In anticipation of the uncertainties of Trump’s transactional approach to U.S.-China relations, Beijing has tried to warm diplomatic relationships and smooth over trade
disputes with non-U.S. trade partners.
China’s Geopolitical Posturing for a Second Trump Term Read More »
The U.S. Department of Commerce’s Bureau of Industry and Security (BIS) announced on December 2 updates to export controls that limit China’s access to advanced semiconductors and semiconductor manufacturing equipment in order to slow China’s military modernization and use of advanced technologies that enable human rights abuses. These rules are the Biden administration’s third major update in three years and are expected to serve as the final update before a change of administration.
In response to the U.S. election outcome, TAG sampled media commentaries and official statements from across the Indo-Pacific region, leveraged our in-house AI engine’s capabilities to process those findings, then peppered our results with insights from the region. Overall, we found that the major economies of the region feel challenged by the impending Trump presidency, but largely confident that they can continue to engage the United States effectively.
Trump’s Election Victory: The View from the Region Read More »
Southeast Asia will continue to benefit from increasing supply chain diversification and focus on resiliency. Diversification predates Trump’s first term, initially driven by higher production costs in China.
Forecasting Trump’s Impact on Southeast Asia Read More »
While the general negative trajectory of U.S.-China relations will not change after the election, competition is likely to intensify, and relations may become more unpredictable under a second Trump administration. Both Trump andHarris view China as the United States’ pacing threat and seek to curtail China’s technological advancement, military modernization, and non-market practices. However, their approaches may emphasize different policy instruments.
Harris vs. Trump: China Policy Read More »
Chinese firms view Mexico as a compelling investment destination in North America. Foreign direct investment (FDI) flows from China into Mexico represent Mexico’s fastest-growing source of inbound industrial capital. In 2022, China’s annual FDI into Mexico reached a record high and was almost four times the total in 2015. These most recent numbers also do not account for a wave of large investment deals signed in the past two to three years, some in the billions of dollars, that will be reflected in official data over the coming years.
Chinese Companies “Nearshoring in Mexico,” Making Washington Unhappy Read More »
On October 27, the ruling LDP and Komeito lost their majority in the Lower House, losing a combined 64 seats to opposition parties led by the CDPJ, which gained 50 seats.
Political Turmoil Rocks Japan as Ruling Parties Lose Majority Read More »
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Example Grouped Post (Biden vs. Trump) Read More »
On October 21, Vietnam’s National Assembly unanimously elected General Luong Cuong as the country’s new president. General Secretary To Lam, who had been serving concurrently as president, will now focus on his primary role as head of the Communist Party. Luong Cuong’s promotion signifies Vietnam’s return to the tradition of collective leadership, with power shared among the four highest ranking positions (the “four pillars”) – general secretary, president, prime minister, and chairman of the national assembly. With a decades-long career in the military, Luong Cuong adds a military presence to Vietnam’s leadership group, which was dominated by those with a police background.
Vietnam Appoints Army General Luong Cuong as New President Read More »
Key Takeaways Trade and Investment: Harris and Trump both aim to protect U.S. domestic industry and constrain China’s technological advancement, but Trump is much more enthusiastic about applying new tariffs on China. Regarding technology denial, Trump would try to accrue negotiating leverage through transactional, unilateral, and entity-based approaches to controls on exports and foreign investment.
Harris vs. Trump Indo-Pacific Policies Summary Read More »
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