Opinion
It Was a Good Show — But for Trump, It Came Too Late
In May 2026, Donald Trump visited China again for the first time in nine years. After several years of sustained tension in U.S.-China relations, the trip finally brought a long-absent atmosphere of détente.
Following the talks, both sides announced that they had reached “important consensuses” across multiple areas, creating the impression that China and the United States were stabilizing relations once again.
It was, undoubtedly, a successful show.
The problem is that, for Trump, it came far too late.
Over the past several years, America’s strategic judgment toward China had been built upon a fundamental miscalculation: Washington consistently believed that China would eventually yield under pressure. As a result, the United States continuously escalated its measures — from tariff wars to technological blockades, from semiconductor export restrictions to supply-chain decoupling.
But China’s actual performance under pressure has already demonstrated that this assumption was totally wrong.
In the field of large AI models, China and the United States have already formed a genuinely “bipolar” structure. US remains extremely powerful, of course, but China is no longer merely a perpetual follower. Whether in reasoning capability, industrial deployment, or domestic ecosystem development, China has already built a sufficiently massive system of its own.
And after the “May 7 air battle,” the world realized more directly than ever before the systemic advantages and real combat capabilities of China’s military industry.
The Russia-Ukraine war also led many people to recognize that China possesses the world’s largest drone production capacity, a complete electronics industrial chain, and low-cost rapid iteration capabilities.
Combined with the technical barriers surrounding rare-earth refining, this means that even if the United States now recognizes the importance of supply-chain security, it will still struggle to replicate China’s capabilities.
Meanwhile, China’s nuclear arsenal has continued its long-overdue expansion, further reshaping the global strategic psychological balance.
Even more subtle are the changes in soft power.
The rise of phenomena such as “Chinamaxxing” does not necessarily mean that Western societies genuinely embrace Chinese values. What it does indicate, however, is the spread of a certain realism: more and more people are beginning to acknowledge that the Chinese model is, at the very least, capable of delivering stability, prosperity, and functioning public life.
For Western societies long trapped in aging infrastructure, deindustrialization, and deepening social fragmentation, China is no longer merely an abstract “threat.” It has become an unavoidable point of comparison.
China’s leadership is clearly well aware of the growth of both its hard power and soft power.
Therefore, much like in recent years, Beijing was naturally willing during the summit to send signals of stability and achieve certain practical outcomes. But there was never any possibility that China would make major strategic concessions merely for the sake of maintaining relations.
The clearest example was the Boeing order.
Markets had previously circulated rumors that China would purchase 500 Boeing aircraft, and many interpreted this as a symbol of Trump’s “diplomatic victory.” Yet the final number that emerged was only around 200 aircraft. Such deals are usually structured as long-term frameworks implemented over many years.s. After the news broke, Boeing’s stock price actually fell sharply, as markets realized that Beijing’s offer was far below expectations.
The same applies to semiconductor purchases.
Even if the two sides reached partial agreements, enormous uncertainty still surrounds how many high-end American chips Chinese companies will ultimately purchase in the future. The reason is simple: nobody knows whether the U.S. government will reverse course again. After years of repeated policy swings in Washington, Chinese companies have developed profound distrust. For many Chinese firms, continuing domestic substitution may be more expensive, but at least their fate remains in their own hands.
And all of this ultimately affects the issue Trump cares most about right now: given America’s current economic situation, the midterm elections are, for Republicans, almost hopeless.
Had Trump moved quickly after winning the 2024 election — using his strong political position to restore close relations with China, suppress hawkish factions within his party, stabilize global trade, reduce domestic inflation, and ease economic pressure on ordinary Americans — he might genuinely have had a chance to avoid a disastrous midterm outcome.
But if he had truly been capable of doing that, he would not be Trump.
Trump’s political-economic worldview fundamentally remains stuck in the late twentieth century. His understanding of manufacturing, tariffs, and trade deficits carries what can only be described as a “living fossil” mentality. He sincerely believes that tariffs can force capital and industry back into the United States.
Thus, after his sweeping victory, Trump naturally launched a global tariff war.
And the consequences gradually became visible.
