The 21 member economies of the Asia-Pacific Economic Cooperation (APEC) forum met in San Francisco from November 11-17 at the APEC Leaders’ Week to discuss trade, sustainable development, technological innovation, and other pressing issues. The occasion also provided opportunities for APEC member leaders to hold bilateral meetings, of which perhaps the most highly anticipated was a summit between U.S. President Joe Biden and Chinese President Xi Jinping.

Shorenstein APARC experts explain the implications of the APEC convening, analyze the deliverables from the Biden-Xi meeting, and examine issues that cast a shadow on the U.S. relations with Indonesia, Southeast Asia’s largest economy and the world's fourth-most populous country. Continue reading below for a roundup of our experts’ analysis and commentary featured in U.S. and international media.

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Meeting face-to-face for the first time in a year on the sidelines of the APEC Summit, Biden and Xi discussed issues spanning military and trade relations, signaling a willingness to bring a degree of stability to the rocky U.S.-China bilateral relations. Ties between the two countries have deteriorated amid tensions like those in the South China Sea and the Taiwan Strait, disputes about technology competition, and the February 2023 Chinese spy balloon incident. APARC fellows consider the significance of the Biden-Xi meeting in numerous articles and interviews in the press.

The United States and China each have reasons to meet now and reduce hostilities. For President Biden, the upcoming 2024 presidential election is ample impetus to work for a better relationship with the Chinese. For Beijing, as Center Fellow Thomas Fingar tells the Japan Times, the country’s “economic difficulties and their implications for social stability and regime legitimacy have made Beijing more eager to improve relations with countries important to its economy than was the case six to 12 months ago.” And Center Fellow Oriana Skylar Mastro notes in the Christian Science Monitor that “both sides are trying to present to the rest of the world that they have things under control,” something that requires “predictable, high-level engagement.”

Most analysts, however, held low expectations for substantive outcomes from the meeting between the two leaders. According to Mastro, there is no indication of improvement in the tension between the two sides because neither the United States nor China is ready to make “any significant concession,” she argues on NBC News.

One reason for that is an aversion to political risk. As Mastro tells KCRW’s Madeleine Brand on Press Play: “There’s no political appetite for [thinking outside the box]. Political leaders want to make sure any policy will 100% work before they're willing to embark on it. But in the world of geopolitics, it's really hard to know that before you try things and experiment and assess and reassess.”

That said, just the very fact of the meeting taking place could represent an essential signal to Chinese officials, as Fingar points out to NBC News: “For there really to be a movement for lower levels of the [Chinese] system to engage in specifics, it needs a refreshed endorsement from Xi.” 

One outcome many were looking for was a resumption of U.S.-China military communications, what defense analysts call “mil-to-mil exchanges.” The Chinese severed these in 2022 when then-House Speaker Nancy Pelosi visited Taiwan. With close encounters between American and Chinese forces in the Taiwan Strait and South China Sea becoming almost commonplace, communications at the military senior level are critical to prevent escalation. But restoring these ties would have limited value because, as Mastro tells NPR, “You can expect that, the next time [the Chinese] get unhappy about something, maybe after the Taiwan election, they cut them off again. So, unless we have some sort of commitment to sustained engagement, the mil-to-mil exchanges are unlikely to be sufficient to stabilize the relationship.”
 

The Biden-Xi meeting took place on the backdrop of the Israel-Hamas war in Gaza. The United States is concerned that China — as a good friend of Iran and one of the largest importers of its gas and oil — could complicate diplomatic efforts to end the conflict and potentially exacerbate tensions. However, Mastro argues that bringing up the Middle East in the context of the U.S.-China bilateral meeting only serves to aid Beijing in its propaganda efforts. As she says on KTVU Fox 2 News, “China does not really care what happens [in the Middle East]. But they are leveraging the support, especially in the developing world, in the Global South, for Hamas to push back against the United States and basically use Israel as a proxy for discontent about what they call ‘American unilateralism,’ ‘American hegemony.’” 

The conflict in the Middle East came up in another high-level meeting when Indonesian President Joko Widodo visited Biden in Washinton before heading to the APEC forum. Although U.S.-Indonesian security cooperation is good and trade has grown, Jakarta is unhappy with the White House for several reasons. Among these, the war in Gaza was probably foremost in Widodo’s mind, writes Ambassador Scot Marciel, the Oksenberg-Rholen Fellow at APARC, in an essay for The Diplomat magazine. “Indonesia, home to the world’s largest Muslim population, has long supported the Palestinian cause and has vigorously pursued diplomatic efforts to achieve an immediate ceasefire.” Thus, Indonesian public opinion has put Jakarta and Washington at odds over the Israel-Hamas crisis, explains Marciel.

Indonesians also remain upset by the snub of Biden skipping the recent East Asia Summit and by “what they see as Washington’s failure to deliver on the high-profile Just Energy Transition Partnership, under which the U.S. committed to lead G-7-plus efforts to mobilize $20 billion to support Indonesia’s accelerated transition from coal to cleaner energy,” Marciel writes, urging Washington to engage Jakarta seriously on these issues before Indonesia is heading into crucial presidential elections in early 2024.

