Politics Behind the Overcapacity Debate
August 6, 2026
The debate over China’s “overcapacity” extends well beyond economics, reflecting a broader geopolitical contest over industrial leadership.
The debate over China’s “overcapacity” extends well beyond economics, reflecting a broader geopolitical contest over industrial leadership.
The future of the Reko Diq mine will depend on Pakistan’s ability to provide security and political stability in Balochistan.
WAICO marks China’s ambition to shape global AI governance amid growing Sino-American competition in artificial intelligence.
China’s rising imports and high-tech exports reflect a new trade model that positions the country as a major driver of global demand.
IMEC reflects India’s ambition to become a global connectivity hub, but without stability in South Asia, no corridor can transform Eurasia.
Panda bonds are accelerating the internationalization of the yuan by giving foreign issuers direct access to China’s financial markets.
The rivalry between China’s BRI and IMEC is reshaping global geopolitics around the control of strategic corridors and supply chains.
Great power rivalry now unfolds through control of trade routes and infrastructure, where connectivity equals both power and vulnerability.
The China–Gwadar–Africa corridor aims to strengthen connectivity between Asia and Africa while developing a sustainable blue economy.
Global economic stability and growth largely depend on constructive economic dialogue between the United States and China.
