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  • Author: Arzan Tarapore
  • Publication Date: 05-2021
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: The still-unresolved Ladakh crisis has created a new strategic reality for India, marked by renewed political hostility with China, and an increased militarisation of the Line of Actual Control. This new strategic reality imposes unequal costs on India and China. India is likely to defer much-needed military modernisation and maritime expansion into the Indian Ocean — which would impair its ability to compete strategically with China. In contrast, China incurred only marginal material costs; it was probably more concerned with the prospect of continued deterioration in its relationship with India. Even that cost was more threatened rather than realised, and largely reduced when the disengagement plan was agreed.
  • Topic: Crisis Management, Strategic Competition, Militarization, Disengagement
  • Political Geography: China, South Asia, India, Asia
  • Author: Patrick Porter, Michael Mazarr
  • Publication Date: 05-2021
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: There is a growing bipartisan consensus in Washington on a tighter embrace of Taiwan, which may soon become a stronger implied US commitment to go to war in the event of a Chinese invasion. Taiwan matters to US security and the regional order, and the United States should continue to make clear that aggression is unacceptable. But those advocating a stronger US security commitment exaggerate the strategic consequences of a successful Chinese invasion. The stakes are not so high as to warrant an unqualified US pledge to go to war. American decision-makers, like their forebears confronting the seeming threat of communism in Indochina, may be trapping themselves into an unnecessarily stark conception of the consequences of a successful Chinese invasion of Taiwan. It would be irresponsible for the United States to leave itself no option in the event of Chinese aggression other than war. But nor should Washington abandon Taiwan. There is a prudent middle way: the United States should act as armourer, but not guarantor. It should help prepare Taiwan to defend itself, to raise costs against aggression, and develop means of punishing China with non-military tools.
  • Topic: Conflict Prevention, Foreign Policy, Territorial Disputes, Crisis Management
  • Political Geography: China, Taiwan, Asia, United States of America
  • Author: Greg Raymond
  • Publication Date: 06-2021
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: China has land borders with mainland Southeast Asia and strong strategic imperatives to develop land routes to the sea. It has both potential and motivation to pursue an infrastructural sphere of influence in the Mekong subregion through Belt and Road Initiative (BRI) projects joining southern China and mainland Southeast Asia. The poorer states, especially Laos and Cambodia, have been receptive to the BRI and infrastructure investment, but Thailand and Vietnam, strong states and protective of sovereignty, have been more cautious. This means China’s impact is significantly varied across the subregion. China’s Special Economic Zones (SEZs) in Cambodia, Laos, and Myanmar are in some cases dissolving borders and in others carving out Chinese-controlled enclaves, all increasing the People’s Republic of China (PRC) presence and influence.
  • Topic: Infrastructure, Foreign Direct Investment, Regional Integration, Borders, Belt and Road Initiative (BRI)
  • Political Geography: China, Asia, Vietnam, Cambodia, Thailand, Southeast Asia, Laos, Myanmar
  • Author: Natasha Kassam, Richard McGregor
  • Publication Date: 01-2020
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: China has lost the battle for public opinion in Taiwan. Saturday’s elections are likely to reflect strong anti-Beijing sentiment China is already looking past the elections to weaken the island’s democracy through overt and covert means Whatever the result, Beijing will increase pressure on Taipei to open talks on unification
  • Topic: Foreign Policy, Politics, Elections, Democracy
  • Political Geography: China, Taiwan, Asia, United States of America
  • Author: Bobo Lo
  • Publication Date: 07-2020
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: The coronavirus pandemic has highlighted the dismal state of global governance. The rules-based order has given way to a new world disorder, dominated by narrow self-interest. The crisis of the liberal order reflects a collective Western failure to live up to its principles. The actions of Donald Trump have damaged the moral authority of the West. There is a future for liberalism in global governance, but on a more inclusive and less antagonistic basis. The primary focus must be on meeting universal challenges, such as climate change, pandemic disease, and global poverty.
