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March 07, 2026
 

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GEOECONOMIC BRIEFING

Chinese Finance Minister Lan Fo'an speaks at the China Development Forum 2024 in Beijing in March 2024.
COMMENTARY / World / Geoeconomic Briefing
Jul 11, 2025
Can China become a defender of free trade?
The trillion-dollar question is: Does Beijing¡¯s rhetoric match reality and how sincere is China when it claims to be a ¡°defender¡± of free trade?
U.S. President Donald Trump¡¯s unilateral tariffs mark a shift toward centralized control, eroding checks and balances and raising risks of corruption and unpredictability.
COMMENTARY / World / Geoeconomic Briefing
Jul 7, 2025
Unchecked and unbalanced: The future of U.S. economic policymaking
The U.S. government is defined by its separation of powers, where authority is not concentrated in a single actor but divided between the different branches.
Workers take a break near a ship under construction at China State Shipbuilding Corp.'s Longxue Shipyard in Guangzhou, China, in November 2011.
COMMENTARY / Japan / Geoeconomic Briefing
Jul 2, 2025
China¡¯s shipyard dominance leads to geoeconomic risks
According to 2024 data from the Chinese government, the country ranks first worldwide in ship completions, new orders and order backlogs.
Jack Ma attends his company Alibaba Group's initial public offering at the New York Stock Exchange in September 2014. After a long absence from the public sphere, Ma recently attended a government-led private enterprises symposium in Beijing.
COMMENTARY / World / Geoeconomic Briefing
May 26, 2025
Harnessing China¡¯s tech giants: The case of Jack Ma
Alibaba founder Jack Ma's rehabilitation into public life signals China's intention to steer its tech entrepreneurs to do business with broader national interests in mind.
The world¡¯s largest aircraft carrier, the USS Gerald R. Ford, reaches the eastern Mediterranean Sea. The U.S. Navy's resources are stretched across multiple regions, including Europe, the Middle East and Indo-Pacific, where China's presence is growing.
COMMENTARY / World / Geoeconomic Briefing
May 19, 2025
U.S. Navy faces tough resource allocation challenges
There's a growing mismatch between U.S. strategic ambition and its military's naval capabilities, with China posing an increasingly formidable adversary both on land and at sea.
A Honda vehicle is assembled at a plant in Lincoln, Alabama. Despite concerns about U.S. President Donald Trump's economic policies, around half of Japanese firms remain committed to the American market, according to a recent survey.
COMMENTARY / Japan / Geoeconomic Briefing
May 2, 2025
Japan Inc. cautiously optimistic despite rising uncertainty
Trump's economic policies and geopolitical risks are front of mind for many Japanese companies. But many remain committed to staying in the U.S. and China, says a recent survey.
U.S. President Donald Trump signs an executive order in the Oval Office on Wednesday. His push for quick wins through tariffs and other measures is risking trade turmoil with key allies like Japan.
COMMENTARY / World / Geoeconomic Briefing
Apr 28, 2025
Is there a method behind the Trumponomics madness?
Washington¡¯s policies are treading and often crossing a fine line between political jostling and economic strategizing.
Economic Revitalization Minister Ryosei Akazawa is leading Japan's negotiations to forge a trade deal with the U.S. Carefully contemplated and measured retaliatory levies are one of the tools at the tariff czar's disposal.
COMMENTARY / Japan / Geoeconomic Briefing
Apr 25, 2025
Japan needs clarity as an antidote to contradictory tariffs
With incompatible goals and an erratic timeline, Trump's tariff strategy has more holes than Swiss cheese. In response, Japan should bring a strong, coherent strategy to the table.
A protest against Chinese leader Xi Jinping in Hong Kong in 2019. Beijing's United Front Work Department is charged with managing relations with overseas Chinese, including in Hong Kong, with the aim of mobilizing society to achieve the government's goals.
COMMENTARY / World / Geoeconomic Briefing
Apr 23, 2025
China¡¯s catch-22: Rapid growth with tight social control