More Media Coverage

For more coverage of the APEC forum and Biden-Xi meeting with analysis by APARC scholars, visit the links below:

Kishida and Xi Aim for Trade Progress Despite Lingering Tensions
The Japan Times, November 17, 2023

Biden, Xi Set to Pledge Ban on AI in Autonomous Weapons Like Drones, Nuclear Warhead Control
South China Morning Post, November 17, 2023

Oriana Skylar Mastro on the Xi-Biden Meeting on the Sidelines of APEC 
BBC Sounds, November 15, 2023

Biden, Xi Eye Economic, Military Thaw in High-Stakes Meeting
Bloomberg Technology, November 15, 2023

US Grants Chinese Journalists Hundreds of Visas to Cover APEC
Bloomberg News, November 14, 2023

Xi’s Arrival in US Brings Protesters and Fans Onto Streets
Bloomberg News, November 14, 2023

U.S.-China: One Summit, Two Different Goals for Biden and Xi
Nikkei Asia, November 14, 2023

Presidents Xi and Biden Seek to Turn Back the Clock in San Francisco
Time Magazine, November 14, 2023

China's Xi Jinping to meet with Biden in San Francisco
NPR, November 11, 2023

Biden, Xi Set to Pledge Ban on AI in Autonomous Weapons Like Drones, Nuclear Warhead Control
South China Morning Post, November 11, 2023

Biden and Xi to Seek to Stabilize Relations in California Meeting
New York Times, November 10, 2023

APEC Offers Important Chance to Stabilize Tense U.S.-China Relations
San Francisco Examiner, November 10, 2023

Joe Biden, Xi Jinping Set to Steal APEC Spotlight with Talks to Steady Ties
Reuters, November 8, 2023
 

This commentary originally appeared in The New York Times.

For a half-century, America has avoided war with China over Taiwan largely through a delicate balance of deterrence and reassurance.

That equilibrium has been upset. China is building up and flexing its military power; hostile rhetoric emanates from both Beijing and Washington. War seems likelier each day.

It’s not too late to restore the kind of balance that helped to keep the peace for decades, but it will require taking steps to ease China’s concerns. This will be difficult because of Chinese intransigence and the overheated atmosphere prevailing in Washington. But it is worth the political risk if it prevents war.

Deterrence came in the form of the implied use of U.S. military force to thwart a Chinese attack on Taiwan. Reassurance was provided by the understanding that the United States would not intrude on decisions regarding Taiwan’s eventual political status.

The United States and its regional allies must continue to create a robust military deterrence. But U.S. leaders and politicians also need to keep in mind the power of reassurance, try to understand China’s deep sensitivities about Taiwan and should recommit — clearly and unequivocally — to the idea that only China and Taiwan can work out their political differences, a stance that remains official U.S. policy.

During the Cold War, Beijing and Washington signed a series of communiqués related to Taiwan. One of them said the United States “reaffirms its interest in a peaceful settlement of the Taiwan question by the Chinese themselves.” This and other wording was deliberately ambiguous, but it was accepted by all sides as a commitment to avoid rocking the boat. China still views this arrangement as binding.

To be clear, it was China that began rocking the boat first.

Since 2016, when Tsai Ing-wen of the independence-leaning Democratic Progressive Party was elected president of Taiwan (succeeding a more China-friendly administration), Xi Jinping has repeatedly brandished China’s military power with large-scale military exercises and other pressure tactics apparently meant to discourage independence sentiment on Taiwan.

U.S. political figures have rightly responded with rhetorical support for democratic Taiwan, by supplying it with weapons and by strengthening the U.S. military presence in the region. But the American reaction is also pouring fuel on the fire.

I have worked on U.S. defense strategy in various military roles for more than a decade. I recently traveled to Beijing, where I met with Chinese government and military officials, leading academics and experts from Communist Party-affiliated think tanks. During these talks it was clear that Beijing is far less concerned with U.S. efforts to enhance its military posture in the region — the deterrence side of the equation — than with the political rhetoric, which is seen in China as proof that the United States is moving away from past ambiguity and toward supporting Taiwan’s de facto independence.

They have plenty of evidence to point to.

In December 2016, Donald Trump became the first U.S. president or president-elect since the normalization of China-U.S. relations in 1979 to speak directly with a Taiwanese leader, when Ms. Tsai called to congratulate him on his election victory. President Biden has, on four occasions, contradicted the U.S. policy of ambiguity by saying we would support Taiwan militarily if China attacked. The number of U.S. Congress members visiting Taiwan — which China views as overt support for the island’s independence — reached a decade high last year, including an August 2022 trip by Nancy Pelosi, the speaker of the House at the time and the highest-ranking U.S. official travel to Taiwan since the 1990s. That has continued this year: In June a nine-member congressional delegation, the largest in years, arrived in Taipei.

Provocative legislation has not helped. Last year the Taiwan Policy Act, which articulated support for Taiwan’s role in international organizations, was introduced in the Senate, and in July of this year the House passed a similar act. House Republicans introduced a motion in January to recognize Taiwan as an independent country.

Actions like these put great pressure on Mr. Xi, who won’t tolerate going down in history as the Chinese leader to have lost Taiwan. That would be seen in Beijing as an existential threat, potentially fueling separatist sentiment in restive regions like Tibet and Xinjiang.

For now, lingering doubts over Chinese military capabilities and the specter of U.S. and allied retaliation are enough to restrain Mr. Xi. But if he concludes that the United States has broken, once and for all, from its previous position on Taiwan and is bent on thwarting unification, he may feel that he must act militarily. The United States might be able to build the necessary military power in the region to deter a Chinese war of choice. But the level of dominance needed to stop Mr. Xi from launching a war he sees as necessary might be impossible to achieve.

