S Korea’s Confused Response on the Ukraine War wasn’t just Reflexive Mercantilism, but also the Leverage Autocracies Gain Over Democracies who Trade with Them Too Much

South Korea got a lot of (deserved) criticism for its erratic, corporate-profits-uber-alles approach to the Ukraine War. It has since come around, but only after the US twisted its arm with export control threats. And its MPs mostly skipped Zelensky’s speech to the SK parliament. All in all it was a pretty poor showing.

This is a re-post of a column I wrote a few days ago for the Japan Times. For other commentary in the same vein, try here, here, and here.

Some of this was straight-up mercantilism. The government complained about corporate investments in Russian being put at risk, plus the wider trade relationship. That came off so callous and tone-deaf that South Korean citizens pushed back. But it illustrates a long-established problem in South Korean foreign policy: the country’s largest corporations are far too influential, creating a what’s-good-for-Samsung-is-good-for-Korea mentality which is wrong, plutocratic, and undemocratic.

But the larger issue applies to all democracies trading a lot with autocracies: trade creates leverage, and autocracies are happy to weaponize it. China already did this in the THAAD fight with S Korea a few years back; New Zealand has gotten criticism as a weak link; American businesses like Disney and the NBA have been craven before China. All of us democracies are going to have to start unwinding our economies from nasty dictatorships to avoid betraying our values for corporate profits, and since China is South Korea’s biggest export market, the new Yoon government should start that now.

Here is that Japan Times essay:

The Ukraine war has a been a unique challenge to Asia’s democracies. The war is far away. It involves peoples cultural distinct from this region, and its impacts will be most directly felt in Eastern Europe. Russia’s complaints and motivations mostly concern the West, particularly the post-Cold War European settlement which much reduced Russian power there. Inevitably then, the West’s response has been the most active. It is in the firing line.

But there are Asian ramifications too, which Japan, to its credit, seems to have grasped. Despite long hesitation on the use of sanctions – despite the regular use of sanctions by its American ally – Tokyo appears to have decided that this Russian aggression needs to be punished. The Russian invasion is blatant imperialism. Were Russia to get away with absorbing a smaller neighbor as the world watched, it would send a powerful signal to China that it could do the same to Taiwan. That would be a direct security threat to Japan. And Russian tactics – the purposeful shelling of civilian areas, and the operation of death squads to murder civilians en masse – have been a moral shock. Japan’s decision to support the sanctioning of Russia looks increasingly like the right call.

By contrast, South Korea’s response has a been mixed bag. When the war started, Seoul’s response was hesitant and ambiguous, provoking a wave of international criticism which the government neither seemed to understand, nor know how to respond to. The first response of South Korean President Moon Jae-In’s administration was fear for South Korean exports to Russia. Lee Jae-Myung, the leftist candidate in the recent presidential election at the time, blamed Ukrainian president Volodymyr Zelensky for provoking the invasion, which brought another wave of social media backlash. For days, it was not clear if Seoul would support the sanctions regime. South Korea only came around when the US threatened a trade exemption its exporters need.

Read the rest here.

Trump’s ‘Clash of Civilizations’ with China: Huntington’s Model doesn’t even work in East Asia

This is a re-post of an essay I wrote for The National Interest a week ago.

Basically my argument is that even if you are a hawk on China and see it as an emerging competitor or even threat to the US, the clash of civilizations framework is a weak analytical model by which to understand Sino-US tension.

The big problem is that Huntington builds his civilizations everywhere else in the world around religion, but in East Asia he can’t, because that would make China and Japan – who are intense competitors – allies in a Confucian civilization. Making Japan and China allies would be ridiculous, so Huntington can’t use Confucianism as a civilization, even thought that so obviously fits his model for East Asia. Hence, Huntington falls back on national labels, identifying separate ‘Sinic’ and ‘Nipponic’ civilizations. This ad hoc prop-up of the theory undercuts Huntington’s whole point of arguing that national distinctions are giving way to civilizational ones and that therefore we should think of future conflicts as between civilizations, not nation-states. Well, apparently East Asia didn’t make that shift; conflict here is still nationalized. So

There are other issues I bring up as well, but that’s the main problem. Please read the essay after the jump…

If South Korea Wants a Cold War with Japan, Trump Won’t Stop It

This is a re-post of an essay I wrote a few weeks ago for the Lowy Institute. I am also happy to say that I was translated into Japanese, here.

So everyone knows that South Korea and Japan are having another spat – this time over compensation of Korean forced labor during the Imperial period. Korean courts have opened the door for lawsuits, while Japan continues to insist that all such claims were resolved at the time of normalization treaty. Korean officials I’ve talked with tell me that there is nothing the government can do. This is coming from the courts. I find that highly unlikely given the extreme presidentialization of the South Korean constitutional order and regular POTROK flouting of checks-and-balances.

But my concern here is that the  South Korean push on Japan on yet another issue will not lead to pushback. Trump doesn’t care about this stuff. He’s racist, dislikes allies, and gets most animated when telling them to pay more. SK conservatives, who have traditionally slowed the march to a precipice with Japan, are out of power. And Abe is burned out on this issue (‘Korea fatigue’).