The Chinese government is locked in the contradictory goals of pursuing economic growth while maintaining strong social control through its United Front Work Department.
An autonomous aerial vehicle designed to carry one passenger conducts a test flight in Guangzhou, China. Flying taxis and even drone-powered food delivery services are rapidly becoming realities in the country's government-backed "low-altitude economy."
COMMENTARY / World / Geoeconomic Briefing
Apr 18, 2025
Will a 'low-altitude economy' make Chinese growth soar again?
Beijing wants to repeat the economic success story of its battery and EV players by propelling companies operating in low-altitude airspace to global market dominance.
At many prominent Chinese universities, there are more graduate than undergraduate students. While a high level of educational attainment is seen as a measure to contrast youth unemployment, it may be compounding the problem instead.
COMMENTARY / World / Geoeconomic Briefing
Apr 11, 2025
Is China overproducing highly qualified talent?
Chinese universities are investing heavily in graduate education, but burgeoning ranks of highly qualified job seekers are struggling to find work and increasingly looking abroad.
Hong Kong's real estate sector is slumping, putting the government's development plans at risk and signaling a wider economic malaise that may become a spanner in the works of Beijing's plans to transform the territory's economy.
COMMENTARY / World / Geoeconomic Briefing
Apr 7, 2025
Will China succeed in remaking Hong Kong in its own image?
Beijing can control Hong Kong politically, but to impose its economic vision on the territory it needs businesses to get on board as these face an economic and real estate plunge.
Taiwan Semiconductor Manufacturing Co.'s JASM plant in Kumamoto Prefecture. Ensuring stability in the semiconductor supply chain is a matter of national security and must be based on cooperation between the government and private sector.
COMMENTARY / Japan / Geoeconomic Briefing
Apr 4, 2025
Identifying choke points in the semiconductor supply chain
Addressing bottlenecks in chipmaking is essential for 91²Ö¿â economic security and requires public-private collaboration, including aimed at information sharing.
To achieve a stable supply chain and propel semiconductor innovation, Japan's government and chipmakers are increasingly building bridges with foreign firms.
COMMENTARY / Japan / Geoeconomic Briefing
Mar 3, 2025
Japan is no island when it comes to semiconductors. Rightly so.
To achieve a stable supply chain and propel semiconductor innovation, 91²Ö¿â government and chipmakers are increasingly building bridges with foreign firms.
Kumamon, the official mascot of Kumamoto Prefecture, poses in front of a sign of Japan Advanced Semiconductor Manufacturing, a subsidiary of Taiwan Semiconductor Manufacturing Co., at TSMC's then new factory in Kikuyo, Kumamoto Prefecture, in February 2024.
COMMENTARY / Japan / Geoeconomic Briefing
Mar 3, 2025
In chip renaissance, Japan is learning from past mistakes
In the 1980s, Japan dominated semiconductor production. Fast-forward to today and the country is trying to recapture its past glory, this time with a more outward-looking strategy.
The 50th ASEAN-Japan commemorative summit was held in Tokyo in December 2023. Japan has strong relations with ASEAN member countries and should continue leveraging this position to pursue its Free and Open Indo-Pacific vision.
COMMENTARY / World / Geoeconomic Briefing
Feb 14, 2025
Why ASEAN is crucial to a Free and Open Indo-Pacific
Tokyo understands ASEAN's centrality to the Free and Open Indo-Pacific vision better than Washington does and should continue leading in defending this regional order.
Marine Le Pen's far-right National Rally surged in French legislative elections last year. Despite social media being a key megaphone for political campaigning, issues like voter dissatisfaction still play a determinant role in electoral outcomes.
COMMENTARY / World / Geoeconomic Briefing
Feb 5, 2025
Social media alone didn¡¯t decide last year¡¯s elections
Last year's record number of elections around the world hold some important lessons. One is that social media wasn't the key determinant of outcomes that many made it out to be.
