There is Actually a Strategic Logic behind the China Trade War; Trump just doesn’t Understand or Care

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This is a re-post of an essay I wrote earlier this month for The National Interest. Basically, I have been amazed in the media discussion of the Sino-US trade war at how little effort there’s been to explain why it might be a good idea – namely, if you accept that China is a serious medium- and long-term threat to the United States.

Now you don’t have to agree that China will, in fact, become  that threat. Scholars like Dave Kang don’t think so. If not, then the trade war is just a foolish distortion of the comparative advantage benefits both sides reap from trade. It is then strictly an economics question, where Trump is indulging foolish protectionist instincts which woefully misunderstand that a US trade deficit is not a a problem to worry about.

But if you do think China is a looming competitor, if not a serious threat, then the logic of scaling back China trade is pretty obvious – the political benefits of slowing China’s rise outweigh the economic benefits of its cheap imports and T-bill purchases.

This line of argument would actually be pretty persuasive to a lot of people. I think there is a growing consensus in the natsec community that China is a real threat. Hence Trump could find new allies for his controversial trade war policies. But he never makes this pitch – I presume because he is too obtuse to actually understand this argument. Just in his Wisconsin speech again yesterday, he instead made the same ridiculous argument that the US trade deficit with China is China ‘ripping us off.’ Whatever…

The full essay follows the jump.

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If South Korea Wants a Cold War with Japan, Trump Won’t Stop It

shutterstock_1042795348This is a re-post of an essay I wrote a few weeks ago for the Lowy Institute. I am also happy to say that I was translated into Japanese, here.

So everyone knows that South Korea and Japan are having another spat – this time over compensation of Korean forced labor during the Imperial period. Korean courts have opened the door for lawsuits, while Japan continues to insist that all such claims were resolved at the time of normalization treaty. Korean officials I’ve talked with tell me that there is nothing the government can do. This is coming from the courts. I find that highly unlikely given the extreme presidentialization of the South Korean constitutional order and regular POTROK flouting of checks-and-balances.

But my concern here is that the  South Korean push on Japan on yet another issue will not lead to pushback. Trump doesn’t care about this stuff. He’s racist, dislikes allies, and gets most animated when telling them to pay more. SK conservatives, who have traditionally slowed the march to a precipice with Japan, are out of power. And Abe is burned out on this issue (‘Korea fatigue’).

So if the South Korean left genuinely wants a breach with Japan, and a slide into a cold war over Dokdo/Takeshima, Sea of Japan/East Sea, comfort women, labor reparations, and so on, then they’ll get it this time. This is very worrisome, but also a ‘useful’ social science natural experiment moment: we will learn just how far the South Korean left is willing to go on Japan, because the traditional brakes are not there this time.

The full essay follows the jump…

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