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Chinese President Xi Jinping meets with Cambodia's Prime Minister Hun Manet (not pictured) at the Peace Palace in Phnom Penh, Cambodia, April 17, 2025.
China warns world against harmful US trade deals
Chinese President Xi Jinping launched a tour of Southeast Asia this month, visiting key trade partners and calling for an “open and cooperative international environment” that rejects “tariff abuse.” But given the reliance of countries like Vietnam and Cambodia on US markets, Beijing may need more than words.
What comes next: Major players are kicking off talks with the US, with Japan starting last week and South Korea meant to commence within days, and Vice President JD Vancemeeting with Indian Prime Minister Narendra Modi in New Delhi on Monday.
Keep your eye on smaller players: Kenyan President William Ruto arrives in Beijing Tuesday, as his burgeoning economy faces strain from US aid clawbacks. For economies in the developing world like his, taking Beijing’s side might be the best hedge available.Thailand's newly appointed Foreign Minister Maris Sangiampongsa reacts during a family photo session with new cabinet ministers at the Government House in Bangkok, Thailand, May 7, 2024.
US ally Thailand moves forward with BRICS membership
On Sunday, Thailand said Foreign Minister Maris Sangiampongsa had delivered an official letter to his Russian counterpart, Sergei Lavrov, outlining Bangkok’s intention to join the BRICS alliance, which has gained a reputation as an anti-Western forum in recent years. Thailand holds non-NATO major ally status with the United States, but Maris said it hopes joining the Chinese- and Russian-led group will help it “play a more active role in South-South cooperation.” Things may not come together by the next BRICS summit in October, but Bangkok’s bid is likely to work out.
Is Washington worried? Hardly. For all its ambitions of pushing the dollar out of its dominant trade position and aligning the Global South to mutual political goals, BRICS can’t match actions to rhetoric. The organization doesn’t even have a permanent secretariat to coordinate its activities, and its members often don’t see eye to eye.
Thailand isn’t the first US ally to join (Brazil was), and in January, BRICS expanded to include another major non-NATO ally, Egypt, as well as close US partners Ethiopia, Saudi Arabia, and the UAE.
So what’s the point? The impotence of BRICS makes joining a low-stakes gambit with some potential upside. It might help Thailand curry favor with China, its largest trade partner and most worrying military threat. But, if not, what has Bangkok really lost?Vice-Senior General Soe Win takes part in a military parade to mark the 74th Armed Forces Day in the capital Naypyitaw, Myanmar March 27, 2019.
Myanmar junta leader MIA as rebels make gains
Deputy Prime Minister Gen. Soe Win has not been seen in public since April 3, with unconfirmed reports alleging he was injured in a drone attack — or purged from leadership. Either explanation for his long absence comes down to the same root cause: six months of rebel victories and, as of April, daring air strikes on junta strongholds.
The rebel offensive: Starting in October, a loose coalition of ethnic minority militias backed by the People’s Democratic Forces (supporters of the overthrown democratic government) launched offensives that have seized almost all of Myanmar’s frontiers with India, China, and Thailand. With trade routes cut off, the junta is feeling pressure on its military supply chains and key sources of revenue.
Will the military fall? It’s hard to imagine. They may be on the back foot, but the feared Tatmadaw has a $2.7 billion budget while some rebels are building their own artisanal firearms (talk about scrappiness).
That said, the recent rebel drone strikes on the capital and other key junta sites reportedly caused tension among the cabinet (and possibly left Soe Win incommunicado). If it is true that the rebels are chipping away at the regime’s internal cohesion, that may be their most consequential victory yet.FILE PHOTO: Philippine Navy welcomes the arrival of Japanese Maritime Self-Defence Force ship for a two-day goodwill visit upon its arrival at the South Harbor in Metro Manila, Philippines April 26, 2018.