During his first term, U.S. President Donald Trump took a hard line against China. As Trump takes office again, this confrontation is likely to continue and potentially escalate over issues such as Taiwan and economic security interests.
COMMENTARY / World / Geoeconomic Briefing
Jan 20, 2025
Politics and the economy: Bedfellows of U.S.-China relations
Since Trump's first term, China has shown its willingness to use aggressive economic measures in its confrontation with the U.S., setting the stage for a potential escalation.
A Toyota production line in New Jersey. The U.S. is a key market for Japanese automakers, who are closely monitoring policy changes in Washington as the incoming Trump administration is likely to change the course set by President Joe Biden.
COMMENTARY / Japan / Geoeconomic Briefing
Dec 12, 2024
Japan¡¯s auto industry looks down the road to Trump presidency
Of the cars sold in the U.S., 40% are from Japanese makers, who are determined to hold onto this market share despite Washington's policy vagaries in the auto field.
An IBM research facility in Albany, New York. Despite some continuity between the first Trump administration and Biden's policies on critical and emerging technologies, the outgoing president placed more emphasis on cooperation with allies.
COMMENTARY / World / Geoeconomic Briefing
Nov 26, 2024
Will Trump change course on critical and emerging tech?
Washington's policies to protect key tech fields have not just hurt China, but U.S. allies too, leading to a form of cooperation with friction whose future is uncertain.
Drones and missiles: U.S. Marines in Okinawa evolve for sea-denial role
Lt. Gen. Roger Turner, commanding general of the III Marine Expeditionary Force, speaks to marines and sailors aboard the amphibious assault ship USS America at Naval Base White Beach in Okinawa Prefecture on Aug. 10.
Japan¡¯s national museums to implement dual-pricing system
Admission fees for the National Museum of Modern Art in Tokyo and 11 other state-run museums are set to increase for visitors from outside Japan.
Three arrested over illegal hiring of Vietnamese workers in Japan
The Metropolitan Police Department has arrested three men over alleged involvement in employing Vietnamese nationals without work permits in Fukuroi, Shizuoka Prefecture.
Violence in sumo provokes anger but little surprise
Terunofuji pictured at Isegahama stable on Jan. 29, 2024
Netflix deal shuts out Japan¡¯s sports bars from freely showing WBC
Fans watching from Tokyo react after Japan beat the U.S. in the World Baseball Classic in March 2023.
Cherry blossom season set to begin up to a week earlier than usual
Cherry blossoms are expected to bloom earlier than usual this year, with flowering forecast to begin in Nagoya on March 17 and in Tokyo on March 19, according to Japan Meteorological Corp.
Taiwan¡¯s FM calls for Taipei to be part of 'first island chain' security framework
Taiwanese Foreign Minister Lin Chia-lung speaks during an interview last week in Taipei. Lin has called on Japan and other partners to step up cooperation in areas such as intelligence-sharing, joint exercises, defense-industry tie-ups, data links and dealing with hybrid threats such as China¡¯s gray-zone activities.
Netflix deal shuts out Japan¡¯s sports bars from freely showing WBC
Fans watching from Tokyo react after Japan beat the U.S. in the World Baseball Classic in March 2023.
¡®My hope has fear inside it¡¯: Iranians in Japan react to attacks back home
Somayyeh Mehri speaks in an interview on Monday in Tokyo. The psychological weight of watching events unfold from Japan is gut-wrenching for Mehri.
Shohei Ohtani returns to Japan as the center of attention ahead of WBC
Shohei Ohtani is back with Samurai Japan for the 2026 World Baseball Classic. Ohtani was the MVP of the 2023 tournament.

Podcast

One of the many entrances to the Kabukicho neighborhood in Tokyo¡¯s Shinjuku Ward.
Kabukicho: Tokyo¡¯s ¡®stadium of desire¡¯

Longform

As Japan accelerates AI adoption, policymakers and corporations frame the technology as essential to offsetting a projected labor shortfall of 11 million workers by 2040.
Japan is betting big on AI. Few workers have used it.
By Eric Margolis

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