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Javier E

Taiwan Wants China to Think Twice About an Invasion - The Atlantic - 0 views

  • Taiwan is now on pace to spend more than $19 billion on defense in 2023. But China spends more than $200 billion a year
  • Instead of building large, conventional hardware (airplanes, tanks, submarines), military experts have urged Taiwan to focus on so-called asymmetric capabilities (anti-ship weapons, surface-to-air missiles, stockpiles of small arms and ammunition), which have served Ukraine well in repelling a larger invader. That, combined with a bigger force of civilian reserves, could make the cost of an invasion too high for China. This approach has earned a nickname in global defense circles: “the porcupine strategy.”
  • China now has the world’s largest navy, with more than 350 ships and submarines. Its rocket force maintains the world’s largest arsenal of land-based missiles, which would feature in any war with Taiwan.
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  • Admiral Lee Hsi-ming, who was chief of Taiwan’s General Staff from 2017 to 2019, has championed the shift to asymmetric capabilities and has emerged as a Cassandra-like figure in his warnings that Taiwan is not preparing fast enough
  • You may not be able to stop an invasion, Lee says, but you can stop China from subjugating Taiwan. This entails denying China the ability to control the battle space. The Chinese haven’t fought a war in several decades, and Taiwan has geographic advantages—including ample mountains and few beaches suitable for amphibious operations
  • the first three section headings: “I. Taiwan Is Part of China—This Is an Indisputable Fact,” “II. Resolute Efforts of the CPC to Realize China’s Complete Reunification,” and “III. 2fChina’s Complete Reunification Is a Process That Cannot Be Halted.”
  • Lee points to two possible scenarios. The first is a coercive approach in which China encircles and pressures Taiwan—perhaps even seizing outlying islands and engaging in missile strikes. The second is a full-scale invasion.
  • Politically, Lee said, the message from China to the U.S. and Taiwan is simple: “I can do whatever I want in Taiwan, and there’s nothing the U.S. can do about it.” This message came across unequivocally in a white paper that Beijing released in August.
  • Anti-ship missiles, anti-tank weapons, shoulder-fired surface-to-air missiles, drones, long-range artillery, and small arms could wreak havoc on an invading force, and disrupt the supply chains necessary to sustain an occupation.
  • Lee also argues that Taiwan’s civilian population should be organized into a trained Territorial Defense Force, so that any attempted occupation would be met by the broadest possible resistance. “As long as China fails, Taiwan wins the war,”
  • “The purpose is to make China believe that if you want to invade Taiwan, you will suffer huge losses,” Lee said. “And if you still invade Taiwan, you will not be able to succeed.
  • as Lee sees it, the pace must quicken. “Taiwan needs a strategic paradigm shift,”
  • When Chiang fled to Taiwan—with roughly 2 million Chinese from the mainland—there were some 6 million people already living on an island that was just emerging from 50 years of Japanese rule. Most of the people living on the island when Chiang arrived could claim roots in Taiwan going back hundreds of years. They had their own languages and culture. So too did the island’s many Indigenous groups, such as the Amis, the Atayal, and the Paiwan.
  • To subjugate the island, Chiang killed and imprisoned tens of thousands over decades—a period known as the White Terror. He set up a military dictatorship under the leadership of his Chinese nationalist Kuomintang Party (KMT) and, from this offshore platform, vowed to reclaim mainland China.
  • After the election of President Ma Ying-jeou, in 2008, links of trade, investment, and travel helped reduce tensions with China. Ma was from the KMT, and the party’s Chinese heritage and its ties to Taiwan’s business elite eased the way to détente with Beijing.
  • But many Taiwanese, particularly the young, feared that forging too close a connection could ultimately give Beijing leverage over Taiwan. In 2014, in what became known as “the Sunflower Movement,” named for the flower that served as a symbol of hope, students occupied the Taiwan legislature to oppose a free-trade agreement with China. After a tense standoff, they succeeded in stopping the deal.
  • tus quo is really interesting, because in the American context that is what it mean
  • But the idea of it here is: There is no need to declare independence, because we are already independent. This country functions like an independent nation, but someone else says it is not.” Recent polling suggests that fewer than 5 percent of people in Taiwan identify as “only Chinese.”
  • n Chinese and KMT officials 30 years ago, an outcome
  • at represents anything but consensus. To the Chinese Communist Party, the consensus is that there is one China, and the government in Beijing is the sole legitimate authority. To the KMT, the consensus is that there is one China, but the Republic of China in Taiwan is the legitimate government. To the DPP, there is no consensus, only a fraught political reality to be managed
  • China proposes a “one country, two systems” regime, in which Taiwan becomes a formal part of China but maintains an autonomous political system. There is one big problem with this proposal: Hong Kong
  • in 2020, several “national-security laws” were passed giving the authorities broad powers to crush dissent. Activists were rounded up. Independent media were shut down. One country, two systems was dead. The fate of Hong Kong has had a profound impact on Taiwan.
  • Ukraine inspired the Taiwanese society a lot, including how Zelensky told their story,” Chiang said. He was almost matter-of-fact when he told me, “I would say war between China and Taiwan will definitely happen. We want to win.”
  • In our conversation, Tsai talked about what she had learned from Ukraine. One lesson is simply the need for international support—to defend itself or, better, to avoid a war in the first place
  • Another lesson of Ukraine is the importance of national character. Outside support, Tsai emphasized, depends on qualities only Taiwan can provide. “You need to have good leadership,” she said, “but more important is the people’s determination to defend themselves, and the Ukrainian people showed that.
  • Hanging over all of this is the role of the United States. As one Taiwanese ex
  • ert pointedly asked me: “We can make ourselves a porcupine, but what are you going to do?”
  • Would the U.S. risk the biggest naval battle since World War II to break a Chinese blockade? Would the U.S. attack an invading Chinese force knowing that U.S. military personnel in Japan, Guam, and possibly Hawaii are within range of Chinese rockets? Would the American people really support a war with the world’s most populous country in order to defend Taiwan?
  • how the U.S. can help prepare Taiwan than on what the U.S. would do in a conflict.
  • small victories only point up the scale of the challenge. Wu himself has used the term cognitive warfare to describe the comprehensive nature of China’s pressure on Taiwan. “They use missiles, air, ships, disinformation, cyberattacks, and economic coercion,” he told me. As a warning sign, China has banned hundreds of exported products from Taiwan. “They claimed that our mangoes tested positive for COVID,”
  • . If China takes Taiwan, Wu suggested that the Chinese Communist Party’s ambitions could extend to the East China Sea, threatening Japan; to the South China Sea, where China has built militarized islands and claims an entire body of water bordering several nations; to the Indian Ocean, where China is expanding influence and could establish military bases; and to the Pacific Ocean, where China is working to establish security pacts with island nations
  • I sat there reading message after message, all posted in closed chat rooms, meant to bend Taiwanese minds to Beijing’s worldview. The meanings of buzzwords like cognitive warfare and resilience came into sharper focus. Facing the seemingly bottomless resources of a massive totalitarian state, here were two young people working for free on a Wednesday night, quietly insisting on the notion that there is indeed such a thing as objective reality.
  • to preserve this, Taiwan has to find some mix of the approaches that I’d heard about: preparing for a war while avoiding it; talking to China without being coerced by it; drawing closer to the U.S. without being reduced to a chess piece on the board of a great game; tending to a young democracy without letting divisions weaken it; asserting a unique identity without becoming an independent country.
Javier E

Opinion | America, China and a Crisis of Trust - The New York Times - 0 views

  • some eye-popping new realities about what’s really eating away at U.S.-China relations.
  • The new, new thing has a lot to do with the increasingly important role that trust, and its absence, plays in international relations, now that so many goods and services that the United States and China sell to one another are digital, and therefore dual use — meaning they can be both a weapon and a tool.
  • In the last 23 years America has built exactly one sort-of-high-speed rail line, the Acela, serving 15 stops between Washington, D.C., and Boston. Think about that: 900 to 15.
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  • it is easy to forget how much we have in common as people. I can’t think of any major nation after the United States with more of a Protestant work ethic and naturally capitalist population than China.
  • These days, it is extremely difficult for a visiting columnist to get anyone — a senior official or a Starbucks barista — to speak on the record. It was not that way a decade ago.
  • The Communist Party’s hold is also a product of all the hard work and savings of the Chinese people, which have enabled the party and the state to build world-class infrastructure and public goods that make life for China’s middle and lower classes steadily better.
  • Beijing and Shanghai, in particular, have become very livable cities, with the air pollution largely erased and lots of new, walkable green spaces.
  • some 900 cities and towns in China are now served by high-speed rail, which makes travel to even remote communities incredibly cheap, easy and comfortable
  • Just when trust has become more important than ever between the U.S. and China, it also has become scarcer than ever. Bad trend.
  • China’s stability is a product of both an increasingly pervasive police state and a government that has steadily raised standards of living. It’s a regime that takes both absolute control and relentless nation-building seriously.
  • For an American to fly from New York’s Kennedy Airport into Beijing Capital International Airport today is to fly from an overcrowded bus terminal to a Disney-like Tomorrowland.
  • China got an early jump on A.I. in two realms — facial recognition technology and health records — because there are virtually no privacy restrictions on the government’s ability to build huge data sets for machine learning algorithms to find patterns.
  • “ChatGPT is prompting some people to ask if the U.S. is rising again, like in the 1990s,”
  • “I understand your feeling: You have been in the first place for a century, and now China is rising, and we have the potential to become the first — and that is not easy for you,” Hu said to me. But “you should not try to stop China’s development. You can’t contain China in the end. We are quite smart. And very diligent. We work very hard. And we have 1.4 billion people.”
  • Before the Trump presidency, he added: “We never thought China-U.S. relations would ever become so bad. Now we gradually accept the situation, and most Chinese people think there is no hope for better relations. We think the relationship will be worse and worse and hope that war will not break out between our two countries.”
  • A lot of people hesitated when I asked. Indeed, many would answer with some version of “I’m not sure, I just know that it’s THEIR fault.”
  • t was repeated conversations like these that got me started asking American, Chinese and Taiwanese investors, analysts and officials a question that has been nagging at me for a while: What exactly are America and China fighting about?
  • the real answer is so much deeper and more complex than just the usual one-word response — “Taiwan” — or the usual three-word response — “autocracy versus democracy.”
  • Let me try to peel back the layers. The erosion in U.S.-China relations is a result of something old and obvious — a traditional great-power rivalry between an incumbent power (us) and a rising power (China) — but with lots of new twists
  • One of the twists, though, is that this standard-issue great-power rivalry is occurring between nations that have become as economically intertwined as the strands of a DNA molecule. As a result, neither China nor America has ever had a rival quite like the other.
  • in modern times, China, like America, has never had to deal with a true economic and military peer with which it was also totally intertwined through trade and investment.
  • Another new twist, and a reason it’s hard to define exactly what we’re fighting about, has a lot to do with how this elusive issue of trust and the absence of it have suddenly assumed much greater importance in international affairs.
  • This is a byproduct of our new technological ecosystem in which more and more devices and services that we both use and trade are driven by microchips and software, and connected through data centers in the cloud and high-speed internet
  • so many more things became “dual use.” That is, technologies that can easily be converted from civilian tools to military weapons, or vice versa.
  • no one country or company can own the whole supply chain. You need the best from everywhere, and that supply chain is so tightly intertwined that each company has to trust the others intimately.
  • when we install the ability to sense, digitize, connect, process, learn, share and act into more and more things — from your GPS-enabled phone to your car to your toaster to your favorite app — they all become dual use, either weapons or tools depending on who controls the software running them and who owns the data that they spin off.
  • As long as most of what China sold us was shallow goods, we did not care as much about its political system — doubly so because it seemed for a while as if China was slowly but steadily becoming more and more integrated with the world and slightly more open and transparent every year. So, it was both easy and convenient to set aside some of our worries about the dark sides of its political system.
  • when you want to sell us ‘deep goods’ — goods that are dual use and will go deep into our homes, bedrooms, industries, chatbots and urban infrastructure — we don’t have enough trust to buy them. So, we are going to ban Huawei and instead pay more to buy our 5G telecom systems from Scandinavian companies we do trust: Ericsson and Nokia.”
  • as we’ve seen in Ukraine, a smartphone can be used by Grandma to call the grandkids or to call a Ukrainian rocket-launching unit and give it the GPS coordinates of a Russian tank in her backyard.
  • So today, the country or countries that can make the fastest, most powerful and most energy efficient microchips can make the biggest A.I. computers and dominate in economics and military affairs.
  • As more and more products and services became digitized and electrified, the microchips that powered everything became the new oil. What crude oil was to powering 19th- and 20th-century economies, microchips are for powering 21st-century economies.
  • When you ask them what is the secret that enables TSMC to make 90 percent of the world’s most advanced logic chips — while China, which speaks the same language and shares the same recent cultural history, makes zero — their answer is simple: “trust.”
  • TSMC is a semiconductor foundry, meaning it takes the designs of the most advanced computer companies in the world — Apple, Qualcomm, Nvidia, AMD and others — and turns the designs into chips that perform different processing functions
  • TSMC makes two solemn oaths to its customers: TSMC will never compete against them by designing its own chips and it will never share the designs of one of its customers with another.
  • “Our business is to serve multiple competitive clients,” Kevin Zhang, senior vice president for business development at TSMC, explained to me. “We are committed not to compete with any of them, and internally our people who serve customer A will never leak their information to customer C.”
  • But by working with so many trusted partners, TSMC leverages the partners’ steadily more complex designs to make itself better — and the better it gets, the more advanced designs it can master for its customers. This not only requires incredibly tight collaboration between TSMC and its customers, but also between TSMC and its roughly 1,000 critical local and global suppliers.
  • As the physics of chip making gets more and more extreme, “the investment from customers is getting bigger and bigger, so they have to work with us more closely to make sure they harvest as much [computing power] as they can. They have to trust you.”
  • China also has a foundry, Semiconductor Manufacturing International Corporation, which is partly state-owned. But guess what? Because no global chip designers trust SMIC with their most advanced designs, it is at least a decade behind TSMC.
  • It’s for these reasons that the erosion in U.S.-China relations goes beyond our increasingly sharp disagreements over Taiwan. It is rooted in the fact that just when trust, and its absence, became much bigger factors in international affairs and commerce, China changed its trajectory. It made itself a less trusted partner right when the most important technology for the 21st century — semiconductors — required unprecedented degrees of trust to manufacture and more and more devices and services became deep and dual use.
  • when American trade officials said: “Hey, you need to live up to your W.T.O. commitments to restrict state-funding of industries,” China basically said: “Why should we live by your interpretation of the rules? We are now big enough to make our own interpretations. We’re too big; you’re too late.”
  • Combined with China’s failure to come clean on what it knew about the origins of Covid-19, its crackdown on democratic freedoms in Hong Kong and on the Uyghur Muslim minority in Xinjiang, its aggressive moves to lay claim to the South China Sea, its increasing saber rattling toward Taiwan, its cozying up to Vladimir Putin (despite his savaging of Ukraine), Xi’s moves toward making himself president for life, his kneecapping of China’s own tech entrepreneurs, his tighter restrictions on speech and the occasional abduction of a leading Chinese businessman — all of these added up to one very big thing: Whatever trust that China had built up with the West since the late 1970s evaporated at the exact moment in history when trust, and shared values, became more important than ever in a world of deep, dual-use products driven by software, connectivity and microchips.
  • it started to matter a lot more to Western nations generally and the United States in particular that this rising power — which we were now selling to or buying from all sorts of dual-use digital devices or apps — was authoritarian.
  • eijing, for its part, argues that as China became a stronger global competitor to America — in deep goods like Huawei 5G — the United States simply could not handle it and decided to use its control over advanced semiconductor manufacturing and other high-tech exports from America, as well as from our allies, to ensure China always remained in our rearview mirror
  • Beijing came up with a new strategy, called “dual circulation.” It said: We will use state-led investments to make everything we possibly can at home, to become independent of the world. And we will use our manufacturing prowess to make the world dependent on our exports.
  • Chinese officials also argue that a lot of American politicians — led by Trump but echoed by many in Congress — suddenly seemed to find it very convenient to put the blame for economic troubles in the U.S.’s middle class not on any educational deficiencies, or a poor work ethic, or automation or the 2008 looting by financial elites, and the crisis that followed, but on China’s exports to the United States.
  • As Beijing sees it, China not only became America’s go-to boogeyman, but in their frenzy to blame Beijing for everything, members of Congress started to more recklessly promote Taiwan’s independence.
  • Xi told President Biden at their summit in Bali in November, in essence: I will not be the president of China who loses Taiwan. If you force my hand, there will be war. You don’t understand how important this is to the Chinese people. You’re playing with fire.
  • at some level Chinese officials now understand that, as a result of their own aggressive actions in recent years on all the fronts I’ve listed, they have frightened both the world and their own innovators at precisely the wrong time.
  • I don’t buy the argument that we are destined for war. I believe that we are doomed to compete with each other, doomed to cooperate with each other and doomed to find some way to balance the two. Otherwise we are both going to have a very bad 21st century.
  • I have to say, though, Americans and Chinese remind me of Israelis and Palestinians in one respect: They are both expert at aggravating the other’s deepest insecurities.
  • China’s Communist Party is now convinced that America wants to bring it down, which some U.S. politicians are actually no longer shy about suggesting. So, Beijing is ready to crawl into bed with Putin, a war criminal, if that is what it takes to keep the Americans at bay.
  • Americans are now worried that Communist China, which got rich by taking advantage of a global market shaped by American rules, will use its newfound market power to unilaterally change those rules entirely to its advantage. So we’ve decided to focus our waning strength vis-à-vis Beijing on ensuring the Chinese will always be a decade behind us on microchips.
  • I don’t know what is sufficient to reverse these trends, but I think I know what is necessary.
  • If it is not the goal of U.S. foreign policy to topple the Communist regime in China, the United States needs to make that crystal clear, because I found a lot more people than ever before in Beijing think otherwise.
  • As for China, it can tell itself all it wants that it has not taken a U-turn in recent years. But no one is buying it. China will never realize its full potential — in a hyper-connected, digitized, deep, dual-use, semiconductor-powered world — unless it understands that establishing and maintaining trust is now the single most important competitive advantage any country or company can have. And Beijing is failing in that endeavor.
  • In his splendid biography of the great American statesman George Shultz, Philip Taubman quotes one of Shultz’s cardinal rules of diplomacy and life: “Trust is the coin of the realm.”
kaylynfreeman

