Tag - geoeconomic-briefing

 
 

GEOECONOMIC BRIEFING

Chinese Finance Minister Lan Fo'an speaks at the China Development Forum 2024 in Beijing in March 2024.
COMMENTARY / World / Geoeconomic Briefing
Jul 11, 2025
Can China become a defender of free trade?
The trillion-dollar question is: Does Beijing’s rhetoric match reality and how sincere is China when it claims to be a “defender” of free trade?
A Phoenix quantum computer made by Atom Computing, in Berkeley, California. Japan is advancing in quantum research but lags in commercialization. To compete globally, it must shift from a research-focused approach to one driven by industry, investment and real-world applications.
COMMENTARY / Japan / Geoeconomic Briefing
Jul 9, 2025
Japan needs to take the quantum-technology leap
Policymakers must focus on specific sectors, test new ideas through public-private partnerships and present practical examples.
U.S. F-35 stealth fighters fly side by side with South Korean F-35s as part of a bilateral exercise over the Yellow Sea in July 2022. The U.S. Air Force is grappling with whether to prioritize air superiority or air denial in response to lessons from Ukraine and the growing threat from China.  
COMMENTARY / World / Geoeconomic Briefing
Jul 9, 2025
Air superiority vs. air denial: Redefining U.S. airpower strategy
The strategic debate is centering on whether to prioritize offensive or defensive airpower. The decision will determine how U.S. air resources are allocated.
U.S. President Donald Trump’s unilateral tariffs mark a shift toward centralized control, eroding checks and balances and raising risks of corruption and unpredictability.
COMMENTARY / World / Geoeconomic Briefing
Jul 7, 2025
Unchecked and unbalanced: The future of U.S. economic policymaking
The U.S. government is defined by its separation of powers, where authority is not concentrated in a single actor but divided between the different branches.
The rise of China’s DeepSeek-R1, a low-cost, high-performance open-source AI model, has challenged the belief that only nations with vast computational resources can lead in artificial intelligence, signaling a shift in global AI power dynamics.
COMMENTARY / Japan / Geoeconomic Briefing
Jul 3, 2025
A ‘Sputnik’ moment in the global AI race
Much remains uncertain about DeepSeek’s LLM and its capabilities should not be overestimated — but its release nevertheless has sparked intense discussion.
Workers take a break near a ship under construction at China State Shipbuilding Corp.'s Longxue Shipyard in Guangzhou, China, in November 2011.
COMMENTARY / Japan / Geoeconomic Briefing
Jul 2, 2025
China’s shipyard dominance leads to geoeconomic risks
According to 2024 data from the Chinese government, the country ranks first worldwide in ship completions, new orders and order backlogs.
The United Nations Security Council holds a vote during a meeting on the third anniversary of Russia's invasion of Ukraine at the bodies headquarters in New York on Feb. 24.
COMMENTARY / World / Geoeconomic Briefing
Jun 26, 2025
Democracy shouldn’t be used as an ideological weapon
The democracy-vs-autocracy framing has widened the divide between democratic countries — “us” — and Russia and its allies — “them.”
Jack Ma attends his company Alibaba Group's initial public offering at the New York Stock Exchange in September 2014. After a long absence from the public sphere, Ma recently attended a government-led private enterprises symposium in Beijing.
COMMENTARY / World / Geoeconomic Briefing
May 26, 2025
Harnessing China’s tech giants: The case of Jack Ma
Alibaba founder Jack Ma's rehabilitation into public life signals China's intention to steer its tech entrepreneurs to do business with broader national interests in mind.
The world’s largest aircraft carrier, the USS Gerald R. Ford, reaches the eastern Mediterranean Sea. The U.S. Navy's resources are stretched across multiple regions, including Europe, the Middle East and Indo-Pacific, where China's presence is growing.
COMMENTARY / World / Geoeconomic Briefing
May 19, 2025
U.S. Navy faces tough resource allocation challenges
There's a growing mismatch between U.S. strategic ambition and its military's naval capabilities, with China posing an increasingly formidable adversary both on land and at sea.
A Honda vehicle is assembled at a plant in Lincoln, Alabama. Despite concerns about U.S. President Donald Trump's economic policies, around half of Japanese firms remain committed to the American market, according to a recent survey.
COMMENTARY / Japan / Geoeconomic Briefing
May 2, 2025
Japan Inc. cautiously optimistic despite rising uncertainty
Trump's economic policies and geopolitical risks are front of mind for many Japanese companies. But many remain committed to staying in the U.S. and China, says a recent survey.
U.S. President Donald Trump signs an executive order in the Oval Office on Wednesday. His push for quick wins through tariffs and other measures is risking trade turmoil with key allies like Japan.