Reassuring China would require Mr. Biden to reiterate that the United States does not support Taiwanese independence or oppose the island’s peaceful unification with China and that, ultimately, Taiwan’s fate is up to Taipei and Beijing. It would mean moving away from attempts to create international space for Taiwan and chastising Beijing when it pulls away Taipei’s diplomatic partners. The White House would also need to use what leverage it has to discourage members of Congress from visiting Taiwan and threaten to veto provocative legislation.

There would doubtless be blowback in Washington and Taipei, and Mr. Xi may already have made up his mind to seize Taiwan, regardless of the U.S. stance. But a politically neutral position on Taiwan is what the United States has followed for decades. Presidents Bill Clinton, Barack Obama and George H.W. and George W. Bush advocated peaceful dialogue between Taipei and Beijing to resolve their differences.

There also are longer-term repercussions to consider: If the combination of deterrence and reassurance fails and China attacks Taiwan, it will set a precedent in which Chinese leaders kill and destroy to achieve their goals. But if a pathway remains for China to eventually convince Taiwan’s people — through inducements or pressure — that it is in their interest to peacefully unify, then that may be a China that we can live with.

In the best-case scenario, the United States and China would reach a high-level agreement, a new communiqué, in which Washington reiterates its longstanding political neutrality and China commits to dialing back its military threats. This would avert war while giving China political space to work toward peaceful unification. That might mean using its clout to isolate Taiwan and eventually convince the island’s people that it should strike a deal with Beijing. But it isn’t Washington’s place to prevent the unification of the two sides — only to ensure that doesn’t happen through military force or coercion.

A war between the United States and China over Taiwan could be the most brutal since World War II. As politically difficult as it may be, U.S. leaders have a duty to try to prevent conflict, and that means speaking more softly but carrying a big stick.

This announcement was updated on October 6, 2023, to reflect the addition of two new fellowship offerings focused on contemporary Taiwan.

The Walter H. Shorenstein Asia-Pacific Research Center (APARC) is pleased to invite applications for a suite of fellowships in contemporary Asia studies to begin fall quarter 2024.

The Center offers postdoctoral fellowships that promote multidisciplinary research on Asia-focused health policy; contemporary Japan; contemporary Asia broadly defined; postdoctoral fellowships and visiting scholar positions as part of the new Stanford Next Asia Policy Lab; and a fellowship for experts on Southeast Asia. Learn more about each opportunity and its eligibility and specific application requirements:

Asia Health Policy Postdoctoral Fellowship

Hosted by the Asia Health Policy Program at APARC, the fellowship is awarded annually to one recent PhD undertaking original research on contemporary health or healthcare policy of high relevance to countries in the Asia-Pacific region, especially developing countries. Appointments are for one year beginning in fall quarter 2024. The application deadline is December 1, 2023.

Postdoctoral Fellowship on Contemporary Japan

Hosted by the Japan Program at APARC, the fellowship supports research on contemporary Japan in a broad range of disciplines including political science, economics, sociology, law, policy studies, and international relations. Appointments are for one year beginning in fall quarter 2024. The application deadline is December 1, 2023.  
 

Amid escalating tensions between the United States and China and as the U.S. government is exploring how to further limit China's access to U.S. technology, discussions about the possibility of decoupling between the two countries have intensified. As businesses operating in China grapple with the potential consequences of decoupling, APARC’s China Program hosted a panel of executives across industries from tech, retail, and finance currently engaged in reshaping their China businesses to provide a view from the ground and consider the future of decoupling with China.

The event was the second installment in a special series celebrating APARC’s 40th anniversary. Titled Asia in 2030, APARC@40, the series highlights core areas of the center’s expertise, examines Asia’s transformation over the past four decades, and considers the drivers and shapers of the region’s future.

The panel featured Dan Brody, the managing director of Tencent Investments, who is responsible for the company’s overseas investments; Frits Van Paasschen, a change management expert, former CEO of Starwood Hotels and Resorts, and former president of EMEA at Nike; and Stuart Schonberger, a founding partner of CDH Investments, one of the leading China-focused alternative asset managers. China Program Director Jean Oi chaired the panel.

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Risks and Opportunities

Van Paasschen described his extensive experience developing strategies for expanding licensing and retail in China, which involved navigating the country's infrastructure and legal framework and, as CEO of Starwood Hotels, overseeing the construction of over 100 hotels. He ascribed his success in the country to his recognition of China’s strengths and weaknesses and his finding ways to interact positively with Chinese stakeholders.

The term decoupling is an oversimplification of the relationship between the complex Chinese and U.S. economies, said Van Paasschen. He noted that retailers in many cases are looking to sources from alternative markets to China, but that he believes there are still opportunities for investment in and co-development with China that remain unaffected by current frictions. He highlighted in this context the interplay between the U.S. and Chinese travel and tourism industries before the COVID-19 pandemic.

Schonberger, who also challenged the notion of decoupling as a misleading shorthand, emphasized the need for cognitive empathy between the world’s two great powers and understanding the motivation behind China's actions. He noted that the challenges facing China today are complex, including debt problems, real estate slowdown, and productivity stagnation, but said these are "known knowns" that the Chinese government is actively working to correct.

