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Introduction The recent parliamentary elections held in the Republic of Korea on April 10th, 2024, with the purpose of forming the XXII Legislature of the National Assembly, have had a significant political significance almost halfway through the current president’s term, Yoon Suk-yeol of the conservative People Power Party (PPP). Since the beginning of his presidency in 2022, most of the Parliament was dominated by the liberal Democratic Party (DPK), which had won the previous elections of this type in 2020 amid the impact of Covid-19. To understand the political system of the Republic of Korea, it is necessary to know that, during the period of authoritarian government in the 20th century, politics were controlled by a single dominant party, although others formally existed. Since the democratization stage, there has been a marked bipartisanship that has dominated the political landscape. This process has been characterized by the alternation between government and opposition. Initially, the evolution of these two parties has not been under the same name, as they have changed frequently, so they are commonly known as conservatives (identified by the red color) and progressives (identified with the blue color). The change of political branding has accompanied the process of merging political organizations, both before and after elections. These organizations continue to be largely led and centered around the figures of the leaders, showing a high level of factionalism and personalism. Although formally the Republic of Korea presents a multi-party system, it has been de facto a two-party system, characterized by a low level of institutionalization. Its key characteristics are deeply rooted in regionalism and ideology, with generation, class and gender associated with these. Meaning that, traditionally the western part of the country has had a more progressive tendency, while the eastern part has been more conservative, and in 2024 this was no exception (figure 1). The DPK is currently identified as the first and the PPP as the second, respectively; it should be added that in terms of gender, women generally identify more with the DPK, while young men with the PPP. Figure 1: Partisan delimitation by color after vote counting for the 22nd National Assembly elections.     Source: Naver (2024) Year 2022 marked the first time that 18-year-olds were eligible to vote in presidential elections and participate in local elections. Both the former People’s Party, and the PPP saw these young voters as a key demographic group. As the PPP consolidated support among young male votes with the rise of Lee Jun-seok and his claim of reverse discrimination, the DPK intensified its efforts to attract young female voters (Kim, 2022). While the country’s politics are dominated by two main parties, which have changed names at certain times, there is also a group of parties with lesser proportional representation or even none in the National Assembly. The major political forces currently are the DPK and the PPP, although others include the Green-Justice Party (center-left position, supporting dialogue with the Democratic People's Republic of Korea), New Future (centrist reformist), New Reform Party (conservative), Rebuilding Korea Party (centrism, liberalism, and reformism), Liberal Unification Party (far-right), among others. In total, there are more than 15 minor right-wing parties, around seven that are centrist, and about five that are progressive. There are also others that are focused on a single issue, such as the Women’s Party, and some that have attempted to register without success, like the Nuclear Nation Party, with a fascist conception. [1] For the 2024 parliamentary elections, the Electoral Advisory Committee, composed of 33 experts from various fields including media, academia, legal circles, public relations, and civic groups, was tasked with ensuring fair election management and advancing the electoral system. In a meeting in February 2024, the council promoted new measures to enhance public confidence in electoral management. It was decided to respond to illegal acts such as videos created by artificial intelligence, as had previously occurred against the country’s president, and to improve the objectivity and reliability of electoral opinion polls. Measures were taken, including the addition of verification procedures in the vote counting process; changing the notation format, such as from serial numbers on postal ballots to 1-dimensional barcodes; and managing surveys and vote counting, with constant dissemination of videos from cameras in storage locations, such as advance ballot boxes, to determine the transparency and reliability of the electoral management through the establishment of a plan to improve procedures (National Election Commission of the Republic of Korea, 2024). Parliamentary elections 2024, results and impacts While the National Assembly was controlled by the DPK in May 2022 when conservative President Yoon came to power, the PPP’s efforts were focused on gaining control of the legislature in the recent April 2024 elections. Unfortunately for the latter, the results have once again been dominant for the DPK. The general elections on April 10 saw the highest turnout of the country in 32 years, following a historic peak in early voting, as announced by the National Electoral Commission (NEC). The total turnout reached 67%, representing an increase of 0.8% compared to the general elections of 2020, which recorded a turnout of 66.2% (see figure 2). Out of 44.88 million eligible voters, approximately 29.66 million people cast their votes in 14,259 polling stations to elect 300 lawmakers for the 22nd National Assembly. (…) Voters cast two votes, one for the 254 single-member constituencies and another for the remaining 46 proportional representation seats. A total of 21 parties contested the elections based on districts, while 38 political parties competed for proportional representation (Jung, 2024). Figure 2: Voting trends in the different elections from 2016 to 2024 in the Republic of Korea.     