The Land That Failed to Fail - The New York Times - 0 views

  • China now leads the world in the number of homeowners, internet users, college graduates and, by some counts, billionaires. Extreme poverty has fallen to less than 1 percent. An isolated, impoverished backwater has evolved into the most significant rival to the United States since the fall of the Soviet Union.
  • in Beijing the question these days is less how to catch up with the West than how to pull ahead — and how to do so in a new era of American hostility
  • The pattern is familiar to historians, a rising power challenging an established one, with a familiar complication: For decades, the United States encouraged and aided China’s rise, working with its leaders and its people to build the most important economic partnership in the world, one that has lifted both nations.
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  • During this time, eight American presidents assumed, or hoped, that China would eventually bend to what were considered the established rules of modernization: Prosperity would fuel popular demands for political freedom and bring China into the fold of democratic nations. Or the Chinese economy would falter under the weight of authoritarian rule and bureaucratic rot.
  • China’s Communist leaders have defied expectations again and again. They embraced capitalism even as they continued to call themselves Marxists. They used repression to maintain power but without stifling entrepreneurship or innovation. Surrounded by foes and rivals, they avoided war, with one brief exception, even as they fanned nationalist sentiment at home. And they presided over 40 years of uninterrupted growth, often with unorthodox policies the textbooks said would fail.
  • There is no simple explanation for how China’s leaders pulled this off. There was foresight and luck, skill and violent resolve, but perhaps most important was the fear — a sense of crisis among Mao’s successors that they never shook, and that intensified after the Tiananmen Square massacre and the collapse of the Soviet Union.
  • China’s Communists studied and obsessed over the fate of their old ideological allies in Moscow, determined to learn from their mistakes. They drew two lessons: The party needed to embrace “reform” to survive — but “reform” must never include democratization.
  • China has veered between these competing impulses ever since, between opening up and clamping down, between experimenting with change and resisting it, always pulling back before going too far in either direction for fear of running aground.
  • The careers of these men from Moganshan highlight an important aspect of China’s success: It turned its apparatchiks into capitalists.
  • Party leaders called this go-slow, experimental approach “crossing the river by feeling the stones” — allowing farmers to grow and sell their own crops, for example, while retaining state ownership of the land; lifting investment restrictions in “special economic zones,” while leaving them in place in the rest of the country; or introducing privatization by selling only minority stakes in state firms at first.
  • Mikhail Gorbachev, the last leader of the Soviet Union, tried to break the hold of these bureaucrats on the economy by opening up the political system. Decades later, Chinese officials still take classes on why that was a mistake. The party even produced a documentary series on the subject in 2006, distributing it on classified DVDs for officials at all levels to watch.
  • Afraid to open up politically but unwilling to stand still, the party found another way. It moved gradually and followed the pattern of the compromise at Moganshan, which left the planned economy intact while allowing a market economy to flourish and outgrow it.
  • American economists were skeptical. Market forces needed to be introduced quickly, they argued; otherwise, the bureaucracy would mobilize to block necessary changes. After a visit to China in 1988, the Nobel laureate Milton Friedman called the party’s strategy “an open invitation to corruption and inefficiency.”
  • The United States and Japan, both routinely vilified by party propagandists, became major trading partners and were important sources of aid, investment and expertise
  • At the same time, the party invested in education, expanding access to schools and universities, and all but eliminating illiteracy
  • mainland China now produces more graduates in science and engineering every year than the United States, Japan, South Korea and Taiwan combined.
  • In cities like Shanghai, Chinese schoolchildren outperform peers around the world. For many parents, though, even that is not enough. Because of new wealth, a traditional emphasis on education as a path to social mobility and the state’s hypercompetitive college entrance exam, most students also enroll in after-school tutoring programs — a market worth $125 billion, according to one study, or as much as half the government’s annual military budget.
  • party made changes after Mao’s death that fell short of free elections or independent courts yet were nevertheless significant
  • The party introduced term limits and mandatory retirement ages, for example, making it easier to flush out incompetent officials. And it revamped the internal report cards it used to evaluate local leaders for promotions and bonuses, focusing them almost exclusively on concrete economic targets.
  • These seemingly minor adjustments had an outsize impact, injecting a dose of accountability — and competition — into the political system, said Yuen Yuen Ang, a political scientist at the University of Michigan. “China created a unique hybrid,” she said, “an autocracy with democratic characteristics.”
  • They were rewarded with soaring tax revenues and opportunities to enrich their friends, their relatives and themselves. A wave of officials abandoned the state and went into business. Over time, the party elite amassed great wealth, which cemented its support for the privatization of much of the economy it once controlled.
  • The private sector now produces more than 60 percent of the nation’s economic output, employs over 80 percent of workers in cities and towns, and generates 90 percent of new jobs
  • the bureaucrats stay out of the way. “I basically don’t see them even once a year,” said James Ni, chairman and founder of Mlily, a mattress manufacturer in eastern China. “I’m creating jobs, generating tax revenue. Why should they bother me?”
  • even as he wraps himself in Deng’s legacy, Mr. Xi has set himself apart in an important way: Deng encouraged the party to seek help and expertise overseas, but Mr. Xi preaches self-reliance and warns of the threats posed by “hostile foreign forces.
  • China tapped into a wave of globalization sweeping the world and emerged as the world’s factory. China’s embrace of the internet, within limits, helped make it a leader in technology. And foreign advice helped China reshape its banks, build a legal system and create modern corporations.
  • It was a remarkable act of reinvention, one that eluded the Soviets. In both China and the Soviet Union, vast Stalinist bureaucracies had smothered economic growth, with officials who wielded unchecked power resisting change that threatened their privileges.
  • Mr. Lin was part of a torrent of investment from ethnic Chinese enclaves in Hong Kong, Taiwan, Singapore and beyond that washed over China — and gave it a leg up on other developing countries
  • The timing worked out for China, which opened up just as Taiwan was outgrowing its place in the global manufacturing chain. China benefited from Taiwan’s money, but also its managerial experience, technology and relationships with customers around the world. In effect, Taiwan jump-started capitalism in China and plugged it into the global economy.
  • Before long, the government in Taiwan began to worry about relying so much on its onetime enemy and tried to shift investment elsewhere. But the mainland was too cheap, too close and, with a common language and heritage, too familiar.
  • Now Taiwan finds itself increasingly dependent on a much more powerful China, which is pushing ever harder for unification, and the island’s future is uncertain
  • Many in Washington predicted that trade would bring political change. It did, but not in China. “Opening up” ended up strengthening the party’s hold on power rather than weakening it. The shock of China’s rise as an export colossus, however, was felt in factory towns around the world.
  • In the United States, economists say at least two million jobs disappeared as a result, many in districts that ended up voting for President Trump.
  • The pro-democracy movement in 1989 was the closest the party ever came to political liberalization after Mao’s death, and the crackdown that followed was the furthest it went in the other direction, toward repression and control. After the massacre, the economy stalled and retrenchment seemed certain. Yet three years later, Deng used a tour of southern China to wrestle the party back to “reform and opening up” once more. Many who had left the government, like Mr. Feng, suddenly found themselves leading the nation’s transformation from the outside, as its first generation of private entrepreneurs.
  • The fear is that Mr. Xi is attempting to rewrite the recipe behind China’s rise, replacing selective repression with something more severe.
  • The internet is an example of how it has benefited by striking a balance. The party let the nation go online with barely an inkling of what that might mean, then reaped the economic benefits while controlling the spread of information that could hurt it.
  • “The basic problem is, who is growth for?” said Mr. Xu, the retired official who wrote the Moganshan report. “We haven’t solved this problem.”
  • “The cost of censorship is quite limited compared to the great value created by the internet,” said Chen Tong, an industry pioneer. “We still get the information we need for economic progress.”
  • China is not the only country that has squared the demands of authoritarian rule with the needs of free markets. But it has done so for longer, at greater scale and with more convincing results than any other.
  • Washington is maneuvering to counter Beijing’s growing influence around the world, warning that a Chinese spending spree on global infrastructure comes with strings attached.
  • both left and right in America have portrayed China as the champion of an alternative global order, one that embraces autocratic values and undermines fair competition. It is a rare consensus for the United States, which is deeply divided about so much else, including how it has wielded power abroad in recent decades — and how it should do so now.
  • Mr. Xi, on the other hand, has shown no sign of abandoning what he calls “the great rejuvenation of the Chinese nation.” Some in his corner have been itching to take on the United States since the 2008 financial crisis and see the Trump administration’s policies as proof of what they have always suspected — that America is determined to keep China down.
  • there is also widespread anxiety over the new acrimony, because the United States has long inspired admiration and envy in China, and because of a gnawing sense that the party’s formula for success may be faltering.
  • Prosperity has brought rising expectations in China; the public wants more than just economic growth. It wants cleaner air, safer food and medicine, better health care and schools, less corruption and greater equality. The party is struggling to deliver, and tweaks to the report cards it uses to measure the performance of officials hardly seem enough.
  • Now, many companies assign hundreds of employees to censorship duties — and China has become a giant on the global internet landscape.
  • Mr. Xi himself has acknowledged that the party must adapt, declaring that the nation is entering a “new era” requiring new methods. But his prescription has largely been a throwback to repression, including vast internment camps targeting Muslim ethnic minorities. “Opening up” has been replaced by an outward push, with huge loans that critics describe as predatory and other efforts to gain influence — or interfere — in the politics of other countries. At home, experimentation is out while political orthodoxy and discipline are in.
  • n effect, Mr. Xi seems to believe that China has been so successful that the party can return to a more conventional authoritarian posture — and that to survive and surpass the United States it must
  • Certainly, the momentum is still with the party. Over the past four decades, economic growth in China has been 10 times faster than in the United States, and it is still more than twice as fast. The party appears to enjoy broad public support, and many around the world are convinced that Mr. Trump’s America is in retreat while China’s moment is just beginning
  • The world thought it could change China, and in many ways it has. But China’s success has been so spectacular that it has just as often changed the world — and the American understanding of how the world works.
  • There is no simple explanation for how China’s leaders pulled this off. There was foresight and luck, skill and violent resolve, but perhaps most important was the fear — a sense of crisis among Mao’s successors that they never shook, and that intensified after the Tiananmen Square massacre and the collapse of the Soviet Union.
  • But China had a strange advantage in battling bureaucratic resistance. The nation’s long economic boom followed one of the darkest chapters of its history, the Cultural Revolution, which decimated the party apparatus and left it in shambles. In effect, autocratic excess set the stage for Mao’s eventual successor, Deng Xiaoping, to lead the party in a radically more open direction.
  • In other words, he appears to have less use for the “opening up” part of Deng’s slogan.
  • Now Mr. Xi is steering the party toward repression again, tightening its grip on society, concentrating power in his own hands and setting himself up to rule for life by abolishing the presidential term limit. Will the party loosen up again, as it did a few years after Tiananmen, or is this a more permanent shift? If it is, what will it mean for the Chinese economic miracle?
  • The question now is whether it can sustain this model with the United States as an adversary rather than a partner.
  •  
    "In effect, Mr. Xi seems to believe that China has been so successful that the party can return to a more conventional authoritarian posture - and that to survive and surpass the United States it must. Certainly, the momentum is still with the party. Over the past four decades, economic growth in China has been 10 times faster than in the United States, and it is still more than twice as fast. The party appears to enjoy broad public support, and many around the world are convinced that Mr. Trump's America is in retreat while China's moment is just beginning"
g-dragon

