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Daniel Kwan

Global Impact is a weekly curated newsletter featuring a news topic originating in China with a significant macro impact for our newsreaders around the world. Sign up now!
Around a month after Russian President Vladimir Putin launched the invasion of Ukraine, US counterpart Joe Biden declared that the Russian leader was a dangerous man who should not be allowed to remain in power.
“For God’s sake, this man cannot remain in power,” Biden said in an address outside the Royal Castle in Warsaw, Poland, at the end of March.
Some 11 months later, the Russian president is still in power and as defiant as ever, and the Ukraine-Russia war has no end in sight.


Casualty counts vary – depending on their sources. The US estimated that around 200,000 Russian soldiers have been killed or wounded. Ukraine, on the other hand, has suffered around half as many losses. Meanwhile, civilian casualties have reached almost 20,000, according to the United Nations.
The Ukraine-Russia war is not just the bloodiest war of the 21st century, but it is a highly divisive conflict. On the one side is Ukraine, backed by the United States and most Western allies and partners. Russia, isolated under Western sanctions, has the likes of China, Iran and North Korea in its corner.
For China, the “no limits” declaration of partnership between Putin and President Xi Jinping in February 2022 has raised a lot of eyebrows. The worries doubled last weekend when US Secretary of State Antony Blinken dropped a bombshell by claiming Beijing was considering arming Russia with lethal weapons.
The alarming allegation, which was promptly denied by Beijing, immediately raised red flags in capitals across the globe and Europe in particular, where China’s top diplomat, Wang Yi, was touring on a fence-mending mission.


In addition, it further complicates already fragile US-China relations, which were recently roiled by the spy balloon controversy.
While Wang was in Moscow – widely believed to be preparation for a state visit by Xi to Russia later this year – he touted China-Russia ties as “rock solid”. Analysts, however, said the relationship is anchored more on national interest than ideologies.
Just emerging from the coronavirus pandemic, economic recovery and reopening to the outside world are priorities for Beijing. However, China also does not want to see Russia fall, and certainly not under terms and conditions dictated by Washington and its allies.
Beijing may not be a direct player in the Ukraine-Russia war, but the year-long conflict has offered valuable references to its military top brass, who are studying it closely for any lessons about modern warfare and possible tips in the event of war over Taiwan.


From military tactics to information warfare, Chinese commanders are leaving no stone unturned in their analyses and simulations.
On the eve of the first anniversary of the Ukraine-Russia war, both Putin and Biden stood firm and condemned each other for the war.
In the meantime, shelling will continue in Ukraine, and peace will have to wait. No matter what the outcome is, the world is edging towards a new cold war and becoming more divided and dangerous.
60 second catch-up
China marks Ukraine war anniversary with another call for peace


Chinese want war to end soon as Russia remains ‘ally and partner’ in divided world, poll finds
China and Russia won’t be swayed by others, Beijing’s top diplomat tells Putin
Series: Impact of the Ukraine war, 1 year on


China won’t arm Russia in Ukraine war – but don’t rule out third parties, analysts say
Opinion: Ukraine war, 1 year on: have sanctions against Russia served their purpose?
Infographic: The war in Ukraine, 1 year on


In war of narratives, where does Southeast Asia stand in Ukraine-Russia conflict?
‘Red line’: Europe warns China not to send weapons to Russia
Deep Dives

How China’s energy outlook has been reshaped by the Ukraine war

In the past year, the flow of Russian energy products to China has increased, with importers taking advantage of discounted prices


But growing Russian oil and gas imports pose a risk, adding to perceptions of a strong Moscow-Beijing alliance amid a more politicised global energy market

As the Ukraine war enters its second year with no end in sight, there is one foregone conclusion that affects almost every country in the world: the conflict has profoundly reshaped the global energy market.
The Russian invasion and subsequent Western sanctions have heaped enormous strain on oil and gas markets, put climate goals on the back burner, and forced nations to re-evaluate long-standing supply relationships.
Read more

On the front lines of Ukraine war: tech and social media

Ukraine’s ability to hold off Russian forces with inexpensive tech tools appears to favour a similar strategy for Taiwan as it faces threats from the mainland


‘It’s really hard for any military to hide and to use deception for very long. There are so many eyes and ears’

Evidence that information technology, social media and open-source data would loom large in the Ukraine conflict – dubbed the “world’s first TikTok war” – emerged in advance of the first shot. Well before the February 24 attack, Washington publicised normally top-secret intelligence on Russia’s invasion plans, blunting Moscow’s hope of a surprise attack, intensifying pressure on Ukrainians to prepare and galvanising Western allies behind Kyiv.
The rapidly changing nature of technology and its military integration are among the lessons being pored over by the People’s Liberation Army, the Pentagon, Nato and other militaries worldwide.
Read more



Ukraine war, 1 year on: for Chinese businesses, perils and pitfalls as supply chains have changed

A large business void in Russia, caused by Western brands shunning the country, makes the market as appealing as ever for Chinese sellers


But some firms are finding new challenges to making inroads with both Russian and Ukrainian buyers, including fierce competition from other countries

Rick Wang knows it can get pretty cold in Russia. So, the sales manager for a down-jacket manufacturer in the eastern Chinese province of Zhejiang had high hopes when he paid a one-week visit to his Russian clients after the recent Lunar New Year holiday, looking to sell some coats.
But the trip earlier this month didn’t yield the results he was hoping for. He did get some face time with five current clients, and he met with two potential ones, but no one placed any new orders.
Read more



China’s stance on Ukraine conflict is based on its own interests, analysts say

Putin invitation to Xi puts strategic partners’ ties under microscope once again


‘No-limits’ Sino-Russian friendship misunderstood in West, says Chinese expert

Amid intense scrutiny a year into the Ukraine war, China is expected to engage Russia closely and manage ties carefully while weighing its interests in relation to the United States and US allies, analysts said.
China’s relationship with Russia has been under close scrutiny since they pledged themselves to a “no limits friendship” just weeks before the Ukraine war broke out a year ago. As the war enters its second year, a possible trip to Moscow by President Xi Jinping at the invitation of Russian President Vladimir Putin has again put the strategic partners’ ties under the microscope.
Read more

Ukraine war, 1 year on: what lessons has China’s military learned?