Source: National Election Commission The main opposition party, the DPK, is poised to achieve a decisive victory in the general elections, with the broader liberal opposition bloc expected to secure up to 200 seats in the 300-member National Assembly. This projection deals a significant blow to President Yoon Suk-yeol. Exit polls conducted by the nation’s top three broadcasters KBS, MBC, and SBS indicated that the DPK was projected to secure between 178 to 197 seats when combining electoral victories with proportional representation seats obtained by its satellite party, the United Democratic Party. This outcome will solidify the DPK’s participation in the current Assembly controlled by the opposition for the next four years. Meanwhile, the ruling PPP was projected to secure between 85 to 105 seats, including those obtained through proportional representation from its satellite party, the People's Party (Lee, 2024). The results were fairly accurate, with almost all votes counted, as the DPK won 161 out of 254 directly contested seats, while the PPP only secured 90 seats (Lee C., 2024). The Rebuilding Korea Party (RKP), a progressive-leaning party led by former Justice Minister Cho Kuk, was on track to secure between 12 to 14 seats, marking a notable debut in its first elections since its launch in March. The party chose not to field candidates in the constituencies but focused solely on proportional representation seats. Among other minor parties, the New Reform Party, led by former PPP leader Lee Jun-seok, was projected to secure one to four seats. The New Future Party, headed by former DPK leader Lee Nak-yon, was expected to secure up to two seats (Lee, 2024). The emergence of the RKP is related to internal divisions within the DPK following the conclusion of President Moon Jae-in’s presidency (DPK), which intensified after the 2022 presidential elections when supporters and opponents of Moon divided. Its leader, former Justice Minister Cho Kuk and a supporter of Moon, who emerged as a political phenomenon, is expected to represent a new threat to the administration of Yoon Suk-yeol, as the party made it clear during the electoral campaign that its goal is to punish the “autocratic” administration that, it claims, is controlled by former prosecutors, including Yoon (Nam, 2024). If the final election results, which will be confirmed in the early hours of July 11th (night of July 10th Cuba time), fall within the range of the exit polls, the RKP will be the third largest political party in South Korea, after the main opposition DPK and the ruling PPP. Cho, who served as the Senior Presidential Secretary for Civil Affairs and Minister of Justice during the previous administration of Moon Jae-in, is widely described as one of Yoon’s main antagonists for the presidency. He has been under scrutiny for years over allegations that he and his wife fabricated academic documents to get their daughter admitted to medical school. Yoon, who was the prosecutor general at the time (2020), insisted on investigating Cho, leveraging those actions to rise in politics among conservatives and eventually be elected president. (…) Cho lost his job as a professor at Seoul National University, his wife went to prison, and their daughter lost her medical license. Under the Yoon administration, the Cho family has literally lost everything, and this background has transformed him into a political champion who has lost everything and is standing against the administration (Nam, 2024). As of 2 am on April 11th in South Korea (1 pm on April 10th, Cuba time), the count stood at 92.95%, with the DPK (더불어민주당) accumulating 158 elected seats out of the 254 seats for single-member constituencies; the PPP (국민의힘), 93, while the New Future Party (새로운미래), New Reform Party (개혁신당), and the Progressive Party (진보당) has each obtained one seat up to that point (see figure 1). Lee Jun-seok, candidate of the New Reform Party, was elected as a member of the National Assembly after 13 years of entering politics. He was the leader of the PPP (the youngest in the party’s modern political history) at the time of the 2022 presidential elections and contributed to President Yoon’s landslide victory. In late 2023, he split from the party and formed a new one after a long-standing feud with the majority faction of the PPP, composed of loyalists to President Yoon Suk-yeol. Lee is considered by the DPK as a leader who could lead the development of far-right populism and is followed by young men who are negative towards feminism. Political figures like former Foreign Minister Park Jin, who resigned from his position to run in the elections, lost with 46.3% against his DPK rival who obtained 53.8%, causing further negative impacts on President Yoon's presidency (박기호, 2024). Even though he loses the majority, it is important for President Yoon to have key figures from his party in the National Assembly. Currently, he is facing internal political challenges regarding the rejection of increases in medical school admissions, questions about his wife's corruption issues, among other elements. The president's popularity level ranges between 34-40% in recent times, so such a setback will affect him for the remainder of his term. These election results could lead Han Dong-hoon, interim leader of the