  • Topic: Coronavirus, Pandemic, COVID-19, International Order
  • Political Geography: Russia, China, Eurasia, Asia
  • Author: John Edwards
  • Publication Date: 08-2020
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: Despite Victoria’s second wave of infection, Australia’s economic recovery from the coronavirus is underway. The bitter aftermath includes high and rising unemployment, vastly increased government debt, and a markedly less congenial global economy. Though formidable, the fiscal challenge is well within Australia’s means, especially if the Reserve Bank remains willing to acquire and hold Australian government debt. It may need to do so anyway to suppress an unwelcome appreciation of the Australian dollar in a world where major central banks are committed to low long term interest rates. Australia’s increasing integration into the East Asia economic community offsets the drag from the major advanced economies, but the US–China quarrel and the dislocation of global trading and investment relationships it threatens heightens the tension between Australia’s economic and security choices.
  • Topic: Debt, Economy, Fiscal Policy, Unemployment, COVID-19
  • Political Geography: China, Asia, Australia, North America, Asia-Pacific, United States of America
  • Author: Lydia Khalil
  • Publication Date: 11-2020
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: The COVID-19 pandemic has emboldened Beijing to expand its use of digital technologies in the name of public health and safety. From mass surveillance, tracking intelligence, and internet censorship to the use of social credit systems, augmented data-collection capabilities, and big data, China’s new normal exposes and expands encroachments on civil liberties. The pandemic has provided a ‘proof of concept’, but China’s actions in the new digital landscape extend beyond managing its own pandemic response and controlling its own citizens. China is aggressively pursuing global technological dominance by investing in its indigenous tech sector and exporting technological surveillance tools. The reach of Chinese-engineered and monitored social control systems has wide-ranging implications, with current pandemic conditions serving as the justification for a significant increase in state surveillance, the adoption of digital authoritarian tools, and the deterioration of privacy and civil liberties.
  • Topic: Human Rights, Intelligence, Science and Technology, Authoritarianism, Surveillance, COVID-19, Civil Liberties, Social Control
  • Political Geography: China, Asia
  • Author: David Orsmond
  • Publication Date: 12-2019
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: China’s economic growth has fallen to its slowest rate since 1990, and this deceleration looks set to continue unless China implements the kinds of deep reforms behind the successful economic transitions of Japan and Korea. China’s economic growth has fallen to its slowest rate since 1990, and this deceleration looks set to continue. Key factors include weakening demographics, inefficient investment, maturing export markets and declining productivity growth rather than the current trade dispute with the United States. To reverse that trend, China will need a wide-ranging policy approach that mimics the policies implemented by Japan and Korea at a similar economic stage. While there are considerable political and economic obstacles to such reforms, if it manages to continue its rapid catch-up to advanced economy incomes the potential returns for both China and the world are significant.
  • Topic: Reform, Economy, Economic Growth, Trade Wars, Trade
  • Political Geography: China, Asia, Australia, United States of America
  • Author: Elina Noor
  • Publication Date: 11-2019
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: Malaysia’s foreign and security policy faces myriad challenges, but not much is likely to change under Mahathir Mohamad’s ‘New Malaysia’ framework. The return of Mahathir Mohamad to the prime ministership of the country he had previously led for 22 years has raised questions about the direction Malaysia’s foreign and security policy might take. While there may be some course-corrections in foreign and security policy under Mahathir’s Pakatan Harapan government, it will not stray far from the approach of previous administrations. Continuities will include its non-aligned status, its pragmatic dealings with both the United States and China, its focus on ASEAN centrality and Malaysia’s economic development through trade. Malaysia will revisit its earlier “Look East” policy; it has plans to upgrade its defence capabilities in the South China Sea; and it will take a more consultative approach to foreign policy-making.
  • Topic: Security, Foreign Policy, Government, Politics, Economic Development
  • Political Geography: Malaysia, Asia
  • Author: John Edwards
  • Publication Date: 06-2019
  • Content Type: Commentary and Analysis
  • Institution: Lowy Institute for International Policy
  • Abstract: The outlines of a trade deal between the United States and China are there. But without a return to the negotiating table, the dispute could rapidly escalate, magnifying the damage to world growth. With the Osaka G20 meeting looming, Chinese analysts and policymakers visited in Beijing are pessimistic about the prospects for a trade deal with the United States. If they are right, global financial markets are in for a much wilder shock than anything yet seen in this quarrel. Yet much of a deal has already been agreed, while the consequences of not reaching a deal have become increasingly dire.
  • Topic: International Relations, International Trade and Finance, Trade Wars, Trade
  • Political Geography: China, Asia, North America, United States of America