Tibet and China: Early History - 0 views

  • For at least 1500 years, the nation of Tibet has had a complex relationship with its large and powerful neighbor to the east, China. The political history of Tibet and China reveals that the relationship has not always been as one-sided as it now appears.
  • Indeed, as with China’s relations with the Mongols and the Japanese, the balance of power between China and Tibet has shifted back and forth over the centuries.
  • The first known interaction between the two states came in 640 A.D., when the Tibetan King Songtsan Gampo married the Princess Wencheng, a niece of the Tang Emperor Taizong. He also married a Nepalese princess.
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  • Tibet and China signed a peace treaty in 821 or 822, which delineated the border between the two empires. The Tibetan Empire would concentrate on its Central Asian holdings for the next several decades, before splitting into several small, fractious kingdoms.
  • Canny politicians, the Tibetans befriended Genghis Khan just as the Mongol leader was conquering the known world in the early 13th century. As a result, though the Tibetans paid tribute to the Mongols after the Hordes had conquered China, they were allowed much greater autonomy than the other Mongol-conquered lands.
  • Over time, Tibet came to be considered one of the thirteen provinces of the Mongolian-ruled nation of Yuan China.
  • The Tibetans transmitted their Buddhist faith to the eastern Mongols; Kublai Khan himself studied Tibetan beliefs with the great teacher Drogon Chogyal Phagpa.
  • When the Mongols' Yuan Empire fell in 1368 to the ethnic-Han Chinese Ming, Tibet reasserted its independence and refused to pay tribute to the new Emperor.
  • After their lifetimes, the two men were called the First and Second Dalai Lamas. Their sect, the Gelug or "Yellow Hats," became the dominant form of Tibetan Buddhism.
  • The Third Dalai Lama, Sonam Gyatso (1543-1588), was the first to be so named during his life. He was responsible for converting the Mongols to Gelug Tibetan Buddhism, and it was the Mongol ruler Altan Khan who probably gave the title “Dalai Lama” to Sonam Gyatso.
  • The Fourth Dalai Lama, Yonten Gyatso (1589-1616), was a Mongolian prince and the grandson of Altan Khan.
  • During the 1630s, China was embroiled in power struggles between the Mongols, Han Chinese of the fading Ming Dynasty, and the Manchu people of north-eastern China (Manchuria). The Manchus would eventually defeat the Han in 1644, and establish China's final imperial dynasty, the Qing (1644-1912).
  • The Dalai Lama made a state visit to the Qing Dynasty's second Emperor, Shunzhi, in 1653. The two leaders greeted one another as equals; the Dalai Lama did not kowtow. Each man bestowed honors and titles upon the other, and the Dalai Lama was recognized as the spiritual authority of the Qing Empire.
  • The Imperial Army then defeated the rebels, but the Emperor recognized that he would have to rule through the Dalai Lama rather than directly. Day-to-day decisions would be made on the local level.
  • China took advantage of this period of instability in Tibet to seize the regions of Amdo and Kham, making them into the Chinese province of Qinghai in 1724.
  • Three years later, the Chinese and Tibetans signed a treaty that laid out the boundary line between the two nations. It would remain in force until 1910.
  • In 1788, the Regent of Nepal sent Gurkha forces to invade Tibet.The Qing Emperor responded in strength, and the Nepalese retreated.The Gurkhas returned three years later, plundering and destroying some famous Tibetan monasteries. The Chinese sent a force of 17,000 which, along with Tibetan troops, drove the Gurkhas out of Tibet and south to within 20 miles of Kathmandu.
  • The Simla Convention granted China secular control over "Inner Tibet," (also known as Qinghai Province) while recognizing the autonomy of "Outer Tibet" under the Dalai Lama's rule. Both China and Britain promised to "respect the territorial integrity of [Tibet], and abstain from interference in the administration of Outer Tibet."
  • Despite this sort of assistance from the Chinese Empire, the people of Tibet chafed under increasingly meddlesome Qing rule.
  • when the Eighth Dalai Lama died, and 1895, when the Thirteenth Dalai
  • none of the incumbent incarnations of the Dalai Lama lived to see their nineteenth birthdays
  • If the Chinese found a certain incarnation too hard to control, they would poison him. If the Tibetans thought an incarnation was controlled by the Chinese, then they would poison him themselves.
  • Throughout this period, Russia and Britain were engaged in the "Great Game," a struggle for influence and control in Central Asia.
  • Russia pushed south of its borders, seeking access to warm-water sea ports and a buffer zone between Russia proper and the advancing British. The British pushed northward from India, trying to expand their empire and protect the Raj, the "Crown Jewel of the British Empire," from the expansionist Russians.
  • Tibet was an important playing piece in this game.
  • the British in India concluded a trade and border treaty with Beijing concerning the boundary between Sikkim and Tibet.However, the Tibetans flatly rejected the treaty terms.
  • The British invaded Tibet in 1903 with 10,000 men, and took Lhasa the following year. Thereupon, they concluded another treaty with the Tibetans, as well as Chinese, Nepalese and Bhutanese representatives, which gave the British themselves some control over Tibet’s affairs.
  • The 13th Dalai Lama, Thubten Gyatso, fled the country in 1904 at the urging of his Russian disciple, Agvan Dorzhiev. He went first to Mongolia, then made his way to Beijing.
  • The Chinese declared that the Dalai Lama had been deposed as soon as he left Tibet, and claimed full sovereignty over not only Tibet but also Nepal and Bhutan. The Dalai Lama went to Beijing to discuss the situation with the Emperor Guangxu, but he flatly refused to kowtow to the Emperor.
  • He returned to Lhasa in 1909, disappointed by Chinese policies towards Tibet. China sent a force of 6,000 troops into Tibet, and the Dalai Lama fled to Darjeeling, India later that same year.
  • China's new revolutionary government issued a formal apology to the Dalai Lama for the Qing Dynasty's insults, and offered to reinstate him. Thubten Gyatso refused, stating that he had no interest in the Chinese offer.
  • He then issued a proclamation that was distributed across Tibet, rejecting Chinese control and stating that "We are a small, religious, and independent nation."The Dalai Lama took control of Tibet's internal and external governance in 1913, negotiating directly with foreign powers, and reforming Tibet's judicial, penal, and educational systems.
  • Representatives of Great Britain, China, and Tibet met in 1914 to negotiate a treaty marking out the boundary lines between India and its northern neighbors.
  • According to Tibet, the "priest/patron" relationship established at this time between the Dalai Lama and Qing China continued throughout the Qing Era, but it had no bearing on Tibet's status as an independent nation. China, naturally, disagrees.
  • China walked out of the conference without signing the treaty after Britain laid claim to the Tawang area of southern Tibet, which is now part of the Indian state of Arunachal Pradesh. Tibet and Britain both signed the treaty.
  • As a result, China has never agreed to India's rights in northern Arunachal Pradesh (Tawang), and the two nations went to war over the area in 1962. The boundary dispute still has not been resolved.
  • China also claims sovereignty over all of Tibet, while the Tibetan government-in-exile points to the Chinese failure to sign the Simla Convention as proof that both Inner and Outer Tibet legally remain under the Dalai Lama's jurisdiction.
  • Soon, China would be too distracted to concern itself with the issue of Tibet.
  • China would see near-continuous civil war up to the Communist victory in 1949, and this era of conflict was exacerbated by the Japanese Occupation and World War II. Under such circumstances, the Chinese showed little interest in Tibet.The 13th Dalai Lama ruled independent Tibet in peace until his death in 1933.
  • Tenzin Gyatso, the current Dalai Lama, was taken to Lhasa in 1937 to begin training for his duties as the leader of Tibet. He would remain there until 1959, when the Chinese forced him into exile in India.
  • In 1950, the People's Liberation Army (PLA) of the newly-formed People's Republic of China invaded Tibet. With stability reestablished in Beijing for the first time in decades, Mao Zedong sought to assert China's right to rule over Tibet as well.
  • The PLA inflicted a swift and total defeat on Tibet's small army, and China drafted the "Seventeen Point Agreement" incorporating Tibet as an autonomous region of the People's Republic of China.Representatives of the Dalai Lama's government signed the agreement under protest, and the Tibetans repudiated the agreement nine years later.
  • On March 1, 1959, the Dalai Lama received an odd invitation to attend a theater performance at PLA headquarters near Lhasa.
  • The guards immediately publicized this rather ham-handed attempted abduction, and the following day an estimated crowd of 300,000 Tibetans surrounded Potala Palace to protect their leader.
  • Tibetan troops were able to secure a route for the Dalai Lama to escape into India on March 17. Actual fighting began on March 19, and lasted only two days before the Tibetan troops were defeated.
  • An estimated 800 artillery shells had pummeled Norbulingka, and Lhasa's three largest monasteries were essentially leveled. The Chinese rounded up thousands of monks, executing many of them. Monasteries and temples all over Lhasa were ransacked.
  • In the days after the 1959 Uprising, the Chinese government revoked most aspects of Tibet's autonomy, and initiated resettlement and land distribution across the country. The Dalai Lama has remained in exile ever since.
  • China's central government, in a bid to dilute the Tibetan population and provide jobs for Han Chinese, initiated a "Western China Development Program" in 1978.As many as 300,000 Han now live in Tibet, 2/3 of them in the capital city. The Tibetan population of Lhasa, in contrast, is only 100,000.Ethnic Chinese hold the vast majority of government posts.
  • On May 1, 1998, the Chinese officials at Drapchi Prison in Tibet ordered hundreds of prisoners, both criminals and political detainees, to participate in a Chinese flag-raising ceremony.Some of the prisoners began to shout anti-Chinese and pro-Dalai Lama slogans, and prison guards fired shots into the air before returning all the prisoners to their cells.
  • The prisoners were then severely beaten with belt buckles, rifle butts, and plastic batons, and some were put into solitary confinement for months at a time, according to one young nun who was released from the prison a year later.
  • Three days later, the prison administration decided to hold the flag-raising ceremony again.Once more, some of the prisoners began to shout slogans.Prison official reacted with even more brutality, and five nuns, three monks, and one male criminal were killed by the guards. One man was shot; the rest were beaten to death.
  • On March 10, 2008, Tibetans marked the 49th anniversary of the 1959 uprising by peacefully protesting for the release of imprisoned monks and nuns. Chinese police then broke up the protest with tear gas and gunfire.The protest resumed for several more days, finally turning into a riot. Tibetan anger was fueled by reports that imprisoned monks and nuns were being mistreated or killed in prison as a reaction to the street demonstrations.
  • China immediately cut off access to Tibet for foreign media and tourists.
  • The unrest came at a sensitive time for China, which was gearing up for the 2008 Summer Olympics in Beijing.The situation in Tibet caused increased international scrutiny of Beijing's entire human rights record, leading some foreign leaders to boycott the Olympic Opening Ceremonies. Olympic torch-bearers around the world were met by thousands of human rights protestors.
  • Tibet and China have had a long relationship, fraught with difficulty and change.At times, the two nations have worked closely together. At other times, they have been at war.
  • Today, the nation of Tibet does not exist; not one foreign government officially recognizes the Tibetan government-in-exile.
Javier E

Destined for War: Can China and the United States Escape Thucydides's Trap? - The Atlantic - 0 views

  • The defining question about global order for this generation is whether China and the United States can escape Thucydides’s Trap. The Greek historian’s metaphor reminds us of the attendant dangers when a rising power rivals a ruling power—as Athens challenged Sparta in ancient Greece, or as Germany did Britain a century ago.
  • Most such contests have ended badly, often for both nations, a team of mine at the Harvard Belfer Center for Science and International Affairs has concluded after analyzing the historical record. In 12 of 16 cases over the past 500 years, the result was war.
  • When the parties avoided war, it required huge, painful adjustments in attitudes and actions on the part not just of the challenger but also the challenged.
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  • Based on the current trajectory, war between the United States and China in the decades ahead is not just possible, but much more likely than recognized at the moment. Indeed, judging by the historical record, war is more likely than not.
  • A risk associated with Thucydides’s Trap is that business as usual—not just an unexpected, extraordinary event—can trigger large-scale conflict. When a rising power is threatening to displace a ruling power, standard crises that would otherwise be contained, like the assassination of an archduke in 1914, can initiate a cascade of reactions that, in turn, produce outcomes none of the parties would otherwise have chosen.
  • The preeminent geostrategic challenge of this era is not violent Islamic extremists or a resurgent Russia. It is the impact that China’s ascendance will have on the U.S.-led international order, which has provided unprecedented great-power peace and prosperity for the past 70 years. As Singapore’s late leader, Lee Kuan Yew, observed, “the size of China’s displacement of the world balance is such that the world must find a new balance. It is not possible to pretend that this is just another big player. This is the biggest player in the history of the world.”
  • More than 2,400 years ago, the Athenian historian Thucydides offered a powerful insight: “It was the rise of Athens, and the fear that this inspired in Sparta, that made war inevitable.
  • Note that Thucydides identified two key drivers of this dynamic: the rising power’s growing entitlement, sense of its importance, and demand for greater say and sway, on the one hand, and the fear, insecurity, and determination to defend the status quo this engenders in the established power, on the other.
  • However unimaginable conflict seems, however catastrophic the potential consequences for all actors, however deep the cultural empathy among leaders, even blood relatives, and however economically interdependent states may be—none of these factors is sufficient to prevent war, in 1914 or today.
  • Four of the 16 cases in our review did not end in bloodshed. Those successes, as well as the failures, offer pertinent lessons for today’s world leaders. Escaping the Trap requires tremendous effort
  • Lee Kuan Yew, the world’s premier China watcher and a mentor to Chinese leaders since Deng Xiaoping. Before his death in March, the founder of Singapore put the odds of China continuing to grow at several times U.S. rates for the next decade and beyond as “four chances in five.
  • Could China become #1? In what year could China overtake the United States to become, say, the largest economy in the world, or primary engine of global growth, or biggest market for luxury goods?
  • Could China Become #1? Manufacturer: Exporter: Trading nation: Saver: Holder of U.S. debt: Foreign-direct-investment destination: Energy consumer: Oil importer: Carbon emitter: Steel producer: Auto market: Smartphone market: E-commerce market: Luxury-goods market:   Internet user: Fastest supercomputer: Holder of foreign reserves: Source of initial public offerings: Primary engine of global growth: Economy: Most are stunned to learn that on each of these 20 indicators, China has already surpassed the U.S.
  • In 1980, China had 10 percent of America’s GDP as measured by purchasing power parity; 7 percent of its GDP at current U.S.-dollar exchange rates; and 6 percent of its exports. The foreign currency held by China, meanwhile, was just one-sixth the size of America’s reserves. The answers for the second column: By 2014, those figures were 101 percent of GDP; 60 percent at U.S.-dollar exchange rates; and 106 percent of exports. China’s reserves today are 28 times larger than America’s.
  • On whether China’s leaders are serious about displacing the United States as the top power in Asia in the foreseeable future, Lee answered directly: “Of course. Why not … how could they not aspire to be number one in Asia and in time the world?” And about accepting its place in an international order designed and led by America, he said absolutely not: “China wants to be China and accepted as such—not as an honorary member of the West.”
  • As the United States emerged as the dominant power in the Western hemisphere in the 1890s, how did it behave? Future President Theodore Roosevelt personified a nation supremely confident that the 100 years ahead would be an American century. Over a decade that began in 1895 with the U.S. secretary of state declaring the United States “sovereign on this continent,” America liberated Cuba; threatened Britain and Germany with war to force them to accept American positions on disputes in Venezuela and Canada; backed an insurrection that split Colombia to create a new state of Panama (which immediately gave the U.S. concessions to build the Panama Canal); and attempted to overthrow the government of Mexico, which was supported by the United Kingdom and financed by London bankers. In the half century that followed, U.S. military forces intervened in “our hemisphere” on more than 30 separate occasions to settle economic or territorial disputes in terms favorable to Americans, or oust leaders they judged unacceptable
  • When Deng Xiaoping initiated China’s fast march to the market in 1978, he announced a policy known as “hide and bide.” What China needed most abroad was stability and access to markets. The Chinese would thus “bide our time and hide our capabilities,” which Chinese military officers sometimes paraphrased as getting strong before getting even.
  • With the arrival of China’s new paramount leader, Xi Jinping, the era of “hide and bide” is over
  • Many observers outside China have missed the great divergence between China’s economic performance and that of its competitors over the seven years since the financial crisis of 2008 and Great Recession. That shock caused virtually all other major economies to falter and decline. China never missed a year of growth, sustaining an average growth rate exceeding 8 percent. Indeed, since the financial crisis, nearly 40 percent of all growth in the global economy has occurred in just one country: China
  • What Xi Jinping calls the “China Dream” expresses the deepest aspirations of hundreds of millions of Chinese, who wish to be not only rich but also powerful. At the core of China’s civilizational creed is the belief—or conceit—that China is the center of the universe. In the oft-repeated narrative, a century of Chinese weakness led to exploitation and national humiliation by Western colonialists and Japan. In Beijing’s view, China is now being restored to its rightful place, where its power commands recognition of and respect for China’s core interests.
  • Last November, in a seminal meeting of the entire Chinese political and foreign-policy establishment, including the leadership of the People’s Liberation Army, Xi provided a comprehensive overview of his vision of China’s role in the world. The display of self-confidence bordered on hubris. Xi began by offering an essentially Hegelian conception of the major historical trends toward multipolarity (i.e. not U.S. unipolarity) and the transformation of the international system (i.e. not the current U.S.-led system). In his words, a rejuvenated Chinese nation will build a “new type of international relations” through a “protracted” struggle over the nature of the international order. In the end, he assured his audience that “the growing trend toward a multipolar world will not change.”
  • Given objective trends, realists see an irresistible force approaching an immovable object. They ask which is less likely: China demanding a lesser role in the East and South China Seas than the United States did in the Caribbean or Atlantic in the early 20th century, or the U.S. sharing with China the predominance in the Western Pacific that America has enjoyed since World War II?
  • At this point, the established script for discussion of policy challenges calls for a pivot to a new strategy (or at least slogan), with a short to-do list that promises peaceful and prosperous relations with China. Shoehorning this challenge into that template would demonstrate only one thing: a failure to understand the central point I’m trying to make
  • What strategists need most at the moment is not a new strategy, but a long pause for reflection. If the tectonic shift caused by China’s rise poses a challenge of genuinely Thucydidean proportions, declarations about “rebalancing,” or revitalizing “engage and hedge,” or presidential hopefuls’ calls for more “muscular” or “robust” variants of the same, amount to little more than aspirin treating cancer. Future historians will compare such assertions to the reveries of British, German, and Russian leaders as they sleepwalked into 1914
  • The rise of a 5,000-year-old civilization with 1.3 billion people is not a problem to be fixed. It is a condition—a chronic condition that will have to be managed over a generation
  • Success will require not just a new slogan, more frequent summits of presidents, and additional meetings of departmental working groups. Managing this relationship without war will demand sustained attention, week by week, at the highest level in both countries. It will entail a depth of mutual understanding not seen since the Henry Kissinger-Zhou Enlai conversations in the 1970s. Most significantly, it will mean more radical changes in attitudes and actions, by leaders and publics alike, than anyone has yet imagined.
Javier E

