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贸易战背后的中美关系变局

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作者:沈建光  来源:FT中文网

  自3月22日美国签署301备忘录触发“中美贸易战”迫近的担忧以来,中国国内舆论对于贸易战的讨论不断深入,讨论范围由起初最集中的“如何反击贸易战”到如今的“怎样避免贸易战”,经历了一阵喧嚣后的贸易战激辩,似乎越来越趋于理性。与此同时,中美官方在“和”与“战”之间各留一半的口风,也让人越来越预期,这场高调的中美贸易战最终全面开打的可能性有所降低,谈判桌上缓释矛盾是大概率事件。
  更进一步,当前越来越多的关注转向了探求中美贸易战出现背后的深层次原因,更多的讨论绕不开一个出现频率较高的词汇“修昔底德陷阱”。那么,导致中美贸易冲突的背后逻辑究竟是什么?修昔底德陷阱背景下的大国博弈,中国应如何应对?
  贸易冲突折射中美关系的变局
  在笔者看来,中美贸易战折射的短期、中期、和长期的中美博弈可能均有不同。从短期来看,去年美国对中国贸易逆差再创新高,年底美国议会中期选举,特朗普为赢得选民支持,兑现选举承诺,以贸易战要价,作为讨价还价的筹码,是合理的解释。
  从中期来看,全球化使得美国制造业主寻求更廉价的劳动力,制造业的工厂逐渐迁出美国本土,向东亚转移,美国制造业占GDP比重二战以来持续降低,美国制造就业人数连续50年下降。让更多制造业企业回流美国以带动就业,是特朗普让美国重振的希望所在。
  而从长期来看,还有另外一种担忧,就是中美贸易战是美国对中国全面反制的开始,不仅在贸易领域,美国大打台湾牌、朝鲜牌,对华鹰派人士全面上位,《2018美国国防战略报告》将中国定位为美国的战略竞争对手,均说明其对华将展开全方位的强势抑制。美国对华态度的重大转变,一种更为深刻的认识是“修昔底德陷阱”的必然体现,即中美摩擦背后的实质是“崛起大国与守成大国的传统冲”,无关乎特朗普,甚至未来无论谁出任美国总统,紧张关系都将延续。
  实际上,中美关系的微妙变化,并非始于特朗普上任后的中美贸易争端。可以观察到,近年来中美双方在讨论双边关系之际,常常从批评对方开始:美方抱怨人民币汇率受到干预,政府对于企业在能源、土地等方面实施不公平的补贴,以及中国对知识产权保护不力;而中方则不满于美方的管制高科技产品对华出口、对中国企业在美投资准入实施限制等问题。
  基于此,笔者在2015年FT中文网专栏文章中《中国经济“新常态”和外交“非常态”》便提到中美外交已进入“非常态”的观点。即伴随着中国综合国力的显著增强,中美未来不仅仅在传统的安全领域,就连一向被视作中美利益交汇点的经济领域,两国摩擦也将持续上升。笔者在2016年FT中文网专栏《中美非常态下的合作之难》中已经预期当年的中美战略与经济对话(SED)和被寄予期待的中美BIT谈判很难有进展。因此,从本质上看,今年中美贸易冲突亦是大国博弈下两国摩擦升级的体现。
  推动新一轮改革开放以应对
  当然,非常态下,考虑到中美两国已在地缘政治,意识形态,知识产权保护、网络安全等诸多领域有着很大分歧,当前美国越来越多的对华强硬人士上位,贸易战黑云压境背景下,能否避开修昔底德陷阱越加值得警惕。在笔者看来,对待矛盾升级,中国目前采取的最佳应对方式仍不是直接对抗,而是管控分歧。
  正如习近平所言“我们有一千条理由把中美关系搞好,没有一条理由把中美关系搞坏。”虽然近年来中国发展迅速,在诸多领域实现弯道超车,但从人均和绝对GDP、创新机制、科研与教育能力以及军事力量方面,中美仍有不小差距。且中国国内仍面临防范金融风险与加快供给侧改革的重大挑战,一旦陷入修昔底德陷阱,经贸压舱石动摇,则很可能将中美关系带入冷战模式。外部冲击可能改变改革开放以及加入WTO的中国经济增长路径,对中国而言绝非上策。
  从这个角度来讲,应对贸易战与中美经贸冲突,仍要强调经贸合作是中美关系的稳定器和压舱石。短期内,采取软硬结合,审慎选择回击标的,并有礼有节的以同等程度的回击为宜,争取最大可能的谈判空间。在WTO框架下寻求解决途径,并在全球范围内,争取越来越多的支持自由贸易国家的盟友。中长期而言,中国的上升势头很明显,应加速改革开放,促进市场环境更加公平,加强环境、知识产权、劳工保护,完善法律与监管等,不仅可以换来一定的缓和,既是外部诉求,也是走向国际舞台中央的必经之路。
  实际上,在笔者看来,上述改革目标符合新时期中国的发展方向,原因在于:
  第一,新常态下中国经济面临一定下行压力,创新驱动发展是解决之道。近年来,外资企业对中国强制转让技术的抱怨加大;中国新四大发明备受追捧的同时,中国假货和盗版产品也备受诟病。在笔者看来,以往以市场换技术虽然获得巨大成功,但终究面临瓶颈,如今高铁、移动支付等诸多领域已经处于世界前列,未来中国终究要实现从跟随到引领,从中国制造向中国创造的转变,加强自主研发投入与提高自我创新能力是实现跨越式发展的必然要求。
  第二,增强全球影响力与国际规则制定话语权,亦需要提升对外开放程度。伴随着中国综合国力提升,“推动构建人类命运共同体”的提法,体现了新时代中国将致力于更多的承担国际责任,并积极参与国际规则的制定。但近年来,外资企业对中国市场环境的抱怨有所增加,并表示在中国的受欢迎程度不如从前。在笔者看来,当前中国金融、服务业开放仍然有限,外资参与度不高,玻璃门、旋转门普遍存在等,一定程度阻碍了中国市场开放的全球认可度,亦不利于引入竞争机制,导致国内企业坐享其成的情况在开放程度不高的领域存在,仍有改进空间。
  第三,补贴企业推升宏观杠杆率,不利于守住金融安全底线。近年来,外资企业抱怨中国政府对国有企业,甚至民营企业的补贴政策打破了公平竞争的市场环境,并造成了产能过剩。其实,在笔者看来,减少补贴确有必要,毕竟僵尸企业大量存在对于中国而言也造成了资金运用低效率,推高企业杠杆率等问题。未来推动国企改革,实现微观主体地位一致,不仅是外资企业在华发展的要求,也是打破中国资金软约束,降低金融杠杆与金融风险的必要举措。
  与此同时,不光海外对补贴颇有微词,国内近年来也展开了一场轰轰烈烈的产业政策大讨论,笔者亦在专栏文章《从“巨大中华”看产业政策之争》中提到,在行业发展初期,国际竞争力较弱的阶段,适当的产业政策能够帮助国内企业快速积累技术、资金、人才以实现赶超。但在赶超甚至引领创新阶段,产业政策的意义则非常有限。此外,尊重市场,对所有企业一视同仁,提供公平公正的竞争环境,则是产业政策成功的必要条件。
  总之,在笔者看来,中美贸易冲突升级只是伴随着中国经济实力增强,中美两国进入大国博弈的一隅。考虑到当前中国发展实力、综合国力与人均生活水平与美国仍有不小差距,在美国对华态度越加强硬的背景下,避免短期内对抗升级,对于巩固改革开放成果仍十分关键。
  同时,针对当前外资企业对华质疑比较多的领域,如知识产权保护不足、政策法規透明化及市场公平性欠缺以及对外开放有壁垒等方面做出理性分析,并将之与中国新时代创新发展战略,增强全球领导力目标,以及防范重大金融风险任务等结合起来,找到契合点,进行相应的改革,既有利于缓释外部压力,避免陷入或过早陷入“修昔底德陷阱”,也有利于中国自身的实力上升,增加大国博弈的胜算。
  (注:本文仅代表作者观点)

来源时间:2018/4/3   发布时间:2018/4/3

旧文章ID:15769

北京“对美加税”释放了什么信号?

