If Trumpian Duterte Really Bandwagons with China, It won’t End Well


This is the English-language version of a story I just wrote for Newsweek Japan on Philippine President Duterte’s strange new flirtation with China.

The big question I suppose is whether Duterte actually follows through. He has already shown himself to be a ‘trumpian’ nutball character, talking about killing millions of drug-dealers and users while praising Hitler. Previous associates have claimed him to be erratic and difficult. Sound familiar?

And just as I figure Trump would not follow through on his outlandish promises, like stealing Iraq’s oil, or retrenching from Asia, because it would be too hard – fighting all the interest groups in Washington, Congress, DoD, and so on – so I figure Duterte may just be spouting off. When he collides with the reality that no one in Asia trusts China, that his own people don’t want to give up Scarborough Shoal, this his own military is terrified of cutting links with the US to line up with China, I imagine his ‘pivot’ to China will be hard to pull off.

But let’s say he does take the Phils out of the US Asian alliance network. It wouldn’t surprise me at all if he comes to rue that decision. China has no allies; it has purely transactional relationships with places like N Korea, Pakistan, or Myanmar. Beijing would screw them over in a heartbeat if it was in its strategic interests. So I have little doubt that Beijing will come knocking again in the future, asking Manila to surrender all claims to the Spratlys too, or to ‘permit’ China to operate in its airspace. If you think a state run as a nasty authoritarian oligarchy at home, is suddenly going to be a liberal abroad, disappointment is coming.

The full essay follows the jump.

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The THAAD Debate is now Wildly Overwrought and Exaggerated


This a local re-posting of an essay I just wrote this week for The National Interest here. That pic is mine, taken next to the US embassy in Seoul.

Basically, I’m amazed at how unhinged the THAAD (Terminal High Altitude Area Defense) missile defense debate has become in South Korea. The South Korea left is really digging in its heels and turning this into a huge issue. ‘Activists’ have shaven their head and and thrown eggs at officials supporting deployment. Opposition lawmakers even went to Beijing, which strongly opposes the deployment, to ‘apologize.’ The National Assembly, now with a leftist majority, wants a vote on THAAD, and this might even become a presidential election year.

I honestly don’t understand this at all. All THAAD does is raise South Korea’s missile defense roof by about 100 kms. That’s it. SK already has lower tier missile defense, and THAAD’s radar adds nothing that the US doesn’t already have (contrary to China’s assertions, which the Chinese know but won’t admit). Yet the South Korea left and China (cynically) are treating this like the apocalypse, as some massive re-orientation of the northeast Asian strategic landscape. It’s not.

This is not intended to seem partisan. I actually agree with the SK left on a lot of domestic issues, such as better regulation of the chaebol, press freedom, protests rights, the SK right’s creepy mccarthyism. But on North Korea, I just don’t get the SK left at all, and running off to China over THAAD looked like craven appeasement of a bully. Appalling flunkeyism.

Anyway, read after the jump about why THAAD only buys SK a little more time to figure out to response to NK missilization. It’s hardly a revolution.

US Election and Northeast Asia: Clinton’s Status Quo vs. the Great Orange Unknown

Image result for debate

This re-posts an essay I published today at the Lowy Institute. I tried to sketch a few possible futures for northeast Asia with these two candidates.

Basically it seems to me that Clinton is offering the status quo, which is intuitively attractive to Asian elites, while Trump offers who-knows-what. It is fairly established then that Asia’s democracies want Clinton to win, while its non-democracies want Trump, although honestly, I wonder if the Chinese might be having second thought given how much Trump seems to be itching for a trade war.

Trump is the interesting variable here, and his trade policies are the big unknown. Unraveling America’s alliances out here would be really hard. I doubt Trump has the stamina, focus, and attention to bureaucratic detail to tackle that. But on trade, he would enjoy a lot more sympathy, and he could really change (ie, wreak havoc) on US trade relations with Asia is he wants.

I’m just scratching the surface in this short essay. If you really want a deep dive, go to the Peterson Institute for International Economics’ blog on North Korea, which has provided a lot of such coverage in greater detail than I provide here. Go to the bottom of this post for extended commentary from Stephen Haggard and Marcus Noland.

My essay follow the jump.

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Trump and Northeast Asian Nuclearization: Not as a Terrible an Idea as You’ve Heard

Image result for nuclear weapons northeast asiaThis is a re-post of something I wrote for the Lowy Institute earlier this month. The original is here.

