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11. Competition Versus Exclusion in U.S.–China Relations: A Choice Between Stability and Conflict

Author:
Jake Werner
Publication Date:
09-2023
Content Type:
Policy Brief
Institution:
Quincy Institute for Responsible Statecraft
Abstract:
The Biden administration’s China policy is pulling in two different directions, but the tension is not widely recognized because every antagonistic measure aimed at China is filed under the heading of competition. As a result, Washington’s debate on China loses the crucial distinction between “competition” — a kind of connection with the potential to be carried on in healthy ways — and “exclusion,” an attempt to sever connection that necessarily leads to conflict if the domain is significant. Biden’s exclusion policies focus on cutting China out of the principal growth sectors in the global economy and the most lucrative and strategically important markets. Administration officials think their approach is sensible and moderate compared to more extreme voices in Washington calling for exclusion in all realms. Even so, the Biden approach is highly destabilizing because both countries consider the targeted areas vital to the future of global authority and economic prosperity, and because the attempt to trap China in a position of permanent subordination represents a serious threat to the legitimacy of China’s leaders. Healthy competition requires a shared stake in the future. In earlier periods, despite sharp tensions and mutual suspicions suffusing the relationship, U.S.–China ties were stabilized first by the joint project of containing Soviet power and then by a shared commitment to market–led globalization. Now that leaders on both sides are disenchanted with key facets of globalization, the two countries are caught in an escalatory cycle of exclusion and retaliation that risks hardening zero–sum pressures in the global system into a permanent structure of hostility. In such a scenario, each country would organize its own society and international partners to undermine the other, dramatically increasing the likelihood of violent conflict. The warning signs are already clear on both sides, as each increasingly interprets every action on the other side as part of a conspiracy to achieve domination. Notwithstanding widespread complacency about the risks of conflict after a tentative diplomatic opening in recent months, the rise of securitized thinking in both countries is steadily building institutional and ideological momentum for confrontation that can only be broken by a new and inclusive direction for the relationship.
Topic:
Foreign Policy, Diplomacy, Bilateral Relations, Political stability, Conflict, Strategic Competition, and Competition
Political Geography:
China, Asia, North America, and United States of America

12. Strategies of Multinational Companies Entering China in the Era of U.S.-China Competition and Implications for Korea

Author:
Sang Baek Hyun, Ji Young Moon, Min-suk Park, Jonghyuk Oh, and Yunmi Oh
Publication Date:
03-2023
Content Type:
Policy Brief
Institution:
Korea Institute for International Economic Policy (KIEP)
Abstract:
With the integration of resources and markets around the world sparked by the trend of globalization, multinational companies have continued to grow at a rapid pace. In particular, global manufacturers have maintained their competitiveness by distributing resources more efficiently while establishing a global value chain with China as their main production hub. However, measures taken by the U.S. to block China’s access to technology and supply chains in some high-tech industries have prompted discussions on reorganization of the global supply chain, placing these multinational companies in an uncertain situation concerning their operations in China. At a time when competition between the U.S. and China is intensifying, it is necessary to look at the response strategies of global companies that have entered China and seek effective countermeasures for Korean companies.
Topic:
Economics, Multinational Corporations, Manufacturing, and Competition
Political Geography:
China, Asia, South Korea, North America, and United States of America

13. Imperfect Partners: The United States and Southeast Asia

Author:
Scot Marciel and Ann Marie Murphy
Publication Date:
05-2023
Content Type:
Video
Institution:
Weatherhead East Asian Institute, Columbia University
Abstract:
This event will discuss U.S.-Southeast Asian relations with Ambassador Scot Marciel, the former United States Ambassador to Indonesia and Myanmar. The talk will be based on his new book which will be released on March 15, 2023 entitled Imperfect Partners: the United States and Southeast Asia. Imperfect Partners is a unique hybrid – part memoir, part foreign policy study of U.S. relations with Southeast Asia, a critically important region that has become the central arena in the global U.S.-China competition. From the People Power revolt in the Philippines to the opening of diplomatic relations with Vietnam, from building a partnership with newly democratic Indonesia to responding to genocide in Myanmar and coups in Thailand, Scot Marciel was present and involved. His direct involvement and deep knowledge of the region, along with his extensive policymaking work in Washington, allows him to bring to life the complexities and realities of key events and U.S. responses, along with rare insights into U.S. foreign policy decision-making and the work of American diplomats in the field.
Topic:
International Relations, Foreign Policy, Diplomacy, and Competition
Political Geography:
China, Indonesia, Asia, North America, Southeast Asia, Myanmar, and United States of America

