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As I was watching the astonishing Camp David meeting among the leaders of Korea, Japan, and the U.S., an old question popped into my head:
Between China and the U.S., each side blames the other for the deterioration of the relationship.
This no doubt means that I see Mr. Xi as the chicken and his belligerence as an irrational egg because I am an American.
If it weren’t for Taiwan, who’s right or wrong wouldn’t make a lot of difference.
But China’s actions toward Taiwan have shot past mean words to outright military threats.
Because the stakes over Taiwan are so high, it’s worth asking:
For our discussion today, though, let’s just ask about one side: What if that leader is Mr. Xi?
All our careful analyses of PLA capabilities, the parsing of Mr. Xi’s and Mr. Biden’s statements, the predictions as to the year of the invasion, everything – all out the window.
1 | Pigs fly
Last week the leaders of Korea and Japan, hosted by Joe Biden at Camp David, participated in the first ‘Trilateral Summit.’
If someone had shown me the Joint Statement even a year ago, I would have repeated one of my mother’s favorite phrases for expressing incredulity: ‘When pigs fly.’
Unlike other doomed attempts at some sort of Korea-Japan détente, this one seems to have a chance of sticking.
Add to this event:
Mr. Xi is fond of saying:
The East is rising all right – rising in opposition to China.
2 | Then there’s Europe.
Europe’s move toward the U.S. stance toward China over the last few years has amazed me almost as much as the Korea-Japan rapprochement.
In a speech that is one of the best short analyses of China’s aims, EU Commission President Ursula von der Leyen said:
‘There are three broad conclusions we can draw on how China is changing’:
In the same vein, NATO Secretary General Jens Stoltenberg wrote in ‘A Stronger NATO for a More Dangerous World’ in Foreign Affairs:
NATO has also followed the U.S. in stitching itself, albeit more loosely, together with advanced democracies in Asia. More from Mr. Stoltenberg’s essay:
‘NATO is a regional alliance of Europe and North America, but the challenges we face are global.’
3 | Is this guy crazy?
So here’s the paradox.
Whether China is the chicken or the egg responsible for these responses, you would think that, regardless, Mr. Xi would dial back the scary rhetoric and actions in the hope of easing the encirclement.
By Mr. Xi’s remaining in this, forgive the term, vicious cycle, you might ask:
No, I would argue, not crazy.
4 | What kind of world does Xi Jinping want?
Analyses trying to make sense of Mr. Xi’s foreign policy, which seems counterproductive to many, abound.
‘So, what kind of a world does Xi want to see? Two major principles drive his view.’
5 | ‘Security and sovereignty’
Dr. Saich’s noting Mr. Xi’s need to align ‘security and sovereignty’ may suggest an answer to the paradox.
But what is weakened in ‘security’ is perhaps made up for in Mr. Xi’s mind in defending China’s ‘sovereignty.’
As China’s ‘Wolf Warrior’ ambassador to France, Lu Shaye, explains in a 2021 interview, ‘Our diplomatic style has changed now, and you have to adapt to our new style’ [“我们现在外交风格变了,你们要适应我们的新风格”]:
‘They don't want China to speak out, but they want to unilaterally attack and discredit China and think China will not respond.’
‘Westerners accuse us of not conforming to diplomatic etiquette.’
‘Our standard is how fellow citizens see us:’
By making the people satisfied and happy, Mr. Xi helps, as Dr. Saich says, ‘to ensure the continued rule of the Chinese Communist Party.’
I would suggest that this course of action – even though it makes sense to Mr. Xi - could be outside the ‘rational actor model.’
6 | ‘Rational Actor Model’
Not long ago, I briefed a government pension fund and was asked if my view on China’s possible invasion of Taiwan had changed. I answered that the overall view hadn’t changed:
But I added a new part.
Then, as if on cue, Foreign Affairs published ‘The Unpredictable Dictators: Why It’s So Hard to Forecast Authoritarian Aggression,’ which said:
Models, including the ‘rational actor model,’ ‘are especially bad at predicting the actions of autocrats.’
7 | ‘Be ready for a Chinese attack on Taiwan—even if it defies common sense.’
From our ‘rational actor model’ point of view, it defies common sense that Mr. Xi would keep being so belligerent that the advanced democracies are lining up against China – and not get anything we think of as commiserate in return.
An argument can be made: No.
So, Mr. Xi may have simply painted himself into a corner here – with the only out a war or at least a blockage (that may lead to war).