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作者:王鹏  来源:FT中文网

  4月2日一早,关于“中美经贸史诗大战”的新闻刷爆了中国国关界的朋友圈。不同的是,这次不是关于特朗普对中国加税,而是由人民日报公众号所转发的“深夜重磅”——财政部有关《2018年4月2日起我国对原产于美国的部分进口商品中止关税减让义务》的决定。
  决定明确提出“为维护我国利益,平衡因美国232措施给我国利益造成的损失,我自2018年4月2日起对原产于美国的7类128项进口商品中止关税减让义务,在现行适用关税税率基础上加征关税15%或25%不等”。同时文件特别强调:“我国倡导并支持多边贸易体制,对美中止关税减让义务是我国运用世界贸易组织规则,维护我国利益而采取的正当举措。” 坊间戏称,恐怕是为了避免被特朗普误以为是“愚人节”玩笑,北京才将如此重大的消息搁在4月2日凌晨放出。
  对此,中国的(经济)民族主义者们或许会感到欢欣鼓舞,因为“中国终于对美国出手了”。而自由(贸易)主义者则显得忧心忡忡。他们担心中国陷入到与美国旷日持久的经贸对攻中,不仅中止了自改革开放以来形成的和平发展局面,同时对世界经济产生灾难性影响。
  而在笔者看来,两者其实都大可不必。如果不是孤立静止而是辩证动态地看待此次“深夜突袭”,或许观察者们将会认同:这本质上很可能是一次“以战止战”的行动,旨在以低烈度“斗争”求“团结”,避免中美关系出现更大危机和嫌隙。它虽然带着一股“狠劲儿”,但本质上是一个自我克制且积极善意的信号——北京期待着与特朗普最终达成“不打不相识”的“正反合”式双赢结果。
  用中共的思维理解北京的行为:“前三十年”毛主义的外交遗产
  外界要想准确理解北京的行为意图和深层动机,就必须熟悉中共的思维模式和认知基础。中共立党近百年,在漫长岁月中其意识形态几经演化更迭,逐渐形成当下“三统归一”的大势。
  其中最根本、最核心的“道统”自然是“中国化的马列主义”——毛泽东思想,亦所谓“前三十年的传统”。对当下的中国对美外交而言,毛主义最重要的遗产莫过于提供了一整套关于斗争的哲学理念与行动指南。需要指出的是,如果观察者们不带偏见地审视毛泽东,那么他们应该能够看到,这位曾被赫鲁晓夫斥作“好斗的公鸡”的东方领袖,其斗争哲学内部其实蕴含着大量的自我克制的有机组分,如“人不犯我,我不犯人;人若犯我,我必犯人”、“以斗争求团结则团结存,以退让求团结则团结亡”等。和古人的名言一样,毛泽东的话很多也都是前后两句,看似矛盾、相互否定,实则辩证统一。因此理解时需要“扣其两端而执其中,方可竭焉”;偏执一端则恐误读。
  最近几年来,随着中国崛起、美国对华戒心的提升,一个舶来概念“修昔底德陷阱”在中国政界、学界成为热词。它借古希腊伯罗奔尼撒战争的悲剧暗喻并警示霸权国与崛起国之间不可避免的“命定”之战。从中国近年来对美外交的总体态势来看,北京的决策者对该概念显然有深入研究并内化于行动。譬如,中共“十八大”以后,对美外交在继续积极主动的同时,也加强了危机管控与善意释放。在美“商人总统”特朗普上任后,针对极有可能“擦枪走火”的经贸领域,无论是让美方谈判代表“吃惊”的中方主动提出“本国顺差太多也并不好”的新观点,还是双方共同拟定、执行的“百日计划”,抑或是特朗普访华后兴高采烈带走的2535亿美元大单与中国金融加速开放的承诺,甚至在安全领域,中国也在朝核等问题以付出巨大的代价坚决执行联合国协议……中美蜜月大抵在两国领袖聚首紫禁城的那一刻迈上了巅峰。
  上述这些在中国政府和民众看来,已经是对特朗普“仁至义尽”。然而,随着美《国家安全战略报告》、《国防战略报告》的出台及其对中国为“战略对手”(rival)的明确指认,试图在朝核问题上边缘化中国的明显企图,尤其是触犯中国红线的《台湾旅行法》的签署,以及压垮骆驼的最后一根稻草——3月23日发起的对华“贸易战”,形势急转直下,让中国从高层到民间沉浸在一种被利用而后出卖、被欺骗而又羞辱的失望氛围中。
  譬如,在美《台湾旅行法》签署后,一位在中国顶尖高校执教、极有影响力的资深学者曾在半公开场合不无感慨地谈到:“(我们)以前判断有误,需要检讨。之前知道美国国内在对华政策问题上的态度正在出现根本转变,也感觉到特朗普政府的对华政策正趋于强硬,但没估计到对台政策的态度会出现这么大的变化。下一步看特朗普政府如何处理高官互访问题,如果真的放开高官互访,中美将有一番激烈的较量。”而对该评论的大量点赞、转发,则在相当程度上反映了中国政策精英群体对中美关系的最新认知与动向。
  特朗普一连串强硬的动作让他们认为,中国做了很多规避“修昔底德陷阱”的工作,可该陷阱的规避归根到底需要中美两国相向而行;如果只有中国一方一味忍让、妥协,则恐陷入“规避‘修昔底德陷阱’的陷阱”。而上述考量与舆情,既是此次朝鲜领导人“突然/意外”访华之“外交反击战”的深层背景,同时也是此次“深夜突袭”之“经贸反击战”的根本肇因。
  无独有偶,中国国关学者们在美国也不乏“共鸣”与“知音”。一篇由美前高官撰写、发表于顶级政策刊物《外交事务》的文章《清算中国:北京是怎样让华盛顿一厢情愿落空的》(The China Reckoning: How Beijing Defied American Expectations)同样成为华盛顿政策圈热议的焦点。对此,难道我们真的就要得出“中美渐行渐远,大战恐难避免”的结论吗?且慢,且看中共的另外两个传统。
  “后三十年”邓小平的发展实践与对美认知
  在共和国的“第二个三十年”里,邓小平主导的改革开放在继承毛泽东革命主义传统的同时,又续接上了自鸦片战争以降中国士人“睁眼看世界”、学习西方“师夷长技”的传统。所谓“开放”,主要就是对西方开放,而“西方”的核心自然是美国。
  今年是中国改革开放四十周年。中共、中国政府策划了一系列活动以纪念改革开放,并为未来的发展道路坚定方向。这一点中国不会动摇,世界也无需担忧。因为但凡今天活着的中国人,无论男女、老少、贫富、左右,客观上都是改革开放政策的受益者;而主观上,“改革开放好”也是绝对的主流认知。在这个让中国翻天覆地“富起来”的历史进程中,美国所扮演的角色,总体来讲也是正面的,对中国的益处是主流,危害是支流。不仅如此,中国选择了迥异于苏联的道路——不是另起炉灶,搞经互会、华约,而是积极主动地融入(西方)世界,面对重重责难和阻挠锲而不舍地要求“复关”、“入世”。如今事实雄辩地证明,中国走的开放-融入、改革-进步的道路是成功的,是有益于中国人民与世界人民的。十三亿人的整体脱贫,不仅是人类人道主义事业的进步,也为全世界其他国家提供了巨大的市场与机遇。
  正是基于上述考量,中国官方对特朗普的具体经贸政策加以批评、抵制,但对中美关系则一贯抱有极大之期望,同时坚定支持全球自由贸易,反对保护主义、孤立主义、民粹主义。
  就在4月1日,就在财政部发文的同时,中国《人民日报》在第三版要闻版发表《挑起贸易战让全球贸易整体受损》,借国际舆论批评美国单边贸易保护主义举动来阐述中方的一贯主张与立场。而在第五版则发表评论《将新时代改革进行到底:全面提高党领导改革开放的能力》,再次重申“以开放促改革、促发展……全面深化改革、扩大对外开放”的既定方针政策。任何对中共宣传纪律、策略及政策形成过程有一定了解的观察者们都不会将此与财政部发文的行为割裂来看。而一旦联立,人们就不难解读出其中的深意:“你要战,便作战”,兵来将挡水来土掩;但“战”不是目标,只是手段——是迫使对方在付出一定代价后,经过成本收益风险核算重新制定策略,放弃进攻,重回谈判,最终实现握手言和的工具。
  而单就中美关系而言,邓小平充满中国式辩证智慧的认知也同样影响深远。1975年8月6日,他在会见美国议员访华团时指出:“毛主席在一九四九年就谈到中美两国人民希望友好。即使在二十三年的隔绝中,我们也没有改变这个观点:两国人民总是希望友好的。”邓小平倾向于强调的是:中美两国之间既有差异也有共同点,总体上是合作大于冲突,利益大于分歧;因此要将“求同存异”的外交思想灵活运用到处理中美关系问题上。理解上述观点及其在当代中国社会中的影响,观察者们就明白,上次中美海湖峰会上中国国家主席有关“我们有一千条理由把中美关系搞好,没有一条理由把中美关系搞坏。合作是中美两国唯一正确的选择”的论断当属发自肺腑,而非外交辞令,更非“迷惑美国人民”的虚言。
  三千年儒学文化的积淀
  说到“和”,就不得不提到中国传统文化,尤其是儒家的道义思想与政治实践。假定从“周公制礼乐”开始算起,儒家从滥觞至今已有三千余年。
  儒家思想曾一度被中共批判并试图清除,但近几十年来,其影响力与日俱增,足见生命力之顽强。当前的中共领导人,有可能是其所有同行中在中华古典(儒家)文化上涵养最深同时也最为推崇的一位。在向世界阐释其治国理政方略时,他偏好引用(儒家)经典,或者是“儒化”的典籍。譬如,他很可能是兵家典籍《司马法》的推崇者,尤好其中有关仁义理念与正义战争辩证关系的条目,譬如“国虽大,好战必亡;天下虽安,忘战必危”,又如“以战止战”等。如果说前者被他引述用来论证“(军队)准备打才可能不必打,越不能打越可能挨打”,那么后者则是对毛泽东“以斗争求团结”的另一种表述。
  在一个干部内部日常学习中不断加入儒家传统“和合”理念的执政党领导下,综合国力不断增强的中国,将更有可能在其主流体制里内生出制约社会上“(极端)民族主义末流与冲动”的新思想、新规范、新“政治正确”。而这种思想意识上的自觉与组织上的准备工作,或许能够为包括中美关系在内的整个亚太地区和平的维持、繁荣的推进贡献正能量。
  简短的结语
  综上所述,如果华盛顿能够准确理解北京的用意,然后“见好就收”,中美还是朋友、战略伙伴,不打不相识,打打更健康。反之,如果误读误判,即要么误以为中国已经对美采取全面对抗之策、欲成为“第二个苏联”,从而陡增敌意,并全面启动对华遏制战略,那必然会走向“右倾教条主义”的老路。又或者,误以为中国“底气不足”,不敢当真抵抗从而产生机会主义动机,那么也同样会走上“左倾盲动主义”的歧路。殷鉴不远,勿谓言之不预。
  在前几日朝鲜最高领导人访华一事上,特朗普应该已经领教了其中国同行不动声色的雷霆手段。现在,又一个新的十字路口摆在美国面前,究竟是正确接收信号,与中国相向而行,还是视而不见、一意孤行?让我们拭目以待。
  (注:作者是察哈尔学会研究员。本文仅代表作者个人观点。)