14. La política exterior argentina: Equilibrios y continuidades entre China y Estados Unidos

Author:
Florencia Rubiolo and Diego Telias
Publication Date:
01-2023
Content Type:
Journal Article
Journal:
Revista UNISCI/UNISCI Journal
Institution:
Unidad de investigación sobre seguridad y cooperación (UNISCI)
Abstract:
La competencia entre Estados Unidos y China en el ámbito comercial, tecnológico y geopolítico tiene repercusiones globales. América Latina, a pesar de una creciente irrelevancia, también es una arena donde estas potencias están compitiendo. Argentina no ha quedado fuera de esta disyuntiva y, al igual que otros países de la región, ha intentado mantener un equilibrio entre ambas potencias, por la importancia que cada una reviste: Estados Unidos en lo financiero y China tanto en lo comercial como en materia de inversiones. En este artículo, a través de un repaso teórico, análisis de documentos oficiales y entrevistas, se analiza la política exterior de Alberto Fernández hacia China en el contexto de las divergencias entre ambos Estados. Concluimos que Argentina ha intentado de manera continua un equilibrio, aunque no implica equidistancia, ante una situación en donde los gobiernos aún no han sido presionados a optar.
Topic:
Foreign Policy, Finance, Investment, Trade, Competition, and Equilibrium
Political Geography:
China, Argentina, South America, and United States of America

15. U.S.-China Competition and Military AI: How Washington Can Manage Strategic Risks amid Rivalry with Beijing

Author:
Jacob Stokes, Alexander Sullivan, and Noah Greene
Publication Date:
07-2023
Content Type:
Special Report
Institution:
Center for a New American Security (CNAS)
Abstract:
Two tectonic trends in the international security environment appear to be on a collision course. The first trend is the intensifying geopolitical rivalry between the United States and the People’s Republic of China (PRC or China). The second trend is the rapid development of artificial intelligence (AI) technologies, including for military applications. This report explores how the United States can manage strategic risks—defined as increased risks of armed conflict or the threat of nuclear war—that could be created or exacerbated by military AI in its relationship with China. It begins by providing an overview of China’s views on and policies toward AI. Beijing sees AI playing roles in both its civilian economy and the modernization of its military, the People’s Liberation Army (PLA). At home, Chinese leaders want to leverage AI to boost growth and innovation, address economic and social challenges, and secure the Chinese Communist Party’s (CCP) domestic rule. AI also plays a key role in China’s military ambitions, especially its goal to become a “world-class military” by midcentury, in part through the “intelligentization” of its forces. Intelligentization relies on integrating AI and other emerging technologies into the joint force with the goal of gaining an edge on the United States. China argues that its governance model, including its military-civil fusion policy, gives Beijing a competitive advantage over Washington. Realization of that vision, however, remains uncertain and will require China to overcome external and internal obstacles.
Topic:
Security, Military Affairs, Artificial Intelligence, Rivalry, and Competition
Political Geography:
China, Asia, North America, and United States of America

16. The Cold War Computer Arms Race

Author:
Bryan Leese
Publication Date:
09-2023
Content Type:
Journal Article
Journal:
Journal of Advanced Military Studies
Institution:
Marine Corps University Press, National Defense University
Abstract:
The Cold War computer arms race illustrates the military’s role in strategic competition. The Soviets bought and stole, versus creating computer technology themselves. A U.S.-led coalition integrated economic, diplomatic, and information mechanisms, embargoing computer technology to disadvantage the Soviets. President Ronald W. Reagan’s offset strategy integrated military power, openly demonstrating computer-infused weapons lethality that jeopardized Soviet quantitative military advantage. President Reagan’s use of the computer arms race shows a way to conduct and integrate a strategic competition campaign of deterrence that includes coercive diplomacy with diplomatic efforts that can deter China and Russia while encouraging them to reverse harmful foreign and domestic policies.
Topic:
Cold War, Science and Technology, Deterrence, Espionage, Embargo, Coercion, Competition, and Computers
Political Geography:
Russia, China, North America, and United States of America