Japan looks south to bolster its security
Japanese Prime Minister Fumio Kishida is in Manila Friday for a summit with Philippines President Ferdinand Marcos Jr. as Tokyo attempts to draw closer to partners in Southeast Asia to hedge against China.
Tokyo already has extensive economic and diplomatic ties to the Philippines, and has strategically cultivated strong relations in Southeast Asia since the late 1970s. However, during this visit, along with a stop in Malaysia this weekend, Kishida hopes to deepen military ties, opening up Japanese defense exports to both countries, and setting up cross-training programs.
Adding a military dimension is an important change for Tokyo. In the wake of World War II, instead of a collective security strategy à la NATO, the United States pursued a “hub and spoke” system in Asia. Countries like Japan, South Korea, and the Philippines were all allies of the US, but not of one another, in part to maximize US leverage but also because each country faced diverging threats. What concerned Manila in the 1950s wasn’t necessarily an issue for Tokyo.
Now there’s one problem everyone in the region cares about: the Chinese military. Tokyo is well aware it can no longer rely on technological superiority to protect itself from China — nor can Washington. What it can do is fall back on those longstanding ties and give a boost to partners in Southeast Asia, says Eurasia Group’s Japan Director David Boling.
“Kishida’s visit to the Philippines to strengthen defense cooperation is Japan’s way of reminding China of this: You may be bigger than we are, but we have more friends than you do,” he said.
Indonesia's defence minister and presidential candidate, Prabowo Subianto, along with his running mate, Gibran Rakabuming Raka, who is the eldest son of Indonesian President Joko Widodo and Surakarta's Mayor, greet their supporters as they arrive at the election commission headquarters for registering themselves for next year's presidential election, in Jakarta, Indonesia, October 25, 2023
The race in Indonesia is on
Though Indonesia is the world’s fourth most populous country (pop. 276 million) and its largest majority Muslim state, it’s long been recognized more for its potential than its accomplishments. But as rivalries grow among the United States, China, and India, this archipelago nation stretching from the Indian Ocean to the Pacific is emerging as a more strategically important partner. It could also become one of the world’s 15 largest economies in the coming years.
Indonesia’s popular current president holds an approval rating of nearly 80% after nine years in power. Yet, Joko Widodo, widely known as Jokowi, is term-limited, and Indonesians will face elections next year to choose his successor. The first round of presidential voting will be held on Feb. 14, with a probable second-round runoff scheduled for June 26.
The deadline for registering presidential candidates for the election closed on Wednesday, and we now know the field. The bottom line: Next year’s election is very likely to produce political continuity.
Defense Minister and former Army General Prabowo Subianto is the favorite, in large part because he’s considered Jokowi’s anointed successor. (Prabowo’s vice presidential running mate is Jokowi’s son.) Prabowo’s strongest challenger, former Central Java Governor Ganjar Pranowo, is also considered close to Jokowi. The outsider candidate, former Jakarta Governor Anies Baswedan, is probably a long shot.
But Prabowo comes with baggage. As an army commander during the closing days of the three-decade Suharto dictatorship, which ended in 1998, he was accused of human rights abuses and banned for a period from entering the United States. He lost the 2014 and 2019 presidential elections to Jokowi. It appears, however, that the incumbent has calculated that Prabowo will allow him to retain political influence.
The greatest threat a Prabowo presidency appears to pose is to Indonesia’s economic policy. He’s viewed as a populist-nationalist, a leader more likely to govern Indonesia’s economy to sustain his popularity rather than to increase the country’s dynamism.
The campaign is now officially underway.
The geopolitics of "Barbie"
Ian Bremmer's Quick Take: Hi everybody. Ian Bremmer here, and a special update, Quick take, I know you need to hear about this. The geopolitics of "Barbie".