China Is a Paper Dragon - The Atlantic - 0 views

  • “We’re in a competition with China and other countries to win the 21st Century,” Biden said. His aides describe the president as preoccupied with the challenge from China.
  • aides say Biden believes it is a key test by which historians will judge his presidency.”
  • As Biden said to the nation from the well of the House of Representatives, the authoritarian President Xi Jinping is “deadly earnest” about China “becoming the most significant, consequential nation in the world. He and others—autocrats—think that democracy can’t compete in the 21st century with autocracies.”
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  • many of the advances cited as Chinese strengths don’t hold up to close scrutiny. American analysts often publish worries about China’s growing navy, and especially its two aircraft carriers. But, Beckley writes, “Chinese pilots fly 100 to 150 fewer hours than U.S. pilots and only began training on aircraft carriers in 2012,” and he adds that “Chinese troops spend 20 to 30 percent of their time studying communist ideology.”
  • The book argues that China’s economic, financial, technological, and military strength is hugely exaggerated by crude and inaccurate statistics.
  • The claim that China will “overtake” the U.S. in any meaningful way is polemical and wrong—and wrong in ways that may mislead Americans into serious self-harming mistakes.
  • China may well surpass the United States as the largest economy on Earth by the 2030s. China was also almost certainly the largest economy on Earth in the 1830s. A big GDP did not make China a superpower then
  • Worried about Chinese students’ high scores on comparative math tests? You’re looking at the curated outputs of highly selective groups of students. Whereas public school is free through high school in the United States, China’s government only covers the costs of elementary and middle school. At many Chinese high schools, families have to pay tuition and other expenses, and these outlays are among the highest in the world. Consequently, 76 percent of China’s working-age population has not completed high school.
  • in the 1800s, the Chinese empire had a GDP much larger than that of Great Britain. The Chinese army of 800,000 men also enormously exceeded Britain’s troop numbers. Yet when the two states clashed in the two Opium Wars, from 1839 to 1842 and again in 1858, China was crushingly defeated. Why? A great part of the answer, then as now, was the cost of repression.
  • Many Chinese college students describe their universities as “diploma factories,” where student-teacher ratios are double the average in U.S. universities, cheating is rampant, students spend a quarter of their time studying “Mao Zedong thought,” and students and professors are denied access to basic sources of information, such as Google Scholar and certain academic journal repositories.
  • Chinese firms’ total spending on R&D as a percentage of sales revenue stalled at levels four times below the average for American firms. … Chinese firms remain dependent on foreign technologies and manual labor and have a rudimentary level of automation and digitization: on average Chinese enterprises have just nineteen robots per ten thousand employees; U.S. firms, by contrast, use an average of 176 robots per ten thousand employees.
  • But isn’t China sprinting to overtake the United States? Yes, but it’s stumbling badly in that pursuit. China now leads the world in retractions of scientific studies due to fraud; one-third of Chinese scientists have admitted to plagiarizing or falsifying results (versus 2 percent of U.S. scientists); and two-thirds of China’s R&D spending has been lost to corruption.
  • Beckley’s clarifying theoretical insight: Repression is expensive
  • The Chinese military’s first and paramount mission is preserving the power of the Chinese Communist Party against China’s own people. The U.S. military can focus entirely on external threats.
  • The lines that plot the comparative GDP of the United States and China distort the real balance of power between the two societies, Beckley argues, because China must devote such a large share of its resources to basic subsistence needs to avert the overthrow of the state.
  • this might be a useful moment to hear a contrary voice. In 2018, the Tufts University professor Michael Beckley published a richly detailed study of Chinese military and economic weaknesses. The book is titled Unrivaled: Why America Will Remain the World’s Sole Superpower.
  • Nineteenth-century China faced an average of 25 local uprisings a year. Most of its troops had to be deployed to suppress rebellions and control banditry, leaving few available for war-fighting.
  • A final piece of the answer is that technological copycats face huge disadvantages against technological innovators. They will always lag behind the more creative rival, not only in the factory, but on the battlefield. “Repeatedly during the Opium Wars … Chinese armies of thousands were routed in minutes by a few hundred, or even a few dozen, British troops,”
  • Beckley seeks to highlight the immense defects of gross GDP as a measure of national strength—factoring in the costs of repression—and the strategic predicament of China’s location, barred from the open ocean by a ring of potential enemies on its eastern front, extending from Russia, through Korea, past Japan, to the Philippines, and then to Vietnam.
  • He said that he had become more alarmed by China’s aggressive and repressive intentions, but remained as dubious as ever about Chinese capacities.
  • Sanders lost the nomination, but he won the debate within the Democratic Party over trade policy. In his address, Biden committed to extending and enlarging “Buy American” favoritism in government procurement. His administration is maintaining Trump’s anti-China tariffs and is “reviewing”—not yet removing—tariffs against the European Union and other trade partners. Biden economic advisers warned during his campaign that trade expansion would rank low on their list of priorities, and so it is proving.
  • The Trump administration raised the defense budget by more than $100 billion a year, and the spending increases have continued even after the campaign against ISIS came to an end. More and more of the money is being directed to preparations for a conflict with China.
  • China’s language and behavior is assertive and provocative, for sure. China’s power is rising, yes. Its behavior at home and abroad is becoming more oppressive and more brutal; that’s also tragically true.
  • as Americans muster the courage and will to face Chinese realities, that reckoning needs also to appreciate the tremendous capabilities of this country, and the very real limits besetting China: a fast-aging population, massive internal indebtedness, and a regime whose worsening repression suggests its declining popularity.
  • two deep truths about Chinese society: It’s about to be home to a lot of old people, and trust in the state is very low, and for good reason.
  • As China’s population ages, it will deplete its savings. Chinese people save a lot to compensate for the state’s meager social-security provision. For three decades, the savings of ordinary people financed the spectacular borrowing of China’s state-owned enterprises
  • What happens as the savings are withdrawn to finance hundreds of millions of retirements? Again—who knows?
  • China misallocates capital on a massive scale. More than a fifth of China’s housing stock is empty—the detritus of a frenzied construction boom that built too many apartments in the wrong places
  • China overcapitalizes at home because Chinese investors are prohibited from doing what they most want to do: get their money out of China. Strict and complex foreign-exchange controls block the flow of capital
  • More than one-third of the richest Chinese would emigrate if they could, according to research by one of the country’s leading wealth-management firms. The next best alternative: sending their children out. Pre-pandemic, almost 1 million young Chinese attended Western universities. Pre-pandemic, only about 10,000 Americans were studying in China; single thousands were from other Western countries—and almost all of them were in the country to study language, not any academic specialty.
  • U.S. policy makers should look to the future with a little more confidence and a lot more trust in trade, markets, and the superior potential of a free people under an elected government.
Javier E

The Center Cannot Hold | Foreign Affairs - 0 views

  • the debate over whether great-power competition or transnational threats pose the greater danger to the United States is a false one. Look back at strategic assessments from ten years ago on China and Russia, on the one hand, and those on pandemics and climate change, on the other, and it is clear that Washington is experiencing near-worst-case scenarios on both. Great-power rivalry has not yet sparked a hot war but appears to be on the brink of sparking a cold one. Meanwhile, the worst pandemic in a century is not yet over, and the climate crisis is only accelerating. 
  • What COVID-19 has made powerfully clear is that this is an age of transnational threats and great-power competition—one in which the two phenomena exacerbate each other.
  • By the same token, ramping up competition with China without a plan to rally the world to deal with transnational threats (which can themselves fuel rivalry between great powers) would only guarantee future disasters. 
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  • Attempting to ease tensions with China to make cooperation on global public health possible won’t work, partly because Beijing cannot credibly commit to being more transparent and cooperative in the future.
  • Xi did not want to facilitate an international response to COVID-19 that could have attributed blame to China or isolated it through travel restrictions, either of which might have damaged the regime’s domestic legitimacy. Instead, Xi leveraged the pandemic to his advantage: China’s suppression of the virus became a matter of national pride, held up by Beijing in sharp contrast to the experience of the United States.
  • But in case cooperation fails, it must have a backup plan to rally allies and partners to provide a much greater share of global public goods, even if that means shouldering more of the costs.
  • as a number of U.S. embassy officials told the foreign policy analyst Colin Kahl and me for our book Aftershocks, this team’s cooperation with the Chinese government became more challenging as U.S.-Chinese rivalry intensified, largely because of China’s actions.
  • When COVID-19 hit, the Chinese Communist Party (CCP) maintained near-absolute secrecy. All channels of communication between Beijing and Washington went silent, as they did between Beijing and other governments. Chinese leaders sought to conceal vital information about the emerging epidemic in China from the rest of the world, even attempting to prevent Chinese scientists from sharing the genetic sequence of the virus with scientists in other countries.
  • It is impossible to say for certain why the Chinese government behaved the way it did, but secrecy and control make sense in light of what the vast majority of China experts believe to be Xi’s top priority: regime survival.
  • For China’s leaders, the pandemic revealed the inexorable decline of the West, confirmed Beijing’s power and capabilities, and created more latitude for the CCP to do as it wished.
  • according to the UN, the pandemic could force a total of 490 million people into poverty—defined as the loss of access to clean water, adequate food, or shelter—pushing the global poverty rate to around seven percent by 2030, compared with the pre-pandemic target of three percent. 
  • Contrary to popular belief, some senior Trump administration officials grasped the national security threat posed by the virus faster than their European counterparts did. Top officials in the National Security Council began focusing on the pandemic in early January, just days after news of the outbreak in Wuhan, China, became public.
  • ven though Pottinger and other NSC officials were wise to the danger, they ultimately failed to persuade Trump to make the necessary preparations to deal with the pandemic when it inevitably reached the United States. 
  • As the administration began to formulate its response, those who favored a more comprehensive public health approach both at home and abroad were excluded or marginalized at crucial moments. The result was that the Trump administration focused more on holding China responsible for the outbreak and reducing U.S. reliance on Beijing than on the minutiae of global public health policy or the hard work of rallying the world to tackle the pandemic.
  • the pandemic and China’s response to it helped unify the administration behind a more comprehensive strategy to push back against Beijing. Between March 2020 and the end of the year, the senior official said, the United States put in place more containment measures than it had in the previous three years, including restrictions on Chinese technology firms, sanctions on Chinese officials, looser regulations on diplomatic contacts with Taiwan, and recognition of the repression in Xinjiang as a genocide. In this sense, the pandemic was a pivotal moment in the U.S.-Chinese rivalry. 
  • Competition between the two countries overwhelmed everything else, including U.S. cooperation with allies on the pandemic, leaving a global leadership vacuum that no one could fill.
  • The EU tried to step up by increasing funding for the WHO and for COVAX, the global initiative to share vaccines, but it never came close to organizing a global response. China’s assertive foreign policy, and its attempts to use pandemic assistance to advance its interests, aggravated European leaders and convinced them to harden their positions toward China throughout the course of 2020. 
  • During this period, there was hardly any international cooperation on vaccine development or distribution, no coordination on travel restrictions or the distribution of medical supplies, and limited cooperation on achieving a cessation of hostilities in conflict zones
  • The economic disruption caused by COVID-19 devastated low-income countries, which received little in the way of international assistance. Especially hard hit were countries, such as Bangladesh, that had made significant development gains in the last two decades and were propelling themselves into the lower tier of middle-income economies.
  • The United States needs a strategy to address transnational threats under the conditions of great-power competition. It must aim to cooperate with rivals, especially China, to prepare for future pandemics and to tackle climate change
  • Pandemics are not the only transnational threat that promises to intensify great-power rivalry and diminish the prospects for much-needed cooperation. Climate change could do the same.
  • Rather than unite the world around a common purpose, climate change is likely to deepen competition between major powers, especially as the transition away from fossil fuels creates economic winners and losers.
  • Countries that aggressively decarbonize could place sanctions and other trade restrictions on countries that do not, leading to counterresponses and new trade wars.
  • the impediments to cooperation between Europe and China on climate change “are becoming higher” and warn that “decision-makers must not underestimate the highly competitive aspects of how China is changing its energy production and consumption.” 
  • The United States and Europe will both compete with China for access to raw materials and in developing the technology needed to make their economies carbon neutral: magnets, batteries, high-performance ceramics, and light-emitting diodes, among other things
  • even if the U.S. government remains broadly aligned with Europe on climate policy, the Europeans could still become disaffected if Congress blocks meaningful climate action, such as commitments to cut carbon emissions or invest in clean technology. This, in turn, could diminish Europe’s willingness to help uphold the U.S.-led international order.
  • If, on the one hand, they mean softening U.S. rhetoric without conceding much of substance to China, they would do well to look to Europe, where governments were much more inclined than the Trump administration to cooperate with China, but China did not take them up on the offer.
  • If, on the other hand, they mean unilaterally making major geopolitical concessions to China—on its territorial acquisitions in the South China Sea, for instance, or the status of Taiwan—the United States would not only pay an extremely high price but also likely embolden Beijing further without actually securing cooperation on pandemics or climate change beyond what Beijing has already offered.
  • There is no getting around strategic competition with Beijing: it is deeply embedded in the international order, mainly because China seeks to expand its sphere of influence in Asia at the expense of the United States and its allies, which are in turn committed to thwarting Beijing’s plans.
  • The United States and China are also engaged in what Jake Sullivan, Biden’s national security adviser, recently called “a competition of models.” China is seeking to make the world safe for the CCP and to demonstrate the effectiveness of its system. This entails pushing back against what it sees as pressure from liberal democratic countries that could thwart its objectives. For its part, the United States worries about the negative externalities of Chinese authoritarianism, such as censorship of international criticism of Beijing or the export of its tools of repression to other countries.
  • The United States also worries about what would happen to the military balance of power if China secured an enduring advantage in key technologies.
  • Even in diplomacy, friction will be endemic to the U.S.-Chinese relationship and will affect the broader international order for the foreseeable future. Outright confrontation can be avoided—but competition cannot. 
  • This competition places real limits on cooperation. Take the arena of global public health: many studies on how to improve pandemic preparedness call on world leaders to dramatically strengthen the WHO, including by giving it the same power to enforce international health regulations as the International Atomic Energy Agency enjoys with nuclear nonproliferation rules
  • The problem is getting every government to agree to a universally applicable mechanism for sanctions or some other enforcement mechanism. China will not agree to any reform that would involve intrusive inspections of its scientific research facilities.
  • The need for cooperation on transnational threats must change how the United States competes with China—not whether it competes.
  • U.S. officials should not give up on China entirely; instead, they should make a good-faith effort to work with Beijing, both bilaterally and in multilateral settings. Recognizing that there are strict limits on U.S.-Chinese cooperation is not the same as saying that no cooperation is possible.
  • the real challenge is determining what to do when cooperation with China and other rivals falls short of what is required. The United States needs a backup plan to tackle shared challenges through coalitions of the willing.
  • When it comes to pandemic preparedness, this means fully supporting the WHO (including by pressing for needed reforms) but also forging a coalition of like-minded states: a global alliance for pandemic preparedness that would regularly convene at the head-of-state level and work alongside nongovernmental organizations and the private sector.
  • Crucially, whenever the WHO declared an international public health emergency, alliance members would coordinate on travel and trade restrictions, as well as on public messaging and financial penalties and sanctions. Those penalties and sanctions would be aimed at those states that failed to provide sufficient access to or fully cooperate with the WHO. The alliance would support, not supplant, the WHO.
  • Sustained, managed competition with China could potentially help the United States build bipartisan support for investments in clean technology that would prevent Beijing from gaining an enduring advantage in this area.
  • ut the United States and the European Union will also need to build coalitions of the willing to deal with the international security consequences of accelerated climate change, such as extreme weather events that threaten large numbers of people, and to address the foreign policy dimensions of climate action, including managing the risk that a shift away from fossil fuels could destabilize countries and regions that are dependent on oil exports.
  • Cooperation across this divide should always be the first choice in times of shared crisis, but as the COVID-19 pandemic has demonstrated, the U.S.-led constellation must always have a backup plan. It did not have one in 2020. It needs one for the next crisis
Javier E