Schonberger sees two distinct issues facing institutional equity investors worried about China: government policies that negatively affect growth and corporate prospects, and longer-term risks arising from China's geopolitical position. For private investors who are focused on total return and can tolerate overt political pressures, China remains investable, as Chinese stocks have been some of the best performers on the public markets recently, said Schonberger. The challenges are greater, however, for public entities and bond investors who are more affected by political risk in their decisions. While the risks are higher, Schonberger's firm continues to invest in Chinese companies in multiple sectors.

Changes Underway

Brody said that China remains a key player in the global economy. As a personal anecdote, he noted that, while he makes fewer trips to the United States, he is traveling more frequently to Europe, India, Japan, and Southeast Asia. According to Brody, the extent to which the Chinese economy would be affected by international fluctuations is unclear, but he expects the country to continue its economic growth and attract foreign investors. He stated that a huge amount of value in the tech sector is still being created in America, so economically driven foreign investors in the tech sector still pay close attention to developments in Silicon Valley.

Van Paasschen, by contrast, pointed out that by decoupling with China, the United States would miss out on a generational opportunity for development and could potentially lose out to other countries. China still presents an enormous opportunity for businesses, he said, particularly in the hotel industry, given the country’s rate of urbanization. He reminded the audience that every country and region presents its own set of challenges and risks for investors. The imperative is to ensure Beijing and Washington maintain a dialogue and businesses are willing to take risks to invest in China.

Van Paasschen went on to describe how the U.S.-China political tensions are affecting business operations in various sectors. For instance, in the biotechnology sector, companies might consider protecting intellectual property and ensuring sustainability in their supply chain. In the apparel business, there is a growing concern about human rights and the opacity of the cotton supply chain. Overall, Van Paasschen sees a transition underway from a bilateral and straightforward approach to trade to a much more nuanced and complicated approach.

When asked if political tensions would affect some sectors more than others, Van Paasschen responded affirmatively. He gave the example of a sovereign wealth fund that refused to support investments in Chinese hotels because of the uncertainty zero-COVID policies had created. He also said that further uncertainty could arise from countries' reactions to China’s foreign policy stance, such as China's support of Russia in Ukraine.

What advice would the three business experts give Washington?

Van Paasschen expressed his hope the United States finds ways to avoid being reactive. Schonberger, urging policymakers to keep working towards peaceful coexistence, emphasized it would be counter-productive to frame China as an enemy. He also highlighted the importance of redundancy and efficiency in trade relationships and cautioned against overlooking the cost of decoupling, reminding the audience that engagement with China has boosted global trade, lifted millions out of poverty, and created a vibrant society.

From Brody’s perspective, predictability is crucial for business, regardless of the country one is conducting business in. He also stressed that, from a personal perspective and regardless of one’s political stance on China, the reduction in people-to-people ties between China and the United States due to recent travel restrictions is unfortunate. Ultimately, these ties have always been a net positive, and it is important to recognize their value even in the midst of tensions between the two nations. While political leaders may grapple with complex geopolitical issues, the connections between ordinary citizens remain a vital foundation for maintaining a constructive relationship. By fostering personal exchanges, the United States and China can build bridges and promote mutual understanding, even in the face of challenging circumstances.

On April 26, 2023, in recognition of the 70th anniversary of the U.S.-Korea alliance, President Joe Biden will host President Yoon Suk Yeol for a State Visit to the United States. According to Ambassador Jung-Seung Shin, the fact that Yoon received the second such invitation of the Biden administration is a testimony to the centrality of the Korea-U.S. alliance to the peace and stability of the East Asian regions, especially at a time when the frayed U.S.-China relationship continues to degrade into a new Cold War, with a potential Taiwan contingency looming on the horizon. 

Shin, former South Korea's ambassador to China and former director general of the Asia Pacific Affairs Bureau at the South Korean Ministry of Foreign Affairs and Trade, is the Winter 2023 Payne Distinguished Fellow at the Freeman Spogli Institute for International Studies (FSI) and a visiting scholar at APARC. He headlined this quarter’s Payne Lecture, speaking to an audience that gathered on March 1 for a timely discussion titled Sino-U.S. Relations and South Korea, co-hosted by APARC and FSI.

The Payne Lectureship at FSI, named for Frank E. Payne and Arthur W. Payne, aims to raise public understanding of the complex policy issues facing the global community and advance international cooperation. The lectureship brings to Stanford internationally esteemed leaders from academia and the policy world who combine visionary thinking and a broad, practical grasp of their fields with the capacity to provide insights into pressing challenges of global concern. Throughout the 2022-23 academic year, the Payne Lectureship hosts experts from Asia who examine crucial questions in U.S.-China relations.

Ambassador Shin is uniquely qualified to offer insight into South Korea's response to the pressures created by the U.S.-China rivalry, said APARC Director Gi-Wook Shin, who chaired the event that included a discussion with Center Fellow Oriana Skylar Mastro, an expert on Chinese military and Asia security.

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China’s Dreams

Painting a picture of Chinese ambitions, Ambassador Shin enumerated China’s goals and the steps it has taken to achieve them. “The Chinese dream,” he said, “is to regain the colonial behavior of the Qing Dynasty, when China was a great power with about one-third of the global GDP.” To achieve this dream, China's leaders have pushed for its continued economic development while arousing patriotism and nationalism domestically. Through its military modernization campaign, China has rapidly shown its ambition to become the top-rated global military power by 2049, the centennial of the establishment of the People's Republic of China, he noted.