"Barbie" is coming out. No, not in that way. Next week in the United States and the United Kingdom, massive launch. You've seen the dreamhouse, you've seen the buses, you've seen the excitement, and now you've seen the geopolitical backlash. It was not what you were expecting. I certainly don't remember there ever being a political science Barbie. Uh, there is a campaign manager Barbie that they made. That's, that's pretty much the opposite when you think about it. And there's also a Chief Sustainability Officer Barbie, that was of course, made of plastic naturally. But never a geopolitical analyst Barbie. Well, maybe that was a mistake, turns out there's a problem.
In the movie, there's a world map behind Barbie. Unclear why Barbie requires a scene with the world map. I'm sure we're all gonna learn this in a couple of weeks or maybe not. But there it is. World map in crayon. And you can see Greenland that's in yellow of course, and sort of a nine-dash line. Might there be a nine-dash line around Southeast Asia? Well, that's the big question. Vietnam banned the movie from its market saying that that indeed was what was being depicted. The upside is that China has not, it's the largest global movie market at the box office. And Hollywood Studios, of course, very frequently tailor movies to ensure that they get approval from the sensors. Now, the Philippines was also going to ban "Barbie." They've now decided against it as long as the map is blurred. So here's the map. Take a look again. Is Barbie supporting Chinese Neocolonialism? And would Ken approve?
Of course critical question here. Warner Brothers says that "this is a child-like crayon drawing" and it was not intended to make any type of statement that alleged nine-dash line is neither clearly located in the South China Sea region, nor does it have nine dashes. We look carefully. It's only eight. Only eight dashes. That's one fewer dash. Heck it's not even the only dashed line on the map. If you look closely, you'll also see that there's a Cambodia-sized turtle that's located nearby, right on the Asian landmass. And I'm pretty sure that that's already been eaten. But I do think the Warner Brothers folks did know what they were doing. I mean, you know, you're trying hard to get access to the Chinese market, but you don't wanna alienate anyone. So by putting these eight dashes off of Asia, it's an effort to get favor from the Chinese sensors, but also not antagonize the Southeast Asians.
Barbie, you think you're so clever. But this has happened before in 2022. Vietnam and the Philippines both banned Sony Pictures action movie "Uncharted" over their nine-dashed depiction. And that was pretty clear. It was very brief, it was very clear depiction. Also, they stopped screenings both countries of Dreamworks animated film "Abominable" in 2019 due to a scene that showed the nine-dash line. Malaysia made the studio cut the scene from "Abominable," and that's no joke. What the hell are all these people doing with nine-dash lines? Well, you know, all we can say, Fox News had a host that asked, is Barbie a communist? You be the judge. Pics on the spectrum, but it should help "Oppenheimer" at the box office.
That's it for me. Talk to you real soon.
Cricket fans, with their faces painted in the Indian and Pakistani national flag colors, ahead of a match between the two countries.
What We’re Watching: Partition 75th anniversary, Kenyan vote count, US-China in Southeast Asia
India & Pakistan turn 75
This year’s Aug. 15 Diamond Jubilee of Partition, when the British Raj split into India and Pakistan, is a complicated affair. India has gained more from independence in 1947 than Pakistan: earlier this summer, the Indian economy crossed the $3.3 trillion mark and officially overtook the UK to become the world’s fifth-largest — a nice touch to celebrate 75 years of independence from its colonial master. But India’s democratic credentials remain under threat by the rise of Hindu nationalism. However, Pakistan’s experiments after Partition — proxy wars, civil war, martial law, and Islamism — brought much suffering to its people. Today, the country is at the verge of another financial crisis and negotiating its 23rd IMF bailout, as well as in talks with its own version of the Taliban. Unfortunately, a growing nuclear arsenal is the only equalizer for the political and economic imbalance between the two countries. But there is still hope yet. After years of making zero progress, India and Pakistan are now involved in a backchannel dialogue, which may bring some normalcy between the old enemies. That, and the cricket, of course: Pakistan has won more games overall against its arch-rival, but never beaten India in a World Cup match.
