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January 13, 2020

Taiwan
Tsai Ing-wen’s Victory: A Few Initial Notes

Although Taiwan’s presidential election seemed, in the middle of last year, like it was going to be a close contest, this past weekend incumbent Tsai Ing-wen, of the Democratic Progressive Party (DPP…

Taiwan President Tsai Ing-wen and the Democratic Progressive Party's (DPP) vice presidential candidate William Lai attend the final campaign rally ahead of the elections in Taipei, Taiwan on January 10, 2020.

December 30, 2019

Global
Ten American Foreign Policy Notables Who Died in 2019

Year’s end is a time for taking stock, counting successes, and assessing failures. It is also time for remembering those who are no longer with us. Here are ten Americans who died in 2019 who through…

Flags

November 15, 2019

Election 2020
Campaign Foreign Policy Roundup: The Democratic Foreign Policy Establishment Embraces Joe Biden

Each Friday, I look at what the presidential challengers are saying about foreign policy. This week: endorsements for Joe Biden, U.S. troops, and new candidates.

Former Vice President Joe Biden speaks to a crowd after filing for the New Hampshire presidential primary on November 8.

November 10, 2019

United States
Happy 244th Birthday to the United States Marine Corps!

The U.S. Marine Corps turns 244 years-old today. On November 10, 1775, the Continental Congress adopted a resolution to create a Marine force composed of two battalions. Since then, the Marines have …

U.S. Marine Corps

October 4, 2019

Taiwan
Shadow FX Intervention in Taiwan: Solving a 100+ billion dollar enigma (Part 2)

Large-scale purchases of foreign bonds have become the central flow sustaining Taiwan’s massive current account surplus and keeping the Taiwan dollar weak. The size of this flow raises the question o…

Shadow FX Intervention in Taiwan: Solving a 100+ billion dollar enigma (Part 2)

September 24, 2019

India
The Week in U.S.-India Relations: Waiting for the Trade Deal

There’s been a lot of coverage of the scale and unprecedented nature of Sunday’s “Howdy, Modi!” rally—the 50,000-plus Indian American participants in the enormous NRG Stadium in Houston, the meaning …

Trump and Modi at Howdy Modi

April 10, 2019

India
National Security and the Indian Elections

India begins elections for its lower house on April 11. This will be the world’s largest democratic exercise, and will last through May 19, with ballots counted on May 23. I had the chance to ask Dr…

India's Prime Minister Narendra Modi addresses an election campaign rally in Kolkata, India, April 3, 2019.

March 15, 2019

China
The Fall in China's Current Account Surplus Was Not Replicated Across Asia

China's surplus is down relative to its pre-global crisis level, both in dollar terms and as a percent of China's own GDP.    The same cannot be said of China's neighbors.   East and Southeast Asia a…

The Fall in China's Current Account Surplus Was Not Replicated Across Asia

March 14, 2019

China
Why China's Incomplete Macroeconomic Adjustment Makes China 2025 a Bigger Risk

How the fragile macro-economic base of China’s external adjustment could intersect with China 2025 and generate a new "China" shock.

Why China's Incomplete Macroeconomic Adjustment Makes China 2025 a Bigger Risk

February 4, 2019

Election 2020
Meet John Delaney, Democratic Presidential Candidate

Update: John Delaney announced on January 31, 2020, that he was ending his campaign. Someone had to be first. When it comes to the 2020 presidential campaign, that person is John Delaney. He’s cer…

John Delaney 2020