Ambassador Shin indicated that China has prepared for a long-term competition with the U.S. in the economic arena, as Xi Jinping introduced the dual circulation economic policy, which aims to reorient the country's economy by prioritizing domestic consumption while remaining open to international trade and investment. This policy, Shin argues, “is designed, in part, to make the [Chinese] economy less affected by external factors including the supply chain reset of the U.S.” As such, China has stressed the importance of innovation and has made massive investments in science and technology to reduce its reliance on Western economies. Moreover, China has promoted the Belt and Road Initiative (BRI) to expand its political and economic influence.

“China became the second largest economic power and began to show assertiveness in its foreign policy, particularly by emphasizing the safeguarding of Chinese interests, namely, sovereignty and territorial integrity, state security and development interest,” stated Shin. To achieve these goals, “Chinese diplomats have voiced their arguments in an abrasive style, ‘Wolf Warrior diplomacy’ as it is called by Westerners.” This form of proactive engagement with the rest of the world has resulted in an intensifying strategic competition between the U.S. and China, which has made it increasingly difficult for South Korea to maintain simultaneous ties with both great powers.

No Longer on the Fence

Shin noted that “The strategic distrust and intensifying rivalry between the U.S. and China have put substantial pressure on South Korea…and South Korea's long-term policy to make a Korea-U.S. alliance compatible with its partnership with China is becoming more difficult.” In recent years, South Korea has moved even closer to the U.S.

The joint communique issued when President Moon Jae-in visited Washington two years ago, already showed South Korea’s tilt toward the U.S. At the time, heightened tensions on the Korean peninsula by the North Korean nuclear and missile provocation necessitated the alliance. Now, an ascendant China, “together with the lessons of Ukraine, have made South Korean people pay close attention to the importance of the Korea-U.S. alliance,” stated Shin, noting that both nations openly stress the importance of freedom, democracy, and rule-based order. South Korea has become enthusiastic about tripartite cooperation among South Korea, the U.S., and Japan, in tune with American policies. 

On the other hand, China warned South Korea to respect China's core interests while expressing its concerns on several strategic issues. Shin stated that “China began to demand the Yoon government to continue the three policy positions of the previous government, namely, no more deployment of Terminal High Altitude Area Defense (THAAD), no participation in the American missile defense system, and no military alliance among Korea, Japan, and the U.S.” However, the current Foreign Minister Park Jin made it clear to the Chinese Foreign Minister Wang that the policy positions of the previous government do not bind the new government, Shin indicated.
 

The Taiwan Contingency

Shin indicated the precarious nature of the contingency, stating, “South Korea has no intention of challenging the One China claim. However, the peace and stability of Taiwan Strait are also very important for South Korea, as the security situation of the Taiwan Strait is connected to the Korean peninsula.” Indeed, a military collision in the Taiwan Strait would be impossible to contain locally. “The U.S. and Japan are supposed to immediately help Taiwan to repel China’s military attack, and American bases are located in South Korea and Japan, including Okinawa,” he said.

Therefore, military conflict in the Taiwan Strait is likely to escalate to Northeast Asia, and a certain portion of American forces in South Korea could move to the Taiwan Strait in the contingency according to the strategic flexibility of forces, “which might induce North Korea's misjudgment to invade South Korea,” Shin predicted.
 

Looking to National Identity

The Cost of Deterrence

Preventing Overextension

Overextension represents one of the largest limits on U.S. power projection. According to Mastro, one of the primary reasons that the Biden administration has not been talking about North Korea significantly, is the fact that the U.S. cannot fight a war on the Korean Peninsula and compete effectively with China.

Thus, Mastro proposes that the South Koreans play a greater role in their defense, a topic that comes up with NATO partners and allies in Europe as well. More specifically, Mastro suggests that the U.S. transfer operational command to South Korean forces, and that the South Korean military should allow the U.S. to practice greater strategic flexibility, to use its forces on the Korean Peninsula for operations or contingencies that are off the peninsula. Up until this point, that permission has been denied, but Mastro contends that it would be useful and could enhance deterrence. 

“If the South Koreans, along with their statements about wanting a Free and Open Indo-Pacific, also explicitly allowed for that strategic flexibility to take place to say that they understand that the role of U.S. forces on the Korean peninsula is primarily to deter and defend South Korea against North Korea, that could also play a potential role in wider contingencies,” she said.

Furthermore, Mastro believes that South Korea must play a greater role in the production and provision of certain types of munitions. “This is an area where the U.S. has struggled with its own manufacturing base that is considering licensing production and potentially doing it elsewhere. So the question is whether the U.S. could count on South Korea for some critical supplies during a conflict that could reduce the U.S. logistical burden,” she speculated.

South Korea is a small country, and it has limited resources, but it also has the second-largest reserve force and paramilitary force in the world, and the eighth-largest active duty force in the world. According to Mastro, “The South Korean military is technically 20 times larger than that of Japan's…it has punched above its own weight, like the Australian military has.”

It remains to be seen whether the U.S.-South Korea alliance will need to be tested in the coming years, but tensions with China will likely continue to define the two nation’s foreign policies. A potential Taiwan contingency remains one of the largest looming threats to the status quo and the most probable pathway to regional escalation, which, in Shin’s view, could draw North Korea and its nuclear arsenal into the fold.

The Payne Lectureship will return in the spring quarter, continuing with the theme of Asian perspectives on the U.S.-China relationship. We will be joined by Kokubun Ryosei, professor emeritus at Keio University and adjunct adviser at the Fujitsu Future Studies Center.