Kenya's election nailbiter
Six days after Kenya's presidential election, the race between Deputy President William Ruto and opposition leader Raila Odinga is still undeclared. As of Monday afternoon in Nairobi, Ruto is ahead by a slim margin with about half of the vote officially counted, while unofficial media tallies that initially put his rival in the lead now also have Ruto winning. Both sides accuse each other of tampering with the process, which is painstakingly slow to avoid past instances of fraud: in 2007, more than 1,200 people were killed in violent clashes across the country after Odinga claimed the election had been stolen, and in 2017 a string of logistical mistakes forced the Supreme Court to annul the result and order a rerun. The result must be announced no later than Tuesday, a full week after the vote. Also, if neither candidate gets more than 50% of the vote and at least 25% of the ballots cast in a minimum of 24 out of Kenya's 27 counties, the presidential election will for the first time go to a runoff before Sept. 8.
Southeast Asia tiptoes on US-China
Over the weekend, the US and Chinese militaries held separate military drills with Southeast Asian partners less than two weeks after US House Speaker Nancy Pelosi's mega-controversial trip to Taiwan, to which China responded by its biggest-ever show of force around the self-governing island. Chinese fighter jets participated in joint exercises with the Thai air force, while American and Indonesian troops wrapped up their two-week Garuda Shield live-fire drills, which Australia, Japan, and Singapore joined for the first time. The war games come amid heightened tensions in the region over Taiwan: many Southeast Asian countries are now “keeping their head down” to avoid picking sides between Beijing, who they do by far the most trade with, and Washington, which has given them more military aid for decades. No one wants to rock the boat in the region, where more than 10 years ago China and the Philippines — a former US colony that America is treaty-bound to defend — came to the brink of war over a disputed shoal in the South China Sea. Meanwhile, China kicked off Monday another round of military exercises near Taiwan after a group of US lawmakers visited the island the day before.
We are heading to a Taiwan crisis
Ian Bremmer's Quick Take: Hi, everybody. Ian Bremmer here, and a Quick Take for you as we kick off this Monday on Taiwan. Not the place we wanted to be talking about. Certainly not the place Biden wanted to be talking about. But it looks like House Speaker Nancy Pelosi is going to Taiwan after all. Biden himself did not know, late last week. And Pelosi had announced her Asia trip this weekend, with four countries listed. On a quick read, it looked like that said she wasn't going, but actually just left it out. It did say in the note that it was including those four states, so clearly they were leaving themselves space.
It is surprising, frankly, because President Biden absolutely didn't want Pelosi to go on this trip. Certainly not now. Certainly in the run-up to the Party Congress and Xi Jinping's succession for this third term. He had found out, and the White House had found out a couple of weeks ago, that she was planning the trip. This was private at this point. None of it was in the media.
And the White House made it very clear to Pelosi's office that they didn't think this was a good idea; that it would be seen as provocative and would lead to escalation. Didn't mean she had to cancel. Could mean she could postpone after the Party Congress. They understood that she wanted to make this trip while she's still Speaker of the House, looking forward to her legacy and because she's been historically very strong-willed and outspoken on China and democracy issues for decades. But not right now.
Unfortunately, that back and forth leaked. The fact that Pelosi was going on the trip, was planning to go on the trip, leaked. And that of course made life a lot more difficult because, once it's out there publicly, if Pelosi then says she's not going, she looks like she's backing down, and she doesn't care. And so much for her democracy legacy. And she's pretty strong-willed. And if Biden lets her go, then, it looks like he's can't keep a hold on his own Democratic caucus.
And if meanwhile, she cancels, then it looks like Biden's being soft on Taiwan. And look, this is a bad look for everybody. And what's the principal takeaway? I guess one is that maybe 80 year olds shouldn't be making big decisions on US foreign policy. But to look into the issue itself, we should recognize, over the last year and a half, the headlines on Taiwan had been frequently that Biden is being too tough on Taiwan. That he's saying, three times now, that the United States would defend Taiwan if China attacks it. And that, at face value, is a change in stated US-Taiwan policy.
