There are many reasons to fear an impending Chinese attack on Taiwan: Intensified Chinese aerial activity. High-profile Pentagon warnings. Rapid Chinese military modernization. President Xi Jinping’s escalating rhetoric. But despite what recent feverish discussion in foreign policy and military circles is suggesting, the U.S. withdrawal from Afghanistan isn’t one of them.

Some critics of President Biden’s decision to withdraw from Afghanistan argue the move will embolden Beijing because it telegraphs weakness — an unwillingness to stick it out and win wars that China will factor in when deciding whether to attack Taiwan, which it considers to be part of its territory.

The reality is, though, that the U.S. departure from Afghanistan will more likely give pause to Chinese war planners — not push them to use force against Taiwan.

The Chinese Communist Party’s stated goal is “national rejuvenation”: Regaining China’s standing as a great power. Chinese leaders and thinkers have studied the rise and fall of great powers past. They have long understood that containment by the United States could keep China from becoming a great power itself.

Luckily for Beijing, the Afghan war — along with Iraq and other American misadventures in the Middle East — distracted Washington for two decades. While China was building roads and ports from Beijing to Trieste, Italy, fueling its economy and expanding its geopolitical influence, the United States was pouring money into its war on terrorism. While Beijing was building thousands of acres of military bases in the South China Sea and enhancing its precision-strike capabilities, the U.S. military was fighting an insurgency and dismantling improvised explosive devices.

In many ways, it was just dumb luck that Mr. Xi and his predecessors, thanks in part to the war in Afghanistan, could build national power, undermine international norms, co-opt international organizations and extend their territorial control all without the United States thwarting their plans in any meaningful way.

But the end of the war in Afghanistan could bring these good times — which the Communist Party calls the “period of important strategic opportunities” — to an abrupt end. Sure, over the past 10 years American presidents tried to get back into the Asia game even as the war continued. Barack Obama asserted we would pivot to Asia back in 2011. Donald Trump’s national security team made great power competition with China its top priority.

But neither went much beyond paying lip service. The withdrawal shows Mr. Biden is truly refocusing his national security priorities — he even listed the need to “focus on shoring up America’s core strengths to meet the strategic competition with China” as one of the reasons for the drawdown.

Such a refocusing comes not a moment too soon. Chinese expansion and militarization in the South China Sea, deadly skirmishes with India, its crackdown in Hong Kong and repression in Xinjiang all point to an increasingly confident and aggressive China. In particular, Chinese military activity around Taiwan has spiked — 2020 witnessed a record number of incursions into Taiwan’s airspace. The sophistication and scale of military exercises has increased as well. These escalations come alongside recent warnings from Mr. Xi that any foreign forces daring to bully China “will have their heads bashed bloody” and efforts toward “Taiwan independence” will be met with “resolute action.”

The U.S. policy toward Taiwan is “strategic ambiguity” — there is no explicit promise to defend it from Chinese attack. In this tense environment, U.S. policymakers and experts are feverishly considering ways to make U.S. commitment to Taiwan more credible and enhance overall military deterrence against China. A recent $750 million arms sale proposal to Taiwan is part of these efforts, as is talk of inviting Taiwan to a democracy summit, which undoubtedly would provoke Beijing’s ire.

Some have argued that America’s withdrawal from Afghanistan undermines efforts to signal U.S. support for Taiwan. On the surface, it may seem as if the U.S. withdrawal would be a good thing for China’s prospects at what it calls “armed reunification.” Indeed, this is the message the nationalist Chinese newspaper The Global Times is peddling: The United States will cast Taiwan aside just as it has done with Vietnam, and now Afghanistan.

However, the American departure from Afghanistan creates security concerns in China’s own backyard that could distract it from its competition with the United States. Beijing’s strategy to protect its global interests is a combination of relying on host nation security forces and private security contractors and free-riding off other countries’ military presence. Analysts have concluded that China is less likely than the United States to rely on its military to protect its interests abroad. Beijing appears committed to avoiding making the same mistakes as Washington — namely, an overreliance on military intervention overseas to advance foreign policy objectives.

Now there will be no reliable security presence in Afghanistan and undoubtedly broader instability in a region with significant economic and commercial interests for China. Chinese leaders are also worried that conflict in Afghanistan could spill across the border into neighboring Xinjiang, where Beijing’s repressive tactics have already been the cause of much international opprobrium.

The reality is, the United States stayed much longer in Afghanistan than most expected. This upsets China’s calculus about what the United States would do in a Taiwan crisis, since conventional wisdom in Beijing had been that the painful legacy of Somalia would deter Washington from ever coming to Taipei’s aid.

But U.S. interventions in Afghanistan and Iraq have called these assumptions into question. Taiwan, with its proportionately large economy and semiconductor industry, is strategically important to the United States. U.S. power and influence in East Asia are reliant on its allies and military bases in the region and America’s broader role as the security partner of choice. If Taiwan were to fall to Chinese aggression, many countries, U.S. allies included, would see it as a sign of the arrival of a Chinese world order. By comparison, Afghanistan is less strategically important, and yet the United States stayed there for 20 years.

This does not bode well for any designs Beijing might have for Taiwan.

It’s true that China would benefit from a home-field advantage given Taiwan’s proximity, and that Beijing’s arsenal is far greater than Taiwan’s. China, too, would likely enjoy more domestic public support for any conflict than the U.S. would for yet another intervention.