China at the peak - by Noah Smith - Noahpinion - 0 views

  • We thus have the privilege of seeing a great civilization at its peak
  • How much greater would China’s peak have been if Deng Xiaoping had sided with the Tiananmen Square protesters, and liberalized China’s society in addition to its economy? How many great Chinese books, essays, video games, cartoons, TV shows, movies, and songs would we now enjoy if it weren’t for the pervasive censorship regime now in place? How much more would the people of the world have learned from Chinese culture if they could travel there freely and interact with Chinese people freely over the internet? Without a draconian autocrat like Xi Jinping at the helm, would so many Chinese people be looking to flee the country? Would the U.S. and China still be friends instead of at each other’s throats?
  • The key fact is that China’s meteoric rise seems like it’s drawing to a close
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  • China’s drop was much much bigger; the Japan of the 80s was never the export machine people believed it to be. Both countries turned to investment in real estate and infrastructure as a replacement growth driver — although again, China did this much more than Japan did. Essentially, China did all the the things we typically think of Japan as having done 25 years earlier, but much more than Japan actually did them.
  • Yes, for those who were wondering, this does look a little bit like what happened to Japan in the 1990s
  • Already the country is not growing much faster than the G7, and as the ongoing real estate bust weighs on the economy, even that small difference may now be gone. The country’s surging auto industry is a bright spot, but won’t be big enough to rescue the economy from the evaporation of its primary growth driver.
  • Even if it manages to climb up to 40%, that’s still a fairly disappointing result — South Korea is at 71% and Japan at 65%
  • a re-acceleration would require a massive burst of productivity growth, which just seems unlikely.
  • That means China’s catch-up growth only took it to 30% of U.S. per capita GDP (PPP)
  • There’s one main argument that people make for a quick Chinese decline: rapid aging. But while I don’t want to wave this away, I don’t think it’s going to be as big a deal as many believe
  • This is another example of China’s peak being both awe-inspiring and strangely disappointing at the same time.
  • Now that China has hit its peak, will it decline? And if so, how much and how fast?
  • it seems likely that China’s growth will now slow to developed-country levels, or slightly higher, without much prospect for a sustained re-acceleration
  • when people contemplate Chinese decline, they’re not asking whether its economy will shrink; they’re asking whether its relative economic dominance and geopolitical importance will decrease.
  • If we just casually pattern-match on history, the answer would probably be “not for a long time”. Most powerful countries seem to peak and then plateau. Britain ruled the waves for a century.
  • U.S. relative power and economic dominance peaked in the 1950s, but it didn’t really start declining until the 2000s
  • Japan and Germany had their military power smashed in WW2, but remained economic heavyweights for many decades afterwards.
  • When the Roman Empire declined, it got a lot poorer. But in the modern economy, countries that decline in relative terms, and in geopolitical power, often get richer
  • he total fertility rate has been low since even before the one-child policy was implemented, but recently it has taken a nose-dive. Two years ago, the UN put it at 1.16, which is 40% lower than the U.S. and 22% lower than Europe
  • The country’s total population only started shrinking this year, but its young population started falling sharply 20 years ago, due to the echo of low fertility in the 80s. The most common age for a Chinese person is now about 50 years old, with another peak at 35:
  • The first reason is that power is relative, and China’s rivals have demographic issues of their own. The U.S., Europe, India and Japan all have higher fertility than China, but still below replacement level
  • demographics aren’t actually going to force Chinese power or wealth into rapid decline over the next few decades.
  • third of all, evidence suggests that population aging is really more of a persistent drag than a crisis or disaster.
  • Second, demographics won’t take away China’s biggest economic advantage, which is clustering and agglomeration effects. Asia is the world’s electronics manufacturing hub. It’s also by far the most populous region in the world, giving it the biggest potential market size
  • China will act as a key hub for that region, in terms of trade, supply chains, investment, and so on. China is shrinking, but Asia is not
  • As a result, there are suddenly many fewer Chinese people able to bear children, which is why the actual number of births in China has fallen by almost half since 2016:
  • we’d find that every percentage point of the senior population share that China gains relative to other countries might reduce its relative economic performance by about 1.15%. That’s not a huge number.
  • Now, if we look at the research, we find some estimates that are much larger than this — for example, Ozimek et al. (2018) look at specific industries and specific U.S. states, and find an effect on productivity that’s three times as large as the total effect on growth that I just eyeballed above. Maestas et al. (2022) look at U.S. states, and also find a larger effect. But Acemoglu and Restrepo (2017) look across countries and find no effect at all.
  • On top of that, there are plenty of things a country can do to mitigate the effects of aging. One is automation. China is automating at breakneck speed,
  • A second is having old people work longer; China, which now has higher life expectancy than the U.S., is well-positioned to do this.
  • Finally, aging will prompt China to do something it really needs to do anyway: build a world class health care system
  • this would help rectify the internal imbalances that Michael Pettis always talks about, shifting output from low-productivity real estate investment toward consumption.
  • if not aging, the only other big dangers to China are war and climate change.
  • To realize its full potential, Altasia will need integration — it will need some way to get Japanese and Korean and Taiwanese investment and technology to the vast labor forces of India, Indonesia, and the rest
  • the most likely outcome is that China sits at or near its current peak of wealth, power and importance through the middle of this century at least.
  • Altasia has more people and arguably more technical expertise than China. And it’s the only alternative location for the Asian electronics supercluster.
  • War was the big mistake that Germany made a century ago, so let’s hope China doesn’t follow in its footsteps.
  • The story of whether and how that complex web of investment, tech transfer, and trade develops will be the next great story of globalization.
  • But I think the very complexity of Altasia will lead to its own sort of adventure and excitement.
  • for Western companies looking for new markets, Altasia will potentially be more exciting than China ever was. The Chinese market delivered riches to some, but the government banned some products (especially internet services) and stole the technology used to make others. Ultimately, China’s billion consumers turned out to be a mirage for many. The economies and societies of Altasia, in comparison, are much more open to foreign products.
Javier E

How China's buses shaped the world's EV revolution - BBC Future - 0 views

  • After around two decades of government support, China now boasts the world's largest market for e-buses, making up more than 95% of global stock. At the end of 2022, China's Ministry of Transport announced that more than three-quarters (77% or 542,600) of all urban buses in the country were "new energy vehicles", a term used by the Chinese government to include pure electric, plug-in hybrids, and fuel cell vehicles powered by alternative fuels such as hydrogen and methanol. In 2022, around 84% of the new energy bus fleet was pure electric.
  • . In 2015, 78% of Chinese urban buses still used diesel or gas, according to the World Resources Institute (WRI). The NGO now estimates that if China follows through on its stated decarbonisation policies, its road transport emissions will peak before 2030.
  • China is also home to some of the world's biggest electric bus manufacturers, such as Yutong, which has been raking up orders across China, Europe and Latin America.
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  • "China has really been at the forefront of success in conversion of all vehicles to electric vehicles, especially buses," says Heather Thompson, chief executive officer of the Institute for Transportation and Development Policy (ITDP), a non-profit focusing on sustainable transport solutions. "The rest of the world is trying to do the same, but I think China is really out ahead."
  • At the time of China's 2001 entry into the World Trade Organisation, the international automotive industry was dominated by European, US and Japanese brands. These companies had spent decades perfecting internal combustion engine technology. To compete, Beijing decided to find a new track for its auto industry: making cars that did not use conventional engines.
  • That same year, the central government launched the so-called "863 plan" for EV research and development. There were numerous practical challenges, however, in the way of mass electrification. Not many manufacturers were making new energy vehicles, buyers were few and there was a lack of charging infrastructure in existence. The answer? Buses.
  • "The Chinese government adopted a very smart strategy," says Liu Daizong, ITDP's East Asia director. "They realised quite early on that they should drive [the EV industry] through electric buses," he notes, since their public service status meant Beijing "could have a strong hand on their electrification".
  • "Bus routes were fixed. This means when an electric bus finished a round, it could return to the depot to recharge," explains Xue Lulu, a mobility manager at the World Resources Institute (WRI) China. The typical daily mileage of a Chinese bus ­– 200km (120 miles) – was a realistic range for battery makers to meet.
  • The following year, the country began its large-scale rollout of new energy buses, with the "Ten Cities and Thousand Vehicles" programme. Over three years, the programme aimed to provide 10 cities with financial subsidies to promote 1,000 public-sector new energy vehicles in each, annually. Its goal was to have 10% new energy vehicles in the country by the end of 2012.
  • Strong policy support from both central and regional governments "gave manufacturers confidence in setting up production lines and stepping up research efforts," says Liu.
  • Together, these strong and consistent government signals encouraged Chinese manufacturers to expand their EV production capacity, bring down costs and improve their technologies. One such company was Build Your Dream, better known as BYD. The Shenzhen-based firm, the world's largest EV maker in 2022, ballooned its business a decade before by supplying electric buses and taxis for China's EV pilot cities.
  • "Back then, most buses used diesel, which was a main source of nitrogen oxides (NOx) emissions," says Xue, referring to the air pollution that smothered Beijing and other Chinese cities in the early 2010s. Yet in 2013, a new plan from central government cited tackling air pollution as one of the reasons for rolling out EVs.
  • This addition proved to be critical: it not only connected EV uptake with people's health, it also indirectly tied the e-bus campaign to local officials' political performance, as the central government would soon hand air-quality targets to all provinces.
  • The years 2013 and 2014 proved to be important for China's EV push. For the first time, the central government made EV purchase subsidies available to individual consumers, not just the public sector, opening the floodgate to private ownership. Additionally, it offered discounted electricity tariffs to bus operators to make sure the cost of running electric buses would be "significantly lower than" that of their oil or gas-powered equivalents.
  • The new economic push, plus local government's determination to battle air pollution, generated great enthusiasm for e-buses. By the end of 2015, the number of EV pilot cities rocketed from 25 to 88. In the same year, the central government set a target of 200,000 new energy buses on the road by 2020 and announced a plan to phase out its subsidies for fossil-fuel-powered buses.
  • To further stimulate the market, many cities devised various local policies on top of national incentives. For example, Shenzhen, a southern city with a population of more than 17 million, encouraged government agencies to work with private companies to create a full range of renting mechanisms for bus operators
  • Different cities' bus operators also designed different charging strategies. "Buses in Shenzhen had bigger batteries, so they normally charged overnight," says Xue, of WRI China. Between 2016 and 2020, Shanghai, another electric bus hub, subsidised the electricity e-buses used -- regardless of the hours of the day -- to give them more flexibility in charging.
  • Generous financial support did lead to problems. In 2016, an EV subsidy fraud shook China, with some bus operators found to have exaggerated the number of e-buses they had purchased. So that same year Beijing shifted its EV subsidy rules so bus operators could only receive financial support when a bus's mileage reached 30,000km (19,000 miles).
  • one year later, the government announced the so-called "dual-credit" policy. This allowed new energy vehicle makers to rake up credits which they could sell for cash to those needing to offset "negative credits" generated from making conventional cars.
  • it wasn't only China's buses that had benefitted.China's e-bus campaign helped create a big and stable market for its wider EV industry, brought down the costs and created economies of scale. In 2009, the year the e-bus campaign was rolled out, the total number of new energy vehicles sold stood at 2,300; by 2022, it was 6.9 million, analysis by Huang Zheng,
  • By 2022, the country had also built the world's largest EV charging network, with 1.8 million public charging stations – or two-thirds of the global total – and 3.4 million private equivalents. This means that on average, there is one charging pillar for every 2.5 of China's 13.1 million new energy vehicles.
  • Cold weather is a problem, too, as it can make a battery's charging time longer and its range shorter. The reason China has not achieved 100% electrification for its buses is its northern regions, which have harsh winters, says Xue.
  • To make e-buses truly "green", they should also be charged with renewable power, Wang says. But last year coal power still accounted for 58.4% of China's energy mix, according to the China Electricity Council, a trade body..
  • Globally, however, China is now in a league of its own in uptake of e-buses. By 2018, about 421,000 of the world's 425,000 electric buses were located in China; Europe had about 2,250 and the US owned around 300. A
  • But earlier this year, the European Commission announced a zero-emission target for all new city buses by 2030. And some countries are increasing their overall funding for the transition.
  • In 2020, the European Commission approved Germany's plan to double its aid for e-buses to €650m (£558m/$707m), then again in 2021 to €1.25 billion euros (£1.07m/$1.3bn). And the UK, which last year had the largest electric bus fleet in Europe with 2,226 pure electric and hybrid buses, has announced another £129m ($164m) to help bus operators buy zero-emissions fleets.
  • Countries have thus responded to China's manufacturing lead in divergent ways. "While the US has opted for a more competitive angle by fostering its own e-bus production, regions like Latin America are more open to trade with China due to a more friendly trading setup through [China's] Belt and Road Initiative,"
  • In order to avoid direct competition from Chinese manufacturers, the US has come up with a "school-bus strategy", says Liu. The Chinese don't make the iconic yellow vehicles, so this could ignite American e-bus manufacturing and create a local industry chain, he suggests. Backed by the US Environmental Protection Agency's $5bn (£3.9bn) Clean School Bus Programme, the national effort has so far committed to providing 5,982 buses.
  • In contrast, many Latin American cities, such as the Colombian capital of Bogota and the Chilean capital of Santiago, are greening their traditional bus sectors with the help of Chinese manufacturers, who are the largest providers to the region. In 2020, Chile became the country that had the most Chinese e-buses outside of China, and this year Santiago's public transport operator announced it has ordered 1,022 e-buses from Beijing-based Foton Motor, the biggest overseas deal the firm had received.
  • Chinese manufacturers are likely to receive a lot more orders from Chile and its neighbours in this decade. According to latest research by the global C40 Cities network, the number of electric buses in 32 Latin American cities is expected to increase by more than seven times by 2030, representing an investment opportunity of over $11.3bn (£8.9bn)
  • In June 2023, BloombergNEF forecast half of the world's buses to be entirely battery-powered by 2032, a decade ahead of cars. And by 2026, 36% and 24% of municipal bus sales in Europe and the US, respectively, are expected to be EVs as they begin to catch up with China
  • To meet the global climate goals set by the Paris Agreement, simply switching the world's existing bus fleets might not be enough. According to ITDP, the cumulative greenhouse gas emissions from urban passenger transport globally must stay below the equivalent of 66 gigatonnes CO2 between 2020 and 2050 for the world to meet the 1.5C temperature goal. This emissions limit will only be possible when the world not only adopts electric buses, but goes through a broader shift away from private transport
  • "We can't just focus on [replacing] the buses that exist, we need to actually get many, many more buses on the streets," Thompson adds. She and her team estimate that the world would need about 10 million more buses through 2030, and 46 million more buses cumulatively through 2050, to make public transport good enough to have a shot at achieving the Paris Agreement. And all those buses will need to be electric.
  • In China therefore, even though EVs are being sold faster than ever, its central government has instructed cities to encourage public transport use, as well as walking and riding bikes.
  • In Wang's hometown, meanwhile, which has just over three million residents, the local government has gone one step further and made all bus rides free. All citizens need to do is to swipe an app, with no charge, to get onto the bus. "My aunt loves taking buses now," says Wang. "She says it is so convenient."
Javier E