Several local elections in 2025 had already foreshadowed the warning signs for the midterms. American voters’ anxieties over inflation, debt, cost of living, and social disorder would not disappear simply because of diplomatic press conferences. In American politics, international affairs have always been difficult to turn into electoral gains — but relatively much easier to turn into political disasters.
Many American presidents have imagined that foreign-policy victories could reverse domestic decline. Very few have succeeded.
Even Trump had stopped after succeeding in Venezuela in 2025, he might only have accumulated some political prestige, and little more than that. Venezuelan oil could never rapidly restructure the American economy, nor quickly improve the lives of ordinary voters.
Worse still, Washington subsequently drifted into another dangerous line of thinking. Some had long believed that action against Venezuela could serve as preparation for a future strategic escalation against Iran.
On paper, the logic appeared “reasonable”: first secure new oil supplies, then move in the Middle East.
The problem is that the real world is not a strategy game.
Restoring Venezuelan oil production requires time. Infrastructure must be rebuilt. Transportation and refining systems require investment. But Trump could not wait. He preferred to believe those who sold him unreliable intelligence and fantasies of “quick victory,” convincing him that a war with Iran could end like a clean surgical operation.
The outcome was precisely the opposite.
The Middle East crisis triggered energy volatility, financial panic, and global market instability, further intensifying America’s domestic difficulties and public anxiety, while making the already bleak midterm outlook even worse.
The Iran war also thoroughly exposed the weaknesses of American military power: strategic misjudgment, declining morale, insufficient industrial capacity, and dependence on rare earths for military production — merely one vulnerability among many. China, of course, saw all of this clearly.
So when Trump now arrives in China, what people are really witnessing is a form of delayed realism.
He has finally realized that the United States cannot confront everyone at once. He has finally realized that the world will not automatically retreat simply because America raises its voice. And he has finally realized that, just like last time, China will neither yield nor collapse under pressure — and on the opposite that the United States now greatly needs China’s help in stabilizing the situation.
But by now, it is already too late.
Beijing is naturally happy to see a temporary easing of China-U.S. tensions, because stability itself serves China’s interests. However, China also clearly understands that the uncertainty of American politics has not disappeared. Nobody can guarantee what Trump may become after the midterm elections — nor whether future American administrations might once again overturn the agreements reached today.
Therefore, the true significance of this visit may not lie in what it changed or brought.
Rather, it lies in what it symbolizes: even a political figure like Trump has finally been forced to begin accepting the realities of a new era.
*Shaoyu Cen
Deputy Editor In Chief at Guancha, Shanghai based media
Opinion
Will Qatar fund Benjamin Netanyahu in this election too?
Israel’s strike on a military base near the Syrian city of Idlib occupied a prominent place on the agenda of Türkiye, the Middle East, and Arab nations. Official statements followed in quick succession. The US Ambassador to Türkiye and Special Envoy for Syria and Iraq, Tom Barrack, also drew attention with his bizarre remarks and his proposal to establish a tripartite security mechanism between Türkiye, Syria, and Israel.
Israel must be condemned in the strongest possible terms, and the harshest reactions must be delivered. Of this, there is no doubt.
Yet how sincere are the Arab states voicing these reactions? How consistent are they? How courageous? How willing are they to take steps that carry genuine deterrent power and impose real sanctions? We must, of course, reflect upon the answers to these questions.
For we know that certain Arab nations maintain intense, deep, and intricate relations with Israel. We need look no further. We recall, for instance, that Qatar, with which Türkiye also maintains very close ties, provided Israeli Prime Minister Benjamin Netanyahu with $15 million in the 2012 elections and $50 million in the 2018 elections to finance his political campaigns. Indeed, this funding is continually kept on the agenda by the opposition in Israeli domestic politics. It is well known that during that period, Netanyahu gave a statement to the police regarding the funds, his advisers who received the money were arrested, audio recordings and confessions surfaced, and Netanyahu’s dismissal of the affair as “a political plot against me” failed completely to convince.
The truly remarkable aspect lies here: this affair preoccupied the Israeli public for days and became the foremost item on the political agenda. Yet in Qatar, across the broader Arab world, throughout the Islamic world, and in Türkiye, the matter received scant attention. Only a handful of voices raised the issue or expressed outrage that millions of dollars were channelled to such a killer, such a perpetrator committing the crime of genocide in Palestine, to fund his election campaigns; even their voices were barely heard.
