The Podcast of the Lotus Eaters - September 29, 2026


PREVIEW LIVE: Realpolitik #66 | The Geopolitics of China

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Transcript

Transcript generated with Whisper (turbo).
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00:00:00.520 Hello, and welcome to another episode of RealPolitik. I am your host, Firas Maudad.
00:00:06.820 And today, by popular demand, we are going to be talking about China.
00:00:12.380 I want to start us off, as usual, with a few maps, and then talk about some of China's strategic imperatives,
00:00:19.960 what it is trying to do, and what are some of the problems and limitations that are facing China
00:00:26.140 in its bid to become the world's greatest superpower, essentially.
00:00:32.220 And it has to be understood that China sees itself in a particular way.
00:00:37.580 The traditional way that the Chinese refer to their country is as the Middle Kingdom.
00:00:44.420 And the Middle Kingdom doesn't mean that they're in the middle of anything.
00:00:49.900 It means that they are the central kingdom, that they are essentially the fulcrum of the world,
00:00:54.480 the world's most important nation. And this comes from a very old civilizational tradition.
00:01:02.820 Civilization, as far as historians know anything about its beginning, started in the
00:01:10.400 valley of Mesopotamia, and then Egypt, and then in China and on the Yangtze River. 0.83
00:01:18.940 Sorry, in India, and then on the Yangtze River. So this is one of the oldest cultures in the world.
00:01:24.480 Unlike all of the others, although it has had a couple of foreign occupations by the Mongols and recently in the 19th and 20th century, its civilization never really changed that much.
00:01:41.080 So the comparable old civilizations, modern Iraqis and Mesopotamia don't recognize anything about their own ancient culture. 0.82
00:01:52.460 Indians were taken over by the Muslims, the Egyptians taken over by the Muslims.
00:01:58.460 So China is kind of unique in its civilizational continuity. And this gives the place a very strong sense of itself as the first nation to properly civilize and to maintain its civilization unconquered, undefeated forever.
00:02:18.400 I mean, the Mongols invaded China, but they ended up assimilated into China rather than transforming Chinese civilization in the way the Muslims did or the Christians did to these civilizations that they took over.
00:02:33.080 So this is kind of important. 0.99
00:02:35.040 And I think it's worth understanding that the Chinese think of themselves in a way that is deeply supremacist. 0.99
00:02:43.960 And I don't fault people for thinking that they're the best. 1.00
00:02:46.680 Everybody has some claim to that, although some more so than others.
00:02:53.680 And they view themselves as the heirs of something absolutely great.
00:02:58.100 They view their decline in the 19th or 20th century as something that was catastrophic and should never be repeated.
00:03:08.120 And the entire ideology of the state is built around recovering China's place in the world as the center of the world.
00:03:22.040 So let's start off with a few maps, shall we?
00:03:26.180 I found this website about sort of, you know, a website for educators.
00:03:32.560 And it gives you a bit of a view of where China is and its divisions.
00:03:36.880 And I wanted to start maybe with the rivers. You've got the Yellow River, you've got the Yangtze River, which is the origin of Chinese civilization, and you've got the Zhejiang River sitting there.
00:03:51.700 This is important because what China is doing as part of its industrialization is trying to deepen internal trade in the country so that prosperity can spread from the coastal areas deep into the interior.
00:04:09.160 And the whole challenge for China over the course of the 20th century and its recovery was about building out the prosperity of the Chinese hinterland as a way of proving the legitimacy of the Chinese Communist Party and as a way of ensuring that the faraway provinces of China don't end up falling prey to separatist movements.
00:04:36.660 and you will see this because if you look here which map am I looking for I'm looking for this
00:04:45.780 one if you look at this map of Chinese civilization sorry it was the Yellow River not the Yangtze
00:04:51.940 my mistake this is where ancient China was and you see it in the shaded areas
00:04:58.320 And China today is pretty much much bigger than it has ever been in its history, because it's managed to take over Tibet and it's managed to take over Xinjiang.
00:05:14.160 It's lost Mongolia, but only kind of.
00:05:18.980 Firstly, because Mongolia is so sparsely populated.
00:05:22.060 And secondly, because all investments in Mongolia are Chinese,
00:05:26.400 or most investments in Mongolia are Chinese.
00:05:28.760 So China today is at sort of a peak size, if you will, historically speaking.
00:05:36.600 And it's a challenge for it to keep these pieces together.