The Walter H. Shorenstein Asia-Pacific Research Center (APARC) is pleased to announce a suite of training, fellowship, and funding opportunities to support Stanford students interested in the area of contemporary Asia. APARC invites highly motivated and dedicated undergraduate- and graduate-level students to apply for these offerings:

APARC Summer 2023 Research Assistant Internships

APARC seeks current Stanford students to join our team as paid research assistant interns for the duration of the summer 2023 quarter. Research assistants work with assigned APARC faculty members on varied issues related to the politics, economies, populations, security, foreign policies, and international relations of the countries of the Asia-Pacific region. This summer's projects include:

• The Biopolitics of Cigarette Smoking and Production
• The Bureaucratic State: A Personnel Management Lens
• China’s Largest Corporations
• Healthy Aging in Asia
• Hiding in Plain Sight: How China Became A Great Power
• Nationalism and Racism in Asia
• U.S. Rivals: Construct or Reality?  
   

All summer research assistant positions will be on campus for eight weeks. The hourly pay rate is $17.25 for undergraduate students, $25 for graduate students.

The deadline for submitting applications and letters of recommendation is March 1, 2023.

Please follow these application guidelines:

I. Prepare the following materials:

• A current CV;
• A cover letter (up to 1 page);
• Completed Student Information Sheet

II. Fill out the online application form for summer 2023, including the above two attachments, and submit the complete form.

III. Arrange for a letter of recommendation from a faculty to be sent directly to Shorenstein APARC. Please note: the faculty members should email their letters directly to Kristen Lee at kllee@stanford.edu. We will consider only applications that include all supporting documents.

For more information and details about each summer research project, visit the Summer Research Assistant Internships Page >

APARC 2023-24 Predoctoral Fellowship

APARC supports Stanford Ph.D. candidates who specialize in contemporary Asia topics. The Center offers a stipend of $37,230 for the 2023-24 academic year, plus Stanford's Terminal Graduate Registration (TGR) fee for three quarters. We expect fellows to remain in residence at the Center throughout the year and to participate in Center activities.

Applications for the 2023-24 fellowship cycle of the APARC Predoctoral Fellowship are due March 1, 2023.

Please follow these application guidelines:

I. Prepare the following materials:

• A current CV;
• A cover letter including a brief description of your dissertation (up to 5 double-spaced pages);
• A copy of your transcripts. Transcripts should cover all graduate work and include evidence of recently-completed work.

II. Fill out the following online application form, including the above three attachments, and submit the complete application form.

III. Arrange for two (2) letters of recommendation from members of your dissertation committee to be sent directly to Shorenstein APARC.  
Please note: the faculty/advisors should email their letters directly to Kristen Lee at kllee@stanford.edu.

We will consider only applications that include all supporting documents. The Center will give priority to candidates who are prepared to finish their degree by the end of the 2023-24 academic year.

For more information, visit the APARC Predoctoral Fellowship Page >

APARC Diversity Grant

APARC's diversity grant supports Stanford undergraduate and graduate students from underrepresented minorities who are interested in contemporary Asia. The Center will award a maximum of $10,000 per grant to support a wide range of research expenses.

The Center is reviewing grant applications on a rolling basis.  
To be considered for the grant, please follow these application guidelines:

I. Prepare the following materials:

• A statement describing the proposed research activity or project (no more than three pages);
• A current CV;
• An itemized budget request explaining research expense needs.

II. Fill out the following online application form, including the above three attachments, and submit the complete application form.

III. Arrange for a letter of recommendation from a faculty to be sent directly to APARC.  

Please note: the faculty members should email their letters directly to Kristen Lee at kllee@stanford.edu.

For more information, visit the APARC Diversity Grant page >

After U.S. President Joe Biden and China’s President Xi Jinping recently met face-to-face for the first time since Biden took office on the sidelines of the Group of 20 summit in Indonesia, Biden said he absolutely believed “there need not be a new Cold War” between the two powers. International politics scholar and expert on U.S.-China relations Jia Qingguo, however, is not as certain about this assessment. “If a Cold War between the two countries has not arrived quite yet, it no longer appears far away,” said Jia, a professor at the School of International Studies at Peking University.

Jia, the Fall 2022 Payne Distinguished Fellow at the Freeman Spogli Institute for International Studies (FSI) and a visiting scholar at APARC, headlined this quarter’s Payne Lecture, speaking to a packed audience that gathered on December 6 for a timely discussion titled Avoiding Disaster in U.S.-China Relations, co-hosted by APARC and FSI.

The Payne Lectureship at FSI, named for Frank E. Payne and Arthur W. Payne, aims to raise public understanding of the complex policy issues facing the global community and advance international cooperation. The lectureship brings to Stanford internationally esteemed leaders from academia and the policy world who combine visionary thinking and a broad, practical grasp of their fields with the capacity to provide insights into pressing challenges of global concern. Throughout the 2022-23 academic year, the Payne Lectureship hosts experts from Asia who examine crucial questions in U.S.-China relations.

Professor Jia is uniquely qualified to assess the prospects of U.S.-China relations and offer perspectives from both inside and outside of China, said Jean Oi, director of APARC’s China Program and a senior fellow at FSI. Jia has published widely in both Chinese and English, taught at multiple international institutions, and earned a doctorate from Cornell University. He is engaged both with China’s academic and policymaking circles in his roles as vice president of the China American Studies Association, vice president of the Chinese Association for International Studies, and a member of the Standing Committee of the National Committee of the Chinese People's Consultative Conference.

