China
The right reasons for saying no to nuclear first use
Author: Hugh White, ANU
Washington is once again debating whether to declare that it will never be the first to use nuclear weapons. There are good reasons why it should. But it would not be right to suggest that a no-first use policy would cost the United States nothing strategically.
On the contrary, it would be a grave step. That does not mean it should not be taken — it should. But the consequences need to be fully understood for the wisdom of a no-first use policy to become clear.
Those who oppose no first use have a key fact on their side. In some circumstances, threatening to launch a nuclear attack can deter an adversary when conventional forces cannot. It worked when US and NATO conventional forces had little chance of defeating a Soviet invasion of Western Europe during the Cold War. What deterred Moscow from invading was Washington’s clear threat to use nuclear weapons first to stop Soviet tanks.
It is widely assumed that US conventional forces have since become vastly superior to everyone else’s, so they no longer need to rely on nuclear threats to prevail. This is the key argument for adopting a no-first use policy today.
Yet US superiority in conventional warfare is a myth. Washington’s conventional forces have ‘global reach’ — an unmatched capacity to project armed force to battlefields far from the United States itself. But they cannot deploy enough force to distant battlefields to defeat a major power like Russia or China fighting on its own doorstep.
Washington can no longer expect to win a conventional war in the Western Pacific over, say, Taiwan against China’s vastly improved maritime forces. At best it would achieve a costly and inconclusive stalemate, an outcome that Washington could only hope to break by threatening nuclear attack.
Making such a threat is not explicit in US policy today, but without the capacity to make it there seems no way for the United States to win a war over Taiwan, and it will thus become harder to deter China from attacking Taiwan. This is a throwback to the Cold War.
But that doesn’t settle the argument over no first use, because nuclear threats will only deter China if they are credible — credible in the face of China’s threat to retaliate against any US nuclear attack on China with nuclear attacks on the United States. If threats to go nuclear are not credible, there is no point in keeping the option open.
This is not a new problem. During the Cold War Washington had to convince the Soviets that the United States would use nuclear weapons to defend Western Europe when it was virtually certain that the Soviets would retaliate with nuclear strikes against the US homeland. It did so by convincing the Kremlin that Washington believed defending Western Europe was essential to the defence of the United States itself.
Can Washington do the same now? Can it convince Beijing that the United States sees the defence of Taiwan in the same way it saw the defence of Western Europe during the Cold War? The answer is almost certainly no, partly because Americans themselves do not argue that way — and partly because it is so evidently not true.
The stakes over Taiwan are high, but not that high. Its defence is vital to preserve Washington’s role as the leading power in Asia, but not to the defence of the United States itself. That means it cannot credibly threaten to fight a nuclear war — and risk nuclear attack on US cities — to defend Taiwan.
Some may argue that US nuclear threats nonetheless remain credible because China’s retaliatory threats are not credible, thanks to America’s ability to destroy Chinese warheads before they reach their targets, and to launch massive counter-retaliatory strikes that would deter Chinese retaliation.
But some Chinese warheads would probably survive US pre-emptive strikes and penetrate its missile defences to reach US cities. And no president could be sure that Beijing would not be willing to risk US counter-retaliatory strikes when the stakes for them are so high — just as Washington was willing to risk Soviet nuclear retaliation in the Cold War. The risk of Chinese retaliation remains very real, and the credibility of US threats to use nuclear weapons first is correspondingly low.
That alone is good reason for Washington to abandon the first use option, and it leads into an even better reason. The heated debates over no first use show how firmly many people in Washington still believe that US threats to use nuclear weapons first against China are credible. That leads them to overestimate…
China
China’s November 2024 Economy: Navigating Mixed Signals and Ongoing Challenges
In November 2024, China’s economy exhibited mixed results: industrial production rose by 5.4%, while retail sales grew only 3%, below forecasts. Fixed asset investment also faltered. Policymakers are anticipated to introduce measures to stimulate domestic demand and combat deflation.
China’s economy showed mixed performance in November 2024, with industrial production and exports showing resilience, while retail sales and fixed asset investment underperformed, amid ongoing challenges in the property sector. Policymakers are expected to implement targeted fiscal and monetary measures to boost domestic demand and address deflationary pressures.
The National Bureau of Statistics (NBS) has released China’s economy data for November 2024, revealing a mixed performance across key indicators. Retail sales grew by 3 percent year-on-year, a significant slowdown from October’s 4.8 percent growth and well below the 4.6 percent forecast. Industrial production, however, showed resilience, rising by 5.4 percent and exceeding expectations of 5.3 percent growth.
The property sector continued to drag on the broader economy, with real estate investment contracting by 10.4 percent for the January-to-November period, further highlighting the challenges in stabilizing the sector. Fixed asset investment also fell short of expectations, growing by 3.3 percent year-to-date, down from 3.4 percent in October.
In November, China’s industrial value added (IVA) grew by 5.4 percent year-on-year (YoY), slightly accelerating from the 5.3 percent recorded in October. This modest improvement reflects continued recovery in key industries, supported by recent stimulus measures aimed at stabilizing the economy.
The manufacturing sector led the growth, expanding by 6.0 percent YoY, while the power, heat, gas, and water production and supply sector grew by 1.6 percent. The mining industry posted a 4.2 percent YoY increase. Notably, advanced industries outpaced overall growth, with equipment manufacturing and high-tech manufacturing rising by 7.6 percent and 7.8 percent YoY, respectively, underscoring the resilience of China’s innovation-driven sectors.
Key product categories showed robust output gains in November:
From January to November, IVA increased by 5.8 percent YoY, maintaining steady growth over the year despite headwinds from a slowing property market and external uncertainties.