00:05:40.840 You've got in this geography places like the Tibetan Plateau, which maybe do and maybe don't want to be part of China. 0.84
00:05:52.280 You've got the whole expanse of Xinjiang province here, which is majority Muslim and now is being rapidly transformed into majority Han Chinese.
00:06:04.920 And the objective of the state is to assert its control over all of these provinces to prevent the breakup of China and indeed to enable itself to expand further and gain more power over the Russian bits of Asia and over the Republic of Central Asia.
00:06:27.500 So this is part of the driver of Chinese policy and Chinese politics.
00:06:34.560 And you have to remember that when Mao Zedong took power, a few years later he was asked,
00:06:42.660 what is your greatest achievement?
00:06:44.420 And his answer was, I could provide a bowl of rice for every single Chinese man. 0.94
00:06:50.460 So China in the early 20th century was a fundamentally broken society.
00:06:55.660 The old traditions had collapsed. The Communist Party had taken over. It tried crazy things like the Cultural Revolution, a bid to erase its connection with the past in order to turn more progressive.
00:07:10.840 and it was taken over by Marxists
00:07:13.720 who fundamentally had a different value system
00:07:16.140 from traditional China.
00:07:20.700 Although there is a great deal of historical continuity,
00:07:24.720 but this is not the topic that we want to talk about.
00:07:27.100 And it's important to remember how big the country is.
00:07:31.040 This is an overlay of China and the United States.
00:07:35.060 And you see that China is practically the same size.
00:07:38.060 It's a continental-sized power.
00:07:40.840 so this i think is is kind of important here now let's talk about china's relations with its
00:07:49.460 neighbors and first let's go to the map and then let's look at the relationships the serious powers
00:07:57.160 that surround china are to some extent korea to some extent korea it's a major uh manufacturing
00:08:04.060 country. It's capable of building a great navy. It has its own cultural tradition, etc. Japan,
00:08:13.600 obviously. And dominating either of those countries requires dominating Taiwan,
00:08:20.880 because the maritime trade routes that connect Japan to the rest of the world
00:08:25.460 go through the Taiwan Strait. Same for Korea. Vietnam is a power that they have to contend with.
00:08:34.060 Burma, much less so, India, and very obviously Russia, which kind of competes with China over
00:08:44.880 the domination of Central Asia, and Turkey is becoming a player in Central Asia. This is a 0.77
00:08:50.400 concern for China because it views Islamic influence as genuinely dangerous. It doesn't
00:08:58.180 want the Muslims in Xinjiang province, this part of the country here, who are Turkic Muslims and 0.97
00:09:05.000 therefore speak Turkic languages linked to modern Turkish, to get ideas about rising up against the
00:09:12.320 country. So the communists inherit this deeply broken country coming out of Japanese occupation 0.84
00:09:21.940 in the 1930s, previously Western dominance and forcing China to give concessions to Western
00:09:28.360 powers. And they are coming at government from both a deeply nationalistic and socialist
00:09:38.500 perspective. And that kind of means that China isn't exactly communist. Because even though
00:09:47.180 under Mao, they adopted communist dogma for their economy. The intention behind it
00:09:54.800 was to use that economic dogma for national development. It wasn't in the same way about
00:10:03.540 spreading communism internationally. The Chinese always wanted communism with Chinese characteristics, 0.95
00:10:09.480 meaning that they wanted to adapt the ideology for something that suits them so they are in a
00:10:18.920 sense closer to stalin who in the second world war finds himself shifting to uh to nationalism
00:10:25.100 than they are to say trotsky and the idea of global international communism uh as practiced
00:10:33.980 today by the European Union arguably. And thinking about China's neighbors, it's worth remembering the
00:10:41.120 wars that the Chinese have had involving their neighbors. So the communists win the civil war 0.94
00:10:48.160 in 1948, and they introduce re-education camps, and we'll talk about them in a moment.
00:10:54.640 But one of the first things that they do after beating the nationalists and forcing the nationalists
00:11:01.840 into Taiwan is intervene in the Korean War, where the Americans had intervened on the side of South
00:11:11.000 Korea against the communists as part of the global effort to contain communism and limit its global
00:11:19.000 influence. And China's intervention in the Korean War actually was quite substantial because at some
00:11:28.240 point the North Koreans had been pushed north of the 38th parallel which is where the border is
00:11:35.220 and then with Chinese support they almost clear out the southern forces all the way to Busan
00:11:43.640 and it was only much wider intervention by the west that managed to re-establish the border
00:11:50.980 between south and north. And for the Chinese to intervene in this way so early was genuinely
00:12:00.080 critical for their formation. They gained a lot more military experience, having come out of a
00:12:07.200 bunch of civil wars, and that helped them solidify their grip over the country by showing that they
00:12:13.180 were engaged in a major ideological struggle against the West, against what they would describe
00:12:20.640 as the colonial powers in order to maintain an Asian tradition
00:12:25.760 on the one side, but also in order to establish communism globally
00:12:32.360 and strengthen their place globally.