Let us now speak frankly. With the Islamic world and the Arab nations in this state, who can reasonably expect Israel to take a step back regarding Palestine? Who can remain optimistic about a two-state solution based on the 1967 borders, with East Jerusalem as its capital, that recognizes the independence, integrity, and sovereignty of Palestine? Who can genuinely believe that Arab states are determined, consistent, valiant, and sincere on the Palestinian question? While the silence of Islamist and conservative-pious circles regarding Qatar’s financial assistance remains plain for all to see, who can be convinced that demonstrations, rallies, and press conferences concerning Gaza and Palestine will yield tangible results? Who, what power, or which Arab state can sustain the hopes of the oppressed, sorrowful, and aggrieved Palestinian people? Qatar? Saudi Arabia? The United Arab Emirates? Egypt? Jordan?
Nor should we forget that elections will be held in Israel on 27 October. Benjamin Netanyahu is escalating his aggression and recklessness, seeking both to salvage his waning poll numbers and reputation and to shift the political agenda by emphasizing securitist policies and external threats. Heavily worn down by corruption allegations against himself and his wife, Netanyahu cannot leverage security policies and military measures as effortlessly as before, given that his primary opponent, former Chief of General Staff Gadi Eizenkot, leaves him on weak footing against a military rival. Yet despite such corruption, attrition, genocide, and bloodshed, Netanyahu appears to maintain his grip on his party; indeed, most candidates who prevailed in the primaries are politicians in his close circle.
Qatar, which enjoys considerable admiration and esteem in our country, not only backs Benjamin Netanyahu in domestic Israeli politics but also conducts joint military drills in the Eastern Mediterranean with the US, France, and Greece; Israel takes part in these exercises as well.
Let us admit that Qatar cares neither for the Palestinian cause nor for the innocent Muslims slaughtered in Gaza. It values neither the Islamic world nor Arab unity. It neither takes into account the sensitivities, priorities, and interests of Türkiye, nor does it share Türkiye’s anxieties and concerns.
Opinion
The caption and the guest list: What the West’s SCO coverage cannot explain about Türkiye
Thomas Karat, behavioral analyst
The photograph that Western agencies distributed from Bishkek arrived with its meaning already fixed. Above an image of the Kyrgyz president escorting China’s Xi Jinping past an honor guard, the caption read COUNTER US POWER. The image itself showed a familiar diplomatic ritual, two heads of state walking a red carpet. The caption supplied what the image did not: an adversary, a purpose, and the direction in which a Western audience was meant to orient its concern. The gap between the neutral picture and the loaded words is a useful place to begin, because it is where the framing of the entire summit was decided before a single line of analysis was written.
On Sept. 1 the Shanghai Cooperation Organization marked its twenty-fifth anniversary in the Kyrgyz capital, with ten member states, more than a dozen heads of government, and the secretary-general of the United Nations among the guests. Most European and North American outlets carried a single Agence France-Presse dispatch, which described the bloc as one that seeks to be a counterinfluence to the West. France 24 reported that the Russian and Chinese leaders had traveled to Central Asia to counter Western influence. British coverage of an earlier session of the same body called it a secretive summit of an “axis of upheaval.” In each formulation the West occupies the grammatical center of a meeting it did not attend. The organization is assigned no purpose that can be stated without reference to Washington and Brussels. It is defined entirely as a reaction to them.
Türkiye is the hole in the caption
The framing meets its first and largest obstacle in the guest list, and specifically in the presence of a NATO member at the table. Türkiye holds the status of dialogue partner in the organization, and President Recep Tayyip Erdogan has attended its summits in person. A Western reader told that the SCO is an axis assembled against his alliance is not encouraged to ask why a founding member of that alliance keeps a seat in it. The same AFP dispatch that calls the bloc a counterinfluence to the West records, several paragraphs below its lead, that the organization now counts fifteen dialogue partners including Türkiye, Saudi Arabia and Qatar. Türkiye belongs to NATO. Saudi Arabia and Qatar host the forward headquarters of United States Central Command and the largest American air base in the region. An organization built to oppose the West does not assemble this membership, and a caption that calls it one survives only for readers who do not reach the paragraph that contradicts it.
