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How The Digital Yuan Could Displace The Dollar
As the dollar's global dominance declines, a new contender is rising like the sun from the East. The digital yuan. An initiative long dismissed as a novelty by many Western analysts, the digital yuan is no longer a quiet experiment confined to China’s domestic fintech landscape. It is now being deployed in cross-border payments facilitating faster and less costly transactions. Meanwhile, the dollar faces a clear structural decline. US Treasuries as a share of central bank res
1 day ago4 min read


Canada’s Trade Diversification Strategy Tests Relationship With United States
Canadian Prime Minister Mark Carney’s visit to China in January is the largest improvement in bilateral relations in almost a decade, though its significance extends beyond the relationship between Ottawa and Beijing. Canada, like many other US allies, is testing its ability to diversify its economic relations without undermining its strategic alignment with the United States. Canada initially aligned closely with US trade measures targeting Chinese industries. However, when
Feb 24 min read


Zambia Turns To China After US Fails To Deliver
At the beginning of last year I was invited to a 'High-Level engagement on Strengthening the Lobito Corridor and Critical Mineral Supply Chains' held on the margins of the 2025 Mining Indaba. Perhaps I had expected too much from the US delegation considering the change of administration. Nevertheless, the meeting ultimately proved to be an enlightening experience. Everyone was very polite. We had a briefing from an economist from the Economist before representatives from Ango
Jan 85 min read


Chinese Dollar Bonds Could Reshape The Global Financial Order
China’s issuance of US dollar denominated sovereign bonds in Saudi Arabia at the end of last year could have broader implications for the global financial system. On the surface, the modest $2 billion raised at the auction appears insignificant. However, as governments around the world compete for capital, this development could have profound ramifications for the United States. One of the most striking elements of the bond auction was the overwhelming investor demand it a
Aug 4, 20255 min read


US Travel Bans Gift Africa To China
It is hard to shake the feeling that the United States lacks a long-term strategy for engaging with the African continent in a productive manner. The Trump administration’s recent threat to widen controversial travel restrictions to include dozens of African states is openly discriminatory and starkly contrasts Beijing’s recent decision to remove all tariffs on African exports to China. Plans to expand the number of countries whose citizens could be barred from visiting the U
Jul 1, 20254 min read


Why China is Not Afraid Of A Trade War
The unprecedented tariffs the United States has imposed on China marks a significant escalation in Washington’s efforts to undermine the Chinese economy. While the Trump administration may act as if it ‘has all the cards’ to halt China’s ascent, Beijing is well positioned to weather the storm, and the US President’s vacillations could end up undermining his own country. The interconnected nature of the global economy means protectionist measures can often have unintended and
Apr 24, 20255 min read


US Burns Cash While BRICS Reaps The Benefits of AI
In ancient China silk was so valuable it was sometimes used as a form of currency with foreign kings and noblemen paying high prices for...
Jan 1, 20254 min read


Why Trump’s Trade War May End Up Being Directed At His Allies
While much has been written about a trade war between the US and China, Trump’s tariffs could end up being directed at America’s allies....
Nov 26, 20244 min read


BRICS Rare Earth Dominance Set To Continue
There is a famous Yiddish proverb which says that if you want to make God laugh tell him your plans. But for the United States and the...
Aug 3, 20244 min read


India Has Chosen Prosperity Over Confrontation
The recently concluded BRICS leaders’ summit was notable for several reasons. The list of world leaders in attendance (which included the...
Aug 3, 20244 min read


China Invests Billions To Help Laos and Cambodia Bypass Vietnam
Although China and Vietnam are neighbours with significant trade ties, the communist states are not exactly friends. China's growing...
Apr 18, 20244 min read


$550 billion in Chinese Currency Swops Force IMF to Respond
Recent efforts by China and the BRICS to reform the global financial system could lead Western financial institutions, such as the IMF,...
Apr 10, 20244 min read


EU Divided As China Takes Lead in EV Production
The world’s top electric vehicle producer, China, is developing new battery technology that promises to further accelerate EV adoption....
Mar 11, 20244 min read


China’s Currency Gains Momentum
The internationalisation of the yuan, a stated policy objective for China, is an on-going trend. While the world’s largest trading power...
Jan 22, 20244 min read


China and India Compete for Influence in the Maldives
The Maldives, an archipelago nation with a population of just half a million people, has become a battleground between China and India...
Jan 15, 20244 min read


The Japanification of China
Japan has experienced a number of economic difficulties over the past three decades characterised by weak growth and deflationary...
Aug 28, 20234 min read


India Is Winning the US-China Trade War
As geopolitical tensions rise, BRICS member state, India, has leveraged its political neutrality, expertly striking a balance between...
Jul 7, 20234 min read


Honduras Rewarded For Pledging Allegiance to Beijing
In recent months, China has engaged in extensive diplomatic efforts to improve ties with a variety of nations around the world. While...
Jun 12, 20234 min read


AI may help China while hurting other BRICS nations
AI adoption could benefit some nations while proving detrimental to others. As the world becomes increasingly digitized, the impact of...
Mar 7, 20234 min read


Why The Chinese Development Model May Not Work in South Africa
The Chinese development model has been profoundly successful in recent decades, leading many to wonder whether it could be replicated in...
Jan 20, 20234 min read
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