来源时间:2018/4/3   发布时间:2018/4/3

旧文章ID:15768

移民政策收紧,美国梦变得支离破碎

作者:张敬伟  来源:亚太日报

  特朗普时代的美国变了,美国优先的政策宣示下,美国不仅形成了贸易保护主义的铁幕,还筑起了压缩移民政策的高墙。
  吸纳全球移民,成就熔炉国家,成就了全球瑰丽的美国梦。现在,瑰丽的美国梦已经不再美丽,反而成为移民们的梦魇。
  特朗普执政一年多来,移民政策越来越收紧。一方面,他通过提高移民申请要求和缩减“政治庇护”来兑现他在竞选时的承诺;另一方面,则通过另类的言行来强化其颠覆美国传统的移民政策,如在美墨边境建造阻击墨西哥人的“长城”,如侮辱海地和非洲是“烂国家”,如终止对利比亚移民的“特殊保护”并限期一年离开,让具有“临时保护身份”的合法移民和他们的孩子深陷焦虑…
  特朗普政府改写使命,美国不再是移民国家
  特朗普的移民政策备受争议,甚至引发美国建制派的强烈批评和抵制。但是,特朗普依然坚持打击非法移民,移民政策越来越紧。一如他在贸易保护主义上的执念,特朗普为了美国优先或者美国人优先,他不会对移民更加仁慈,只会让美国逐渐褪去移民国家的光环。
  数据显示,特朗普当政第一年,美国接受难民的数量为2002年以来的最低水平。即使进入到美国的难民,也未必一定能够留在美国,就像那些可怜的海地和利比亚难民一样。此外,2017年美国移民和海关部门也逮捕了14万多非法移民,为近3年来的新高。另据来自美国国务院的数据,至2017年9月30日为止的一年内,国务院核发的F-1学生签证,比前一个会计年度减少17%,比2015年下滑近40%。
  在世贸通集团发布的2017度全球十大移民事件中,涉及美国的就有五项,其中包括美国退出《全球移民协议》,以及特朗普政府各项趋紧、渐严和引发争议的移民政策。现实是,只要没有入籍美国,不管何种方式来到美国的“外来人”和美国的子女,都陷入到了惶恐不安中。
  近日,美国公民和移民服务局(USCIS) 网站释放了美国不再是移民国家的信号。在其首页的“使命”介绍中,取消了“美国作为移民国家的承诺”,增加了“保障美国人,确保国土安全”等字眼。USCIS低调的“使命”转变,凸显特朗普政府反对非法移民和严控合法移民政策后果。也可以说,特朗普收紧移民政策的努力,已经得到了相关行政部门的公开相应。
  移民梦碎,或动摇美国国本
  当美国梦变成了“美国人的梦”,美国国本也发生了动摇。众所周知,美国立国之基是北美13个殖民地,因此美利坚合众国从一开始就流淌着移民的基因。这个年轻的国家,因为移民而充满活力,也形成了典型的熔炉文化,这也是美国梦的精魂所在。
  1620年,第一批英国的清教徒来到美国。并签订了一份《“五月花号”公约》,这是美国历史上第一份重要的政治文献。
  收紧移民政策,变成非移民国家,美国历史迎来拐点。从现实而言,这是美国优先和美国人优先的表现,特朗普政府认为这样可以减少非法移民,让美国人过得更好。但与此同时,美国也失去了开放、包容的熔炉精神,使美国变得保守、内向、自闭,这样的美国或能获取一时之利,但却失去了灵魂和可持续发展的动力。
  犹太哲学家霍利斯-卡伦在《美国的文化与民主》中认为“美国的方式就是管弦乐的方式”,“美国并不像其他国家那样是一个民族——美国是一个思想。”
  移民政策收紧的美国,美国的“乐章”就少了许多和谐的音符而变得单调和乏味。少了熔炉精神的美国,也许民族成分更为纯粹,但也失去了“一个思想”的深邃。
  移民政策筑起的高墙,带给美国人的未必一定是乐土,更有可能是让美国人焦虑的围城,愈发频繁的“独狼”式枪击事件,凸显出美国即使堵住了移民之路,美国人也缺乏足够的安全感。
  美国梦曾经很美好,不仅因为美国是全球唯一的超级大国,也有拥抱移民们的宽阔胸怀。现在,美国正以严苛偏执的权力模式,剥夺移民实现美国梦的权利。特朗普要把美国梦留给美国人,移民们的美国梦自然会支离破碎了。
  美国移民政策收紧,对世界也造成了负面影响。欧盟在难民潮的冲击下,不仅导致英国脱欧,也造成新老欧洲在接收移民政策上的分歧。欧洲民粹主义者学习特朗普,让默克尔主导的欧盟难民政策失去了道德光辉,使欧洲建制派面临一波波大选挫折。