Türkiye’s position is the part of the picture that Western coverage is least equipped to interpret, because the prevailing map allows for only two teams. Ankara is not choosing the SCO over NATO. It is doing something the two-team model cannot represent, treating the organization as a venue to be worked, neither joining it nor shunning it. A state that keeps its treaty commitments in the Atlantic while cultivating standing in a Eurasian security forum is hedging against a future in which the Atlantic order no longer sets the terms alone. That behavior is legible from Istanbul and largely illegible from the outlets that produced the Bishkek caption, which is why their account of the summit reads, from this vantage, as a description of a world that has already begun to pass.
The vocabulary and its tell
The language of the coverage repays close attention. The recurring terms are “counter,” “against,” “anti-Western,” and “axis,” a vocabulary of opposition that grants the bloc no content of its own. The word “axis” carries the heaviest freight. It imports the moral architecture of the Second World War, and more recently of the “axis of evil,” and lays it over a trade-and-security forum whose membership includes a NATO government. The transfer is performed a few lines from the facts that make it untenable, and the proximity is the tell.
There is a structural habit worth naming as well. The AFP copy notes that the organization’s founding declaration describes it as not an alliance directed against other states, and then, in the following sentence, observes that the Russian and Chinese leaders have delivered anti-Western speeches at past summits. The self-description is admitted and immediately withdrawn. The skepticism applied here is selective. When a NATO communiqué describes the alliance as defensive, the same wire services do not append a reminder of its record of offensive operations. The doubt switches on for adversaries and off for partners, a selection that rests on assumption and not on evidence. Coverage outside the Western agency system handles the same material with a cooler hand. Al Jazeera quoted a regional analyst describing the SCO simply as not a coherent anti-Western alliance, a plain and accurate line that appears in no Western headline, because it does not fit the caption.
A bloc that grew in proportion to the pressure
The organization’s history explains more than its rhetoric does. It began in 1996 as a border-demarcation arrangement among China, Russia and three Central Asian republics, a technical body concerned with the settlement of frontier lines. It gained momentum in close proportion to the pressure applied to its members from the West. India and Pakistan acceded in 2017. Iran was admitted after years of sanctions had made membership useful to Tehran and to the bloc alike. The roster of dialogue partners expanded toward fifteen as American secondary sanctions and tariffs demonstrated to a widening circle of governments the value of a forum beyond Washington’s reach. At Bishkek the rotating chairmanship passed to Pakistan, another long-standing American security partner. The pattern is consistent: the organization has grown less by recruitment than by the steady conversion of states that Western policy has pressed toward the exits.
Iran offers the sharpest illustration. President Masoud Pezeshkian took his seat in Bishkek six months into a war with the United States. A week before the summit, the U.S. Treasury announced a sanctions campaign it named Operation Economic Outcast, extending secondary sanctions to five further sectors of the Iranian economy, aviation, digital assets, gold, shipping and technology, and warning in a separate alert that any party of any nationality paying Iran for passage through the Strait of Hormuz risked U.S. penalty. Secondary sanctions do not fall on the target alone. They fall on any government or firm that trades with the target, which makes them an instruction directed at the sovereign decisions of other states, enforced by the threat of exclusion from the dollar system. China, the largest purchaser of Iranian oil, responded that it would firmly defend its interests. A measure aimed at Tehran functions as a demand issued to Beijing, and Beijing traveled to Bishkek. India provides a second instance. Prime Minister Narendra Modi held a scheduled bilateral with President Vladimir Putin days after Washington imposed a 50 percent tariff on Indian goods over New Delhi’s purchases of Russian oil. The instrument intended to discipline India accompanied it to the very table it was meant to keep it from.
The divisions are real, and they are the point
An accurate account of the summit requires equal candor about the organization’s limits, and candor here is what separates analysis from a mirror image of the framing under examination. The SCO is not a unified bloc. Russia and China compete for influence across the same Central Asian ground. India and China share a contested and periodically violent border, which is why Modi and Xi appeared on the same platform but arranged no formal bilateral. India and Pakistan hold membership in the same body while remaining adversaries. A proposed development bank has been discussed for years without becoming a functioning institution. The 40 percent of humanity the organization claims to encompass is a measure of scale, not of common purpose.