00:12:36.580 Then in 1962, they have a little war with India.
00:12:42.620 And the war with India was focused on this part of the country, on basically the area that isn't that far from Kashmir and very close to the Himalayas.
00:13:00.680 And this was part of a bid to control the waterways that lead into Kashmir and that help basically strengthen China's hand against India.
00:13:17.880 And you see that what the Chinese did there was claim one border that is here in, I'm not sure you can see it in the pinkish color, that is actually deep into territories that are claimed by India. 0.76
00:13:35.500 And after having successfully beaten the Indians, they withdraw to the blue line. 0.82
00:13:41.220 And this shows a certain aspect of the Chinese temperament, that they'll beat you and then they'll give you some concessions to keep the peace in order to show that they were behaving in a purely defensive manner. 0.88
00:13:58.980 And you could see this kind of thinking, basically being generous to your enemies a little bit more than you need to, rather than completely humiliate your enemies and break them and create enough grievances for the conflict to become irreconcilable. 0.90
00:14:16.500 And so they go to war with the Indians, and they actually beat the Indians, partly in order to secure a better grip over Tibet, to improve their position in the Himalayas, and to show, look, we are a great power, even a country as big as India cannot mess with us.
00:14:39.100 but the Chinese also end up going into a war with the Soviet Union
00:14:44.520 and this was over a it was really over a small border dispute where under international law
00:14:53.020 it was the Soviets that were in the wrong but they thought that they were considerably stronger
00:14:56.860 than China and the Chinese initiate hostilities and the Soviets do badly enough for them to begin
00:15:05.540 threatening nuclear weapons. And they go around Western capitals asking what would their reaction
00:15:12.880 be if they were to initiate a first nuclear strike against China. So that's how bad relations
00:15:20.960 between the Soviet Union and the Chinese Communist Party ended up being. The Soviets were genuinely 0.99
00:15:29.440 considering conducting a nuclear strike against China in order to beat China in a border dispute.
00:15:36.640 But of course, from the Soviet perspective, it wasn't just the question of a border dispute,
00:15:43.200 it was also about the control of Mongolia, which at the part was part of the Soviet Union,
00:15:49.520 all of Central Asia, and the Russian Far East, which were basically the natural resource hubs
00:15:58.960 of Russia and which together made Russia into a Pacific power rather than just a European power.
00:16:09.920 So China's relationship with its neighbors was never really that good. And then the last war
00:16:14.220 that's sort of worth mentioning briefly is the war with Vietnam, where in 1979, the Vietnamese
00:16:22.460 go in and they destroy the Khmer Rouge regime in Cambodia, famously an insane communist regime
00:16:31.760 which had literally murdered a full quarter of their own population. 0.92
00:16:37.320 They literally killed anybody who had any property and were so unhinged that Vietnam 0.62
00:16:45.500 had to send its forces into Cambodia and overthrow the Khmer Rouge and replace them with a different
00:16:53.440 ruling coalition, which kind of survives to this day, in order just to stop the murders and to
00:17:01.400 stop the killing and to stop the instability. So as punishment for going against one of their
00:17:08.100 proxies, there was a limited border war between China and Vietnam, which the Chinese kind of won,
00:17:15.500 They took three or four cities from the Vietnamese, but then they pull out and say, OK, that's enough. We're going to stop here. We've achieved our objectives. We won. We don't need to continue this further.
00:17:28.240 And again, the idea being not to create too much of a grievance as to make this irreconcilable, and also not to get sucked into an endless war in Vietnam, having seen how badly it had turned out for the French and the Americans to get drawn into an endless war in Vietnam.
