Chinese officials embark on tour to rally export firms amid Trump tariff shocks sc.mp/i5dyi?utm_sour… via @scmpnews

Singapore PM Wong - “the conditions that held the previous international order no longer hold” youtube.com/live/NUnJ940Ro…

Lynn’s piece is terrific. How Trump’s Coercion Could Backfire in Asia foreignaffairs.com/united-states/… via Foreign Affairs

1/3 My latest piece for Foreign Affairs argues that the global trading system was broken long before the Trump and Biden administrations set out to reform it. That's because while it is a system that benefits collectively from... foreignaffairs.com/world/global-t…

In private, some Trump officials concede that they did not accurately predict China’s reaction. Mr. Trump seemed to expect China to be among the first to come begging for relief, given the size of its exports to the United States. nytimes.com/2025/04/23/us/… via @NYTimes

Worth a read… Huge majority reject Beijing’s one country two system: poll - Taipei Times taipeitimes.com/News/front/arc…

A first test of US alliance commitments. China seizes disputed reef in the South China Sea ft.com/content/ae6acb…

Japan's former minister for econ security ('22-'24) Takaichi calls for new coalition: "Japan, Taiwan, Europe, Australia, India & other countries upholding democratic values should form a quasi-security alliance to protect each other's security and safety."focustaiwan.tw/politics/20250…

Delighted to put down a few thoughts with rick waters for Carnegie Endowment on the early contours of China's approach to the Trump administration: a strategic challenge Beijing should manage with resolve, not a crisis they should rush to fix: carnegieendowment.org/emissary/2025/…

Beijing viewed the weekend talks less as an oppty to reset relations than as a chance to gauge whether the Trump administration intends to de-escalate. Beijing wants to keep talking to bring down tariffs, address new port fees.. w/Brian Schwartz wsj.com/politics/polic… via The Wall Street Journal

The US and China have a new framework to de-escalate. Whether that'll be durable is unclear. What is clear is that China can and will weaponize its export dominance. We discuss what the trade war teaches us about China's economy in our new RAND Commentary. 1/

This article by Christian Whiton is getting a lot of attention. I agree with some points. For eg, Taiwan should increase defense spending significantly beyond its current 2.5% level & consider extending the life of the Maanshan-2 nuclear power plant. But I also have

China is winning the trade war. They have strong cards, but the truth is the Trump team inadvertently helped them. Per the The Wall Street Journal, the reason China massively escalated in the last 36 hours is because it believes Trump will fold - just as he did on magnets - without reaching for

Who has Xi purged from the CCP Central Committee? Attendance at next week's Fourth Plenum will reveal the extent of his recent "purge surge" If all rumors are true, only 168/205 members (82%) and 159/171 alternates (93%) will be there And only 17/44 of PLA members (39%)! 1/