These divisions do not rescue the Western frame. They sharpen the judgment it obscures. Agreement among these governments does not exist, and it is not what makes the summit notable. What makes it notable is the preference of states that distrust one another to manage their disputes inside a structure the United States does not control. The arbitration of one it does control is the option they declined. That preference is a heavier comment on the standing of the American-led order than any declaration could produce. It requires no alliance and no shared ideology. It requires only that a critical mass of states has concluded that the Western order is something to work around, and that the working-around now proceeds openly, at the level of heads of state, beneath a caption instructing Western readers to see a hostile axis where a hedging one stands.
The shrinking center
The phrase that recurs whenever Western officials describe global opinion is “the international community.” Bishkek is a reminder of how much that phrase conceals. The community it invokes is a specific and diminishing set of capitals that grew accustomed, during the brief period of unchallenged American primacy after 1991, to mistaking its own consensus for the consensus of humanity. The summit in the Kyrgyz capital assembled a NATO member, a Western-courted partner in India, the Gulf security clients of the United States, and the two most heavily sanctioned states on earth, and it did so under the observation of the United Nations secretary-general. No description of that room as an anti-Western axis can be reconciled with its composition. The description persists because it serves the audience it is written for, offering a shrinking center the reassurance that it remains the fixed point around which the world still turns.
From Ankara, and from the wider vantage of states that have watched the post-1991 order lose its monopoly, the reassurance reads as a lagging indicator. The two men in the photograph were walking to lunch. The power that could not prevent the lunch, could not hold its Indian partner at a distance from Moscow, could not isolate the state it is fighting, and could not keep the head of the United Nations from attending, is nonetheless assured by its own press that the summit was organized around opposition to it. The more accurate reading is the one Türkiye’s own conduct already reflects. The world is not arranging itself against the West so much as arranging itself without waiting for it, and the caption over the photograph is the last place that development will be admitted.
Opinion
In Bishkek, the ‘new order’ gathers to see whether it can become real
Dr. Ahmed Moustafa, Director & Founder, Asia Center for Studies & Translation, Egypt
Ten heads of states and governments, a cast of partners spanning half of Eurasia meet in the Kyrgyz capital promising a world beyond Western dominance. The summit’s quiet battles over money, media and the club’s own contradictions will matter more than its communiqué.
BISHKEK, Kyrgyzstan: This is a city that understands great powers. Soviet engineers drew its street grid. Its economy runs substantially on money earned by Kyrgyz workers in Russia. And when the Shanghai Cooperation Organization holds its annual summit here Aug. 31st to Sept. 1st 2026 the mountain-ringed capital will become, for 48 hours, the seat of this era’s most consequential open question: What does the world look like after Western dominance?
What will the world look like beyond Western dominance?
The participant list alone is enough to illustrate the scale of the stakes. Chinese President Xi Jinping, Russian President Vladimir Putin, and Iranian President Masoud Pezeshkian will lead the SCO’s ten full members, representing roughly 40 percent of humanity. They include India and Pakistan, Belarus, and the four Central Asian republics, led by Kazakhstan and its President Kassym-Jomart Tokayev, alongside dialogue partners whose presence stretches from Cairo to the Gulf and all the way to Ankara.
No Western institution has ever had to accommodate such a company under one roof. No American administration has had to watch it from the outside.
On paper, the agenda is deliberately unremarkable: counterterrorism cooperation through the organization’s Tashkent-based coordinating body, Afghanistan’s instability, trade facilitation, energy, digital development and the ritual invocation of the “Shanghai Spirit” mutual trust, mutual benefit, respect among civilizations. The organizing principle, as ever, is consensus, which is another way of saying nothing said in the plenary hall will offend anyone.
The real summit will happen in the margins, in three conversations the final declaration will not be recorded.
The first is about money and how to move it where Washington cannot reach it
No communiqué will use the word “sanctions.” Yet diplomats from three member states, speaking on the condition of anonymity to describe preparatory talks, said the financial file has consumed more negotiating time than any other: the long-delayed SCO Development Bank, given fresh impetus at last year’s Tianjin summit; the expansion of local-currency trade; the stitching together of national payment systems that would let members settle accounts without touching the Belgium-based SWIFT network and therefore without touching U.S. financial law.
