Newsletter By 2025-05-05
China's diplomacy needs to function as a balanced system of communication and confrontation. Under such a balanced framework, it would have an effective window through which the country can communicate with the world on the soft side, while demonstrating its strength and engaging in confrontation on the hard side. China’s image on the global stage should be that of a "Gentle Giant", and the "Elephant Strategy" in diplomacy will effectively address future challenges, wrote
Zhijiang Zhao, Research Fellow for Geopolitical Strategy programme at ANBOUND.
>>The renewed focus on the issue of Chinese concept stocks is part of the American broader policy competitive with China. This implies that the risk of Chinese concept stock delisting, under the larger backdrop of U.S.-China competition, is a long-term uncertainty. Although in the short term the impact on companies may be limited, it has long-term implications for both Chinese concept stock companies and the capital markets of China and the U.S. In particular, it severs the capital circulation between the two countries, affecting not only long-term investment but also leading to a revaluation of Chinese assets, noted
Wei Hongxu, Senior Economist of China Macro-Economy Research Center at ANBOUND.
>>The shadow of U.S. tariffs is likely to continue to trouble Chinese companies’ global strategies and operations. As a rapidly developing partner in recent years, the Gulf countries still present many uncertainties for Chinese companies in terms of capacity transfer and market expansion. It would be unwise for these companies to assume that the Gulf is a “safe haven”. In terms of future cooperation between China and the Gulf countries, if the Gulf increases imports of Chinese goods, China should seize the opportunity to further push for the use of the yuan in trade settlements within the Gulf region. At the same time, the Gulf countries' own demand for international capital will provide space for further financial cooperation between the two sides, according to
Zhou Chao, Research Fellow for Geopolitical Strategy programme at ANBOUND.
>>The U.S. and Russia are actively working to redefine their bilateral relationship as major powers. Deep-seated contradictions remain between the two countries in areas such as strategic competition, nuclear arms control, and the contest for geopolitical influence. These ongoing clashes of interest are unlikely to disappear anytime soon, suggesting that the normalization process will likely be long, complex, and prone to setbacks. The normalization of U.S.-Russia relations is a "positive dynamic process that stems from nothing to something, from full confrontation to the resolution of certain differences". That trend now appears to be firmly established, discussed
He Yan, Research Fellow at ANBOUND.
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