00:17:47.660 so you see from the chinese communist party this kind of nationalist realism
00:17:54.440 that i would argue has served them quite well you don't see what the chinese claim about themselves
00:18:01.800 which is that they're always peaceful we never go to war we only want peaceful development
00:18:06.260 that's obviously a lie that's not true they've ended up in a war in each of their neighbors or
00:18:12.360 reach of their big neighbors, and they're intervening quite heavily in Myanmar, in
00:18:19.140 Burma, in order to prop up the pro-China regime there. But what you do see that is truthful
00:18:26.980 is this sense of understanding the limits of their own power and not exceeding them too much
00:18:35.880 in a way that would suck them into a conflict, that would draw down their resources,
00:18:42.360 turn into a war that exhausts them and that discredits them politically. 0.98
00:18:47.720 That's the kind of philosophy and attitude that you see from China,
00:18:51.400 and we will sort of go over what this means.
00:18:57.320 Now, ever since the Communist Party took over,
00:19:01.940 a big part of their objectives has been to equalize China's power with the other superpowers in the
00:19:13.100 world. So they took on the Soviet Union, they got away with it, and this led to the, or this paved
00:19:22.340 the way for Nixon's reconciliation with China when he decided that he was going to try to separate 0.64
00:19:29.160 the communist bloc and break it up by isolating the Russians and working with the Chinese.
00:19:36.660 As this progressed, and as American oligarchs decided to turn on their own public,
00:19:44.600 this paved the way for China entering the World Trade Organization.
00:19:50.040 By entering the World Trade Organization under Bill Clinton and then George Bush,
00:19:55.980 China gained access to the world's markets and was able with the complicity of American oligarchs
00:20:06.280 and Wall Street to slowly displace industry from the West and relocate industrial capacity to China
00:20:14.780 and they paired this with a very open policy of forcing companies to surrender some of their
00:20:23.220 intellectual property, and share it with Chinese firms to enable China's development.
00:20:31.200 And you can see that as, oh, they're communists, they're just taking away people's property.
00:20:35.360 But I think it's more accurate to see that as nationalists, their main objective is to
00:20:41.840 strengthen themselves at the expense of everybody else. They weren't interested in having a
00:20:50.040 workers uprising in America that would establish communism there, they were interested in their
00:20:56.720 own revolution becoming stronger and strengthening China on the national stage.
00:21:03.900 And the effects of that have been genuinely phenomenal. Genuinely phenomenal. If you look
00:21:12.140 historically at China's share of world manufacturing output, they went from something
00:21:22.200 under 5% in the 90s or around 5% in the 90s to pretty much over 35% now, which means that China
00:21:37.500 China is the world's manufacturing superpower because it exceeds the manufacturing output of the next 10 players combined in the same way that American military spending exceeds the military spending of the next 10 global players combined.
00:21:56.740 And this has meant that basically everything that we use is somehow coming from China.
00:22:02.320 uh this is this is genuinely unprecedented because even like the united states at the
00:22:12.520 peak of its power wasn't really in that league the united states in the 1990s a little bit after
00:22:20.880 nafta began but well but before the opening up to china was still 25 of global manufacturing
00:22:27.280 And then you see China shooting up and becoming close to 35% of global manufacturing.
00:22:35.160 And the thing is that the Chinese state has been insanely capable of delivering to its people and delivering to its public.
00:22:46.680 That's why it's not really fair to describe it as purely communist, but it is very much a one-party state.
00:22:54.680 the way that the country is governed
00:22:59.180 permits some dissent
00:23:01.920 within the rules of the game.
00:23:05.200 You have to color within the lines.
00:23:07.820 You can't do things
00:23:09.340 that are seen as being
00:23:11.000 antagonistic to the national interest
00:23:13.520 in any way.
00:23:14.740 Like that is not allowed.
00:23:17.180 And the way that they do it
00:23:20.360 is that they are literally
00:23:21.560 political commissars
00:23:23.680 or basically CCP representatives
00:23:26.740 that are sitting on the board
00:23:28.920 of pretty much every Chinese company.
00:23:31.220 And every Chinese company is mandated by law
00:23:34.140 to cooperate with Chinese intelligence
00:23:38.440 to further the national objectives
00:23:40.880 of the Chinese state.
00:23:43.580 So they are one of the only places
00:23:46.260 that have been able to,
00:23:47.720 or one of the few places
00:23:48.580 that have been able to develop
00:23:49.620 without really upsetting
00:23:51.720 the political system too much.
00:23:53.680 because democratic theory was that when you had a large enough middle class,
00:23:59.280 that middle class will want representation, will want rights,
00:24:02.680 will want political participation.
00:24:04.880 The country will naturally turn democratic.
00:24:07.540 And that was the assumption that underpinned opening up trade to China.
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