A Key G.O.P. Strategy: Blame China. But Trump Goes Off Message. - The New York Times - 0 views

  • The strategy could not be clearer: From the Republican lawmakers blanketing Fox News to new ads from President Trump’s super PAC to the biting criticism on Donald Trump Jr.’s Twitter feed, the G.O.P. is attempting to divert attention from the administration’s heavily criticized response to the coronavirus by pinning the blame on China.
  • Republicans increasingly believe that elevating China as an archenemy culpable for the spread of the virus, and harnessing America’s growing animosity toward Beijing, may be the best way to salvage a difficult election.
  • Mr. Trump’s own campaign aides have endorsed the strategy, releasing an attack ad last week depicting Joseph R. Biden Jr., the presumptive Democratic nominee, as soft on China. The ad relied heavily on images of people of Asian descent, including former Gov. Gary Locke of Washington, who is Chinese-American, and it was widely viewed as fanning the flames of xenophobia.
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  • Mr. Trump’s clashing comments on China illustrate not only his unreliability as a political messenger but also his longstanding ambivalence over how to approach the world’s second-largest economy. He ran for president four years ago vowing to get tough with China, but his ambition was not to isolate the Chinese but to work with them — and especially for the United States to make more money from the relationship.
  • Eager to continue trade talks, uneasy about further rattling the markets and hungry to protect his relationship with President Xi Jinping at a moment when the United States is relying on China’s manufacturers for lifesaving medical supplies, Mr. Trump has repeatedly muddied Republican efforts to fault China.
  • Pressed on how he could criticize the World Health Organization for what he called pushing “China’s misinformation,” after he had also lavished praise on Beijing’s purported transparency, he responded, “Well, I did a trade deal with China, where China is supposed to be spending $250 billion in our country.”
  • “I’d love to have a good relationship with China,” he added.
  • On a conference call with reporters, Antony J. Blinken, a senior Biden adviser, noted that in January and February “the president praised China and President Xi more than 15 times.” He attributed the flattery to the administration’s not wanting to “risk that China pull back on implementing” the initial trade agreement the two countries signed in January.
  • the rhetoric this time is far more pointed — with concern growing that it will fan xenophobia and discrimination against Asian-Americans.
  • “Trump has always been successful when he’s had a bogeyman and China is the perfect bogeyman,” said Chris LaCivita, a longtime Republican strategist.
  • polls show that Americans have never viewed China more negatively.
  • In a recent 17-state survey conducted by Mr. Trump’s campaign, 77 percent of voters agreed that China covered up the extent of the coronavirus outbreak, and 79 percent of voters indicated they did not think China had been truthful about the extent of infections and deaths,
  • those polling numbers also come as 65 percent of Americans say they believe that Mr. Trump was too late responding to the outbreak
  • More ominous for the president are some private Republican surveys that show him losing ground in key states like Michigan, where one recent poll has him losing by double digits, according to a Republican strategist who has seen it.
  • “This is the 9/11 of this generation,” said Mr. Hawley, adding that he hopes Mr. Trump “keeps the pressure high.”
  • Few Republicans have been more outspoken than Mr. Cotton, an Arkansan who was warning about the virus at the start of the year when few lawmakers were paying attention, and has been urging Senate candidates to make China a centerpiece of their campaigns.
  • Fortified by private polling his campaign conducted last year for his own re-election showing bipartisan disdain for China, Mr. Cotton’s top aides approached aides to Mr. Trump’s campaign last month and told them they planned to air an ad in Ohio, a few days before its scheduled primary, attacking Mr. Biden over China.
  • the president’s eldest son, Donald Jr., posted the spot on Twitter and sought to stamp a new nickname on the former vice president: “BeijingBiden.”
  • Brian O. Walsh, the president of America First Action, said the strategy builds on years of voter concerns about China.“The China piece of this was part of the overall thinking far before coronavirus, because we knew its potency and its relevance,” Mr. Walsh said. “This just made it more potent and more relevant.”
tsainten

China travel: Americans and other Westerners are increasingly scared of traveling there... - 0 views

shared by tsainten on 12 Mar 21 - No Cached
  • More than a dozen academics, NGO workers and media professionals CNN spoke to, who in pre-Covid times regularly traveled to China, said they were unwilling to do this once the pandemic restrictions lifted, over fears for their personal safety.
  • As President Xi breeds a culture of nationalism and forges increasingly hostile relations with Western governments, some fear that if a diplomatic spat between their government and Beijing occurred while they were in China they could become a target.
  • the detention of two Canadians in China in December 2018 as a turning point in their thinking. Michael Kovrig, an NGO worker and former diplomat, and Michael Spavor, who organized trips to North Korea, including for NBA player Dennis Rodman, were detained just after Huawei executive Meng Wanzhou was arrested in Vancouver on charges filed in the United States.
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  • Gordon Matthews, a professor of anthropology living in Hong Kong, says some of his colleagues at the Chinese University of Hong Kong who have devoted their lives to China are exploring pursuing new lines of academic inquiry to avoid visiting the mainland.
  • 'What are the things I have been doing that may have contributed to my getting detained?' It's also a question of, 'What is my nationality? What have the politicians from my country have been saying?'" says Nee.
  • "China has always protected the safety and legitimate rights and interests of foreigners in China in accordance with the law,"
  • In June, a business advisory council to the US State Department issued a report titled "Hostage Diplomacy in China," seen by CNN, which cited the two Canadians' cases as a primary reason why firms should be more careful when sending employees to China.
  • O'Halloran's exit ban was finally lifted in January. But to complete what Member of the European Parliament for Dublin, Barry Andrews, has called his "Kafkaesque nightmare," when O'Halloran went to the airport, hoping to get home for his son's 14th birthday, he was stopped again. He remains in China.
  • n 2020, China became the world's largest recipient of foreign direct investment, with flows into the country rising 4% to $163 billion.
  • he wasn't concerned about getting into the country from a political standpoint. In fact, she said her community is itching to go for research and investing purposes, once the pandemic permits travel there again. "Fund flow is still positive and strong into China," she said. "So if you're investing, it's typical to take quarterly trips."
  • "When I'm in China, I don't go out. I don't fraternize, I don't go out to bars," he says. "You know, there's too much to lose. So my life in China is very small and I want to keep it that way. Because, you know, I've heard horror stories.
  • criminalizes secession, subversion, terrorism, and collusion with foreign powers.
  • He recalls one Buddhist colleague who had started contributing to a school in Tibet, a restive region of China with an exiled government agitating for its autonomy. He says his company took the colleague aside to ask her to refrain from donating, and to keep a low profile on Tibetan matters, to avoid causing the firm problems when she represented them in the mainland.
  • "A lot of the new advice we are getting, as graduate students, is to do a project that does not require you to necessarily do fieldwork in China,
  • With fewer academics willing to travel to China, and those who do make it after the coronavirus pandemic encountering a more closed nation, the result could be fewer Western minds reporting on and studying China firsthand at a time when, arguably, the world has never had a greater need to understand the country.
Javier E

China has built a global network of ports critical to trade - Washington Post - 0 views

  • A decade ago, Chinese President Xi Jinping launched the Maritime Silk Road, the oceanic component of his flagship Belt and Road Initiative aimed at improving China’s access to world markets by investing in transportation infrastructure
  • China has already secured a significant stake in a network of global ports that are central to world trade and freedom of navigation. Although the stated goal of the investments was commercial, the United States and its allies have grown increasingly concerned about the potential military implications.
  • Xi has frequently talked of his ambition to turn China into a “maritime superpower.” The port network offers a glimpse into the reach of those ambitions.
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  • A decade later, China owns or operates ports and terminals at nearly 100 locations in over 50 countries, spanning every ocean and every continent. Many are located along some of the world’s most strategic waterways.
  • The majority of the investments have been made by companies owned by the Chinese government, effectively making Beijing and the Chinese Communist Party the biggest operator of the ports that lie at the heart of global supply chains.
  • But the investments go beyond that. They give Beijing a window into the business dealings of competitors and could be used to help China defend its supply routes, spy on U.S. military movements and potentially engage U.S. shipping, according to analysts
  • Strait of HormuzLeaked U.S. intelligence documents earlier this year suggested that China has revived an effort to establish military facilities at the United Arab Emirates port of Khalifa in the Persian Gulf, by the crucial Strait of Hormuz and just 50 miles away from an important U.S. military base.
  • Beijing is decades away from matching the U.S. military presence worldwide, but China has the biggest and fastest-growing navy in the world, and increasingly it is venturing beyond the shores of eastern Asia.
  • From having no naval presence in the Indian Ocean two decades ago, for instance, China now maintains six to eight warships in the region at any given time
  • A route for some major shipping lanes and global ports, the Indian Ocean was an early priority for China. About 80 percent of China’s trade crosses the ocean, including almost all of its oil. China’s port investments seem designed to protect the route. Beijing, for instance, has secured a 99-year lease at the port of Hambantota in Sri Lanka, giving it an important foothold on the busy shipping lane between Asia and the West.
  • In late 2015, China acknowledged it was building a military base adjacent to the Chinese-operated port of Djibouti. The African base was officially opened in 2017, only six miles away from a U.S. military base in the country. Located at the narrow entrance to the Red Sea, Djibouti is on one of the busiest shipping lanes in the world, where about 10 percent of global oil exports and 20 percent of commercial goods pass through the narrow strait to and from the Suez Canal.
  • Persian Gulf and Red SeaChina’s interest in these port locations goes beyond purely commercial concerns, U.S. officials say. Many are located at strategic chokepoints with high shipping traffic. At these locations, sea routes are narrow and ships are potentially vulnerable.
  • DjiboutiChina has already established one military facility adjoining a commercial port operation, in Djibouti, at the mouth of the Red Sea. U.S. officials say there are indications that it is scouting for more.
  • Suez CanalBeijing has also been growing its influence in ports on Egypt’s Suez Canal, a vital human-built waterway that provides a shortcut from Asia to Europe. Earlier this year, Chinese shipping companies announced investments in terminals at the ports of Ain Sokhna and Alexandria
  • EuropeChina already controls or has major investments in more than 20 European ports, giving it significant sway over the continent’s supply routes. Many serve as vital logistics and transshipment points for NATO and the U.S. Navy. “It’s a significant national and economic security concern,”
  • Logink portsOne way in which China has secured a commanding position is through a little-known software system called Logink, a digital logistics platform owned by the Chinese government. So far, at least 24 ports worldwide, including Rotterdam and Hamburg, have adopted the Logink system.
  • Logink potentially gives China access to vast quantities of normally proprietary information on the movements, management and pricing of goods moving around the world. The U.S. Transportation Department issued an advisory in August warning U.S. companies and agencies to avoid interacting with the system because of the risk of espionage and cyberattack.
  • The AmericasThe original Maritime Silk Road, as laid out in Chinese documents, focused on three main routes. The plan has expanded to include the Atlantic and the Americas. Latin America is one of the fastest-growing destinations for Chinese port investments. China manages ports at both ends of the Panama Canal. It is building from scratch a $3 billion megaport at Chancay in Peru that will transform trade between China and Latin America, enabling the world’s largest shipping containers to dock on the continent for the first time.
  • The United States is still the world’s biggest military power, with about 750 bases overseas. China, with only one, is a long way from matching U.S. naval power, said Stephen Watts of the Rand Corp. “The implications of these far-flung bases have been overblown,” he said. “China would be easily overcome in these small outposts if it came to a shooting match.”
  • But China’s port network presents a different kind of challenge to U.S. security interests, separate from the threat of war, said Isaac Kardon of the Carnegie Endowment for International Peace. China is now the world’s premier commercial maritime power, and its strategic hold over the world’s supply routes could be used to interdict or restrict U.S. trade, troop movements and freedom of navigation in a range of different ways. “It’s an asymmetrical threat,”
Javier E

Opinion | Three Things Americans Should Learn From Xi's China - The New York Times - 0 views