Still, when analysts opine on the question if or when Mr. Xi will invade, they measure military capabilities; parse Mr. Xi’s speeches; and declare the year he most likely will invade – all very rational.
In their Foreign Affairs essay, authors Keren Yarhi-Milo and Laura Resnick Samotin write:
‘But this line of thinking assumes that Chinese leader Xi Jinping knows it would be impossible to seize and hold Taiwan without paying an enormously high price.’
‘Instead, surrounded by supplicants, Xi could persuade himself that a war for Taiwan would be fast.’
‘These assumptions are plainly wrong.’
‘Washington, then, needs to be ready for a Chinese attack on Taiwan—even if it defies common sense.’
Here's a break from hearing my views.
This issue highlights the insights of China expert, Bill Zarit:
Fascinating and useful insights from a leading China expert from on the ground in Beijing and Washington.
‘US, China Dig In Despite Hopes for Thaw’ reads a headline from Voice of America.
Still, as Bill Zarit pointed out to me:
‘And the direction is for more and better communication.’
‘Though I don’t see much changing from the Chinese side during its present administration,’
One reason the Biden administration isn’t making much headway with communication is China’s appraisal of the U.S. side of the relationship.
‘From these meetings, as well as my own observations, I don't see that much is going to change with the way China is looking at the US during the current Chinese administration.’
That trajectory might change if U.S. communication were to include full U.S. responsibility for scuttling the relationship and promises to meet China ‘halfway.’
Instead the Biden administration is signaling it wants to communicate but only as it strengthens itself.
‘Speaking alongside Ratner, Daniel Kritenbrink, assistant secretary of state for East Asian and Pacific affairs, told lawmakers:’
Communication, like deterrence, can be seen as a tactic.
‘From what I've seen, the U.S. doesn't seem to have a China strategy,’ says Bill.
He contrasts this with China.
These are a few of the many insights Bill Zarit shared with me during two long conversations.
Bill's latest insights derive from three recent activities:
He has consolidated his thoughts from these three events into ‘Eight Points.’
Before I get to the Eight Points, I realized as Bill and spoke that sprinkled throughout his comments were phrases such as:
Taken together, I sum all these up into a touchstone:
This is a deceptively powerful way to frame discussion of an issue.
An analysis that begins with Bill’s question - ‘Does it benefit the U.S.?’ – changes the focus and tenor of the discussion.
Next time you read about a new policy toward China or a comment from an official or legislator – or are just thinking about a China policy – ask Bill’s question:
On to Bill Zarit’s Eight Points:
‘In so many of the meetings I have had in China,’ Bill says, ‘Chinese officials and former officials, with only one exception, blame the U.S. entirely for the deteriorating relationship.’
‘In the US, we tend to blame China for the disputes.’
‘And the fact is, both sides are responsible.’
‘From these meetings, as well as my own observations, I don't see that much is going to change with the way China is looking at the US during the current Chinese administration.’
‘From what I've seen, the US doesn't seem to have a China strategy.’
‘The Chinese, on the other hand, certainly have a strategy, and they're putting all of their efforts into realizing the goals of the strategy.’
‘With all this in mind, I know that with such rapid changes taking place in China, plus an aggressive leadership there, it's difficult to have a clear strategy.’
‘Do we know how to deal with a China that is increasingly strong and influential - and to deal with it in a way that's going to benefit the United States?’
‘The U.S. business presence in China is in the interests of the U.S.’
‘That said, we hear certain US officials claim that our companies are supporting the Chinese Communist Party and that these firms need to get out of China.’
‘How is it that U.S. companies are supporting the Chinese Communist Party?’
‘Those who are critical of U.S. business in China will make the argument that, by extension, we are also supporting the Chinese Communist Party.’
‘To stay competitive - and again to the benefit of our country - U.S. companies need to be in China.’
‘Here there are two of the main benefits to the U.S.:’
‘Let me first explain the idea of China as a “stress test” or a “fitness center” for U.S. companies operating there.’
‘Because of these realities, operating in China focuses and sharpens U.S. companies.’
‘Second, U.S. companies encourage the adoption of U.S. values in China.’
‘We seem to be getting some cognitive dissonance out of China.’
‘On the one hand, coming from the top in China is a charm offensive targeting foreign business.’
‘Then on the other hand, China is passing laws - anti-espionage laws, national security laws, cyber security laws - that are very restrictive to data sharing, data flows.’