But if China has any hope of winning a war across the Strait, its military would have to move fast, before the United States has time to respond. Chinese planners know that the longer the war, the greater the U.S. advantage. Unlike Chinese production and manufacturing centers, which can all be targeted by the United States, the American homeland is relatively safe from Chinese conventional attack. China is far more reliant on outside sources for oil and natural gas, and thus vulnerable to U.S. attempts to cut off its supply.

And the Chinese economy would suffer more: Since the war would be happening in Asia, trade would be bound to be disrupted there. The United States would need to stick it out for only a short time — not 20 years — for these factors to come into play.

A call on Thursday between Mr. Biden and Mr. Xi hinted at the stakes — the two “discussed the responsibility of both countries to ensure competition does not veer into conflict,” according to the White House.

Chinese leaders already expected a tense relationship with the Biden administration. Now they are faced with the fact that the United States might have the will and resources to push back against Chinese aggression, even if it means war.

So, while there may be other reasons to oppose the end of the war in Afghanistan, the impact on China’s Taiwan calculus is not — and should not be — one of them.

This interview was first published by the Stanford News Service.

The 2020 Summer Olympics have begun this week but public support among the Japanese public for the games has been generally low and their mood can be articulated through the succinct question: “Why are we doing this now?” says Stanford sociologist and Japan Program Director Kiyoteru Tsutsui.

In collaboration with Global:SF and the State of California Governor’s Office of Business and Economic Development, the China Program at Shorenstein APARC presented session five of the New Economy Conference, "Navigating Chinese Investment, Trade, and Technology," on May 19. The program featured distinguished speakers Ambassador Craig Allen, President of the US-China Business Council; David K. Cheng, Chair and Managing Partner of China & Asia Pacific Practice at Nixon Peabody LLP; James Green, Senior Research Fellow at the Initiative for U.S.-China Dialogue on Global Issues at Georgetown University; and Anja Manuel, Co-Founder and Principal of Rice, Hadley, Gates & Manuel LLC. The session was opened by Darlene Chiu Bryant, Executive Director of GlobalSF, and moderated by Professor Jean Oi, William Haas Professor of Chinese Politics and director of the APARC China Program.

U.S.-China economic relations have grown increasingly fraught and competitive. Even amidst intensifying tensions, however, our two major economies remain intertwined. While keeping alert to national security concerns, the economic strength of the United States will depend on brokering a productive competition with China, the world’s fastest growing economy. Precipitous decoupling of trade, investment, and human talent flows between the two nations will inflict unnecessary harm to U.S. economic interests--and those of California.  

Chinese trade and investments into California have grown exponentially over the last decade. But they have come under increasing pressure following geopolitical and economic tensions between the two nations, particularly in the science and technology sectors. Ambassador Craig Allen, David Cheng, James Green, and Anja Manuel explored the role of Chinese economic activity in California in the context of the greater US-Chinese relationship. Watch now: 

On May 5, 2021, the APARC China Program hosted Professor Yuen Yuen Ang, Associate Professor of Political Science at the University of Michigan for her program, "The Role of Corruption in China's Speedy, Risky Boom." Based on her recently published book, China's Gilded Age, Ang explored the impact of corruption on China's economy and how it compares to other countries around the world, including the United States during the late 1800s. Professor Jean Oi, William Haas Professor of Chinese Politics and director of the APARC China Program, moderated the event.

While corrupt countries are usually poor, China appears to be an exception. President Xi Jinping acknowledges that corruption in the country has reached crisis proportions. If this is true, Ang asks, why has China nevertheless sustained 40 years of economic growth and deep transformation?

In fact, Ang argues, China is not as anomalous as it seems; its experience is strikingly similar to America’s Gilded Age during the 19^th century. Ang unbundles corruption into four different types that each harms the economy in a different way. Similar to America’s Gilded Age, reform-era China has steadily evolved toward a particular type of corruption: access money (elite exchanges of power and wealth). Simultaneously, beginning in the 2000s, the central government effectively curbed directly growth-damaging types of corruption such as embezzlement and bureaucratic extortion. Access money fueled commerce by rewarding politicians for aggressively promoting growth and connected capitalists for building more and taking on more risky ventures. But such corruption also produced systemic risks, distortions, and inequality—problems that define China's Gilded Age under Xi's leadership. As a result, China today is a high-growth but risky and imbalanced economy.

Despite popular perceptions that China and the United States are two polar opposites, Ang argues, contemporary China and 19th century America share more similarities than we normally think. Their divergent political systems, however, drove contrasting responses to the excesses of capitalism. Watch now:

On April 21, 2021, the APARC China Program hosted Professor Erin Baggott Carter, Assistant Professor in the Department of Political Science and International Relations, University of Southern California, and Visiting Scholar at the Stanford Center on Democracy, Development and the Rule of Law. Her program, "When Beijing Goes to Washington: Autocratic Lobbying Influence in Democracies," explored how lobbying from China and China-based companies can affect policy in the United States. Professor Jean Oi, William Haas Professor of Chinese Politics and director of the APARC China Program, moderated the event.

Professor Baggot Carter based her talk on a dataset drawn from the public records of the US Foreign Agents Registration Act, which includes over 10,000 lobbying activities undertaken by the Chinese government between 2005 and 2019. According to Baggot Carter, the evidence suggests that Chinese government lobbying makes legislators at least twice as likely to sponsor legislation that is favorable to Chinese interests. Moreover, US media outlets that participated in Chinese-government sponsored trips subsequently covered China as less threatening. Coverage pivoted away from US-China military rivalry and the CCP’s persecution of religious minorities and toward US-China economic cooperation. These results suggest that autocratic lobbying poses an important challenge to democratic integrity. Watch now: