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.
This 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.
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.
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.
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.
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:
It’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.