Newsletter By 2026-05-31
It is widely recognized that in the global geopolitical struggle, supply chain strategy currently serves as China’s primary strategic lever. It possesses the capacity to pivot and disrupt existing balances of power, thereby compelling other nations to act with caution. Recognizing this, its pursuit of technological self-reliance and a resilient, autonomous industrial chain is essential to its global standing, and its ability to sustain innovation amid intensifying competition will ultimately define its future international influence, noted
ANBOUND’s founder Kung Chan in an article published in
The Diplomat.
>>The dichotomous "Dual Circulation" strategy of China is prone to negative impacts. Consequently, the country should return to its original intent and strengthen its sense of "coordination" to firmly establish an "Open Economy" strategy, which operational model has long been successfully practiced in the country and repeatedly validated during periods of global chaos. Getting back to the essence of coordination, using institutional openness as an anchor and maintaining it diligently, would be crucial for it to construct a certain channel for policy returns amidst global uncertainty, wrote
Xia Ri, an Industry Researcher at ANBOUND, with co-author
Kung Chan in
Modern Diplomacy.
>>Following the U.S. military blockade of Iran's maritime routes in April, freight volumes on the China-Iran railway surged. However, this route is constrained by limited capacity, elevated costs, and a unidirectional transport imbalance. This incident has exposed the structural risks of "single-route reliance and multi-point exposure" within China's trans-Eurasian corridor system, with each existing route carrying distinct geopolitical vulnerabilities. Against this backdrop, the Turkmenistan-Uzbekistan-Tajikistan (TUT) corridor offers the advantages of geopolitical stability, shorter transit distances, and the ability to interface with existing routes, effectively bypassing sensitive regions in Russia and Iran while optimizing energy and freight transport, according to
He Yan, a researcher at ANBOUND.
>>In the face of shifting geopolitical risks and evolving trade and economic landscapes, the yen’s sustained depreciation against the dollar has prompted the Japanese government and regulatory bodies to intervene in the currency markets. Such measures may ultimately prove to be a mere temporary solution to curb speculation. Given the widening disparities in inflation and the growing gap in geopolitical influence between Japan and the U.S., the yen appears unlikely to shake off its long-term downward trajectory, stated
Wei Hongxu, Senior Economist of China Macro-Economy Research Center at ANBOUND.
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