Biden's also made it clear he wasn't changing Taiwan policy. But the headlines were all that he was being too tough. Now it's, "Biden's being too soft on Taiwan. Why is he pushing Pelosi not to go? Everyone has the right to." Back when Gingrich was House Speaker, he went and visited Taiwan. That's of course decades ago. And it was very different. The balance of power between the US and China was different then. But also, the timing was not as significant in potentially embarrassing the Chinese leadership, making them feel like they're losing face and have to respond.
The world has changed. And the Chinese have been very clear. They were warning the United States not to do this; that this would lead to a significant reaction, both military and diplomatic from the Chinese. I do accept them at their word on that. I'm sure there are going to be many people that say, "How dare the Chinese tell the Americans what to do?" And, "This is not something the US likes at all." That's true. And the Americans certainly aren't used to other countries telling them that there are red lines. But of course, the Americans do it all the time. And do it to China all the time. And the Chinese, when it really matters to the Americans, usually accept it.
For example, when the Americans told China just a couple months ago, "We hear that you're thinking about providing military support to the Russians. Do not dare or else. We know you're thinking about breaking sanctions on Russia. Don't you dare or else." And the Chinese response was they weren't happy about it, of course. In fact, they were pretty angry about it. But they ended up ceding to American demand. So, it's not as if suddenly the Chinese have all the power and the Americans no longer tell the Chinese what to do.
The US has the global reserve currency, a much bigger economy, the dominant global military. And power is asymmetrically still very much in the hands of the United States around the world. But this issue does really matter to China, more than almost anything else on the global stage. And of course, China doesn't see Taiwan as a foreign policy issue. They see it as a domestic policy issue.
The Americans of course, most assertively do not. And that hence creates this policy of strategic ambiguity where both sides try to coexist with dueling perceptions of reality that don't really line up with each other.
Biden is not personally responsible for Pelosi going. Again, he tried to stop her. But at the same time, he is Commander in Chief. She is taking a military plane. If he had really wanted to stop her, he could have. He chose not to. He didn't want that confrontation with Pelosi. So now, he's going to have it with the Chinese.
Look, the impact. China says there's going to be a military response. The likelihood of a direct military confrontation, where the Chinese would escort the plane out of China airspace, I think is vanishingly small. The Chinese military is obviously not going to shoot down Pelosi's plane. That would cause war. But there's going to be a high military alert on both sides. And greater mistakes are clearly possible. And inadvertent escalation's clearly possible in that environment.
I think, more broadly, what we would expect would be that China will change what it considers to be the red lines of Taiwan sovereignty at their Party Congress. Who can visit Taiwan for example, or how the Taiwanese business people are allowed, and under what conditions, to conduct business with mainland China, all of which would be seen as significantly escalatory and creating greater tripwires that could lead to direct confrontation between the US and China, and American allies and China, over Taiwan. Absolutely not what anyone right now wants to see. Not the Americans dealing with a cold war with elements of hot war with the Russians over Ukraine. And more broadly, not the Chinese dealing with a significant economic challenge with zero-COVID and a plummeting demographics and all sorts of internal economic bubbles that's making it harder for them to manage their system.
Nobody really wants a crisis over Taiwan right now. And yet, that's exactly where we seem to be heading. It's still true, of course, Pelosi's not there yet. And while there has been reporting from the United States and from Taiwan and from China that she's intending to go, she could still decide not to make this trip at the last moment. Certainly, I personally hope that's the decision that she makes. The Biden administration certainly hopes that. The Chinese government certainly hopes that. We will see. But as they say, "Hope is not a policy," and everyone has to prepare for the worst potential outcomes here.
At the beginning of August, it's supposed to be quieter. And yet, we know frequently August doesn't give it what we want. That's it for me. And I hope everyone's doing well. Talk to you all real soon.
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