来源时间:2018/4/3   发布时间:2018/4/2

旧文章ID:15767

杨毅:面对特朗普 中国要做到两点

作者:杨毅  来源:凤凰大参考No.417

  互为竞争对手的中美格局,对中国的国家安全和发展意味着什么?
  在第三界太平洋证券“一带一路”内部论坛上,中美战略知名学者杨毅将军判断,中国今后面临的压力会更大,挑战也更加严峻;同时,美国战略收缩,也给中国让出了更大空间。这正如习近平总书记在十九大报告中所说的“两个十分”:前景十分光明,挑战也十分严峻。
  本文为杨毅将军撰文下半部分。
  这个问题今后还会越来越突出
  先看挑战。之所说压力会增大,原因有两个,一是由于中国自身发展强大,国际影响力增强,引起了美国和其他西方国家,以及周边国家的疑虑和警觉;第二,国际大环境发生变化,恐怖主义威胁相对下降,大国竞争因素在国际关系互动中的比重上升。
  在过去二十年,特别在911之后,美国把过多战略资源用于反恐战争(特别是打了阿富汗与伊拉克两场战争),导致自身伤筋动骨。与此同时,中国与其他新兴经济体发展迅速,2008年金融危机成为一个转折点。此后,中国的亮丽“成绩单”引发了一些国家的“羡慕嫉妒恨”,中国成为一个新的聚焦点。这个问题在今后还会越来越突出。
  尽管美国把竞争重点放在中俄两国,但在中俄之间,中国又是重中之重。美国对中国形成挑战的看法是全方位的,除了双边,还包括印太、欧洲、中东、南美等地区,而视角更触及各个领域,如政治、发展模式,十九大召开,中国特色社会主义对世界各国的吸引力增大等等。当然,中国的军事和经济实力也让西方国家感到紧张。
  在这种背景下,西方的防范甚至打压恐会增强,中国企业海外投资、并购,也可能会遇到更大阻力,其中有些是“非经济因素”,包括形形色色的政治干预,以各种借口,如“国家安全”等因素加以阻挠。因此,中国海外投资,包括“一带一路”的政治、经济成本有可能会提高,对此中方需要给予足够重视。
  另一方面,美国的战略收缩,频频“退群”,也给中国让出了更大空间,给了我们拓展国家利益、有所作为的更大机遇。不单单是周边,亚洲、非洲甚至拉美和欧洲,都在期待搭中国经济发展的“快车”。法国总统马克龙,英国首相特雷莎.梅的访华,都体现了这种机遇。如果把握得好,中国的战略空间和回旋余地会增大,关键要把握住机遇,善于进行战略运筹。
  天下不会大乱 大方向没有变
  面对新格局、新形势,中国的战略选择是什么呢?
  尽管特朗普不按常理出牌,有时候会让我们措手不及,但是天不会塌下来,大的世界潮流和时代主题并没有改变。微观上看,就如拿着显微镜观察,天下乱象丛生;用望远镜来看,和平与发展却依然是时代主题。经济全球化、政治多极化、国际关系民主化,并没有改变。
  美国和西方国家主导国际事务的能力,总体上来讲大不如从前,而且各种矛盾错综复杂,政治(包括安全、军事)、经济两大领域的“二元结构”现象使得大战略力量在重大国际政治、经济等议题方面组合阵营不同。中国战略迂回空间还在扩大。
  美国主导国际事务的能力相对下降,特朗普改变了行事风格,不像以前那样更多地利用国际机制,而是更加直接注重“结果”的谋取和现实的利益。这并不意味着以往美国对国际机制是“大公无私”,其实那也是实现美国利益的一种途径。
  特朗普更加关注把美国自己的事情办好,让美国人得到“看得见、摸得着”的实际利益。这就导致了对国际秩序、国际规则的一定冲击,让美国的盟友感到茫然。美国把中国当作竞争对手(美国从来没有把中方当成伙伴,特别是平起平坐的伙伴,包括在冷战时期,那只是对付前苏联的借用力量,当然我们也是借重美国的力量来降低前苏联对我们的军事威胁),但是竞争对手并不必然意味着成为对抗的敌手,竞争并不意味着必然要导致冲突,特别是军事冲突。但是不可否认,其中存在着很大的风险,处理不好会导致矛盾激化,发生冲突,甚至军事冲突,我们一定要做好软硬两方面的准备。美国的“退群”,中国要不要“填补空白”,成为国际社会新的“旗手 ”?
  面对特朗普“发飙” 中国要做到两点
  中国一定要善于守拙,谦虚谨慎,一步一个脚印地把自己的事情做好。推动“人类命运共同体”、“一带一路”倡议,都要注重实效、不图虚名,特别不要为了“一带一路”而“一带一路”。“一带一路”是手段与途径,而不是目的,更不是旗帜。推进“一带一路”是为了促进区域经济合作与拓展经济发展,不建议将所有东西都放在这个篮子里,要顺其自然,讲求实际效益,防止“假大空”、“面子工程”。对外投资,更不要冲动,认真汲取日本的经验教训,防止海航等对外并购的教训(损失的不是小数字)。
  另一方面,要认真落实十九大确定的各项任务,贯彻治国理政的14条方略和13项战略任务。包括经济结构调整,依法治国,深化国防与军队改革。
  面对特朗普的“发飙”,中国要做到两点:一不要怕,二不要慌,“兵来将挡、水来土掩”,沉着应对、进退有方。当前重点是搞好中美关系互动的风险防控。
  具体而言,中方应把握住以下几点: 一,中美两国力量此消彼长趋势的竞争不会停止,“发展是硬道理”,搞好自己的内部建设,“以时间换空间”;二,战略目标要坚持,无论多么大压力与阻力都毫不动摇;三,战略战术要适时调整、灵活机动,特别是针对美国的软肋“扎针灸”;四,手段要多元化,搞好战略资源的综合运用(政治、经济、军事、文化、国际舞台、官方、民众、全球治理);五,要坚持“持久战”,脚踏实地“切香肠”式地谋求中美力量的相对战略平衡。

来源时间:2018/4/3   发布时间:2018/4/2

旧文章ID:15766

The U.S. Presidential Election & its Impact on US-China Relations

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作者:Kevin Sonukan  来源:US-China Perception Monitor

On August 25th, 2016, the Carter Center’s China Program and the Georgia China Alliance cohosted “U.S.-China Relations: After the 2016 Presidential Election.” This was a dialogue regarding multiple dimensions of U.S.-China relations and how they may change depending on the direction of the election this year. The speakers were Dr. Yawei Liu, Director of the Carter Center’s China Program, Dr. John Garver, Professor Emeritus of the Sam Nunn School of International Affairs at Georgia Tech, and Dr. Alan Abramowitz, Professor of Political Science at Emory University. Christopher Chan opened the event, acting as moderator and emphasizing that US-China relations will be one of the world’s most consequential relationships during the 21st Century. This relationship will have huge ramifications for peace and stability in Asia and the world. The outcome of the U.S. presidential election will impact the direction of the relationship, and the dialogue was opened to ponder how the rest of the election will unfold.

Dr. Abramowitz, who is famous for predicting every US presidential election correctly since 1988, stated that Hillary Clinton is winning the national popular vote by 5-8%. Additionally, there is a 50% chance that Democrats will take the Senate. The most likely outcome is that we will have a Democratic President in a Republican House, resulting in gridlock.

Dr. Garver went on to discuss how the only points Trump has discussed about China and East Asia in general are related to putting America first. All of his policies are likened to the US isolationist policies of the 1920s, threatening the status quo bi-partisan consensus on China and East Asian policy. Garver believes a Trump presidency is unlikely, but that it would undermine US engagement and deterrence of China. The politburo would believe Trump wants to destroy the Chinese Communist Party. The confrontation would force East Asian states to choose sides between US and China. His policies with Japanese rearmament pose more problems with insecurity for China as well.

Dr. Liu followed with a dialogue displaying how Hillary Clinton has experience dealing with China dating back to 1995 during the 4th UN World Conference on Women. Her perception of China has been shaped by her experiences. She has met with past and current leaders, efficiently managed the Chongqing police chief crisis, during which a police chief attempted to seek asylum with the US, and managed another asylum crisis, during which a blind lawyer snuck into the US embassy. She understands Chinese politics and culture, has a team of advisors for China, is very pro-business, and is comparatively more willing to create peace and end issues like terrorism.