17. Economic Cooperation Policies of China, Japan and India towards South Asia and Their Implications for Korea

Author:
Jeong Gon Kim
Publication Date:
10-2023
Content Type:
Policy Brief
Institution:
Korea Institute for International Economic Policy (KIEP)
Abstract:
With the Indo-Pacific region increasingly gaining recognition for its strategic importance, countries such as China, Japan, and India are seeking close economic cooperation with South Asian countries. This report analyses these countries’ strategic perspectives and cooperation policies towards South Asia (Pakistan, Bangladesh, Sri Lanka) under the rapidly changing international political and economic environment, and examines Korea’s future economic cooperation strategies and policies. Korea’s economic cooperation with South Asian countries has mainly focused on ODA. Although trade and investment have been centered on some manufacturing industries, they have recently shown a shrinking trend. While competition among major countries in South Asia is in full swing, it is necessary to establish a new direction for economic cooperation and promote policies towards South Asia from a strategic perspective.
Topic:
Economics, Regional Integration, Economic Cooperation, and Competition
Political Geography:
Japan, China, South Asia, India, Asia, and South Korea

18. Export controls effectively constrain China's advance in microchip production

Author:
Lisa Fuller
Publication Date:
08-2023
Content Type:
Policy Brief
Institution:
Danish Institute for International Studies (DIIS)
Abstract:
American and allied export controls have been successful in slowing the advance of China’s equipment for semiconductor chip production. Chinese players have been increasingly cut off from a global industry where customer-client interaction is essential. The US and its allies should continue with the controls and subsidies they have in place but expanding them further, as some advocate, would be excessively punitive.
Topic:
Science and Technology, Economy, Exports, Industry, and Competition
Political Geography:
China, Asia, and United States of America

19. China between lockdowns and the 20th Party Congress: What can we expect for the EU and globally?

Author:
Jan Hoogmartens
Publication Date:
10-2022
Content Type:
Policy Brief
Institution:
EGMONT - The Royal Institute for International Relations
Abstract:
Whether it is aggressive industrial subsidies, the militarization of the South China Sea, human rights violations in Xinjiang or political suppression in Hong Kong, there is a whole litany of foreign policy concerns which are attributed by media and China watchers to the People’s Republic of China. This policy brief will try to make some sense out of these worries by focusing on how current events might shape the outcome of the 20th Party Congress. It will start by assessing China’s track record and examining some of its main policy drivers. Consequently, it will explore what it means for the EU and its companies doing business with China, focusing on supply chains and strategic autonomy. Finally, the policy brief will come to the question whether we do not focus too much on the great power competition between the US and China.
Topic:
Foreign Policy, Hegemony, Leadership, Power, and Competition
Political Geography:
China and Asia

20. US-China geoeconomic rivalry intensifies: A risk or an opportunity for European companies?

Author:
Jana Titievskaia
Publication Date:
11-2022
Content Type:
Policy Brief
Institution:
Finnish Institute of International Affairs (FIIA)
Abstract:
As the US and China balance between the pursuit of strategic security interests and ambitions to attain economic growth, novel sources of risk are emerging for globally active businesses, ranging from sanctions to export controls. The Biden presidency will offer only moderate respite from the escalation of this geoeconomic rivalry, even as US-China trade recovers in the aftermath of the pandemic. In the face of US-China rivalry, the EU and its member states have opted for the third way of “open strategic autonomy”, including a range of trade instruments that will allow the EU to support the competitiveness of its companies more effectively. European companies need to closely monitor their risk exposure in various transmission channels and stay attuned to unexpected opportunities that can materialise in the form of market entry possibilities and the development of new niches.
Topic:
Hegemony, Rivalry, Strategic Interests, and Competition
Political Geography:
China, Europe, Asia, North America, and United States of America