'Based on these laws, the Chinese are investigating and raiding U.S. companies that provide data and other information to businesses, and taking Chinese employees into custody, all without explaining what's going on.’
‘For investment to come into China - for Western companies or foreign companies to feel comfortable and to want to continue working in China - they need to access to data.’
‘Frankly, I haven't heard anything from the China side that would help explain this cognitive dissonance.’
‘We do know, of course, that for the present Chinese administration, national security is job number one.’
‘The bottom line is that national security really trumps everything else.'
‘During the weeklong AmCham China ‘Doorknock’ in Washington, there was little good news about the U.S.-China relationship from the administration, the Hill, or think tanks.’
‘And the direction is for more and better communication.’
‘Though I don’t see much changing from the Chinese side during its present administration,'
‘The AmCham China ‘Doorknock’ team had meetings on the Hill with a number of thoughtful, moderate, reasonable legislators and staff members.’
‘That’s because what we heard in most of the meetings was very much in agreement with what we were thinking:’
‘Moderate U.S. Congress members met with us, as did some others who are tougher on China, yet reasonable.’
‘A note regarding the risk of war, my sense is that we're not going to go to war.’
‘But from the rhetoric we have heard on the Hill and elsewhere in Washington, I don't think we can totally assume that everyone wants to avoid that.’
‘Performative or not, when the Chinese hear it, they're alarmed.’
‘The Select Committee on the Chinese Communist Party appears to be dominated by anti-China folks.’
‘We met with the leadership of the Select Committee on the Chinese Communist Party.’
‘The folks in Congress and especially the folks on the Select Committee are saying that it's bipartisan, and I agree.’
‘But while bipartisan, I don't think it's unbiased.’
‘Yes, I agree with much of what the China Hawk witnesses said. There is usually at least a kernel of truth.’
‘I mentioned to some Select Committee folks that it seems very anti-China.’
‘In defense of the Committee leadership and the people who are speaking for the committee, the committee is inviting companies and other folks to later hearings.’
‘I would hope that they would also listen to folks who are on the ground in China.’
‘The point is:’
‘I agree that there is a need for the U.S. to have certain outbound investment controls.’
‘But I think under the present circumstances that we do need to protect our technology.'
‘The folks who are making policy and implementing policy on a national review of outward investment understand that it needs to be targeted and narrow.’
‘So I was encouraged to hear - from the administration and from people very intimately involved with putting these policies together - that that's how this investment review is going to go.’
On Saturday morning, June 24, a friend called and asked: ‘Have you seen the news?’
What I saw there was of course the Wagner Group marching on Moscow.
Can’t imagine that when Xi Jinping first heard of the Wagner Group’s march, he didn’t think:
And no doubt just as fast as the question came into his head, so did the answer:
Unlike Mr. Putin, Mr. Xi has absorbed the first principle for successful autocrats:
Still, the march on Moscow was a surprise.
I had to ask:
The Wagner march reminded me that about a year ago, rumors abounded that Xi Jinping had fallen from a military coup. As Newsweek reported:
Being without basis, this fizzled faster than the march on Moscow.
‘Plots to overthrow Xi and his administration are not the product of fevered imaginations but rather have been widely spoken of by senior Chinese officials, including Xi Jinping himself,’ wrote Richard McGregor and Jude Blanchette in 2021.
Real or justifications, an autocrat always has to watch his back.
‘Dictators for life probably have a hard time buying life insurance.’
Sic semper tyrannis.
‘If you are an autocrat, who do you have to fear? Like, what keeps you up at night?'
‘In the popular imagination, what an autocrat has to fear is unrest.’
‘Generally though, what has led to the unconstitutional exit of authoritarian leaders from office isn't mass protest, isn't mass uprising.’
'And who launches coups that are successful nine out of 10 times?’
‘So if you're an autocrat, what you really have to be nervous about is:’
‘You can't completely rule out a military coup against Xi,’ says Dr. Mattingly,
‘I do think that Xi's done enough to make it really hard to launch a successful military coup against him,'
‘And there are a number of other factors that push against it.'
Until a few years ago, I would have said that, like Xi’s regime, the American presidency was immune from a coup.
In the ‘60s, I encountered ‘Seven Days in May,’ both as a novel and a movie.
In 2020, this played out, but sort of in reverse.
Re 2020, Carol Leonnig and Philip Rucker report in ‘I Alone Can Fix It: Donald J. Trump’s Catastrophic Final Year’:
That you can’t do it without the guys with the guns is something both Mao and Mr. Xi get:
But there is one big difference here:
But it’s more than the Party controlling the PLA.