These were the main points of the three speakers during the dialogue, but they went on with answers to various issues and questions that arose. Dr. Abramowitz believes that the trade deficit and currency manipulation are two legitimate concerns of Trump regarding China, but the means he wishes to use to solve them are wrong. Garver additionally noted that China started drawing out its sea territory in 2008, dealing with neighboring countries similar to the US with the Monroe Doctrine. China wants to become a world power that is equal to the US, but the US is having a hard time coming to terms with this. A big question for this would be whether China will challenge US power in the 21st century like Germany did during the 20thcentury.

Dr. Liu believes China is more domestically focused. He states that there are many voices in China and that China has benefitted too much from globalization to want to break it. He believes there will be no war, and that China is too connected with the US, as opposed to Russia, to form a coalition against the US. Dr. Garver responded by highlighting that China would want to drive a wedge between the US and its East Asian allies, and wage war against the Philippines and Japan if tensions arose. Garver believes that the Chinese Communist Party uses nationalist rhetoric to retain power, using so much that it creates a problem of escalation.

The audience inundated the panelists with questions, and everyone left with no consensus except that managing the bilateral relationship between the U.S. and China will be one of the toughest challenges for the next president of the U.S.

By Kevin Sonukan

来源时间:2018/4/3   发布时间:2016/8/31

旧文章ID:15727

Hong Kong’s Legislative Council Elections Bring to Light Tensions with Mainland

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作者:Adrian Lo  来源:US-China Perception Monitor

With Hong Kong’s Legislative Council (LegCo) elections coming up on September 4th, Hong Kong is witnessing levels of dissent from its citizenry regarding the government’s election process similar to those experienced during the Umbrella Revolution in 2014, which were a series of sit-in protests among the city’s busiest districts over a three month period.  Many are demanding higher levels of autonomy on the sociopolitical front.  Some are going even further and proposing a full-scale separation from the Mainland.

Comprised of 70 members, the LegCo, which is effectively the parliament, has the ability to check the power of the Chief Executive among other lawmaking privileges.   Additionally, in conjunction with the Election Committee (1,200 members) as well as HK deputies from the National People’s Congress of China, chosen members from the LegCo will also be given voting power in the Chief Executive election.  The implications for the Chief Executive election in 2017 are undoubtedly understood by local political activists who are desperately keen to reshape the city’s political landscape and maintain its autonomy.  35 of the members are elected from various geographical constituencies (GCs) through direct democracy, and 30 members are elected from functional constituencies (FCs) through special interest groups and pro-Beijing bodies.  The remaining five seats, known as “super seats,” are filled by members of the District Council.  The controversy lies in the fact that the total electorate for FCs is around 240,000 electors, and they are given the power to vote in 30 members, whereas the total electorate for GCs, which is around 3 million voters, can only vote in 35 members to the LegCo.

Much of the pro-separatist movement is led by the younger demographic of the population; one of its prominent figures is founder and leader of the political party Hong Kong Indigenous, Edward Leung.  Initially openly critical of China’s involvement in Hong Kong’s election process, he eventually tempered his words and departed, at least ostensibly, from his controversial stance in a bid to secure eligibility for a spot in the LegCo.  However, on August 2nd, Leung was officially disqualified from running, despite having signed an election form stating that Hong Kong is an “inalienable part of China.”  He is one of six candidates who has now been disqualified from the election for harboring strong “localist” and pro-independence sentiment.

China is extremely wary of the potential damage figures like Leung, who blatantly rejects the aims of the Party, can cause if they are elected into positions of power, wielding their political influence from within and effecting policymaking.  So while there is a wave of anti-establishment currently sweeping the globe, it is unlikely that the Chinese government will budge on this issue.  Officials are aware of the dangerous precedent yielding to the demands of HK locals will set in the context of Taiwan reunification and the “One Country, Two Systems” model.  China will also take comfort in the knowledge that drastic socioeconomic and political ramifications mean that there is too much at stake for Hong Kong to even consider succumbing to the wishes of the disgruntled faction of its population, which is a reality that is most certainly not lost on the HK administration.  Worryingly for the pro-independence brigade, they are receiving no backing from the HK government.  The administration has not only come out in support of China’s decision to disqualify them, but have also mandated candidates to acknowledge the inseparable relationship between HK and China.  This has led to protestors and pro-independence candidates feeling ostracized and rejected.  It therefore comes as no surprise to learn that many of them have declared they will abstain from voting on September 4th.

In light of the recent Brexit referendum that has stunned Europe and the fervent support received by Republican nominee Donald Trump from the ethno-nationalist faction of the American population, the rise of nationalist sentiment and anti-globalization in the West has become increasingly prevalent; the idea of a nation-state is experiencing a revival.  Criticisms towards free trade, unfettered immigration, and the perceived loss of distinct national identity, are creating political dilemmas that have long been abandoned, as evidenced by the surge in popularity of far-right nationalist political candidates in Europe and the United States.  This phenomenon does not look like it will impact geopolitics in the Far East for now, though; hopes for a HK city-state have never seemed so distant.  Nevertheless, the context of this election is interesting because it positions the ever-growing independence movement in HK right at the forefront in direct opposition to the Chinese government.

By Adrian Lo

 

来源时间:2018/4/3   发布时间:2016/9/2

旧文章ID:15726

Stinson Center Scholar Discusses the Rise of Sino-Japanese Competition in Africa

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作者:Ian Pilcher  来源:US-China Perception Monitor

In the article, “Rising Sino-Japanese Competition in Africa,” Yun Sun, a nonresident fellow at the Global Economy and Development Africa Growth Initiative, identifies the similarities and differences between Chinese and Japanese investment in Africa. August 27th and 28th marked the Sixth Tokyo International Conference on African Development (TICAD VI) where Prime Minister Shinzo Abe announced $30 billion in public and private support. This is half the amount Chinese President Xi Jinping pledged during the Forum on China-Africa Cooperation (FOCAC) December last year, but despite the difference in the amount each leader pledged, there is also a difference in how each country chooses to spend its investment money.

Both China and Japan’s financial pledges include infrastructure projects and loans, but some of the main differences come in project implementation. China prefers to use Chinese talent, imported from China, often resulting in ill feelings towards the Chinese. Japan, however, chooses to utilize local labor for projects, resulting not only in more money into the local economy, but also allows locals to develop skills and to receive training. Both countries clearly have economic interests in Africa as Japan and China need resources from African countries.

But besides these economic interests, Africa is also an area for both countries to expand political influence. In 2011, Japan opened a military base in Djibouti to address security threats off the Horn of Africa. China believed this was only an excuse for Japanese military expansion as Japan tries to alter the international system established after World War II. China states that it’s reason for building a naval base, also in Djibouti, is to combat terrorism in the region. Is that any different than Japan’s reason?

China accuses Japan of trying to “drive a wedge between China and African countries,” when in reality Japan simply chooses a different way to implement projects on the continent, and according to the article, locals believe the Japanese provide better quality. China also accuses Japanese investments to be politically motivated, although China used its influence over African countries to secure enough votes to be readmitted to the UN. Both countries, including the United States, use investment for political and economic reasons, but it seems that Chinese and Japanese competition in Africa is intensifying as Japan increases its international efforts

Both countries use investment in Africa for political and economic gain, but the important thing to remember is that responsible contributions from both China and Japan, or any country for that matter, will do more to benefit the continent than pointing fingers at one another.

By Ian Pilcher

来源时间:2018/4/3   发布时间:2016/9/2

旧文章ID:15725

15 Years Later

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作者:Margaret Lu  来源:US-China Perception Monitor

On September 11th, 2001, the world was stunned. That day, radicalized al-Qaeda terrorists crashed into America’s iconic World Trade Center buildings, killing almost 3,000 people and injuring another 6,000. In response to this act, U.S. President George W. Bush launched the Global War on Terror. Fifteen years later, terrorism still remains a prominent issue and continues to oppose the free world. Because terrorism is still so relevant, it is of vital importance that we not only continue to remember 9/11, but also take away all the best lessons. September 11th, 2001 was a strange day. What occurred that day has the immortal power to not only destroy but also restore faith in humanity. The aftermath of 9/11 was utterly moving. People all around the world expressed their deepest sympathies, many Americans even reached out and tried to join in the rescue and recovery effort. Everything clearly shows that most of us on the planet have no intention of siding with terror. And that is the single most important lesson from this devastating experience.

