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What Are Panda Bonds and Why Does Brazil Want to Issue Bonds in China?
Brazil has taken the first step toward issuing, for the first time, public debt securities in the Chinese financial market. Until now, Brazil's international bond issuances have been concentrated primarily in U.S. dollars and, more recently, in euros. Now, the government intends to access the Chinese capital market directly and raise funds in yuan, China's currency.
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1 day ago6 min read


Artificial Intelligence, a new factor of geopolitical power
The United States and China no longer consider artificial intelligence solely as a high-value-added economic sector, but as a matter of national sovereignty, industrial competitiveness, security, and geopolitical leadership. The race for the dominance of algorithms increasingly resembles the great technological competitions of the 20th century
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3 days ago10 min read


How ASEAN Is Responding to the New World Order
This July, the ASEAN Foreign Ministers' Meeting took place in the Philippines at a time when the bloc is simultaneously facing pressure from the growing rivalry between the United States and China, Russia's increasing engagement with the region, the economic repercussions of the war involving Iran, and rising tensions in the South China Sea.
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4 days ago5 min read


China's Triple Monetary ArchitectureFinancial Segmentation as an Instrument of Sovereignty and Structural Power
China's sophisticated monetary engineering utilizes three layers: the onshore renminbi (CNY) for domestic stability and control, the offshore renminbi (CNH) for controlled internationalization, and the Hong Kong dollar (HKD) as a bridge for external credibility. This strategic financial segmentation allows Beijing to reconcile global integration and external financing with the preservation of its sovereignty and policy autonomy, reducing vulnerabilities within the dollar-domi
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Jul 1510 min read


US and China Recalculate Relations: A Consultative Reading
Donald Trump's visit to China marked a transition from open confrontation to managed competition, focusing on predictability and stability. Facing the global costs of tensions, both countries seek damage control. Xi Jinping proposed a "relationship of strategic stability," prioritizing cooperation within manageable limits. For Beijing, the goal is to institutionalize mechanisms to prevent escalations, securing economic growth and investment flows.
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Jun 233 min read


The New AI Cold War
The progress of companies like DeepSeek illustrates how China already acts as a direct competitor and, in some aspects, a disruptive force in the development of advanced models. By launching systems with performance comparable to Western leaders but at significantly lower costs, the company challenges one of the United States’ main structural advantages: the ability to mobilize large volumes of capital and infrastructure for innovation
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Apr 284 min read


Shift in Posture and Strategy: China’s New Approach Toward Taiwan
In recent weeks, a meeting took place between the Chinese Communist Party (CCP) and the Kuomintang (KMT), one of Taiwan’s main opposition political parties.The meeting was held in Beijing and involved Chinese President Xi Jinping and the KMT’s leading figure, Cheng Li-Wun. Its focus was the resumption of dialogue between Taiwan and China. In Taiwan, the KMT positions itself as a party favorable to rapprochement with China.
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Apr 248 min read


The Strait of Hormuz Conflict Directly Impacts the Global Economy —Especially China
Strait of Hormuz. The Strait of Hormuz Conflict Directly Impacts the Global Economy—Especially China
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Apr 164 min read


The Globalization Myth
For decades, globalization was conceived as one of the main drivers of positive transformation in the international system. The prevailing belief among academics and policymakers was that the intensification of flows of goods, services, capital, and people would promote economic growth and greater political stability.
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Apr 1010 min read


Hegemony in Crisis: U.S. Dissatisfaction with China’s Rise
According to power transition theory, when a rising power approaches the level of a dominant power, rivalry and instability tend to increase (Organski, 1958). In turn, offensive realism argues that states seek to maximize their relative power as a way to ensure their survival in an anarchic international system (Mearsheimer, 2001).
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Mar 253 min read
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