The CCP oversees the PLA through its Central Military Commission.
‘Soon after coming to power, President Xi Jinping made sure that the PLA was firmly under the Party’s control by purging numerous generals,’ notes Oxford's Rana Mitter.
In ‘China’s military set-up is designed to foil any would-be Prigozhin,’ Charles Parton notes:
‘The People’s Liberation Army is the Chinese Communist party’s army and not a national army.’
‘Whatever Yevgeny Prigozhin was plotting in Russia last week — mutiny, insurrection, civil war — this level of military insurrection would never have been possible in China.’
‘Xi’s military reforms, listed in order of priority, consisted of:’
‘It is striking that the ability to fight wars ranked only in fourth place.’
‘Even at times of chaos, such as during the Cultural Revolution, the PLA, while restoring order, has never acted against the party.’
‘If there were to be a severe leadership split which led to economic meltdown, the PLA might align with one or other political faction.’
So if Mr. Xi doesn’t face a rogue army or a military coup…
In ‘After Xi: Future Scenarios for Leadership Succession in Post-Xi Jinping Era,’ Richard McGregor and Jude Blanchette point out:
‘It is equally true that the barriers to organising against him are near insurmountable.’
‘Given the technological capabilities of the CCP security services, which Xi controls, such an endeavour is fraught with the risk of detection and the possible defection from early plotters who change their mind.’
If he didn’t get that lesson not to permit independent armies from the handbook for autocrats, Mr. Xi would have learned the lesson from Chinese history. As Oxford’s Rana Mitter notes in ‘The Return of the Warlords’:
In 1911, a revolution overthrew China’s last dynasty, the Ching.
‘China’s brief republican experiment was quickly overcome by a contest between military groups.’
‘The effects of divided authority were obvious and grim.’
This map gives an idea of the regions and the changes in territory during China’s Warlord Era. (Sorry for the poor quality, but it makes the point in general.)
‘Patriotic activists lamented that the danger confronting China had become twofold:
‘In 1928, Nationalist leader Chiang Kai-shek established a government that nominally unified China.’
‘In 1937, war broke out with Japan, and in some cases, warlords cut their own deals with the invaders, seeking to preserve their regional power.’
‘Once the Communists had won the Civil War in 1949, Mao moved to crush all possible alternative sources of power in China.’
‘The collective memory of the warlord period is one reason why China’s leaders are determined to keep military force firmly under the ruling Communist Party’s control.’
Hence, Mr. Xi isn’t in danger of a rogue army marching on Beijing.
And unlike the Russian army, the PLA stands loyally poised to fight any threat to Mr. Xi and the Party.
Sorry about the long absence.
Away from being on the computer every day, I had more time to muse about China.
I’ll cover three of those musings today.
[.cmrred]1 | ‘Change unseen in 100 years is coming.’
Among the many events during my absence, I was struck by Mr. Xi’s comment as he was leaving Moscow after his 40th meeting with Vladimir Putin:
What change does Mr. Xi have in mind?
‘Most telling were President Xi's parting words to Putin on the steps outside the Kremlin when he said:’
Throughout her speech, she outlined what change Mr. Xi seeks to accomplish and how:
1. ‘We heard that last October when President Xi told the Communist Party Congress that by 2049 he wanted China to become a world leader in ‘composite national strength and international influence'.’
2. ‘In his report to the recent Party Congress, President Xi told the Chinese people to prepare for struggle.’
‘This is indicative of a world view shaped by a sense of mission for the Chinese nation.’
3. ‘[T]he Chinese Communist Party's clear goal is a systemic change of the international order with China at its centre.’
[.cmrred]2 | But will they have China’s back in a fight?
Do Mr. Xi and Mr. Putin and their friends have the economic, political, and military firepower to drive such change against the array of advanced democracies?
No doubt Mr. Xi has thrown in with Mr. Putin for the long run.
Mr. Xi has one ally, North Korea, and a number of friends, including Russia, Iran, Pakistan, and others.
[.cmrred]3 | Marxist history to the rescue
Given this relative weakness, Mr. Xi, as a dedicated Marxist, may be counting on history to make up the difference.
