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한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском The implementation of yet another U.S. initiative may allow it to interfere in the information policy of ASEAN and control the cyberspace of all of Southeast Asia. Two sides of the same summit The annual summit of the Association of Southeast Asian Nations (ASEAN) and the United States was held in Vientiane in October. Meetings in this format are routine for ASEAN and are held with each of the non-regional powers, i.e. the dialogue partners of the association. They discuss plans for cooperation and exchange views on international issues. This time, the U.S., represented by A. Blinken, again tried to use dialogue to impose its vision of global issues. The statements of the US Secretary of State were anti-Russian, anti-Chinese and anti-North Korean in nature, and were aimed at increasing tensions vis-à-vis the South China Sea and the internal political situation in Myanmar. The timing of the meeting was no accident; it took place before the East Asia Summit (EAS), which is a platform for multilateral negotiations between ASEAN countries and external partners. In this way, Washington hoped to force representatives of Southeast Asian states to reconsider the agenda of the EAS and planned to use the upcoming event to provoke regional conflicts and consolidate their role as the ‘chief gendarme’ of the Asia-Pacific or Indo-Pacific region. However, as the EAS showed, the U.S. failed to do so: no one except U.S. allies supported the attempts to undermine the regional architecture of security and cooperation. Following the results of the US-ASEAN summit, the divergence of views was also notable. The parties did not adopt any joint document of a political nature. Such a result was natural; for ASEAN, any external imposition of views is traditionally unacceptable. In general, the ASEAN leaders’ talks with Anthony Blinken were held among other meetings with Russia, India, China etc., and they would not have attracted much attention if a very narrow joint statement (‘Statement on Promoting Safe, Secure and Trustworthy Artificial Intelligence’ (AI)) had not been adopted in the aftermaths. With good intention According to the terms of this statement, under the plausible pretext of ‘achieving the UN Sustainable Development Goals’, the United States intends to implement a whole range of plans together with ASEAN. Thus, it is planned to ‘discuss the further development of ASEAN’s AI projects’ (although, why should ASEAN discuss its plans with someone?), ‘interaction with the ASEAN Working Group on AI Governance (again, a direct intention to enter the decision-making process in the association), ‘creating an ASEAN roadmap for responsible AI’ (and, thus, inclusion in the internal planning process of its activities). In addition, the parties will ‘cooperate on approaches and standards in the field of AI’ (these approaches and standards will be based on similar U.S. ones), ‘knowledge exchange, technology transfer’ (the saying about ‘free cheese in a mousetrap’ is involuntarily recalled), ‘strengthening the collective digital and cyber potential’ (again based on the United States and built according to their rules), ‘the expansion of education in the field of AI’ (also according to U.S. norms) and ‘the development of interrelated approaches to AI management’ (AI management is a serious issue and it must be understood that external participation equals a direct threat to national sovereignty). Even more ambitious tasks include ‘supporting the development of national digital and AI strategies, discussing its management and regulation’ (for the United States, gaining access to national strategies will provide new tools for interfering in the internal affairs of others), ‘implementing initiatives in cooperation with the ministries of digital development of ASEAN countries’, as well as ‘ensuring information security support for the ASEAN Digital Economy Framework’ (its adoption is planned in 2025; here the U.S. is again interfering in intra-ASEAN affairs). We were not snubbed of the traditional American demagoguery in the field of ‘human rights’. The statement supposes ‘ensuring human rights and protection from all forms of discrimination and prejudice when using AI’ and  ‘ensuring the inclusiveness and accessibility of AI’ in the near future. Whether the mass use of AI will be safe for the population is a question the authors of the document are not considering, instead occupying themselves with other tasks. Another component is ‘dealing with foreign manipulation of information, disinformation and training in the field of technologies to counter this’ (of course, the U.S. initiators do not doubt their right to assign labels to information sources). Finally, it is expected to ‘stimulate the improvement of the population’s digital literacy via the private sector’, although, it would seem, in such sensitive areas as AI, digital technologies and cyberspace, only the state can protect the interests of its citizens. The name of the game When analysing these agreements, it becomes clear that the United States is aiming to take control not only of the economy or technology, but of the information space of Southeast Asia and the information policy of both ASEAN as a whole and individual members countries and their national sectoral departments. Such a radical deepening of interaction includes direct interference in the affairs of the association – unprecedented in its arrogance and openness – and searching for opportunities to reduce the role of states in controlling AI and the cyber sphere, as well as access to scientific and technological work of Southeast Asian countries in the field of AI and monopolisation of the Southeast Asian media sphere, which is absolutely a colonial approach of deciding which information people from ASEAN are allowed to read and see and which is declared ‘foreign manipulation’. The U.S. has