Jia’s address was followed by a panel discussion with Shorenstein APARC Fellow Thomas Fingar, an expert on China and U.S. foreign policy, and FSI Director Michael McFaul, the Ken Olivier and Angela Nomellini Professor of International Studies at Stanford’s Department of Political Science.

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Intensifying Rivalry

The use of the Cold War analogy in the context of the U.S.-China competition has gained currency in recent years among politicians and policymakers. Until recently, however, explained Jia, the U.S.-China relationship did not manifest the three prominent features that characterized the Cold War between the United States and the Soviet Union: ideological competition, military confrontation, and economic separation. This reality is changing. “Now, between the two countries, ideological competition is taking shape, military confrontation is emerging, and although economic relations remain close, efforts to delink the two economies, especially in the hi-tech sectors, are increasing,” Jia said, noting the Biden administration’s ban on semiconductor exports to China, China’s increasing efforts to develop indigenous technologies, and the intensifying military tensions over Taiwan.

Why has the relationship frayed in this way? Jia enumerated several factors of particular relevance. The first is the influence of the Thucydides Trap argument, popularized by Harvard political scientist Graham T. Allison to describe a potential conflict between the United States and China. The idea draws from the Greek historian’s metaphor of the concomitant dangers when a rising power challenges a ruling power, as when Athens challenged Sparta. Under the influence of this line of argument, said Jia, almost any action by the United States and China is perceived and interpreted as an effort to prepare for an eventual showdown.

For example, Americans who subscribe to the Thucydides Trap argument interpret China's growing defense spending as military buildup aimed at challenging American military supremacy, and its Belt and Road Initiative and aid programs as schemes designed to facilitate its grand geopolitical ambitions. Similarly, for Chinese who subscribe to this line of argument, the central objective of U.S. diplomacy is to contain China, Freedom of Navigation Operations in the South China Sea are designed to undermine China's territorial sovereignty, and U.S. criticism of China's human rights practices is intended to create political instability in the country. “People who subscribe to the Thucydides Trap argument in both countries cite each other’s views to support their argument and push for more confrontational policies in both countries,” argued Jia. “Such efforts have a significant impact on the bilateral relationship.”

The second factor elevating tensions between the two world powers is their different political value systems, Jia explained. For a long time, China’s Communist system was no hindrance to the development of the U.S. China policy framework of engagement. Perhaps this was the case because China was weaker and many U.S. policymakers believed that political liberalization in the country would follow its integration into the international system, Jia theorized. In recent years, however, Americans have come to recognize that China did not change in the direction they had anticipated. Now, said Jia, former supporters of engagement as the foundation of U.S. China policy feel disappointed and see China as a threat to the U.S.-led liberal international order. Against this backdrop, the Chinese leadership also feels the need to elevate ideology at home. The emphasis on the contrasting ideologies between the two countries “is bad news for the bilateral relationship," Jia stated. “If the relationship is about interests, then we can always negotiate and compromise, but if it’s about values, then it becomes a conflict of good versus evil” which leaves no room for pragmatic solutions.

Jia sees the role of Donald Trump as a third significant factor in leading U.S.-China relations to a collision course. Unlike previous U.S. presidents, he noted, Trump was willing to get tough on China and push the limit of the bilateral relationship regardless of the cost to the United States. Jia enumerated Trump administration policies and actions such as setting tariffs and other trade barriers on China, restricting people-too-people exchanges between the two countries, launching what some perceive as technological warfare against China, blaming China for the eruption of the COVID-19 pandemic, and raising suspicions against Chinese nationals in the United States. With this approach, said Jia, the Trump administration “pushed the relationship between the two countries to the brink of total breakdown.”

But the U.S.-China relationship is no better under President Joe Biden than it was under his predecessor, largely due to domestic politics, Jia said. Legislation aimed at countering China's growing influence is one of the rare topics that gets bipartisan support in the polarized U.S. Congress, he noted. On the Chinese side, many people are frustrated by what they perceive as negatively skewed China coverage in U.S. news media. Chinese officials have become increasingly confident to adopt a more strident, assertive approach, a turn in Chinese foreign policy that has been branded “wolf warrior diplomacy.”

Altogether, these elements have exacerbated negative interactions and heated exchanges between the two countries. To avoid a disastrous conflict, the two countries should focus on shared interests and remember that international stability is one such common interest, Jia believes. “We are all stakeholders of the existing international system,” he said, “so we need to take a more balanced view of the nature of our relationship.” Areas of potential cooperation, such as climate change or non-proliferation of weapons of mass destruction, offer a glimpse of hope for improved bilateral engagement.

Additionally, he noted, the two countries should build consultation mechanisms to manage conflicts of interest in areas such as trade disputes, the right to conduct military and reconnaissance activities along the coasts of other countries, human rights issues, and more.

Yet Jia admitted that the United States and China should build guardrails for the relationship to avoid military accidents and confrontations. Here, however, a potential conflict over Taiwan is a thorn in the side of both countries. “To China, the issue of Taiwan is like a way of life,” Jia noted, “so no leader can compromise on it and stay in power.” Guardrails in U.S.-China relations should therefore go beyond agreement on protocols to encompass U.S. assurance on Taiwan, he said.

