Category: China
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India–China Economic Divergence: History, Structure, and the Question of Direction
India and China began their modern economic journeys under similar conditions of poverty, large agrarian populations, and state-led developmental ambitions, yet their trajectories diverged sharply over the past four decades, creating a visible gap in income levels, industrial depth, and human capital outcomes. China’s growth model evolved through a tightly…
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Growth is No Longer About Speed, It is About Managing Risk
For decades, economic success was measured in terms of GDP growth rates, export performance, and industrial expansion. But the global reality has changed. Today, the real test of a nation’s strength lies in its ability to anticipate, absorb, and manage risks—whether they arise from financial crises, climate shocks, technological disruptions,…
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Benchmarking India with China: A Useful Lens or a Strategic Distraction?
The Origins of the Comparison: History, Aspiration, and Narrative The instinct to compare India with China is not accidental; it is deeply rooted in post-World War II development thinking. Both nations emerged from colonial or semi-colonial constraints with large populations, low incomes, and agrarian economies. In the global imagination, they…
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Strategic Competition Between the United States and China: The New Architecture of Global Power
Historical Roots of a Strategic Rivalry The strategic competition between the United States and China is not merely a geopolitical contest between two powerful nations; it represents a profound restructuring of the global economic and political order. Historically, global power transitions have often been accompanied by periods of instability. From…
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Energy Routes, Strategic Vulnerabilities, and Economic Resilience: How Middle East Tensions Could Shape China’s Economic Future
Historical Dependence on Middle Eastern Energy For more than three decades, China’s rise as the world’s largest manufacturing powerhouse has been closely tied to its access to stable energy supplies. Since the early 1990s, China transitioned from being a modest oil exporter to one of the world’s largest oil importers.…
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China’s Rising Dollar Reserves and Its Recalibrating Financial Footprint in Africa
China’s foreign exchange behaviour and its financial engagement with Africa are undergoing a profound rebalancing—one that marks a historic reversal in global capital flows. The simultaneous rise in Chinese dollar reserves and decline in fresh lending to African economies signals not just a cyclical trend but a structural pivot in…
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A World Becoming Smaller—But Not Closer
Over the past four decades, the world has become smaller in terms of communication, transportation, and information exchange. Digital platforms compress distances; logistics networks deliver goods overnight; and technologies such as AI and blockchain make cross-border collaboration seamless. However, paradoxically, global trade is becoming more distant, fragmented, and politically conditioned.…
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Canada–China Trade Reset Under Trump’s Shadow: A New Geoeconomic Equation
Canada’s decision to enter a new trade arrangement with China—lowering tariffs on Chinese electric vehicles while securing tariff cuts for Canadian canola—marks a striking reconfiguration of North American geopolitics. What makes this moment even more consequential is not just the deal itself, but the public endorsement from U.S. President Donald…
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