already demonstrated its seriousness. On November 1, Rumman Chowdhury, an AI specialist and the U.S. Special Representative for Science, flew to the ASEAN secretariat in Jakarta to remind Southeast Asian countries of the need to implement the joint statement. Here it should be understood that U.S. sectoral cooperation with ASEAN will be executed by a system of highly specialised institutions that objectively does not depend on the change of the presidential administration. Agreements have been made, obligations have been established and the implementation mechanism has been launched. Moreover, the U.S. will have a separate and individual approach to each country in terms of fulfilling and implementing these agreements. It is planned to work with the sectoral ‘digital’ ministries of the Southeast Asian states, which is nothing more than the selection of loyal future agents of influence. However, the question is to what extent the political and expert circles in Southeast Asia understand the long-term risks of granting a foreign partner large-scale access to the sensitive cyber sphere – even one whose interests in the region have long been known to everyone: inciting conflicts, ‘dividing and ruling’, searching for and luring highly qualified specialists (brain drain), exclusively imposing their own view on international issues, linking countries and markets to their technologies with the transfer of all kinds of useful data to intelligence services. *  *  * It would seem that ASEAN has always opposed neo-colonialism and supported a multi-vector course, equidistant from any external interests of its dialogue partners. Most likely, the association could only allow the appearance of info-colonial encroachments from its U.S. counterpart due to hopes for disinterested financing of its development from the United States (which in itself sounds like an oxymoron) and counting on some kind of abstract technology transfer. However, the consequences of the adoption of U.S. policy by Southeast Asian countries (if they do not ‘hit the brakes’ on the commitments they have made) could be deplorable, disastrous for their digital sovereignty, technological development and their independent course in general.

한국어로 읽기 Leer en español In Deutsch lesen Gap اقرأ بالعربية Lire en français Читать на русском Donald Trump’s return to the White House in January 2025, combined with a Republican-led US Senate, was widely feared among international allies and will be cheered by some of America’s foes. While the former put on a brave face, the latter are finding it hard to hide their glee.  On the war in Ukraine, Trump is likely to try to force Kyiv and Moscow into at least a ceasefire along the current front lines. This could possibly involve a permanent settlement that would acknowledge Russia’s territorial gains, including the annexation of Crimea in 2014 and the territories occupied since the full-scale invasion of Ukraine in February 2022.  It is also likely that Trump would accept demands by the Russian president, Vladimir Putin, to prevent a future Ukrainian Nato membership. Given Trump’s well-known animosity to Nato, this would also be an important pressure on Kyiv’s European allies. Trump could, once again, threaten to abandon the alliance in order to get Europeans to sign up to a deal with Putin over Ukraine.  When it comes to the Middle East, Trump has been a staunch supporter of Israel and Saudi Arabia in the past. He is likely to double down on this, including by taking an even tougher line on Iran. This aligns well with Israeli prime minister Benjamin Netanyahu’s current priorities.  Netanyahu seems determined to destroy Iran’s proxies Hamas, Hezbollah and the Houthis in Yemen and severely degrade Iranian capabilities. By dismissing his defence minister, Yoav Gallant, a critic of his conduct of the offensive in Gaza, Netanyahu has laid the ground for a continuation of the conflict there.  It also prepares for a widening of the offensive in Lebanon and a potentially devastating strike against Iran in response to any further Iranian attack on Israel.  Trump’s election will embolden Netanyahu to act. And this in turn would also strengthen Trump’s position towards Putin, who has come to depend on Iranian support for his war in Ukraine. Trump could offer to restrain Netanyahu in the future as a bargaining chip with Putin in his gamble to secure a deal on Ukraine.  Pivot to China  While Ukraine and the Middle East are two areas in which change looms, relations with China will most likely be characterised more by continuity than by change. With Chinese relations being perhaps the key strategic foreign policy challenge for the US, the Biden administration continued many of the policies Trump adopted in his first term – and Trump is likely to double down on them in a second term.  A Trump White House is likely to increase import tariffs, and he has talked a great deal about using them to target China. But Trump is also just as likely to be open to pragmatic, transactional deals with Chinese president Xi Jinping. Just like in relations with his European allies in Nato, a serious question mark hangs over Trump’s commitment to the defence of Taiwan and other treaty allies in Asia, including the Philippines, South Korea, and potentially Japan. Trump is at best lukewarm on US security guarantees.  But as his on-and-off relationship with North Korea in his first term demonstrated, Trump is, at times, willing to push the envelope dangerously close to war. This happened in 2017 in response to a North Korean test of intercontinental ballistic missiles.  The unpredictability of the regime in Pyongyang makes another close brush of this kind as likely as Trump’s unpredictability makes it conceivable that he would accept a nuclear-armed North Korea as part of a broader deal with Russia, which has developed increasingly close relations with Kim Jong-un’s regime.  