Nico Luchsinger retweetledi
In my view, too many commentators lean into geopolitical terms like “ally” and “axis” and miss China’s broader strategic intent. China’s approach to the Middle East, Latin America, and other regions is more akin to the market strategy of “portfolio diversification.” It avoids binding security agreements, viewing them as a vulnerability that could signal weakness and lead to entrapment. Instead, it has leaned into multiple partners and diverse offerings to anchor its position for the long term. This approach will now get a fresh test in two regions. But I predict that China will still have plenty of opportunities in both of them because of demand-side "pull," not just China-side "push." So I wrote for @CarnegieEndow last week on why presuming that Beijing will mirror Washington’s ways of thinking about the world is a fundamental error. carnegieendowment.org/emissary/2026/…
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