across the Global South. Instead of those once massive bilateral loans from the two main policy banks in Beijing, Chinese lending now encompasses a much more divers
Kenya Prez Ruto Shows Persistence Pays When Negotiating With China
Kenyan President William Ruto wrapped up a four-day visit to China on Friday and returned home with a massive new railway deal and more than a billion dollars of investment pledges. Ruto's successful closing of the Phase III extension of the Standard Gauge Railway to the Ugandan border comes after nearly a decade of Kenyan lobbying in China. Also, this week, Eric & Géraud are at the Salzburg Globa
Zambia's Kafue River Disaster Puts China's Mining Record Under Fire
In February, a tailings dam at a Chinese-owned mine in Zambia collapsed, releasing 50 million liters of acid waste into the Kafue River—a critical water source for millions. The spill sparked national outrage and raised urgent questions about environmental oversight, China's expanding role in Africa's mining sector, and Zambia's ability to safeguard its natural resources. Freeman Chiwele Mubanga,
[GLOBAL SOUTH] South China Sea Update: Will the U.S. Really Defend the Philippines Against China?
Donald Trump strongly feels that U.S. security alliances in Europe no longer serve Washington's long-term interest. In his view, the U.S. is being "ripped off" by wealthy countries that can afford to pay for their protection but choose to rely on the United States instead. He also says much the same thing about the U.S. military presence in Japan and South Korea. Curiously, though, the Philippines
WEEK IN REVIEW: Kenya Courts China While U.S. Sounds Alarm Over Beijing's Reach in Africa
Kenyan President William Ruto is scheduled to travel to Beijing later this month for an official state visit, where he's widely expected to finalize a long-awaited deal to extend the Chinese-built Standard Gauge Railway (SGR) to the Ugandan border. But the key question remains: will China agree to fund the 475-kilometer extension? Eric and Géraud also explore why a Chinese mining company continues
The Fate of China's Global Supply Chains in the New Tariff Era
With new tariff threats from the Trump administration and rising tensions across key markets, companies and governments alike are scrambling to understand what decoupling—or de-risking—actually looks like in practice. From electronics and apparel to solar panels and electric vehicles, China's role in global production remains formidable. But is it unshakeable? In this special bonus episode, Eric i
China and the New World Trade War
U.S. President Donald Trump insisted on Monday that he will not back down from his massive tariff campaign that he launched last week and even promised to impose even higher duties on Chinese goods in response to Beijing's 34% tariff retaliation on U.S. imported goods. Kyle Chan, a postdoctoral researcher at Princeton University and author of the High Capacity Substack, joins Eric & Cobus to discu
In China's Wake, India Tries a Cleaner, Fairer Mineral Path in Africa
In January, the Indian government published a new critical minerals strategy that details how the country aims to bolster supply chains necessary for its green energy transition. While the report underscores the importance of developing domestic supplies of lithium and other transition resources, it also calls for closer international partnerships, particularly with mineral-rich African nations. I
Lessons From Southeast Asia on How to Manage Great Power Rivalries
China and Vietnam have taken two distinctly different approaches in how they manage their territorial disputes with China. The Philippines is leaning into its alliance with the United States along with new security pacts with more than half a dozen other countries. Vietnam, in contrast, is going it alone. Ironically, Vietnam is expanding its territorial presence in the disputed South China Sea thr