  • Creating a Chinese version of the World Bank, Mr. Xi inaugurated the Asian Infrastructure Investment Bank.
  • Instead of the American dream, he speaks of the “Chinese dream,” which describes the collective pride that people feel when they overcome a century of disorder and colonial humiliation to reclaim their status as a great power.
  • I asked half a dozen scholars who study China what lessons Americans should draw from Mr. Xi’s tenure so far. Here’s a summary of what they told me.
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  • In the absence of elections, Communist Party officials in China rise up the ranks based on how well they deliver on the party’s priorities, at least in theory. For years, the top priority was economic growth
  • Local officials plowed money into the highways, ports and power plants that manufacturers needed, turning China into the world’s factory.
  • Under Mr. Xi, government priorities have shifted toward self-sufficiency and the use of industrial robots, something that Chinese leaders believe is critical to escaping the middle-income trap, in which a country can no longer compete in low-wage manufacturing because of rising wages but has not yet made the leap to the value-added products of high-income countries.
  • some Chinese companies purchased robots that don’t work well and exaggerated their success to get government subsidies and curry favor with politicians. Directives from party officials with little expertise in robotics fetishize machines beyond their actual usefulness.
  • Those unskilled laborers — who will increasingly be replaced by robots, according to China’s grand strategy — present an economic challenge and a threat to political stability
  • What many Chinese businesses wanted most, she said, was “invisible infrastructure”: a predictable judicial system, fair access to bank credit and land, and regulations that are applied without regard to political connections
  • Her findings, reported in detail in “The Gilded Cage: Techno-State Capitalism in China,” which will be published next fall, suggest that Beijing’s pronouncements about amazing technological advancement should be viewed with a touch of skepticism.
  • Mr. Xi had a privileged childhood as the son of a top Communist Party official. But the Cultural Revolution shattered that sheltered life; he was sent to a remote village for seven years, where he did hard labor and slept in a hillside cave home. As a result, he can claim a familiarity with rural people and rural problems that few world leaders can even imagine.
  • One of Mr. Xi’s most celebrated campaigns has been a vow to stamp out extreme poverty, a tacit acknowledgment that China’s economic miracle has left hundreds of millions of rural farmers behind
  • Some corporate managers complained that government subsidies often flowed to politically connected firms and were wasted, while others grumbled that government directives were unpredictable and ill informed.
  • Only 30 percent of working Chinese adults have high school diplomas, although 80 percent of young people are getting them now, according to Scott Rozelle, a co-author of “Invisible China: How the Urban-Rural Divide Threatens China’s Rise.”
  • more than 600 million Chinese people scrape by on the equivalent of $140 per month.
  • Last year, Mr. Xi declared “complete victory” in eradicating extreme poverty in China, but skepticism about his success abounds. Some experts on China report that local officials gave out cash to rural families — one-time payments that got them temporarily over the poverty line — instead of initiating badly needed structural reforms.
  • “Rural Chinese in many ways are like the lowest class in a policy-driven caste system,” Mr. Rozelle told me. Nevertheless, even a flawed program to address rural poverty is better than no program at all.
  • He set out to save his rudderless Communist Party by cracking down on graft and bringing wayward nouveaux riches back into the fold by recruiting them as party members. He ordered chief executives to contribute more toward “common prosperity” and showed what could happen to those who didn’t toe the party line.
  • Mr. Xi’s crackdown went too far. Increasingly, foreign investors and Chinese entrepreneurs are fleeing. Coupled with a draconian zero-Covid strategy, Mr. Xi’s policies have sent the economy into a tailspin.
  • More worrisome still is the return of an atmosphere of fear and sycophancy not seen since Chairman Mao’s time. A businessman who was critical of Mr. Xi was sent to prison for 18 years. The era of relative openness to intellectual debate and foreign ideas appears to have come to an end.
  • id another despot like Mao, have gone out the window so Mr. Xi can have more time in power. Mr. Xi has been called a modern-day emperor, the chairman of everything and the most powerful man in the world
  • Yuhua Wang, a political scientist at Harvard who is author of the book “The Rise and Fall of Imperial China,” released this month. Mr. Wang studied 2,000 years of Chinese history and discovered, somewhat counterintuitively, that China’s central government has always been the weakest under its longest-serving rulers.
  • Emperors, he explains, have always stayed in power by weakening the elites who might have overthrown them — the very people who are capable of building a strong and competent government.
  • “One can argue that he has good intentions,” Mr. Wang told me of Mr. Xi. But the tactics he has used to maintain power — crushing critics, micromanaging businesses, whipping up nationalist fervor and walling China off from the world — may end up weakening China in the end.
anonymous

Chinese Ship Deployment Roils South China Sea : NPR - 0 views

  • China has provoked international alarm by massing ships in the South China Sea near a reef claimed by both China and the Philippines. This week, Manila formally protested what it called a violation of "its sovereignty, sovereign rights, and jurisdiction." The United States and Western allies backed the Philippine call for China to immediately withdraw what appears to be a flotilla of fishing vessels.
  • Satellite imagery obtained by NPR from Maxar Technologies shows Chinese vessels moored in the crook of the boomerang-shaped coral bar known as Whitsun Reef — also called Julian Filipe Reef in the Philippines and Niu'e Jiao in China. It lies 175 nautical miles west of the western Philippine province of Palawan, well within the country's 200-mile exclusive economic zone.
  • The images show Chinese boats, some lashed 10 abreast together, lingering in the waters of the reef that lies just beneath the surface. The Philippine coast guard reported spotting 220 vessels on March 7
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  • China claims much of the South China Sea for itself and has built several artificial islands, as have some of the other claimants to the contested waters. But the scale of China's building far exceeds that of other countries, and this latest move has drawn international concern. It's raised fears that China perhaps aims to occupy and reclaim Whitsun Reef while intimidating its regional rivals.
  • Gregory Poling says that's suspicious. Poling runs the Asia Maritime Transparency Initiative at the Center for Strategic and International Studies, a Washington, D.C.-based think tank. He says the boats, tied up "with military precision" beside each other, "are not fishing," they're parked.
  • The reef where the Chinese ships are massed lies on the northern edge of a larger atoll known as Union Banks, inside the sprawling Spratly Islands chain, known for its disputed ownership. Historically Union Banks has been a fishing ground for Filipino fishermen.
  • Poling says Whitsun Reef lies within a mile of two of existing Chinese bases and four small Vietnamese outposts. "So, it's a pretty congested area," he says. "And for China, it seems like they are now using Whitsun Reef as an anchorage, a safe place to harbor around this bigger area called Union Banks."
  • The Chinese have denied they are up to anything unusual and said that its "fishing vessels" were merely sheltering from "rough seas." Batongbacal says there have been no "adverse weather conditions" in the area in the weeks the Chinese have been there.
  • Today the reef is China's biggest outpost in the South China Sea. Mischief sits on the eastern edge of the seven artificial islands China has built in the Spratly archipelago.
  • Batongbacal says back then, China said that it was using the reef to shelter fishermen. By 2015, he says the Chinese had built one of the world's largest artificial islands, which "now hosts a full-blown military base," all protected by "missile emplacements."
  • Whitsun is unlikely to become another artificial island, believes Poling. "China's goal is to control the water, the seabed, the airspace. And so they don't really need an eighth outpost to do that. What they need is an overwhelming dominance when it comes to the number of vessels in the Spratlys," he says.
  • Vietnam, the Philippines, Malaysia, Brunei and Taiwan also claim parts of the South China Sea. China's claims to nearly all of the waters were rejected by a ruling in a tribunal at the Hague in 2016.Poling says to assert its vast claim, Beijing increasingly uses its fishing fleet as a maritime militia.
  • A statement released Monday by Beijing's Embassy in Manila said, "There is no Chinese Maritime Militia as alleged. Any speculation in such helps nothing but causes unnecessary irritation."
  • Philippine President Rodrigo Duterte has gone out of his way to not irritate Beijing, and Batongbacal says Duterte has been "very, very accommodating" to China in the South China Sea. "The Chinese are emboldened."
  • Indeed, Poling says China's maritime intimidation is discouraging oil and gas exploration, and jeopardizing fishermen. It's getting "harder and harder," he says, not to see this an "implicit threat" that carries the added risk of miscalculation.
  • This week, Philippine National Defense Secretary Delfin Lorenzana called the Chinese move a "clear provocative action" of "grave" concern. "We call on the Chinese to stop this incursion and immediately recall these boats violating our maritime rights and encroaching into our sovereign territory," his statement read.
  • Poling says the Chinese are not likely to disperse. "Once China moves in, it doesn't leave. It might decrease the number. It might play nice for a little while, maybe it ratchets down the tension for short term political gain, but it is unlikely to vacate this reef," he says.
  • In a statement, the U.S. embassy in the Philippines waded into the controversy: "The PRC uses maritime militia to intimidate, provoke, and threaten other nations," adding, "We stand with the Philippines, our oldest treaty ally in Asia." Japan, Australia, the U.K. and Canada expressed support for the Philippines as well, saying the Chinese flotilla was threatening regional security.
  • Poling says the unified call for China to withdraw shows "a realignment of international fears and anxieties about Beijing's maritime claims." He says that if the international community is going to draw a line in the sand, or try to "compel or cajole" China into compromise, "it has to do so now." The "space for compromise," Poling says, "is getting worrying small."
Javier E

Opinion | Biden's Taiwan Policy Is Truly, Deeply Reckless - The New York Times - 0 views

  • Media coverage of President Biden’s foreign policy tends to focus on his efforts to withdraw from Afghanistan, get tough on Russia and negotiate with Iran. But none of those may prove as consequential as Mr. Biden’s quiet, incremental, moves to establish official relations with Taiwan. Because only his policy toward Taiwan is meaningfully increasing the risk of world war.
  • He’s doing so by undoing a diplomatic fiction that for more than 40 years has served the United States, Taiwan and the world exceptionally well.
  • By keeping U.S. relations with Taiwan unofficial, the “one China” fiction helped Beijing imagine that peaceful reunification remained possible. Which gave it an excuse not to invade.
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  • Like the Trump administration before it, the Biden team is now progressively chipping away at this bargain. Last summer, Democrats removed the phrase “one China” from their platform. In January, Mr. Biden became the first American president since 1978 to host Taiwan’s envoy at his inauguration. In April, his administration announced it was easing decades-old limitations on official U.S. contacts with the Taiwanese government.
  • These policies are increasing the odds of a catastrophic war. The more the United States and Taiwan formally close the door on reunification, the more likely Beijing is to seek reunification by force.
  • As the Harvard political scientist Graham Allison has observed, “No Chinese national security official I have ever met, and no U.S. official who has examined the situation, doubts that China would choose war over losing territory it considers vital to its national interest.”
  • whether or not the United States officially pledges to come to Taiwan’s defense, it is deeply reckless to believe that it can both provoke Beijing by undoing the “one China” compact and deter it with the threat of military force.
  • It’s reckless because deterrence requires power and will, and when it comes to Taiwan, the United States is deficient in both. According to Fareed Zakaria, “The Pentagon has reportedly enacted 18 war games against China over Taiwan, and China has prevailed in every one.”
  • One reason is geography. Taiwan is roughly 100 miles from mainland China but 5,000 miles from Honolulu. Within 500 miles of the island, mainland China boasts 39 air bases. The United States possesses two
  • In the opening phase of a war over Taiwan, “the command and control networks that manage the critical flow of information to U.S. forces in combat would be broken apart and shattered by electronic attacks,”
  • American bases in Japan and Guam would be “inundated with waves of precise ballistic and cruise missiles” while U.S. aircraft carriers would be highly vulnerable to China’s “carrier-killers.”
  • U.S. casualties “could be staggering.”
  • There’s another reason deterrence alone won’t work: China cares more. In 2017, mainland Chinese said that Taiwan topped their list of “concerns about the U.S.-China relationship.” Among Americans, by contrast, Taiwan didn’t make the top seven.
  • while foreign policy elites in Washington overwhelmingly endorse going to war for Taiwan, ordinary Americans are deeply skeptical
  • while 85 percent of Republican leaders support sending U.S. troops to defend Taiwan from Chinese attack, only 43 percent of Republicans among the public agree
  • I suspect that figure would be even lower if respondents knew that some of America’s most experienced China experts — including former ambassador to Beijing J. Stapleton Roy and Chas Freeman, who served as Richard Nixon’s interpreter on his 1972 trip to China — believe such a conflict would risk nuclear war.
  • Recognizing the limits of America’s ability to deter Beijing does not mean abandoning Taiwan
  • smaller countries that sit in the shadow of superpowers often accept limitations on their external behavior. The United States would never allow Mexico to join a military alliance with Beijing.
  • What’s crucial is that the Taiwanese people preserve their individual freedom and the planet does not endure a third world war. The best way for the United States to pursue those goals is by maintaining America’s military support for Taiwan while also maintaining the “one China” framework that for more than four decades has helped keep the peace in one of the most dangerous places on earth.
Javier E

With Concessions and Deals, China's Leader Tries to Box Out Biden - The New York Times - 0 views

  • China’s leader, Xi Jinping, has in recent weeks made deals and pledges that he hopes will position his country as an indispensable global leader, even after its handling of the coronavirus and increased belligerence at home and abroad have damaged its international standing.
  • A survey by the Pew Research Center in October found that in 14 economically advanced countries, unfavorable attitudes toward China had reached their highest levels in more than a decade. A median of 78 percent of those surveyed said they had little or no confidence that Mr. Xi would do the right thing in world affairs. (One upside for Mr. Xi: 89 percent felt the same way about Mr. Trump.)
  • Noah Barkin, a China expert in Berlin with the Rhodium Group, called the investment agreement in particular “a geopolitical coup for China.” Chinese companies already enjoyed greater access to European markets — a core complaint in Europe — so they won only modest openings in manufacturing and the growing market for renewable energies. The real achievement for China is diplomatic.
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  • China agreed, at least on paper, to loosen many of the restrictions imposed on European companies working in China, open up China to European banks and observe international standards on forced labor. The question is whether the pledges can be enforced.To China’s critics, Mr. Xi’s moves have been tactical — even cynical. Yet they have also proved successful to a degree that seemed impossible only a few months ago, when several European countries became more outspoken in opposing China.
  • China’s vast economic and diplomatic influence, especially at this time of global crisis, means that countries feel they have little choice but to engage with it, regardless of their unease over the character of Mr. Xi’s hard-line rule. The Asian trade pact, for example, while limited in scope, covers more of humanity — 2.2 billion people — than any previous one.
  • The image of Mr. Xi joining Chancellor Angela Merkel of Germany, President Emmanuel Macron of France and other European leaders in a conference call on Wednesday to seal the deal with the European Union also amounted to a stinging rebuke of the Trump administration’s efforts to isolate China’s Communist Party state.
  • A breakthrough came after the American presidential election. Mr. Trump showed disdain for America’s traditional allies in Europe and Asia, but Mr. Biden has pledged to galvanize a coalition to confront the economic, diplomatic and military challenges that China poses.China clearly foresaw the potential threat.
  • Only two weeks after the election, China joined the 14 other Asian nations in signing the Regional Comprehensive Economic Partnership. In early December, after phone calls with Ms. Merkel and Mr. Macron, Mr. Xi pushed to finish the investment agreement with the Europeans.
  • The prospect raised alarm, both in Europe and in the United States. Mr. Biden’s incoming national security adviser, Jake Sullivan, took to Twitter to hint strongly that Europe should first wait for consultations with the new administration — to no avail.
  • Critics said the deal would bind Europe’s economy even more closely with China’s, helping Beijing expand its economic might and deflect external pressure to open up its party-state-driven economy.
  • They said the agreement failed to do enough to address China’s abuses of human rights, including labor rights. The promise that negotiators extracted from China on that issue — to “make continued and sustained efforts” to ratify two international conventions on forced labor — assumes China will act in good faith. China, critics were quick to point out, has not kept all the promises it made when it joined the World Trade Organization in 2001.
Javier E

