This week’s episode of the Caps Unlock Podcast opened with a discussion of a major shift in Central Asia’s external economic orientation: China has overtaken Russia to become the region’s largest trading partner. Drawing on newly published trade data for 2025, the conversation examined what it means for China-Central Asia trade to surpass the $100 billion mark for the first time, and why that figure matters beyond headline symbolism.

The discussion explored the drivers behind this rapid expansion, including infrastructure investment linked to the Belt and Road Initiative, the spread of Chinese e-commerce platforms and payment systems across Central Asia, and the growing role of the region as a logistical corridor amid Western sanctions on Russia. Particular attention was paid to trade imbalances, anomalous export data from Kyrgyzstan, and the risk that deepening integration with China could harden into a new form of economic lock-in, even as regional governments continue to pursue a multi-vector foreign policy strategy.

The episode then turned to a very different, but equally revealing, regional trend: the rise of so-called “dropperstvo,” the use of intermediaries to move money in fraud schemes. Using a recent case announced by Kyrgyzstan’s security services as a starting point, the discussion traced how organised networks supply SIM cards, messaging accounts, and bank access to international scam operations. These networks allow fraudsters to distance themselves from financial trails by routing victim payments through “droppers”, often young people recruited to provide temporary access to their accounts.

A second case from Kazakhstan illustrated how the same mechanism appears in more mundane criminal activity, including, in one recent instance, the illegal sale of vapes using third-party payment accounts. The conversation explored why authorities in both Kyrgyzstan and Kazakhstan have moved to criminalise dropper activity itself, and why law enforcement increasingly treats this as a youth-risk and financial literacy problem rather than a purely technical crime.

In the interview segment, the podcast featured Bakhytzhan Kurmanov, Senior Research Fellow at the University of Central Asia, discussing his 2024 paper, “Between ‘info-killers’ and ‘spies’: three strategies for interviewing government officials across Central Asia.” Drawing on extensive fieldwork across Kazakhstan, Kyrgyzstan, Tajikistan, and Uzbekistan, Kurmanov outlined practical strategies for conducting sensitive interviews in environments marked by suspicion, weak research traditions, and political risk. The conversation focused on insider positionality, de-ceremonialising interviews, and depoliticising research questions, insights with relevance not only for academics, but also for journalists, policy researchers, and practitioners working with public institutions across the region.Links and further reading

* Report on China–Central Asia trade surpassing $100 billion (Xinhua or official customs data) - https://russian.news.cn/20260118/c13465d2d3b541f4a831f65849c8d70f/c.html

* Bloomberg report on Shell pausing investment in Kazakhstan - https://www.bloomberg.com/news/articles/2026-02-05/shell-to-pause-kazakh-oil-and-gas-investments-amid-disputes

* GKNB announcement on dismantling fraud network in Kyrgyzstan - https://24.kg/proisshestvija/360311_gruppu_postavlyavshuyu_telefonnyim_moshennikam_akkauntyi_iSIM-kartyi_zaderjali_vkr/

* Kazakhstan report on vape sales and dropper schemes - https://www.gov.kz/memleket/entities/afm/press/news/details/1148161?lang=ru

* Bakhytzhan Kurmanov, Between ‘info-killers’ and ‘spies’ (2024) - https://www.tandfonline.com/doi/abs/10.1080/02634937.2024.2375283

* Neil Collins, Elaine Sharplin, and Aziz Burkhanov (2023) — Challenges for political science research ethics in autocracies: A case study of Central Asia - https://journals.sagepub.com/doi/abs/10.1177/14789299231153074

Get full access to Havli - A Central Asia Substack at havli.substack.com/subscribe