So if the South Korean left genuinely wants a breach with Japan, and a slide into a cold war over Dokdo/Takeshima, Sea of Japan/East Sea, comfort women, labor reparations, and so on, then they’ll get it this time. This is very worrisome, but also a ‘useful’ social science natural experiment moment: we will learn just how far the South Korean left is willing to go on Japan, because the traditional brakes are not there this time.

The full essay follows the jump…

Annihilation without Representation: Do S Korea & Japan have a Veto over Action against N Korea?

This is a local re-post of an essay I wrote for The National Interest this month. The TNI editors gave it the very helpful title, “The True Danger of the North Korea Crisis: It Could Cost American Its Allies.” That is exactly right. If the US strikes North Korea without getting the consent of South Korea and Japan, they will exit the alliance. Why stay when your ally jeopardizes potentially millions of your citizens and doesn’t even get your permission? And this would have a huge demonstration effect on other US allies too. Now you know that Trump thinks you’re expendable. Why would you stay?

So to me, that is the big question going forward: Will Trump even bother to call the South Koreans and Japanese before he strikes? He couldn’t be bothered to appoint an ambassador to South Korea, and presidenting is pretty hard. So hey, why bother? Fox and Friends is on…

The full essay is below the jump:

Year in Review, 2016: Top 5 Events of Northeast Asian Security

If that thrilling post title doesn’t pull you away from It’s a Wonderful Life or Sound of Music, I don’t know what will.

This essay is a local re-post of my op-ed posted with the Lowy Institute this month. The pic is President-Elect Donald Trump in his first meeting with Japanese Prime Minister Shinzo Abe. It well captures what a banana republic amateur hour set will be running the US shortly, which makes Trump the number one Asian security story of the year. That is Trump with his daughter and son-in-law business partners, but no US-side translator or Japan expert, because heh, what really matters is getting Trump Tower Tokyo built…

My top 5 security events for the region in 2016 follow the jump, but honestly you’re probably a lot more interested in my picks for the worst TV show and movie of the year.

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.

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

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.

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

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 Huge, Strange Coalition Opposed to an Obama Apology at Hiroshima

A G-7 meeting will take place on May 26-27 at Ise, Japan. This has prompted some discussion about whether or not President Obama will and/or should apologize for the August 6, 1945 bomb-drop. I figure he won’t for the reasons sketched in this essay: basically no one wants him to. The coalition opposed to an apology is huge. The below essay is a repost of my May essay for the Lowy Institute.

I did not engage the issue much of whether Obama should apologize, which also part of the reason why he won’t. It is not really clear that the bomb-drop was a war-crime deserving of an apology. That is different than pointing out that the bomb-drop may not have actually ended the war as American mythology insists it does. It probably did not actually convince the Japanese to quit. It was the Soviet entry into the war that finally pushed the cabinet to give in. But that does not mean that the bombing was unjustified, because US policy-makers obviously did not know that at the time. So be sure to distinguish between 1) did the bomb cause Japan to give up? (probably not; it was Stalin); 2) was the bomb drop immoral? (probably not, as the war was still going on and there was good reason to believe a shock weapon like this this might finally convince the junta to give up).

There are two good movie versions of all this too: Japan’s Longest Day (which is scarcely known in the West), and Hiroshima. My full Lowy essay follows the jump.

Waiting for China re: N Korea is like Waiting for Godot – My JoongAng Daily op-ed

I published an op-ed in the JoongAng Daily today, which this post re-prints.

Basically my argument is that China will increasingly be singled out and globally embarrassed for enabling North Korea if the post-comfort women deal cooperation between South Korea, Japan, and the US holds. If the democracies can work as a team on North Korea – finally! – and if we drop Russia from our regional analyses – as we should because Russia plays no role other than occasional spoiler regarding North Korea – then the game basically boils down to China on one side and the democracies (SK, Japan, and the US) on the other, meaning China stands out globally as North Korea’s protector.

All the Chinese obfuscation of the Six Party Talks or ‘regional solutions’ is falling away. It is now painfully obvious that China alone now is what is keeping North Korea afloat, allowing it to escape the worst pressures of all the sanctions piling up, and arguably even preventing it from collapsing by providing so much informal aid to North Korea. And by aid, I don’t just mean direct shipments of rice and fuel; I also mean the access to the outside world that allows Pyongyang to get luxury goods, use dollars, traffic its illicit production, and so on.

So let’s keep the democracies working together in a common front on NK. That is huge progress, and it shines a very clear spotlight on China now as NK’s last, only enabler. The sheer embarrassment of that is bound to impact prestige-conscious Chinese elites going forward.

On this issue of Chinese attitudes towards North Korea, Leif-Eric Easley, a friend from Ewha University in Seoul, just published a nice academic article on this. If I read Leif right, he’s even more pessimistic that China will change on North Korea than I am.

My full op-ed follows the jump.