How Chinese overcapacity threatens the Global South | Business Beyond

China generally has a big trade surplus, but domestic economic problems have pushed it into overdrive. The world’s second largest economy is exporting on a massive scale. Critics say this is ‘overcapacity’ and that China is ‘dumping’ its excess production around the world. For many developing economies of the Global South, that is a threat to their own manufacturing bases, and many are responding with tariffs. From Brazil to India, Chile to Indonesia, China faces new trade barriers as it seeks to pivot its exports away from an already sceptical West. In this episode of Business Beyond, we consider how Chinese overcapacity threatens the Global South and how the world’s developing economies are dealing with the challenge.

Chapter Breakdown

1. Introduction - 00.00

2. Chinese overcapacity - what is it and why - 01.23

3. Rising trade barriers - 05.12

4. The balancing act - 09.55

5. India: Collaborate or compete? - 13.44

6. Brazil: An evolving relationship - 18.35

7. Conclusion - 22.03

For more from the experts we spoke to:

Camille Boullenois, Rhodium Group

Kyle Chan, Princeton University

Henry Gao, Singapore Management University

Lina Benabdallah, Wake Forest University

Sushant Singh, Yale University

Nandita Rajhansa, Marcellus Investment Managers

Larissa Wachholz, Brazilian Center for International Relations

#china #businessbeyond #globalsouth

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