COMMENTARY / World / Geoeconomic Briefing
Apr 28, 2025
Is there a method behind the Trumponomics madness?
Washington’s policies are treading and often crossing a fine line between political jostling and economic strategizing.
Economic Revitalization Minister Ryosei Akazawa is leading Japan's negotiations to forge a trade deal with the U.S. Carefully contemplated and measured retaliatory levies are one of the tools at the tariff czar's disposal.
COMMENTARY / Japan / Geoeconomic Briefing
Apr 25, 2025
Japan needs clarity as an antidote to contradictory tariffs
With incompatible goals and an erratic timeline, Trump's tariff strategy has more holes than Swiss cheese. In response, Japan should bring a strong, coherent strategy to the table.
A protest against Chinese leader Xi Jinping in Hong Kong in 2019. Beijing's United Front Work Department is charged with managing relations with overseas Chinese, including in Hong Kong, with the aim of mobilizing society to achieve the government's goals.
COMMENTARY / World / Geoeconomic Briefing
Apr 23, 2025
China’s catch-22: Rapid growth with tight social control
The Chinese government is locked in the contradictory goals of pursuing economic growth while maintaining strong social control through its United Front Work Department.
An autonomous aerial vehicle designed to carry one passenger conducts a test flight in Guangzhou, China. Flying taxis and even drone-powered food delivery services are rapidly becoming realities in the country's government-backed "low-altitude economy."
COMMENTARY / World / Geoeconomic Briefing
Apr 18, 2025
Will a 'low-altitude economy' make Chinese growth soar again?
Beijing wants to repeat the economic success story of its battery and EV players by propelling companies operating in low-altitude airspace to global market dominance.
At many prominent Chinese universities, there are more graduate than undergraduate students. While a high level of educational attainment is seen as a measure to contrast youth unemployment, it may be compounding the problem instead.
COMMENTARY / World / Geoeconomic Briefing
Apr 11, 2025
Is China overproducing highly qualified talent?
Chinese universities are investing heavily in graduate education, but burgeoning ranks of highly qualified job seekers are struggling to find work and increasingly looking abroad.
Hong Kong's real estate sector is slumping, putting the government's development plans at risk and signaling a wider economic malaise that may become a spanner in the works of Beijing's plans to transform the territory's economy.
COMMENTARY / World / Geoeconomic Briefing
Apr 7, 2025
Will China succeed in remaking Hong Kong in its own image?
Beijing can control Hong Kong politically, but to impose its economic vision on the territory it needs businesses to get on board as these face an economic and real estate plunge.
Taiwan Semiconductor Manufacturing Co.'s JASM plant in Kumamoto Prefecture. Ensuring stability in the semiconductor supply chain is a matter of national security and must be based on cooperation between the government and private sector.
COMMENTARY / Japan / Geoeconomic Briefing
Apr 4, 2025
Identifying choke points in the semiconductor supply chain
Addressing bottlenecks in chipmaking is essential for Japan's economic security and requires public-private collaboration, including aimed at information sharing.
To achieve a stable supply chain and propel semiconductor innovation, Japan's government and chipmakers are increasingly building bridges with foreign firms.
COMMENTARY / Japan / Geoeconomic Briefing
Mar 3, 2025
Japan is no island when it comes to semiconductors. Rightly so.
To achieve a stable supply chain and propel semiconductor innovation, Japan's government and chipmakers are increasingly building bridges with foreign firms.
Kumamon, the official mascot of Kumamoto Prefecture, poses in front of a sign of Japan Advanced Semiconductor Manufacturing, a subsidiary of Taiwan Semiconductor Manufacturing Co., at TSMC's then new factory in Kikuyo, Kumamoto Prefecture, in February 2024.
COMMENTARY / Japan / Geoeconomic Briefing
Mar 3, 2025
In chip renaissance, Japan is learning from past mistakes
In the 1980s, Japan dominated semiconductor production. Fast-forward to today and the country is trying to recapture its past glory, this time with a more outward-looking strategy.
U.S. President Donald Trump’s populism and polarization will challenge American democracy, but constitutional limits, congressional dynamics and enduring pluralism will sustain it.
COMMENTARY / Japan / Geoeconomic Briefing
Feb 27, 2025
American democracy will weather the Trumpist storm
Despite Trump’s authoritarian tendencies, his populist nature makes constitutional collapse unlikely so long as pluralism in society endures.

Longform

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