Observers say the conflict is a ‘golden opportunity’ to study modern warfare, particularly in the context of any Taiwan Strait action


The unpredictability of war poses the formidable question for Beijing of how to win swiftly and decisively, they say

When Russian President Vladimir Putin and his Chinese counterpart Xi Jinping met before the Olympics opening ceremony in Beijing one year ago, the shadow of war already loomed large over Ukraine.
But few would have expected that the Ukraine-Russia war, launched by Putin three days after the Olympics ended, would last more than a year.
Read more



Taiwan is trying to boost its defences. It’s learning from Ukraine

A year into the war, observers say there are clear lessons for Taipei, including on military reform, asymmetric warfare, unity and morale


President Tsai Ing-wen has said that Russia’s invasion of Ukraine shows how a small country can resist a much bigger attacker

When Taiwanese President Tsai Ing-wen announced that compulsory military service would be extended from four months to a year, she pointed to Ukraine as an example for the self-ruled island to learn from.
Tsai said Taiwan was “on the front line of authoritarian expansion”, and that Ukraine showed how a small country could resist a much larger attacker.
Read more

Russia’s war in Ukraine spurs firms in Taiwan to ‘derisk’ amid China tensions

Foreign investment approved by Taiwanese regulators hit a 15-year high of US$13.3 billion in 2022, especially in areas like chip making and offshore wind


But Russia’s invasion of Ukraine has forced multinationals to consider more closely their presence in Taiwan amid heightened tensions with mainland China

Growth in major industries during the coronavirus pandemic bolstered investment in Taiwan, but the perceived risk of a military attack by mainland China is making some companies rethink their long-term positions, especially in light of the Ukraine war.
The global semiconductor buying spree of 2020-22 brought multinational tech companies closer to Taiwan’s chipmaking giants in areas of research and development, production equipment and raw materials. Taiwan supplies about 60 per cent of the world’s semiconductors.
Read more
Global Impact is a fortnightly curated newsletter featuring a news topic originating in China with a significant macro impact for our newsreaders around the world.
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Ukraine war stalemate makes ceasefire the only realistic option

Ukrainian President Volodymyr Zelensky calls on UN to strip ‘criminal’ Russia of veto power

North Korea fires missiles as talks get under way in Russia between Kim Jong-un and Vladimir Putin

North Korean leader Kim Jong-un sets off for Russia by private train to meet Vladimir Putin

Ukraine war: 1 year on

Global Impact: battle lines drawn in more ways than one as Ukraine war marks first anniversary

In this edition of the Global Impact newsletter, we look at the diplomatic, military, monetary and economic impact of the Ukraine war as the conflict in Europe marked its first anniversary. Photo: AFP

Illustration: Lau Ka-kuen

Illustration: Henry Wong

Ukraine war, 1 year on: for Chinese businesses, perils and pitfalls as supply chains have changed

Illustration: Brian Wang

Photo: AP

Global Impact: China turns up the heat on its property sector as economy slowly rebuilds

The average price of newly completed homes in China rose last month in 36 of the 70 cities tracked, more than double the 15 recorded in December. Photo: Reuters

The average price of newly completed homes rose last month in 36 of the 70 cities tracked, more than double the 15 recorded in December. Photo: EPA-EFE

Photo: Reuters

Photo: Bloomberg

Global Impact: how much damage has the alleged spy balloon done to US-China relations?

The suspected Chinese spy balloon drifts to the ocean after being shot down off the coast in Surfside Beach, South Carolina. Photo: Reuters

US Secretary of State Antony Blinken. Photo: AFP

Photo: Xinhua

Photo: AFP

Photo: EPA-EFE

Global Impact: after years of telling people to only have one child, China’s population finally declines, deepening demographic crisis

In this edition of the Global Impact newsletter, we look at the news that China’s population dropped by 850,000 people last year and what,  if anything, Beijing can do. Photo: AP

Global Impact: China’s reopening met with mixed feelings across Asia as Chinese tourists return

In this edition of the Global Impact newsletter, we look at the joy, fear and optimism across Asia as Chinese tourists returned after China dropped its inbound quarantine restrictions on January 8. Photo: Reuters

In this edition of the Global Impact newsletter, we look at the joy, fear and optimism across Asia as Chinese tourists returned after China dropped its inbound quarantine restrictions on January 8. Photo: Xinhua

Photo: Sam Tsang

Photo: Dickson Lee

Global Impact: US-China tech war’s toll made visible at world’s largest electronics show

In this edition of the Global Impact newsletter, we look at what 2023 has in store for US-China relations in the tech sphere. Photo: Shutterstock

The 2023 Consumer Electronics Show (CES) took place in Las Vegas earlier this month. Photo: Xinhua

Illustration: SCMP

Photo: Shutterstock

Illustration: Perry Tse

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Global Impact is a weekly curated newsletter featuring a news topic originating in China with a significant macro impact for our newsreaders around the world
In this edition, we look at the diplomatic, military, monetary and economic impact of the Ukraine war as the conflict in Europe marked its first anniversary


In this edition of the Global Impact newsletter, we look at the diplomatic, military, monetary and economic impact of the Ukraine war as the conflict in Europe marked its first anniversary.


Global Impact

Ukraine war