China Factor

Mongolia’s two-neighbor squeeze, and the third neighbor that cannot reach it

China’s foreign minister spent three days in Ulaanbaatar this week promising railways and a shared future. The warmth is real, and so are its limits: nearly everything that should give Mongolia bargaining power, from gas transit to rare earths, is worth only what Beijing or Moscow agrees to pay for it.

China FactorBrief11 Jun

Kazakhstan’s Alatau roadshow in Shenzhen lands up to $6 billion in deals

A Kazakh delegation came out of a Shenzhen roadshow on 10 June with 24 agreements worth up to 6 billion dollars for its new city of Alatau. The model, and much of the money, is Chinese.

China FactorAnalysis10 Jun

The scramble for the Caucasus, from Washington’s bill to a Chinese-built port

In one week Washington moved against Chinese and Russian sway in Georgia, the foreign ministers of Turkiye, Azerbaijan and Georgia signed a declaration in Istanbul, and a Chinese consortium kept its grip on Georgia’s flagship port. The Caucasus is being contested in real time.

China FactorBrief8 Jun

Mongolia went to Shanghai to raise money. 300 investors showed up

The first Mongolia Investment Forum in China closed on May 27. It was the fourth edition of a global series — after New York, London, and Singapore. The choice of city was the message.

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