It is well known that the development of terrorism has led to the demonization and deploration of many Islamic followers. The psychology behind that is completely understandable. Many of us feel heavily anxious about terrorism and are especially worried for the future of our land. Nobody wants to live in a world that is not safe. Nobody wants to live in a world that is constantly plagued by dissent and uncertainties. However, it is of vital importance that we remember that we cannot blame the Islam faith for the rise of terrorism. To put it simply, the logic of that sort of generalization is similar to condemning all men just because more men have committed crimes. It is not only unfair, but is also completely dangerous. When we feel hatred and open ourselves up to xenophobia, we also become much more vulnerable for political manipulation. Furthermore, the discrimination against Islam only breeds more detestation among our own people. A world without trust only divides and segregates us. If the free world desires to continue moving forward, then its citizens must have the appropriate mindset to go along with these rapid changes. Therefore, it is so important for us to have an open mind and maintain the same values that make us proud of who we are.

As U.S. President Franklin D. Roosevelt once said, “The only thing we have to fear is fear itself.” We pulled through 9/11 because we were united and shared the special connection that only develops under extreme difficulties. And that is the single most valuable lesson to remember from that devastating day. We can overcome anything as long as we do it together.

By MARGARET LU Sept. 12, 2016 on USCNPM

来源时间:2018/4/3   发布时间:2016/9/12

旧文章ID:15724

China: Global Leader in Africa

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作者:Aaron Walayat  来源:US-China Perception Monitor

Last week, a colleague of mine wrote an article which detailed some points made by Yun Sun, a nonresident fellow at the Africa Growth Initiative in her recent article titled, “Rising Sino-Japanese Competition in Africa.” During the Tokyo International Conference on African Development (TICAD VI) held in Nairobi, Kenya this past year, Japanese Prime Minister Shinzo Abe pledged that Japan would invest $30 billion by the year 2018.

This pledge, however, was interpreted as a call for competition with China, who has invested heavily in the region. China’s perception could not have been made clearer when Foreign Ministry spokeswoman Hua Chunying stated that Japan “attempted to impose its wills on African countries to gain selfish interests and drive a wedge between China and African countries” during a press conference on August 29th.

What accounts for China’s concern of Japanese competition in Africa?  China already dwarfs Japan in terms of pledges to Africa, with China having pledged some $90 billion since 2012 and Japan pledging about $62 billion since 2013. First of all, timing plays a key role. With the Philippines v. China arbitration case being decided in the Philippines’ favor, China, uncharacteristically vocal about the decision, sees Japan’s pledge as a timed slight at China’s relationship with its global partners. The South China Sea issue could shake up China relationship with littoral nations in South East Asia, most of which have strong trade relations with China. Furthermore, under these shaky circumstances, China then observes Japan attempting to pull away China’s African partners. The order of events certainly suggests something more than mere coincidence.

To further strain their relationship, who else but Shinzo Abe decides to announce Japan’s growing interest in Africa but Shinzo Abe? Abe’s reputation in China is not well received. From reinterpreting Japan’s Constitution to allow for more military flexibility and joining the United States and India in its annual Malabar exercises, to honoring the Yasukuni Shrine, he has created tension in both action and rhetoric. Few can forget the (hilarious) body language of Abe and China’s Xi Jinping in a photograph at the 2014 APEC summit.

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However, China’s perception of Japan’s increased aid and investment in Africa is not totally unfounded. In a Japan Times article explaining Abe’s pledge, the author made it clear that Japan had its eye on China. “Japan hopes that quality will trump quantity in the battle against cash-rich China for influence on the continent” the article said.

Sadly, it appears that altruism is the last thing on these countries’ minds as Japan and China have elected to use competitive and hostile rhetoric toward each other in trade and investment matters in Africa. This is unfortunate, as there is an array of opportunities for cooperation between China and Japan in Africa as Japan begins focusing its investments on “quality” as opposed to China’s “quantity.”

China as global leader

Rather than being threatened by Japanese competition in Africa, China should recognize the reality that it has become a global leader in Africa’s development. China has taken the lead in Africa and is inspiring other countries, like Japan and India, to invest in Africa. China has changed the way the world sees aid and investment in Africa as China has focused more on infrastructure building rather than the poverty relief that defines Western aid. With China taking the lead with infrastructure-oriented aid, it seems that the global community is watching and following suit.

This China model of aid is also more like to relax interpretation of Asian involvement in Africa as a new “scramble for Africa” as Asian countries are acting more as partners than potentates. This is much more apparent in the general warmth of African leaders to seeking infrastructure focused development with China. China should not fear Japanese aid and investment as a way to influence the continent away from China. China should remember that Japan once took an investment strategy toward newly opened China, a country where Japan obviously does not pull the political strings. While an apparent field for Sino-Japanese competition, Africa seeks to benefit (or suffer) the most depending on how China and Japan chooses to behave with one another.

As He Wenping, an African Studies expert at the Chinese Academy of Social Sciences, argues, there is a chance for complementary investment of both Japan and China in Africa, with each country focusing on its own strengths to develop the region. This could also lay the groundwork for potential cooperation between the two in the continent.

Ian Pilcher reminds us that “the important thing to remember is that responsible contributions from both China and Japan, or any country for that matter, will do more to benefit the continent than pointing fingers at one another.” While competition could serve to benefit Africa, conflict would only deter the opportunities the continent would hope to gain. For this reason, China and Japan must ensure stability in the continent in order to promote future development.

“Our struggle for development,” said Chad President Idriss Deby during TICAD, “cannot succeed without peace, stability and, above all, security.”

It would seem the age of condescending Western-style aid in Africa is coming to a close, stemming from a seeming lack of efficacy in return. In turn, Asia’s model for aid to Africa, bolstered by infrastructure, investment, and development, while not reaching out to the target population of Africa’s impoverished, seems to be taking a stronger foothold in in recent years as Asian and African leaders act more as partners rather than the benefactor-beneficiary relationship that has defined Western aid.

By inspiring other Asian nations to invest in Africa, China has become a leader of investment-driven aid to Africa. Rather than seeing growing Japanese and Indian aid and investment in the continent as an affront to China’s current involvement, China should recognize that it has become a virtual leader in the continent. However, the next steps will greatly impact Africa’s future, as Sino-Japanese relations in Africa have the potential to either expedite Africa’s development, or weaken the continent as a whole. This will be the true test of China’s ability to lead.

By Aaron Walayat, USCNPM Contributor, 13 September 2016

来源时间:2018/4/3   发布时间:2016/9/13

旧文章ID:15723

The Shift in Dating Culture in China: Reflective of a Bigger Shift in Society?

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作者:Kevin Sonukan  来源:US-China Perception Monitor

When I went to Shanghai in 2015, I was placed in one of the most innovative and bustling cities in the world. Business and opportunity were waiting at every corner: as a fashion capital of Asia, a world finance center, and the biggest city in China in terms of population, it painted a clear picture of China’s economic and political rise on the world stage. This sort of innovation attracted people from every corner of the earth, so I felt like I was in a melting pot of cultures contained by Han Chinese culture.

"shanghairooftop"

This new wealth for the Chinese people means that they can feed their families, provide shelter, and provide them proper avenues to advance their futures in the direction they desire. However, I have noticed that it has also lead to rampant materialism and high expectations in dating. Wanting the best for yourself is one thing, but this is often taken to extremes, as seen in the infamous statement “I’d rather cry in a BMW than laugh on the back of a bicycle.”

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One of my colleagues introduced me to the Chinese dating show If You Are the One. This show has several women judging men in order to determine if they should go on a date. The first few seasons were the subject of controversy, as these women often glorified materialism and appearance over other aspects of relationships. The content prompted the government to speak out and say that the show should stop focusing on materials, instead focusing on other aspects of relationships. Still, this hasn’t done much to curb the growing materialism in Chinese dating culture and in mainland China in general.