This article was first published by China Briefing , which is produced by Dezan Shira & Associates. The firm assists foreign investors throughout Asia from offices across the world, including in in China, Hong Kong, Vietnam, Singapore, and India . Readers may write to info@dezshira.com for more support. |
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China
Ukraine war: 10% of Chinese people are willing to boycott Russian goods over invasion – new study
Since Russia’s 2022 invasion of Ukraine, some Chinese citizens express dissent through potential boycotts of Russian goods, reflecting a complex relationship despite government support for Russia.
Since Russia invaded Ukraine in 2022, the Chinese government has been criticised for its refusal to condemn the war. In 2024, the economic and diplomatic relationship between the two nations appears stronger than ever.
Because of strict censorship and repression imposed by the Chinese Communist Party (CCP), it is difficult to know the extent to which the general public shares their government’s support of Putin’s regime. But a newly published study I carried out with colleagues found that more than 10% of Chinese people surveyed were willing to boycott Russian goods over the war in Ukraine.
This is a surprisingly large figure, especially since existing surveys indicate that Chinese people hold a broadly positive view of their neighbour. We used a representative sample of 3,029 Chinese citizens for this research, to dig into public attitudes to Russia. The survey was done in 2022 after the Ukraine invasion.
We were aware that due to widespread censorship, our participants might not be willing to give honest answers to questions about Russia’s actions in Ukraine. They might also not feel safe to do that in a regime where disagreement with the CCP’s position is often met with harsh punishment. This is why we asked them to tell us if they would be willing to boycott Russian products currently sold in China.
We felt this question was a good indicator of how much the participants disapproved of Russian foreign policy in Ukraine. More importantly, we were also curious to find out whether Chinese citizens would be willing to take direct political action to punish Russia economically for its aggressive behaviour.
In our study, we split respondents into the three different ideological groups in China: “liberals”, who support the free market and oppose authoritarianism; “the new left”, who sympathise with the policies pursued in China under Mao Zedong; and “neo-authoritarians”, who believe the Russian-Ukrainian conflict is an extension of the rivalry between authoritarian China and the liberal United States. These groups were based on the main political beliefs in China.
We found that liberals were most likely to say they were willing to boycott Russian products. Liberals believe that China should work with, rather than against, western democracies. They also place a high value on human rights and democratic freedoms. Because of their beliefs, they are likely to think that Russia’s actions against Ukraine were unprovoked, aggressive and disproportional.
Chinese and Russian economic and diplomatic relations seem closer than ever in 2024.
American Photo Archive/Alamy
The new left and neo-authoritarians we surveyed were more supportive of Russian products. The new left see Russia as a close ally and believe that Nato’s expansion in eastern Europe was a form of aggression. Neo-authoritarians, on the other hand, believe that supporting Russia, an allied autocracy, is in China’s best interest.
Boycotting Russian goods
Asking Chinese participants if they are willing to boycott Russian products might seem like a simple matter of consumer preferences. However, our study reveals a great deal about the way in which regular citizens can express controversial political beliefs in a repressive authoritarian regime.
Boycotting products of certain companies has long been studied in the west as a form of unconventional political action that helps people express their beliefs. However, in the west, boycotting certain products is simply one of many ways people are able to take political action. In a country such as China, boycotting a Russian product might often be the only safe way to express disagreement with the country’s actions.
This is because citizens do not have to tell others they chose not to buy a product, and their actions are unlikely to attract the attention of the authorities.
Since Russian goods are readily available to Chinese consumers and China is encouraging more Russian exports to reach its market, the Russian economy could be significantly affected by an organised boycott campaign in China. The considerable level of support for a boycott expressed by some of our participants, as well as previous acts of solidarity with Ukraine in China, suggest that such a campaign could already be taking place in the country.
This could harm Russia because it regularly exports a number of different products such as meat, chocolate, tea and wine to China. These goods made up 5.1% of China’s total imports in 2023 – and this figure is likely to increase if Russia becomes more isolated from the west, and therefore more dependent on China for its trade.
While 5.1% of the Chinese market might seem like a low figure, China is home to over 1.4 billion people. In this context, even a small boycott could result in a serious loss to Russian companies.
Our research shows that Chinese citizens don’t always support the official position of the communist party. It also shows that many people there will express even the most unpopular political opinions – if they can find a safe way to do it.
This article is republished from The Conversation under a Creative Commons license. Read the original article.
China
Australia Can Enhance China’s Credibility in the CPTPP
In early 2024, China sought to join the CPTPP, potentially offering modest economic benefits to Australia. Key reforms include limiting state-owned enterprise subsidies, enhancing data flows, and banning forced labor.
China’s Interest in the CPTPP
In early 2024, China expressed a keen interest in joining the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), a trade agreement involving eleven Pacific Rim economies and the United Kingdom. This move is anticipated to yield modest economic benefits for Australia. However, it also opens the door for vital reforms in areas such as the control of subsidies for state-owned enterprises, allowing free cross-border data flows, and prohibiting forced labor practices.
Economic Implications for Australia
A May 2024 report from the Australian Productivity Commission indicated that China’s accession to the CPTPP might raise Australia’s GDP by only 0.01%. This modest gain isn’t surprising, given Australia’s existing preferential trade arrangement with China through the Regional Comprehensive Economic Partnership. Nonetheless, the CPTPP encompasses more than just tariff reductions, focusing on broader trade principles and standards.
Reform Commitments Required from China
For China to become a CPTPP member, it must demonstrate adherence to high-standard rules initially developed with the country in mind. This commitment will help alleviate concerns among member nations like Japan and Canada, particularly regarding China’s economic practices and geopolitical tensions, such as those with Taiwan. Membership would necessitate reforms, including limiting SOE subsidies, enabling freer data flows, and banning forced labor, with significant penalties for non-compliance.
Source : Australia can encourage China’s credibility in the CPTPP