Rise of a paranoid superpower: Xi Jinping's China is making costly strategic blunders i... - 0 views

  • In the rise of China, we might be witnessing the emergence of a paranoid superpower. It is increasingly clear that paranoia — both as an internal disorder and a trigger for (exaggerated) external threat perception — is driving China’s grand strategy.
  • The CPC is obsessed with avoiding the mistakes that brought about the downfall of USSR
  • Supreme leader Xi and a generation of party leaders have minutely studied, learnt and internalised lessons from Soviet Russia’s collapse that ranged from blaming Mikhail Gorbachev’s twin reform gambits of glasnost and perestroika to noting the mistakes made by a corrupted, bloated and incompetent Soviet Communist Party that failed to tighten political control and mitigate the challenges thrown by the rise of nationalist impulses in areas under USSR from Ukraine to Azerbaijan
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  • The USSR crumbled — or so goes the lesson — because it became open, loosened its grip over politics and polity.
  • This idea has now received official stamp from the very top of Beijing’s leadership, and one can see it reverberating through the new wave of paranoia about foreign influence, reassertion of party power, and hostility to civil society
  • The Soviet fall, once seen at least in part as a result of the Communist Party’s own failings, has become reinterpreted as a deliberate US plot and a moral failure to hold the line against Western influence,” writes Palmer.
  • This paranoia guides and informs every step that Xi takes, be it the brutal repression of Uighur minority, the annihilation of their Muslim identity or the purge of his political opponents under the pretext of corruption.
  • Xi wrote in 2017: “As the world’s largest party, no external force can defeat us, and only we can defeat ourselves… We should stay alert to the ubiquitous factors that could weaken our Party’s pioneering nature and contaminate our Party’s purity… If we don’t take strict precautions and correct them in time… small problems will grow into big ones, minor slips will escalate into an irreversible landslide, probably even leading to a broader and subversive catastrophe.”
  • Xi and the CPC remain convinced that the US wants to balance and contain its rise, constrict it by fanning pro-democracy sentiments and challenge the ‘One China’ policy
  • Beijing’s actions are swayed by insecurity based on that fear. China blames the US for “influencing” the pro-democracy protests in Hong Kong, accuses Washington of instigating and sponsoring Taiwan’s defiance, and it has noted with concern American (mostly botched) efforts at regime change in post-second World War history
  • This has heightened Xi’s (and the party’s fears) to the extent that China believes a proactive, interventionist, in-your-face foreign policy — driven by a revanchist obsession with reassembling the Middle Kingdom’s imperial empire over the land and sea through military and non-military means — along with the relentless accumulation of economic and hard power are prerequisite to achieving the China Dream.
  • In keeping the party and the society focused on achieving that goal, fear (whether real or imagined) is a useful tool.
  • The CPC needs the west and its political system as the ‘other’ to operate in opposition to it, and paranoia remains the overwhelming driving force that binds the party, the state and society
  • in the last six months alone of the new decade — and amid a raging, global pandemic that originated in Wuhan — Xi’s China has undertaken a series of coercive steps and has gone into geopolitical jousting with almost all its neighbours and regional actors. The goal of a regional hegemon and a presumptive superpower should be creating conditions that aid its rise, not cause impediments in the path through abrasive overreach.
  • This naked bullying behaviour has consequences, even though China may like to believe that the ability of these regional actors in balancing against China is constrained by their economic dependence on Beijing. China has alienated regional players and given rise to a renewed push for Asian multilateralism underwritten by the US.
  • As former Indian ambassador to China Gautam Bambawale has said, for a minor tactical gain on the ground, China has “lost India” and forced New Delhi into fundamentally reassessing its China policy.
Javier E

Russia is becoming increasingly dependent on China - The Washington Post - 0 views

  • A few weeks before Russia launched its war, Putin and Xi met at a summit and declared a partnership with “no limits.” Now, after a summer of spiraling tensions, their governments are locked in a tighter embrace, voicing their shared animus toward the American hegemon that looms over their own perceived spheres of influence.
  • This week, Zhang Hanhui, China’s ambassador to Moscow, attacked the United States for supposedly stoking the conflict in Ukraine. “As the initiator and main instigator of the Ukrainian crisis, Washington, while imposing unprecedented comprehensive sanctions on Russia, continues to supply arms and military equipment to Ukraine,” Zhang told Russian state news agency Tass. “Their ultimate goal is to exhaust and crush Russia with a protracted war and the cudgel of sanctions.”
  • Earlier, Dmitry Peskov, Putin’s press secretary, had lambasted Washington for House Speaker Nancy Pelosi’s controversial visit to Taiwan. “This is not a line aimed at supporting freedom and democracy,” Peskov said. “This is pure provocation. It’s necessary to call such steps what they really are.”
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  • Putin may be possessed by neo-imperial dreams of Russia’s place in Europe, but he is presiding over a state of affairs that has steadily given Beijing more leverage over Moscow. Far removed from the days of the Cold War when the Kremlin viewed communist China as its “poorer cousin,” Russia — isolated and enfeebled — is sliding inexorably into the role of “junior partner” to the Asian giant.
  • The war in Ukraine has rendered Russia increasingly dependent on China: Sanctions have curtailed the global market for its exports and thinned out possible suppliers for its exports. Enter China, whose imports from Russia have surged, jumping 80 percent in May compared with last year, largely in the form of oil and other natural resources. The Russian market, left bereft of many European products, may get all the more flooded by Chinese goods and technology in the months and even years ahead.
  • Gabuev suggested that current trendlines could see China’s renminbi, which has already outperformed the euro on Moscow’s stock exchange, becoming “the de facto reserve currency for Russia even without being fully convertible,” and thereby “increasing Moscow’s dependence on Beijing.”
  • Imbalances that already existed between both countries are only amplifying. China is edging closer to Russia as a leading arms supplier to developing countries. Russia was compelled to significantly discount oil sales to China, while Chinese car manufacturers — recognizing the paucity of options now facing Russian consumers — have in some instances raised prices for their vehicles in Russia by 50 percent
  • Gabuev unpacked the geopolitical ramifications of Russia’s supplication to China. “To keep China happy, Russian leaders will have little choice but to accept unfavorable terms in commercial negotiations, to support Chinese positions in international forums such as the United Nations, and even to curtail Moscow’s relations with other countries, such as India and Vietnam,”
  • Even in the remote scenario where Putin himself falls, it’s hard to imagine the broader tectonic realignments taking place would shift all that much. “Russia is turning into a giant Eurasian Iran: fairly isolated, with a smaller and more technologically backward economy thanks to its hostilities to the West but still too big and too important to be considered irrelevant,
  • With China as Russia’s biggest external partner and major diplomatic ally, Gabuev concluded, “the aging ruling elite in the Kremlin, myopically fixated on Washington, will be even more eager to serve as China’s handmaidens as it rises to become the archrival of the United States.”
  • “The best way for the West to deal with the China-Russia alignment is to acknowledge that these bonds are strong and to improve its own resilience and deterrence capacities,” wrote Justyna Szczudlik, a China analyst at the Polish Institute of International Affairs.
Javier E

China under pressure, a debate | Financial Times - 0 views

  • Despite the $300bn mega-bankruptcy of Evergrande, the risk of an immediate 2008-style crisis in China is slight.
  • let us linger over the significance of this point. What China is doing is, after all, staggering. By means of its “three red lines” credit policy, it is stopping in its tracks a gigantic real estate boom. China’s real estate sector, created from scratch since the reforms of 1998, is currently valued at $55tn. That is the most rapid accumulation of wealth in history. It is the financial reflection of the surge in China’s urban population by more than 480mn in a matter of decades.
  • Throughout the history of modern capitalism real estate booms have been associated with credit creation and, as the work of Òscar Jordà, Moritz Schularick and Alan M. Taylor has shown, with major financial crises.
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  • if we are agreed that Beijing looks set to stop the largest property boom in history without unleashing a systemic financial crisis, it is doing something truly remarkable. It is setting a new standard in economic policy.
  • Is this perhaps what policy looks like if it actually takes financial stability seriously? And if we look in the mirror, why aren’t we applauding more loudly?
  • Add to real estate the other domestic factor roiling the Chinese financial markets: Beijing’s remarkable humbling of China’s platform businesses, the second-largest cluster of big tech in the world. That too is without equivalent anywhere else.
  • Beijing’s aim is to ensure that gambling on big tech no longer produces monopolistic rents. Again, as a long-term policy aim, can one really disagree with that?
  • we have two dramatic and deliberate policy-induced shocks of the type for which there is no precedent in the West. Both inflict short-term pain with a view to longer-term social, economic and financial stability.
  • Ultimately political economy determines the conditions for long-run growth. So if you had to bet on a regime, which might actually have what it takes to break a political economy impasse, to humble vested interests and make a “big play” on structural change, which would it be? The United States, the EU or Xi’s China?
  • Beijing’s challenge right now is to manage the fall out from the two most dramatic development policies the world has ever seen, the one-child policy and China’s urbanisation, plus the historic challenge of big tech — less a problem specific to China than the local manifestation of what Shoshana Zuboff calls “surveillance capitalism”.
  • no, Xi’s regime has not yet presented a fully convincing substitute plan. But, as Michael Pettis has forcefully argued, China has options. There is an entire range of policies that Beijing could put in place to substitute for the debt-fuelled infrastructure and housing boom.
  • demography is normally treated as a natural parameter for economic activity. But in China’s case the astonishing fact is that the sudden ageing of its workforce is also a policy-induced challenge. It is a legacy of the one-child policy — the most gigantic and coercive intervention in human reproduction ever undertaken.
  • China needs to spend heavily on renewable energy and power distribution to break its dependence on coal. If it needs more housing, it should be affordable. All of this would generate more balanced growth. 5 per cent? Perhaps not, but certainly healthier and more sustainable.
  • If it has not so far pursued an alternative growth model in a more determined fashion, some of the blame no doubt falls on the prejudices of the Beijing policy elite. But even more significant are surely the entrenched interests of the infrastructure-construction-local government-credit machine, in other words the kind of political economy factors that generally inhibit the implementation of good policy.
  • The problem is only too familiar in the West. In Europe and the US too, such interest group combinations hobble the search for new growth models. In the United States they put in doubt the possibility of the energy transition, the possibility of providing a healthcare system that is fit for purpose and any initiative on trade policy that involves widening market access.
  • First and foremost China needs a welfare state befitting of its economic development.
  • On balance, if you want to be part of history-making economic transformation, China is still the place to be. But it is undeniably shifting gear. And thanks to developments both inside and outside the country, investors will have to reckon with a much more complex picture of opportunity and risk. You are going to need to pick smart and follow the politics and geopolitics closely.
  • If on the other hand you want to invest in the green energy transition — the one big vision of economic development that the world has come up with right now — you simply have to have exposure to China, whether directly or indirectly by way of suppliers to China’s green energy sector. China is where the grand battle over the future of the climate is going to be fought. It will be a huge driver of innovation, capital accumulation and profit, the influence of which will be felt around the world.
  • it is one key area that both the Biden administration and the EU would like to “silo off” from other areas of conflict with China.
  • I worry that we may be too focused on the medium-term. Given the news out of Hong Kong and mainland China, Covid may yet come back to bite us.
  • Here too China is boxed in by its own success. It has successfully pursued a no-Covid policy, but due to the failing of the rest of the world, it has been left to do so in “one country”.
  • Until China finds some way to contain the risks, this is a story to watch. A dramatic Omicron surge across China would upend the entire narrative of the last two years, which is framed by Beijing success in containing the first wave.
katyshannon

Alibaba Buying South China Morning Post, Aiming to Influence Media - The New York Times - 0 views

  • The Alibaba Group, the Chinese Internet giant, is making an ambitious play to reshape media coverage of its home country, taking aim at what company executives call the “negative” portrayal of China in the Western media.
  • As the backbone of this effort, Alibaba agreed on Friday to buy the media assets of the SCMP Group, including one of Hong Kong’s most influential English language daily newspapers, The South China Morning Post. Alibaba is acquiring an award-winning newspaper that for decades has reported aggressively on subjects that China’s state-run media outlets are forbidden to cover, like political scandals and human-rights cases.
  • Alibaba said the deal was fueled by a desire to improve China’s image and offer an alternative to what it calls the biased lens of Western news outlets. While Alibaba said the Chinese government had no role in its deal to buy the Hong Kong newspaper, the company’s position aligns closely with that of the Communist Party, which has grown increasingly critical of the way Western news organizations cover China.
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  • “Our business is so rooted in China, and touches so many aspects of the Chinese economy, that when people don’t really understand China and have the wrong perception of China, they also have a lot of misconceptions about Alibaba,” Joseph C. Tsai, Alibaba’s executive vice chairman, said in an interview.
  • “What’s good for China is also good for Alibaba,” Mr. Tsai added. He echoed a phrase often attributed to the former head of General Motors: What’s good for G.M. is good for America.
  • For Alibaba, the financial stakes are not significant. Estimated to be worth $100 million, the deal represents a relatively small amount for a company with more than $12 billion in annual revenue.
  • The bigger risk is reputational, as Alibaba leaps into the realm of politics. In owning The South China Morning Post, Alibaba will control a news organization that operates along a border that separates two systems, one in Hong Kong with a relatively free press and another in mainland China with strict censorship controls.
  • The newspaper, which is not subject to China’s strict censorship rules, has long jumped into controversial issues on the mainland like covering the anniversary of the 1989 pro-democracy protests in Tiananmen Square and last year’s Occupy Central movement in Hong Kong. The newspaper has delved into scandals among China’s elite, including Ling Jihua, who served as an aide to the former Chinese president Hu Jintao.
  • Willy Lam, a political commentator and former editor at the South China Morning Post, said an Alibaba takeover would most likely exacerbate a trend at the paper toward self-censorship on sensitive political issues.
  • Alibaba, however, said it had no intention of interfering with the day-to-day operations of the paper and would not censor articles. The company said it would ensure the paper’s journalistic independence and integrity.
  • But Mr. Tsai did not offer details about how Alibaba would execute its vision for more positive coverage on China without sacrificing editorial independence, two agendas that are seemingly at odds. He said that more “fair and accurate” articles would translate, over time, into a more positive image of the country.
  • With a print circulation of 100,000, The South China Morning Post is relatively small. But the newspaper, which is 112 years old, has outsize influence in the West because of its proximity to China and its English language format.
  • Alibaba said it planned to invest in the business, by expanding the staff and developing more digital ventures. The company is also looking to remove the website’s paywall, granting free access to its content. (In 2013, another e-commerce giant, Jeffrey Bezos, the founder of Amazon, purchased The Washington Post.)
  • baba’s move reflects a broader evolution in China, as some of the country’s biggest companies look to project a different image to the world.
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    Alibaba's move reflects a broader evolution in China, as some of the country's biggest companies look to project a different image to the world.
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