So yes, Donald Trump is awful. He is a threat to American democracy, an vain narcissist, doesn’t know anything about nuclear weapons or national security, and so on. I know what you’re thinking, so I will say that I mailed-in my absentee ballot today, and I voted for Hillary Clinton.

That does not necessarily impugn all of his ideas however. And when he says that Japan and South Korea might pursue their own nuclear weapons, I have never understood the hysteria that greets this notion. That Trump says it, and that he might not really even understand what he’s saying, does not automatically mean it is wrong.

The debate over SK and Japanese nuclearization is a lot more variegated that we normally hear from mostly ‘liberal international order’ analysts who dominate Washington thinking on foreign policy. The essay below makes several claims, but the strongest to my mind is that a northeast Asian nuclear arms race is already underway; SK and Japan are just not participating in it – which does not mean it is not happening. It is true that they need not to some extent, because they are covered by American extended deterrence, which gives them ‘shadow nuclear weapons’ I suppose.

But the costs of them going nuclear are not that high anymore. Russia and North Korea have both substantially elevated the role of nuclear weapons in their grand strategies in the last two decades. China might start counter-building, but what is China doing for Japan or South Korea that it earns the privilege of them staying non-nuclear? Specifically, if China won’t rein in NK, the case for SK and Japanese nuclear restraint diminishes.

The full essay follows the jump.

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Is Obama’s Second Term the Highlight of the Pivot to Asia?


The following is a re-up of an essay I published this week with Newsweek Japan. I was thinking about Obama’s attendance at both the G-20 and ASEAN this month. Those trips really do reflect his commitment to the pivot to Asia – probably as much out of conviction as out of a desire to escape the sink-hole of the Middle East.

But as readers of this website know, I am rather skeptical that the pivot actually grips the median American voter. Sure, elites love it, especially realists. It has all the trappings of geopolitical excitement think-tankers and IR types love. But regular Americans care way more about other regions first – when they even consider foreign policy, which the rarely do when they vote. Europe and increasingly Latin America will always have a powerful ethnic pull, because most Americans have roots there, while the Middle East bewitches the American evangelicals who are obsessed with Islam and Israel. China, even though it is vastly more important, isn’t actually as pressing to voters except as a trade issue.

This is not to say that I don’t support the pivot. I do. Very much. But if you look at Trump and Clinton’s foreign policy utterances, they basically cleave to the pre-pivot norm: the obsession with the Middle East, Islam, terrorism, while Asia is basically a trade-cheater. Hillary has turned against her own creation, TPP, while Trump sounds like he’d spark a trade-war with China, and maybe even Japan.

So if you’re an Asia hand, enjoy your moment in Obama’s sun. Next year, we’ll back to warring in the Middle East.

The full essay follows the jump.

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Don’t Fear Trumpism too Much, East Asia – You’re Already Governed by It


The following is a local re-up of an essay I wrote for The National Interest recently. That essay was edited. The original is below, and I think it is better.  

The text in the picture is Chinese and reads: “Donald J. Trump super fan nation, Full and unconditional support for Donald J. Trump to be elected U.S. president.”

That Trump has sympathizers out here makes sense – even though he bashes the region all the time – because he obviously got a lot of his political ideas from East Asia: Mercantilism, race nationalism, hostility to immigration, huge distrust of Islam, oligopolistic mega-corporations dominated by interlocking family and crony networks, soft authoritarianism, manipulating the state to benefit politically-connected insiders, golf – that’s Trumpism. But it’s also the de facto governing ideology of contemporary Sinic-Confucian East Asia.

I remained convinced that Trump learned about East Asia primarily through the ‘declinist’ school of the 1980s. The popularized version of that argument was Michael Crichton’s 1992 novel Rising Sun. Given that this is Trump we are talking about though, he probably just watched the movie instead. This is why he talks about Japan so much.

What just amazes me is that Trump simultaneously has a 35-year history attacking the East Asian (mostly Japanese) nationalist-developmentalist model while pretty much proposing to bring it to the United States now if he gets elected. Trump is basically acting like what he thinks Japanese businessmen acted like in 1985 – just with an extra thick layer of idiocy and know-nothingness on top . Why does no one else see this? So if you are Japanese, maybe you can be proud in a weird way (lol): Trump thinks he’s you, just turning the tables.

The full essay follows the jump.

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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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