Alienated Constituencies

In his comments, Thomas Fingar pointed out that Jia’s main argument ultimately means that blame for the difficulties in the U.S.-China relationship rests more or less entirely with the United States and that “everything that China does, and has done recently, is in response to American actions.” In reality, however, the relationship is affected by a complicated mix in which both countries respond to each other’s actions and changes in the global environment, he said.

Fingar also challenged the importance Jia assigned to the role of the Trump administration in deteriorating the bilateral relationship. “By the time the Trump administration took office,” Fingar said, “virtually every constituency that had been built over previous decades had been alienated by Chinese actions.” These actions, he stated, include, among others, imposing intellectual property pressures to transfer technology; refusing to open segments of the Chinese economy as had been committed in advance of its WTO membership; restrictions on American journalists and access to American news media; and passing the Overseas Non-Governmental Organization law, which aims primarily at reducing the influence of foreign actors on Chinese domestic affairs by requiring foreign organizations to register with the Ministry of Public Security and have an official Chinese sponsor.

As a result, by 2016, said Fingar, “every constituency that had been thought of as a pillar of maintaining stability in the relationship had been alienated.” Thus, although one can debate Trump's approach to China, the approach was not simply a matter of his personality and the underlying issues it set out to address were real. According to Fingar, this dynamic also explains why the Biden administration has kept a tough stance on China.

On one point Fingar agreed with Jia: the strains in the U.S.-China relationship are here to stay in the near term. There is currently not much pressure in the United States to improve the relationship, Fingar said, and it is probably easier for the United States to get along with the strained relationship than for China. “For domestic economic and stability reasons, China needs improvement in the relationship more than the United States does,” he concluded. “China should, therefore, have more incentive than Washington to try and improve the relationship.”

Misperceptions and Non-Events

Michael McFaul reminded the audience of the limits to framing the U.S.-China relationship through a Cold War lens. The most fundamental difference between the present situation and the Cold War era, he noted, is the U.S.-China economic interdependence and China's integration into the global economy. Most Americans now see China’s stake in the global economy as a threat, McFaul said, but the situation may also hold opportunities for relationship management that we did not have with the Soviet Union. Certainly, there are opportunities to learn from significant mistakes both the United States and the Soviets made during the Cold War era.

The three biggest mistakes of the United States during that period, according to McFaul, were overestimating the Soviet ideological threat globally, and therefore overreacting to it; at times, overestimating Soviet military power; and partnering with autocratic entities that, in retrospect, "we did not need to do to win the Cold War." These offer important lessons for the United States, said McFaul, as we think about competing with China in ways that protect U.S. interests, values, and well-being. “We don't have to do another round of McCarthyism. We don't have to fight another Vietnam war to be successful in managing the competition with China today.”

The Soviets, too, made several big mistakes, McFaul explained. First, they feared Communist reformers so much that they launched three invasions: of Hungary in 1956, Czechoslovakia in 1968, and Poland in 1981. Moreover, in the late Cold War period, the Soviets gave up on reform at home to focus on investing resources in projecting power abroad. “I see this mistake happening right now,” McFaul said, “when I look at China’s 20th Party Congress.” Finally, Brezhnev’s overreach in Afghanistan was the beginning of the end of the Soviet Union. Overreach, McFaul noted, is an important lesson for China’s current leaders.

McFaul closed his remarks with reflections on perceptions and misperceptions. The Thucydides Trap in U.S.-China relations is real, he said, and so is the ideological competition between the two powers. To argue otherwise would be naïveté and misperception. The challenge for academics and policymakers is twofold, he stated. First, there is the daunting question of what can be done to stabilize the relationship and what evidence or signaling either side could use to determine whether the other’s actions pose a real threat or are merely being misperceived as an ideological threat. “We can never allow a disagreement based on bad information and misperceptions. And I worry that there's too much of that going on in U.S.-China relations,” he said.

Another compounding question is whether China is indeed a status quo power that has a shared interest in the international order. Either side should be worried about the revisionist actions the other is initiating in the international system, McFaul noted. “There is, however, one issue on which both sides must be status quo powers, namely, Taiwan — and I think this is the challenge to avoiding disaster.” The greatest achievement of American and Chinese diplomacy today, in McFaul’s view, is the absence of war over Taiwan. “We should think more about the conditions that lead to non-events,” he said. “You cannot be a status quo power and invade Taiwan. That's a contradiction. I want to believe that we both have an interest in avoiding war in Taiwan. I want to know how we can make, on both sides, a more credible commitment to that non-event,” he concluded.

It remains to be seen whether a sufficient sense of urgency and high stakes can avert the downward spiral in U.S.-China relations. Jia’s somber assessment is that tensions will continue to define the bilateral relationship in the coming years. A potential conflict over Taiwan in particular remains a stumbling block, and if the current trend continues, he said, then “there is a chance that the two countries may have to downgrade diplomatic relations.”

The Payne Lectureship will return in 2023, continuing with the theme of Asian perspectives on the U.S.-China relationship. In the winter quarter, we will host Shin Jung-Seung, former ambassador for the Republic of Korea to China and currently chair professor and managing director of the East Asia Institute at Dongseo University. And in the spring, we will be joined by Kokubun Ryosei, professor emeritus at Keio University and adjunct adviser at the Fujitsu Future Studies Center. We invite you to join us at the next installments of the Payne Lecture series featuring these two distinguished Payne fellows.