Doing so would give Trump additional leverage over China, which has been worried over growing ties between Russia and North Korea.  Preparing for a Trump White House  Friends and foes alike are going to use the remaining months before Trump returns to the White House to try to improve their positions and get things done that would be more difficult to do once he is in office.  An expectation of a Trump push for an end to the wars in Ukraine and the Middle East is likely to lead to an intensification of the fighting there to create what the different parties think might be a more acceptable status quo for them. This does not bode well for the humanitarian crises already brewing in both regions.  Increasing tensions in and around the Korean peninsula are also conceivable. Pyongyang is likely to want to boost its credentials with yet more missile – and potentially nuclear – tests.  A ratcheting-up of the fighting in Europe and the Middle East and of tensions in Asia is also likely to strain relations between the US and its allies in all three regions. In Europe, the fear is that Trump may make deals with Russia over the head of its EU and Nato allies and threaten them with abandonment.  This would undermine the longevity of any Ukrainian (or broader European) deal with Moscow. The relatively dismal state of European defence capabilities and the diminishing credibility of the US nuclear umbrella would not but help to encourage Putin to push his imperial ambitions further once he has secured a deal with Trump.  In the Middle East, Netanyahu would be completely unrestrained. And yet while some Arab regimes might cheer Israel striking Iran and Iranian proxies, they will worry about backlash over the plight of Palestinians. Without resolving this perennial issue, stability in the region, let alone peace, will be all but impossible.  In Asia, the challenges are different. Here the problem is less US withdrawal and more an unpredictable and potentially unmanageable escalation. Under Trump, it is much more likely that the US and China will find it hard to escape the so-called Thucydides trap – the inevitability of war between a dominant but declining power and its rising challenger.  This then raises the question of whether US alliances in the region are safe in the long term or whether some of its partners, like Indonesia or India, will consider realigning themselves with China.  At best, all of this spells greater uncertainty and instability – not only after Trump’s inauguration but also in the months until then.  At worst, it will prove the undoing of Trump’s self-proclaimed infallibility. But by the time he and his team come to realise that geopolitics is a more complicated affair than real estate, they may have ushered in the very chaos that they have accused Biden and Harris of. 

With US-China rivalry and concerns over the long-term viability of the BRI growing, the third Belt and Road Forum will have much to manoeuvre should it take place this year  In July this year, total investments under China’s Belt and Road Initiative (BRI) crossed a significant landmark of US$1 trillion. The release of BRI data for the first half of 2023 was accompanied by reports that the third BRI forum is being planned to be held in China at the end of 2023. With the stature of being the highest-level gathering of participating countries, the forum is meant to showcase a collaborative approach towards implementation of the BRI, in addition to highlighting progress made and changes planned in its overall direction. The next forum will be the first in the post-pandemic period, after a gap of nearly four-and-a-half years. The road travelled The BRI rapidly gained momentum after its launch in 2013 (initially launched under the title One Belt One Road, which was changed to BRI in 2015 to stress collaboration and inclusivity). There was a sharp increase in the number of projects announced, total investments committed and executed, and the number of countries joining as partners (with the current number at over 150). The geographical scope of BRI also expanded significantly, transforming it from a regional to a near-global initiative, in both of its components—the continental Silk Road Economic Belt, and the maritime Silk Road. China stressed that BRI was a new model for partnership, trade and integration that was free from hegemonic pressures and conditions. In the second half of its decade-old existence, China started to highlight that the principles of multilateralism, environment and sustainability were embedded in the BRI. The importance of BRI for China has been such that it was included in the Chinese Communist Party’s (CCP) constitution in 2017 and in China’s 14th Five-Year Plan issued in 2021. Before the world was struck by the COVID-19 pandemic, the BRI appeared to be moving at a rapid pace, although numerous problems associated with it had already become evident. Headwinds for BRI  The BRI faced criticism for its underlying objectives of gaining strategic influence through developmental footprint, leveraging assistance for basing and access rights, aggressively linking different regions with Sino-centric value chains, inadequate attention to local needs, lack of transparency, disregard for sovereignty, adverse environmental impact, corruption, and lack of sound financial oversight. In some cases, like the port project in Sri Lanka and the rail project in Kenya, the utilisation and revenues turned out to be well below the initial estimates. The term ‘debt diplomacy’ became popular in reference to the BRI after cases of high debt risk in some partner countries, including Pakistan, Laos, Sri Lanka, Zambia, and Mongolia, became increasingly evident. In some cases, China provided additional lending, while in others, it offered currency swap lines for debt restructuring. Notwithstanding, negative perceptions about the BRI expanded slowly, with some partner countries becoming less enthusiastic about these projects, resulting in a changed stance. New connectivity and infrastructure projects launched by the United States (US), the European Union (EU), the G7, Japan, Australia, India, and others took time to gain cohesion and substance, and have started to take concrete shape post-pandemic. Partnership for Global Infrastructure and Investment (G7), the Global Gateway (EU), the Quality Infrastructure Investment Programme (Japan), and other such initiatives now offer alternatives to the BRI with different structures and processes. These and many linked initiatives have added to the challenges for the BRI, though their ability to rival the BRI in scale is yet to be established. The recent slowing down of the Chinese economy presents another key challenge to the BRI. In the face of high unemployment, a sticky consumer demand, lower trade and growth data, and concerns about the financial health of some big companies, China is being forced to look inwards.  