"housecarsavingsaccount"

[LINK TO VIDEO: https://www.youtube.com/watch?v=beC4KgolQiU]

That’s not to say America doesn’t have its own problems with materialism and obsession with appearance. After all, we have Kanye West’s new fashion line, which you could spend $1560 USD at for a new sweater. Or you could suck all the air out of a shot glass to get lips like Kylie Jenner. Perhaps this is not something unique only to China, but a global trend; as social media becomes more popular, people gain more insight into the lavish lifestyles of the rich and beautiful, and they want to attain that same likeness. Whatever the case may be, how it will play out in the future is unknown, but it will hopefully get better from here.

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Written by: Kevin Sonukan

来源时间:2018/4/3   发布时间:2016/9/19

旧文章ID:15722

China’s Role in the Denuclearization of North Korea

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作者:Adrian Lo  来源:US-China Perception Monitor


The China-North Korea alliance dates back to the Korean War in the 1950s. During the Cold War, the ideological clash between communism and capitalism, spearheaded by the Soviet Union and the United States respectively, triggered the proxy war along the Korean Peninsula. To the surprise of US General Douglas MacArthur and the UN forces tasked with supporting the South Korean army at the time, Mao, who was desperate to stake a claim for the newly founded People’s Republic of China and his legitimacy as its leader, ordered troops to ambush advancing American and UN units. Ultimately, China’s unexpected military resolve played an important part in deterring opposition troops and ending hostilities between the two sides.

As the DPRK’s historical communist ally, China finds itself in an increasingly uncomfortable position. The WTO and the UN Security Council both require member countries to have a certain level of government transparency and uphold certain ethical standards. So when faced with North Korean belligerence, China, being a member of both institutions, is somewhat conflicted. Does it uphold the Sino-North Korean Mutual Aid and Cooperation Friendship Treaty and maintain healthy relations with a former ally, or does it distance itself from the demonstrably irreverent Kim Jong-Un and his volatile regime? This balancing act is further complicated by the ramifications on China’s global reputation if it continues to associate with Kim.

Beijing has every reason to be alarmed by the Pyongyang’s latest nuclear test, since any flexing of its nuclear capabilities threatens to kick-start a nuclear arms race with other East Asian countries. Besides that, further unrest in that region might exacerbate the refugee crisis in the northeastern region of China as more North Koreans look to flee the regime. Both scenarios would be detrimental to China in light of its ever-growing ambition to expand its economy and international role. Furthermore, North Korea acting as a strategic buffer zone still serves a purpose, given the US’ pivot to Asia in recent times and its long term partnership with the ROK. Containment of Kim’s regime makes sense for China. But at the same time, it remains in its interests to ensure that the international community proposes rational solutions to rein in Kim’s regime as opposed to resorting to knee-jerk decision-making.

Thus far, the international community has focused on imposing economic sanctions against North Korea. China, as P-5 member of the UNSC, has voiced its approval on a host of regulations. “Trade embargoes, financial restrictions, bans on the export of luxury gods, aid cuts, and travel sanctions” have all been enforced at one point or another. None have proven to be wholly effective, though, because North Korea is a well-insulated dictatorship. Normally, a country’s refusal to comply with international sanctions will engender domestic opposition as people’s livelihood becomes affected. But under an authoritarian regime, ruling power is not attained through socioeconomic empowerment of its people. Rather, it is achieved through physical compulsion and/or censorship. In other words, the ruling body in North Korea does not need a strong external support base in order to thrive.

However, a caveat here is that Beijing has not fully committed to these sanctions, and being North Korea’s biggest trading partner, that has rather large implications. China’s “livelihood” loophole in the latest “UN Resolution 2270, the package of new sanctions in March,” ends up giving Pyongyang some wiggle room in its coal exports, which is a huge driver of its economy. This clause allows for the export of a product to continue “if cutting it off might affect the livelihood of the exporter, so long as the revenue doesn’t go to North Korea’s nuclear program. The problem is, companies self-certify that’s the case.” If sanctions were carried out with more fervor and commitment from every actor that is involved, it is possible Kim might be more responsive to these economic threats. But for now, the absence of full-scale cooperation only lowers the chances for success.

It is also important to understand the reasons why North Korea has remained firm amidst international consensus for its denuclearization. The motivations behind building a nuclear program are a) to bolster national security and b) to use it as a bargaining chip.

Firstly, the notion of nuclear deterrence suggests that countries do not invade nuclear-armed states because it would lead to mutually assured destruction (MAD). This is why many developing countries, past and present, have strived to arm themselves. North Korea is no different. Its desire for a nuclear weapons program dates back to the 1980s, when the future of the communist axis was uncertain. China’s rapprochement with the US in the 1970s was a cause for concern, as was the Soviet Union’s increasing vulnerability. Fast forward to now, Sino-American relations still threatens Pyongyang because it relies heavily on China for trade; growing Sino-American engagement will only be further indication to Pyongyang that a nuclear arsenal is needed.

Secondly, nuclear weapons provide a bargaining chip which can be used for economic and political concessions. This is not a strategy unique to Pyongyang. That said, there are signs that “nuclear weapons development is no longer something Pyongyang is willing to trade away for economic support and promises of nonaggression.” Kim only has to turn to the fate that befell Gaddafi after he agreed to relinquish Libya’s nuclear program in 2003 in exchange for the lifting of economic sanctions, only to then see his regime toppled by the US during the Arab Spring. The loss of nuclear deterrence may prove equally fatal for Kim and he is aware of that.

There are indications that China is now looking for alternative solutions. The strengthening of economic and diplomatic ties with South Korea helps to reduce the need for a buffer zone. At the same time, it serves to disrupt the US-Korea alliance, though its effectiveness to this end remains to be seen. In broader terms, Beijing’s inaction is consistent with its foreign policy; apart from agreeing to more economic sanctions, it will most likely adopt a noninterventionist stance and outwait the Pyongyang regime until they reform their foreign policy under Kim.

By: Adrian Lo

来源时间:2018/4/3   发布时间:2016/9/21

旧文章ID:15721

Chinese Company Bans Employees from Buying Latest Iphone

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作者:Adrian Lo  来源:US-China Perception Monitor

Right Intentions; Wrong Execution?

This past week, news broke out in China that a company in Henan province had announced a new policy banning its employees from buying Apple’s newly released iPhone 7.  According to the official notice, which was issued on September 18th(the 85th anniversary of the Mukden Incident this year), if spotted with the latest iPhone, employees would kindly be asked to resign.  In the notice, the company also encouraged staff members to support local goods and boycott foreign products.

This decision has sparked controversy in China.  Many netizens feel that it is an encroachment on civil rights; what employees choose to spend their money on is nobody’s business but theirs.  That said, the policy has also received backing from some corners.  As it turns out, the company is not enforcing this just for laughs.  It actually hopes that this policy would help instill stronger family values in its workers.  Instead of buying into this widespread materialism culture in China, they are encouraged to spend more time with their family members and enjoy the simple pleasures in life.

While the company’s expression of nationalism and promulgation of traditional Chinese values are laudable, especially within the context of the rapid rise of consumerism in the country, perhaps the methodology used to promote virtue is not entirely appropriate or effective.

Legally speaking, once labor relationships are established, employers do not have the right to change the terms of labor contracts without the consent of the employees.  According to Article 17 of China’s Labor Law, “conclusion and alteration of labour contracts shall follow the principle of equality, voluntariness, and agreement through consultation. They shall not run counter to stipulations in laws or administrative decrees.”  Unless the employees of this company have gladly agreed to this mandate, the employer has no right to establish it.

Also, from an efficiency standpoint, inculcating values through force is generally an ineffective approach.  To address this phenomenon, China must tackle the problem of hyper-materialism at its roots and not its symptoms.  Kids selling kidneys so they can afford the latest Apple device is a mere symptom of the problem.  Outlawing kidney trafficking will not eradicate the problem; people will eventually find other organs to harvest.  Forcing people, who in the first place do not have the notion of virtue ingrained in them, to act virtuously is futile.  The root of the problem is in its education system.  To properly cultivate good values in the younger generation is imperative to restoring the country’s moral direction.  Currently, China’s education system receives a lot of criticism for being too exam-driven.  In addition, high school examinations focus too much on memorization.  So the latest guideline issued by the Ministry of Education (MOE) on September 20th is a step in the right direction.  It proposes that high school recruitment will be based on a more “comprehensive assessment of their (students’) qualities, according to the pilot program, which will first be implemented in 2017 and then be expanded across the nation in 2020.”  Therefore, students’ “morality, mental and physical health, artistic tastes, and social skills” will all be considered.  Once these values are universally endorsed at the education level, it will eventually trickle down to the household level.  Needless to say, this strategy will take time to implement, and it will take even longer to bear fruit.