Corollary to this is Mr. Xi’s faith - against all evidence – expressed in his oft-repeated slogan:
As Peking University’s Wang Jisi notes in ‘Wang Jisi: Has America declined? Chinese people should have a clear understanding’ [‘王缉思: 美国到底有没有衰落? 中国人应有清醒认识’]:
Speaking of Mao, this reminds me of the song, a paeon to the Chairman and often referred to as China’s unofficial national anthem, ‘The East is Red,’ which begins:
The song is aspirational.
Likewise, the idea of rise and decline goes back to Mao.
For Mr. Xi, ‘The east is rising, and the west is declining’ encapsulates a two-prong approach to that will allow him to make change not seen 100 years. If this is broadly right, he is basing his success on two faulty premises –
Taking the second prong - ‘the West is declining’ - first, I couldn’t disagree more.
‘The storyline is the same.’
‘But in truth, the United States is not foundering.’
As for the second prong – ‘the East is rising’ – I couldn’t agree more. But why Mr. Xi is encouraged by this is beyond me.
In the lead to his essay, ‘How China Lost Asia,’ former South Korean foreign minister, Yoon Young-Kwan, notes:
This East is rising, but it’s rising in tacit or direct opposition to China – from just plain fear generated by Mr. Xi himself. As a result,
A rising East is an obstacle, not an asset, in attaining the change Mr. Xi aspires to make.
The East is not rising (at least not in the way Mr. Xi wishes), and the West is not declining.
Xi Jinping, autocrat and friend of autocrats.
There are upstart autocrats who gain power through revolution, coups, subverting democracies, and the like.
He is an autocrat, first, as a believer in the Leninist Chinese Communist Party doctrine.
[.cmrred]1 | The latest in a long line of Chinese autocrats
Decades ago, I read an essay by John King Fairbank that posited that the Chinese Communist Party was really just the latest Chinese dynasty. While I can’t put my hands on the essay, I found the same idea in Dr. Fairbank’s 1989 essay, ‘Keeping up with the New China’:
More from Dr. Fairbank in his 1989 ‘Why China’s Rulers Fear Democracy’:
And Dr. Fairbank again from ‘From the Ming to Deng Xiaoping’:
‘This autocracy as a point of Chinese cultural distinctiveness is of course surrounded by a host of interconnected characteristics of social structure and values—like the bureaucrat’s need for a superior authority, the patriot’s search for a personal object of loyalty, or the common people’s acquiescence in the ruler’s violence in support of order.’
Making Xi Jinping the latest in a long line of autocrats - and proud of it.
[.cmrred]2 | ‘Making the world safe for autocracy’
Mr. Xi seems increasingly like an autocrat in the imperial mode (without familial succession)
Michael Beckley and Hal Brands highlight both in their essay, ‘China’s Threat to Global Democracy.’
‘This belief in the superiority of an autocratic Chinese model coexists with deep insecurity:’
‘Chinese leaders feel a compulsion to make international norms and institutions friendlier to illiberal rule.’
‘The rulers in Beijing feel that they must wrest international authority away from a democratic superpower with a long history of bringing autocracies to ruin.’
In a modern world where China has re-emerged with the power to try to reshape the international order, it makes sense that Mr. Xi would do what he can to make the world safe for China’s autocracy.
Thinking of Xi Jinping, I think of two parts of a line from Hamlet:
Time went of joint in the mid-1800s when China began its ‘Century of Humiliation.’
[.cmrred]1 | ‘The time is out of joint.’
John King Fairbank wrote in his 1966 ‘New Thinking About China’:
‘China was the center of the known world and of civilization.’
‘The disaster that hit China in the nineteenth century is one of the most comprehensive any people has ever experienced.’
Mr. Xi seems to feel China’s humiliation and frustration in his bones.
[.cmrred]2 | ‘I was born to set it right.’
‘The CCP’s mandate is to set history aright by returning China to the top of the heap’ write Drs. Beckley and Brands.
‘In some ways, China’s bid for primacy in Asia and globally is a new chapter in the history’s oldest story.’
‘Yet China is moved by more than the cold logic of geopolitics.’
‘China’s leaders view themselves as heirs to a Chinese state that was a superpower for most of recorded history.’
‘In Beijing’s view, a U.S.-led world in which China is a second-tier power is not the historical norm but a profoundly galling exception.’
Again from Dr. Fairbank:
‘The most remarkable thing about China’s political history is the early maturity of the socio-political order.’
‘The fact that this imperial system eventually grew out of date in comparison with the modern West should not obscure its earlier maturity.’
China is not groping to find its way or unsure of where it belongs – or doubtful about its role in shaping the world order.