Xi Jinping's high-profile visit to Pyongyang generated headlines around the world, but who was the real winner? In this program, we examine what Xi actually gained from his first overseas trip of 2026—and what Kim Jong-un gained in return. From North Korea's quiet abandonment of socialism to the growing Russia-North Korea partnership, the summit revealed a changing balance of power inside the authoritarian world. Xi left with diplomatic symbolism, economic promises, and photo opportunities. Kim walked away with economic support, continued Russian backing, no concessions on his nuclear program, and greater leverage over both Beijing and Moscow. The balance sheet may not be as favorable for Xi as many observers believe.
This March, North Korea amended its constitution and removed the word
socialist from the constitution's official title. Historically, North Korea claimed to
be three things, a socialist revolution, the legitimate government of all Korea,
and a state guided by Marxism-Leninism ideology. Kim has gradually watered down all three.
Reunification with South Korea has effectively been abandoned. Marxism and communism are barely
mentioned compared with previous decades. And the constitution now focuses heavily on North Korea
as a separate sovereign nuclear state ruled by the Kim family. So if you viewed from that
perspective, Kim Jong-un and Xi Jinping are moving in very different ideological directions.
Kim Jong-un is turning North Korea into a family-run nationalist authoritarian state
that happens to have communist origins. And Xi Jinping is trying to turn communist ideology
into the foundation of his personal rule. One is moving away from communism, the other is moving
deeper into it. Kim Jong-un may be many things, but one thing he's not is Xi Jinping's communist
little brother. So what exactly did Xi Jinping get out of this trip to Pyongyang? Well, I would
argue that there were four takeaways. First, Xi Jinping got a geopolitical photo op. This was his
first overseas trip of 2026. And before leaving Beijing, he had already hosted two presidents,
President Trump and President Putin. Now with Kim Jong-un, he has completed a full diplomatic
circuit involving all three major players, powers surrounding Northeast Asia. In a sense,
Xi has now checked all three boxes, Trump, Putin, and Kim. The message Beijing wanted to send was
fairly straightforward. Any future adjustment to the security order on the Korean peninsula
cannot happen without China at the table. And the intended audience was primarily Washington,
Tokyo and Seoul. During his visit, Xi Jinping published a signed article in North Korea's
official newspaper where he indirectly criticized Japan. So by using North Korea's media as his
platform, Xi Jinping was essentially trying to send a message to Tokyo by using Pyongyang's
loudspeaker. All right, second, he got a chance to reclaim his seat at the table.
Now over the past two years, Russia and North Korea are getting closer and closer. The relations
have warmed dramatically. And Kim and Putin have built a much closer partnership, particularly
since the outbreak of the war in Ukraine. Beijing is increasingly concerned about Kim's drift
towards Putin. And China feared of being sidelined in this triangular relationship.
So part of Xi Jinping's objective was to restore balance at the minimal. The visit reminded the
world that China-North Korea relations remain active and normal, and that Beijing has not
been pushed completely to the sidelines. And the third is Xi Jinping secured tangible economic
commitments. He pledged expanded cooperation in trade, agriculture, technology, transportation,
and infrastructure. It will help China with its surplus capacity. Both sides also discussed
restoring flights and passenger rail services. Because for nearly three years during the pandemic,
North Korea effectively closed its borders to China. Tourism between China and North Korea
almost disappeared. Now before COVID, Chinese tourists accounted for, you know how much?
Roughly 90% of North Korea's foreign visitors and represented a major source of hard currency for
the Kim family, for Pyongyang. Now both sides appear interested in reopening those channels.
Fourth, Xi Jinping received another public endorsement of the one-China principle.
As part of the diplomatic exchange, Kim once again reaffirmed support for Beijing's position on Taiwan
and the one-China principle. Now let's be honest, this is not some game-changing
breakthrough. North Korea has supported Beijing's position on Taiwan for decades.
But at this point, every public endorsement counts for Beijing. Every statement becomes
another piece of evidence when Beijing can claim the international support for its Taiwan policy.
So it's limited in terms of substance, but the symbolism is still useful. So in my view,
those are the four main things Xi Jinping walked away from Pyongyang. Let's talk about what did
Kim Jong-un get. And this is where the balance sheet starts looking very different. First,
he got Xi Jinping to come to Pyongyang. That alone is significant. It's a victory for him.
Because the first international trip of the leader of the world's second largest economy
in 2026 was to Pyongyang. And he appeared before the cameras under North Korean banners and North
Korean choreography. The images broadcast around the world reinforced Kim's preferred narrative
that North Korea is not isolated. It's a country that major powers are competing to court.
So for a regime that has spent years under sanctions and diplomatic pressure,
that symbolism is valuable and enormously valuable. Second, Kim successfully kept the nuclear issue
off the table. Throughout the visit, the focus remained on friendship, cooperation,
and regional stability. Exactly the narrative Pyongyang wanted. Not once did North Korea make
any meaningful concession on its nuclear program. And not once did Kim indicate any willingness to
revisit denuclearization. So he managed to host China's top leader while giving ground on virtually
nothing that mattered most to Beijing, Washington, Seoul, or Tokyo. And that's a significant
diplomatic achievement. Third, he secured economic benefits. And this is important to North Korea.
China pledged expanded cooperation. Discussions also included restoring flights, passenger rail,
and broader economic exchanges. So in other words, Kim gained access to additional Chinese resources,
investment, trade, and economic support without surrendering any major strategic asset in return.
And so from his perspective, that's an excellent deal. Fourth, he preserved his
relationship with Russia. And this may be very important for him or for the region.
Nothing that emerged from this summit suggests any reduction in North Korea's growing partnership
with Moscow. Russia-North Korea cooperation continues to expand. And at the same time,
China is actively trying to strengthen ties with Pyongyang. That means Kim has successfully
maintained both tracks simultaneously. And this was not the case for North Korea in the past.
So he now doesn't have to choose between Beijing and Moscow. Instead, he can continue balancing
the two powers against each other, extracting benefits from both sides while remaining
dependent on neither. So for a small state sitting between larger powers, that's about as
comfortable a position as one can hope to achieve. And so that's why many people believe
Kim may have been the bigger winner in this summit. Xi Jinping demonstrated influence,
but that's only visual, while Kim demonstrated leverage. That's true strength. Xi Jinping
showed that China still matters. Kim showed that everyone still needs North Korea. Xi Jinping
left Pyongyang with photographs, statements, and diplomatic symbolism. And Kim walked away with
same thing, photographs, symbolism, economic commitments, continued Russian support,
and no meaningful concessions on the nuclear issue. So this is a very favorable outcome
for Pyongyang. That's why Kim got the better deal.