By: Adrian Lo

来源时间:2018/4/3   发布时间:2016/9/23

旧文章ID:15720

Exclusive: On Peter Navarro

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作者:Aaron Walayat  来源:US-China Perception Monitor

"peter-navarro"This past July, I found that a colleague of mine had published an article about Peter Navarro, the University of California, Irvine professor who is now a key player in the Donald Trump campaign’s economic team. Navarro, the Harvard-educated economist, is a difficult figure when it comes to China, as his books are often criticized as damaging to the future of US-China relations.

Trump has made no secret of his contempt of China’s politico-economic strategies which he describes as “bad deals” for American workers. Trump’s very public views on China have been criticizes by social leftists and free traders alike, who deem Trump’s pseudo-protectionism as a dangerous step to a much more mercantilist trade policy. With the discovery of Navarro’s influence on Trump’s ideas, it is important to learn more about the UC Irvine professor, who could have an influential role to play in a possible Trump administration.

Naturally, I was quite curious to learn more about this fellow. In order to satisfy my inquisitiveness, I had the opportunity to take a look at two of Dr. Navarro’s books, namely Death by China and Crouching Tiger.

"death-by-china"

Diamonds in the rough

Death by China was an interesting read. In this 2001 book, which was made into a documentary in 2012, Navarro (with cohort Greg Autry) sets out their (rhetorically hyperbolic but factually argued) thesis that Chinese trade practices were “killing” America’s manufacturing base as well as the economy as a whole. The growth of China’s military and theft through intellectual property violations and hacking remained major national security concerns for the United States.

The most notable thing about the book is the writing style. Death by China possesses a litany of alarmist rhetoric, decrying China’s trade practices and even implying a sort of malevolence within China’s relations with the United States. Navarro and Autry, unsurprisingly, argue that the majority of America’s economic problems involved China in some way.

The implicit takeaway, however, was that China’s practices were personal, that the intention of China was to specifically weaken America’s economy and take away American jobs. This is particularly observable in the first few chapters of the book, in which Navarro and Autry describes cases of Chinese products which were dangerously defective when used in the United States. Although no review that I have read seems to acknowledge this point, I think that Navarro’s rhetoric, which implicitly paints China’s practices toward the United States as a personal attack, is the main inducer of negative criticism for the book. Navarro and Autry’s rhetoric does not paint China as a challenge, but as an existential enemy. Thus, the book is not about dealing with problems between the United States and China but dealing with the problem that is China.

Navarro has tried to shed the accusatory labels of “protectionist” and “mercantilist” in interviews in which he claimed that Trump’s tariffs would only be used as bargaining tools.  In terms of Navarro, it is difficult not to characterize someone a mercantilist when they label business leaders “turncoat” when they opt for China over America. Unfortunately, in terms of economics and world affairs it seems to me that Trump and Navarro are mistaken in this point. Trump and Navarro seem to be missing a major point, namely, that the United States is not the only country that China trades with.

The economic policies of Navarro do not seem to take the world as the interconnected place that it is. It seems to limit the world to the United States and China and is, therefore, a zero-sum game, and as Tim Worstall said “The idea that an economist could describe trade as a zero sum game is an absurdity in and of itself. [Trade is] a voluntary exchange – and thus, by definition, it must be beneficial to both parties taking part in it.” Indeed, the world is not so simple as Navarro would have us believe. China definitely poses challenges for the United States, however, it also provides many opportunities for growth.

Navarro and Autry also take time to discuss political, social, and environmental concerns for China, leading to a strange hodgepodge of the dangers of Chinese trade and military policies with the ideological disconnect between China and the United States.

The most unsettling part of the book, however, was the fact that Navarro and Autry actually pointed out important challenges for the United States and China. Intellectual property, currency manipulation, pollution, and military adventurism are not only real issues, but important challenges for the United States and China to face in the coming years. While some reviewers have responded hotly to the apparent lack of reference citations, the book does in fact cite its sources, albeit in an unconventional way.*

Navarro’s work was definitely polemic, but when it comes to China, we are in no short supply of Western scholarship critical of China.  Due to the biased and angry rhetoric, is hard to take the book’s arguments seriously (an example of accessible writing taking away from the overall experience) which is a shame, as the challenges posed in the book will be the major talking points of Sino-American relations in the future.

However, Navarro and Autry’s solutions to the challenges posed by China, which includes contacting your Congressperson to avoiding “Made in China” goods, ranges from ineffectual to mercantilist. Navarro and Autry offer no effectual solutions to deal with China which respects the integrated Sino-American trade relationship and security concerns for the Asia-Pacific region. In all, Navarro and Autry offer very strong points that are definitely worth thinking about. Unfortunately, the presentation leaves much to be desired and the book is slow to offer cooperative solutions for the United States and China focusing instead on punishment and brinkmanship.

"crouching-tiger"

A sudden turnaround

In Crouching Tiger, the alarmism that plagued Death by China had all but disappeared and was replaced by a much more level-headed approach to prose. In this book, Navarro had transitioned from Chicken Little to a respectable realist thinker.

Navarro goes through a point by point analysis to determine whether the United States and China are bound for war. Following John Mearsheimer’s realist tradition, Navarro calculates not on action, but on capabilities. Like Navarro’s previous work, Crouching Tiger poses real challenges for the United States and China, and in realist fashion, Navarro highlights how China’s growing power has led to a competition between the two powers in the Asia-Pacific region.

However, just as “ought” does not necessarily imply “is”, “can” does not necessarily imply “will.” While Navarro highlights reasons for political tensions in the Asia-Pacific region stemming from difficult US-China relations, he makes a logical leap that this situation will lead to war. Navarro does not provide a straw to break the camel’s back. As Mearsheimer mentions in Chapter 2 of The Tragedy of Great Power Politics while the “threat of great power war has not yet disappeared”, war is not necessarily “likely.”

This is not to say that Navarro’s work is not important. Crouching Tiger provides a harsh dose of realism into a liberal institutionalism rapidly becoming liberal utopianism. By introducing the heavy military, economic, and political challenges for the United States and China, Navarro provides an important interpretation of world affairs which political calculators would do well into incorporate into a more holistic interpretation of the global situation.

Unfortunately, most followers of Navarro are likely to diagnose the political situation and prescribe a dose of hard (military) power. Using Joseph Nye’s terminology, the United States will need “smart power” a strong mixture of hard and soft power in order to maintain its position in Asia.

Navarro provides an important view to the US-China relations discussion. Thinkers cannot continue to pretend Navarro’s black-and-white view of US-China relations does not exist. It is a worldview shared by many and is not something can be fixed by “educating” them. The most important thing, however, is to beware of those who live on theory alone as the real situation is consistently changing and will require an outlook that addresses the actual situation.

The United States and China faces a variety of challenges and opportunities. While Navarro provides a specific lens in interpreting the geopolitical situation, it is important to recognize that Navarro’s view is just one voice among many. Thinkers would do well not to immediately disregard Navarro, however, they should be wary of those who live on theory alone and be cautious to implement much of Navarro’s security-oriented and mercantilist views.

It is interesting, however to see the wellspring of much of Donald Trump’s views on US-China relations. It seems that the candidate who cites his “very good brain” as his foreign policy consultant, is still subject to John Maynard Keynes quote in his General Theory:

“The ideas of economists and political philosophers, both when they are right and when they are wrong, are more powerful than is commonly understood. Indeed, the world is ruled by little else. Practical men, who believe themselves to be quite exempt from any intellectual influence, are usually the slaves of some defunct economist.”

By AARON WALAYAT, USCNPM Contributor, 26 September 2016

来源时间:2018/4/3   发布时间:2016/9/26

旧文章ID:15719