Will Japan Get Sucked into the Post-PCA Ruling South China Sea Mess? Yeah, Probably


2016.9. 6号(8/30発売)

This is the English-language original of an op-ed I published in this week’s Newsweek Japan. I was thinking about what if any impact the recent Permanent Court of Arbitration ruling on the South China Sea, and China’s full-throated objection to it, will have on Japan. Three things come to mind:

1. Given the size of Japan’s economy, Japan is more absolutely dependent on SCS freedom of navigation than anyone else. Its straight-up dollar interest in FON down there is huge. It is hard to imagine Japan not getting pulled in just by the criterion alone.

2. China need not start a war or do anything very dramatic to cause genuine trouble for Japan in the SCS. It only needs to stop a few transiting ships for a few days for ‘health inspections’ or ‘environmental concerns.’ Or its fishermen or coast guard could ram or block ships. Once the pressure of an incident rose, China would release the ships, saying that they were now in compliance with some bogus regulation. This would send a clear signal that China has its boot on Japan’s windpipe but in a very oblique way that would make responding to China very hard. The Chinese have proven themselves adept at this sort of salami slicing. Future one- or two-day stoppages for specious health or traffic safety reasons would constantly be hanging out there as a potential threat. At the very least, it would drive up the cost of shipping and insurance.

2. The US is probably not going to fight a major conflict with a near-superpower just over shipping lanes. Were Japan directly attacked, sure, the US would intervene. But the Chinese aren’t stupid. They learned from the massive counter-balancing the Soviets incurred when they tried to bully everyone during the Cold War. The Chinese are much more oblique and crafty, and they’ll work hard to avoid a direct military confrontation with the US. This too will likely force Japan to get more involved.

The full essay follows the jump.

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Would a Chinese Cut-Off of North Korea Bring It Down?


This is a re-posting of something I wrote for the Lowy Institute here. Basically, I was trying to think of what might either bring North Korea down, or otherwise force it to change substantially. Usually at this point, people say something like, a war, or an internal revolt. But a war would be so disastrous, that it is worth looking at other possibilities. And an internal popular revolt seems really unlikely. In 71 years, North Korea has never had one.

In the movies, like Avatar, the people rise up and overthrow their oppressors. In reality, authoritarian regimes almost always collapse when the regime’s internal groups turn on each other. Regime splits, possibly catalyzed by popular protest, can force dictatorships to change or even collapse. In Egypt in 2011, the regime split after Mubarak failed to quell the revolt with his thugs and then flirted with using the army. They brass balked, and Mubarak began to lose internal support.

But if there won’t be popular revolt in North Korea, how to set the regime’s factions against one another? Well, how about going after their cash? The military and police who keep the Kim regime afloat pay a pretty high price for that. They are globally isolated, hated by the countrymen, and will be remembered in Korean history as thugs. What is the compensation? The great lifestyle of the gangster racket Pyongyang runs – the HDTVs, booze, women, foreign cars, and so on. All of that depends on a) foreign cash, and b) a foreign pipeline. China is required for both. Shut that gate, and the pie of foreign goodies suddenly starts to dry up. That might get them them tearing at each other.

The full essay follows the jump:

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The Coming Post-Trump Fight for the Republican Party: Out-of-Touch Reaganites vs Trumpist Insurgents


0726-thumb-240xautoIt’s the summer of Trump, so my July  monthly essay for Newsweek Japan (available here) is about him. I figure if everyone else can get on the Trump gravy-train, then I can too. For my specific thoughts on Trump and Asia, go here.

My interest is because I used to work in Republican politics in Ohio in the 1990s. I interned for John Boehner and later worked for a congressman. I’ve never really thought of myself as a Democrat, but the Republicans have gotten progressively more paranoid, anti-intellectual, and belligerent in the last 15-20 years. So now I am a ticket-splitting centrist, I guess – or at least I was until Trump came along. This is the first year I skipped a Republican primary, and I think the health of the republic requires a resounding Trump defeat this fall.

Anyway, this piece for Newsweek lays out what I think is the real impact of Trumpism. Given that Trump himself will likely lose and then disappear, his real impact will be that he opened new, white nationalist pathway to the GOP nomination, while demonstrating that GOP voters don’t actually care for the dated Reaganite agenda of the party’s Washington elite. So Ryan, McConnell, Laffer, and the rest now stand revealed as the emperor with no clothes as the nativists take over. Hence the next 4 years will be civil war between entrenched but unrepresentative Reaganites, and rising, insurgent Trumper nationalists. It is not clear who will win.

What a Trumpish GOP would Mean for Asia: Reduced Trade & Migration, and More Defense Spending


 

This a re-print of an op-ed I just published with the Lowy Institute.

I’ve argued elsewhere that I don’t think a President Trump would pull the US out of Asia. That would requiring battling a deep Washington consensus of government officials, think-tankers, military, and the rest who strongly support a continued American presence out here. Trump is too lazy and too ill-informed to try that. So don’t worry about that. Nor will Trump win. So don’t freak out yet. 