This is also important from the point of view of the stated Chinese strategy of ‘dual circulation’, which links the domestic economy with external trade and investment. In the initial phase, China funded overseas projects under BRI through its policy banks, the China Development Bank, the Export-Import Bank of China, and specialised investment funds having the participation of public and private financing institutions. It adopted a new model of leveraging its foreign exchange reserves (currently at about US$3.2 trillion) to capitalise its state banks and sovereign funds. It subsequently diversified into other financing channels that include equity investment funds, sovereign development funds, private equity (PE) funds, and joint (with local investors) investment funds. As of October 2020, more than 70 percent of commitments undertaken by the Silk Road Fund were in the form of equity, with a medium- to long-term investment horizon akin to a PE firm. The capacity of many of these channels is linked with sustained economic growth and the overall health of the financial and banking sector. With very high levels of debt—some estimates suggest that the overall debt of China has crossed 300 percent of GDP—and new reports of bad loans, the BRI investments are likely to see increased scrutiny and lower risk appetite.  The BRI Forum The Belt and Road Forum for International Cooperation (BRF) was started by China as a platform for collaboration and networking that would periodically review the broad direction of the BRI, finalise its action agenda, and announce new frameworks and agreements. The first BRF was held in May 2017, and was attended by 29 heads of state, delegates from 30 countries, and representatives from 70 international organisations. The focus was to showcase cooperation and consultation. The Chinese President announced that China would allocate more resources and financial support, and several new agreements and projects were unveiled. The UN Secretary-General, addressing the first forum, praised the BRI as “rooted in a shared vision for global development” and linked it with the UN Sustainable Development Goals 2030. By all accounts, the first BRF was highly successful. The second BRF was held in April 2019 and attended by 37 heads of state, a higher number than the first BRF. However, the geopolitical environment had changed significantly, with the US having labelled China as a “revisionist power” and the EU having labelled it as a “systemic rival”. The trade and tariff friction between the US and China had started to evolve, and criticism of BRI projects—including on aspects related to financial terms, debt, local participation, and adverse environmental impacts—had started to grow. Accordingly, the second BRF emphasised consultative mechanisms, high quality and environmental standards, clean and green projects, and improved financial management. A debt sustainability framework, zero tolerance for corruption, and several documents outlining some key principles and deliverables were released. In addition to keeping up the momentum, the focus was also on image makeovers in response to various criticisms. China conveyed that the BRI was adaptive, and the broader assessments in different countries concluded that the BRI was here to stay for a long time. The Third BRI Forum amid a critical phase  The geopolitical and geo-economic shifts between the first two BRFs pale in comparison to those between the second and the anticipated third BRF. With the downward spiral in US-China ties and the unfolding strategic competition, the deterioration in the security environment, the precarious global trade and economic situation, the emergence of new partnerships and alliances, the focus on resilience related to technology and supply chains, and the new emphasis on ‘trust’, the third BRF faces a formidable challenge to reposition the BRI. The BRI itself has been facing some major headwinds, which have been exacerbated by China’s domestic economic problems. As 60 percent of China’s loans are in countries facing debt distress, there may be increased demands for waivers or restructuring at the forum. Given the new environment and re-evaluation by some partner countries, the participation—both in level and numbers—in the third BRF will be keenly watched. This will be a key input for China to schedule and conduct the event and to emphasise that the BRI continues to retain its appeal and enjoys widespread support, despite numerous challenges. For China, the BRI is too important to be allowed to move lower in its national priority. Some trimming of the number of projects and amount of investment is likely, and China may take up smaller projects overseas with enhanced scrutiny and oversight. China must, however, showcase the BRI as a success story whose continuation is in the interest of the entire global community. The third BRF will thus go ahead only if China is confident of a successful event and is able to put forward a plan and narrative that displays its resolve and ability to deal with some major headwinds at a very crucial juncture.