The urgency is not abstract. Russia’s central bank operates under sweeping penalties. Iran has been locked out of the dollar system for a generation. Even India, a Western partner, buys Russian oil in non-dollar currencies to keep its options open. Tariffs and secondary sanctions have turned “financial inclusiveness,” in the organization’s diplomatese, into the summer’s quiet rallying cry.
The obstacles are equally concrete. The development bank has been discussed for more than a decade without being built, partly because every founding member wants it capitalized, headquartered and denominated on its own terms. “Nobody in that room is against de-dollarization,” said one economist who advises a member-state government. “Everybody in that room is against a bank China controls.”
The second conversation is about the United States absent, and everywhere
The months before the summit have seen a burst of American diplomacy conducted largely through intermediaries: reported contacts between the CIA director and Russian intelligence; a Pakistani army chief’s travels to Tehran; Gulf foreign ministers, and on one reading the Jordanian monarch, carrying messages to Beijing. Washington describes the traffic as routine management of a complicated world. In the capitals gathering in Bishkek, it is read as something more evidence that the superpower wants deals.
“Diplomacy by intermediary is either sophistication or exhaustion,” said a European ambassador in Beijing, who like others spoke on the condition of anonymity. “The Americans say the first. This summit will spend two days staging the second.”
The calendar sharpens the drama. U.S. midterm elections fall ten weeks after the leaders leave Bishkek, and a president who has staked his brand on ending wars and winning trade disputes has delivered a durable settlement of neither. Advisors openly worry that losing the House would hand the opposition subpoena power and the machinery of impeachment. Analysts expect the summit’s choreography to be calibrated accordingly: handshakes and family photos projecting an alternative order, measured carefully enough not to hand Washington an enemy at the worst possible moment.
Yet the “declining America” narrative has limits that the summit’s own design reveals. India attends in large part to ensure the organization does not become a Chinese-Russian instrument; it has blocked anti-Western language before and is expected to again. The Central Asian states hedge between Russian security, Chinese financing and Western markets. And every member’s sanctions-resistance project is, in the end, a measure of how much the dollar world still matters.
The third conversation is the one an Egyptian started
Among the more concrete proposals at Tianjin came not from a head of state but from Dr Ahmed Moustafa, an Egyptian scholar and specialist in Asian and Eurasian Affairs, who directs the Cairo-based Asia Center for Studies and Translation, attending as his country an SCO dialogue partner continues testing the club’s outer circle. His argument: the organization’s deepest deficit is neither military nor financial but informational.
The West’s real advantage runs through its media platforms and professional networks, which shape the aspirations of the very youth the organization claims to speak for. His proposal, a standing, professionally sponsored mechanism binding member-state think tanks and media, and a professional social platform for the region’s young people, “similar to or stronger than LinkedIn” circulated this summer in summit working groups.
The idea matters less as a business plan than as a diagnosis that Beijing and Moscow have reached by harder roads. For all its demographic weight, the information environment in which the organization’s citizens actually live is dominated by Western platforms and Western languages. Member states have answered with firewalls, copycat apps and an annual media forum. What they have not produced is a digital ecosystem anyone would choose.
Skeptics see a structural reason: professional networks create value through the free flow of information precisely what several member governments are professionally committed to restricting. “You can build a LinkedIn for the Shanghai Spirit,” one diplomat joked. “Good luck making anyone network in it.”
The last conversation is with itself
The family photo will not show the feuds beneath it: India and China, India and Pakistan, Iran which left Tianjin with expressions of sympathy and no security guarantees after its war with Israel and a host government whose national strategy is to be courted by all sides at once. A quarter-century after the organization’s founding, its signature achievement remains the summit itself: proof that rivals can meet, not yet proof that they can build.
“Bishkek will be perfectly staged,” said a veteran analyst of Eurasian institutions. “The question is whether anything survives the motorcades.”
When the leaders fly home over Bishkek on the first of September, they will leave behind banners, a communiqué and a claim: that a new order is not merely desired but operational.
The quieter truth of this summit is that an order cannot be declared into existence. It has to be built payment system by payment system, platform by platform, in the unphotographed rooms where the Shanghai Spirit is tested against arithmetic.
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