But I do think Trump has changed the GOP a lot, and that he will have successors. Trump just proved that the median GOP voter doesn’t give a damn about Reaganism. Republican voters are now lower middle class and downscale (whites), and they are not anti-statists who want tax cuts for the rich. Nor are they neocons (it’s their kids that fight the wars), nor are they social conservatives, as their rates of divorce, single parenthood, and substance abuse make clear. What they do want though is a dramatic reduction of immigration in order that the United States remain majority white longer.

In short, Trump has just showed the potential for the US to have a European-style nationalist-rightist party, complete with a whiff of fascism in Trump’s authoritarian posturing.

So my prediction is that: 1) Trump will lose, but 2) post-Trumpers will pop-up and try to use his message to win GOP primaries. This will ignite a serious civil war inside the GOP between the establishment – who are mostly Reaganites like Paul Ryan but who have weak roots among actual GOP voters, as Trump just illustrated – and white nationalist post-Trumpers who actually speak to issues the GOP base cares about. It’s not clear to me who will win, but the post-Trumpers have the votes and the passion.

The full essay follows the jump.

The Comfort Women Deal Six Months On – Where’s the Korean Backlash?


2016.6.21号(6/14発売)

The following is an op-ed I published in last week’s Newsweek Japan, where I write once a month. My editor asked me to write about how the comfort women deal of last year is getting on, and I have to say that I am surprised just how little we even hear about it anymore. For an issue that the Korean media often treated as central to South Korean identity, it seems to have inexplicably dropped out of the newspapers (which, I strongly suspect, displays how much the Korean government ‘directs’ the media here.)

So the main argument I make advances the one I made a few months ago: that if the Korean left does not fight back against the deal, then the deal achieves a level of national consensus it did not have initially when it was clinched in secret by a conservative government. And now that the left has surprisingly taken the majority in the parliament, this is the first and most important acid test for the deal. If the left doesn’t use its newfound power to go after the deal, then they are tacitly approving it.

Of course, no one in Korea will proactively say that they support the deal, but not acting is a way acting too. If the left, which has done so much to create this issue, does not re-politicize it, then that basically mean a broad, however unspoken, left-right consensus has emerged to take the deal and let the issue slowly disappear. The activist groups and leftist intellectuals, many of whom seem to have built their careers around the comfort women, will never give up. But without political representation, they are just one more voice in South Korea’s cacophonous civil society.

I have to say that I am really surprised that events are running this way. Just about every Korean I know gets really indignant and emotional at the mention of this issue. Yet the political class has dropped like a hot potato. So all these years of sturm und drang are over, just like that? Really? Still not sure why this has happened – American pressure? it was all just an act? everyone is truly terrified of NK and wants Japanese solidarity?

The full essay follows the jump.

“The Curious Love-Hate Relationship between China and North Korea”


The following is a re-up of my monthly post for the Lowy Interpreter for June. The original is here.

The fissure between North Korea and China is widely noted, and Kim Jong Il supposedly told Madeleine Albright when she visited Pyongyang in 2000 that he’d rather have a deal with the US than with China.

That’s somewhat understandable actually. The US is too far away, both geographically and culturally to really dominate North Korea if the two managed to strike a deal. But dealing with China – right next door, bullying, opportunistic – must be tough. There’s nothing Beijing would like more than for North Korea to be like East Germany: a completely dependent, completely controlled satellite. So the North Korean nuclear program is a great idea: even as North Korea becomes an economic semi-colony of China, the nukes can prevent the loss of political sovereignty.

The full essay follows the jump.

My Take on Trump and Asia for Newsweek Japan: He’s Too Lazy to Push for Real Change, so Don’t Worry


2016.6.14号(6/ 7発売)

I write a monthly column for Newsweek Japan, and below is this month’s English original (on pages 36-37 of the edition pictured).

I haven’t written much about Trump, mostly because he says so little of value in my area, nor do I believe that he really means what he says, because he changes so often and puts so little thought into foreign policy.

So my first comment to Asians who ask is: relax, because even if he wins, he isn’t likely to push through some major geopolitical retrenchment, because of the effort that would take in Washington. Nor is he likely to spark a huge trade war with China for the same reason. The bureaucratic resistance would be massive, and I don’t buy it at all that Trump has the tenacity, focus, intelligence, or interest in any policy issue necessary to undo long-standing precedents such as the decades-old US engagement in Asia.

If Obama can’t get us out of the Middle East, do you really believe Trump will take us out of Asia? Forget it. Perhaps it is the teacher in me, but, like Regan, Bush 2, Palin, and Fox before him, Trump’s defining intellectual feature is laziness, and it will take a helluva lot of work to change the US architecture out here. So forget it. Instead, think about what Trump really cares about – his show-boating, made-for-TV image as manly, tough, a winner, and so on.

President Trump will spend all his time and energy chasing whatever the polls say voters want in a desperate effort to stay popular. What he will really use US government power for, where he will show genuine commitment and focus, is in pursuing his media enemies Nixon-style, and enhancing his business interests. In that sense, he will govern like the CPP or Putin – chasing after journalists, feathering his nest, changing laws and regulations that damage his businesses, and so on.

So don’t worry Asia. Trump is too intellectually lazy to learn, too uniformed to understand, and too narcissistic to care. Trump is a threat to the First Amendment and check-and-balances, not the American architecture in Asia.

My essay follows the jump.