ruling PPP, former prosecutor, and close to the president, to diminish his prominence and wait for the local elections in 2026. The results of the DPK, combined with the satellite parties that support it in the National Assembly, could lead to a series of future conflicts with the executive, making it difficult for Yoon and the PPP to govern freely. The DPK has several contradictions with the PPP from domestic policy to foreign policy. Particularly on foreign policy issues, they are more inclined to improve relations with the Democratic People's Republic of Korea (DPRK), strengthen ties with China, and not overly reinforce links with the United States. On issues with Japan, they oppose the current policy of rapprochement and maintain firm stances on unresolved historical issues. Regarding China, there have been some recent signs of change with the idea of holding a trilateral summit between South Korea, China, and Japan at the end of May. Final considerations The results of the parliamentary elections in favor of the DPK and against the PPP will complicate the mandate of the current President Yoon Suk-yeol, especially on many domestic policy issues, with three years remaining in his term. In this scenario, the DPK, from the opposition, would have the ability to unilaterally enact contentious bills, neutralizing the power of the presidential veto. In an even worse scenario, which remains plausible, they might attempt to pass a bill to impeach the president. In recent months, they have already tried to take actions, including those related to corruption allegations against the president's wife, involving a gift from the "Dior" brand. So far, President Yoon Suk-yeol has been able to navigate some executive actions through presidential decrees to fulfill several of his political promises without going through parliament. Additionally, he has unilaterally vetoed some bills passed by the DPK. However, several of Yoon's key initiatives, including the abolition of the income tax on investments and the relaxation of the inheritance tax, have remained pending due to the need for law revisions. Losing his party in the elections further complicates the power of veto, as once the president vetoes a bill, it returns to the legislature for a second vote, and to be approved again, it requires the support of more than half of all legislators and approval by two-thirds of those present. During the 2024-2026 period, there could be a political stalemate that not only increases the contradictions between the president and the National Assembly dominated by the DPK, but also within his own party. Escalation of the situation in the Korean peninsula could be a factor that also puts pressure on the DKP-led legislature regarding the executive. REFERENCES Jung Da-hyun (2024). Voter turnout hits 32-year high at 67%. Disponible en: https://www.koreatimes.co.kr/www/nation/2024/04/356_372452.html. Kim Kaitlyn (2022). Evolution of South Korean Party Politics. Disponible en: https://keia.org/the-peninsula/evolution-of-south-korean-party-politics/. Lee Hyo-jin (2024). DPK poised to clinch landslide victory in general elections. Disponible en: https://www.koreatimes.co.kr/www/nation/2024/04/356_372455.html. Nam hyung woo (2024). Disgraced ex-Minister Cho Kuk returns as political phenom. Recuperado en: https://www.koreatimes.co.kr/www/nation/2024/04/356_372449.html National Election Commission of Republic of Korea (2024). NEC Holds the 22nd National Assembly Election Advisory Committee. Disponible en Naver (2024). 제22대 국회의원선거 경기 성남시분당구갑 개표. Disponible en: https://search.naver.com/search.naver?where=nexearch&sm=tab_etc&query=%EC%A0%9C22%EB%8C%80+%EA%B5%AD%ED%9A%8C%EC%9D%98%EC%9B%90%EC%84%A0%EA%B1%B0+%EA%B2%BD%EA%B8%B0+%EC%84%B1%EB%82%A8%EC%8B%9C%EB%B6%84%EB%8B%B9%EA%B5%AC%EA%B0%91+%EA%B0%9C%ED%91%9C. Swissinf (2024). Cierran los centros de votación en Corea del Sur sin incidentes de importancia. Disponible en: https://www.swissinfo.ch/spa/cierran-los-centros-de-votaci%C3%B3n-en-corea-del-sur-sin-incidentes-de-importancia/75462528. 박기호 (2024). 서울 민주 34곳·국힘 14곳 앞서…양천갑·도봉갑·영등포을·마포갑 접전. Disponible en: https://n.news.naver.com/article/421/0007473672?type=journalists. [1] Un partido hitleriano que ha presentado su intento de registro por séptima vez. Ver en Comisión Electoral Nacional: https://www.nec.go.kr/site/nec/ex/bbs/View.do?cbIdx=1086&bcIdx=189796.

한국어로 읽기 Читать на русском Leer en español Gap In Deutsch lesen اقرأ بالعربية Lire en français Japan’s Prime Minister Fumio Kishida, recently stated at the Budget Committee of the House of Representatives of the Diet that “…he strongly feels the need to boldly change the current situation of the ties between Japan and the DPRK,” and “…it is very important that he himself establishes (…) relations with the President of the State Affairs of the DPRK, Kim Jong Un, and continues to make efforts through different channels for this purpose”. Immediately, the KCNA agency released, in response to the statement made by the Japanese Prime Minister, a declaration from Kim Yo Jong, the Deputy Director of the Department of the Central Committee of the Workers’ Party of Korea (WPK). The One in charge of the affairs related to the Republic of Korea and the United States – now it seems also with Japan – commented that she found it noteworthy that the Japanese media have assessed Prime Minister Kishida’s words as “a different position from before” regarding the issue of DPRK-Japan bilateral relations. She added that “there is no reason not to evaluate positively” the words of the Japanese Prime Minister if he shows the “true intention” to move forward the relations between the two countries “by courageously freeing themselves from the shackles of the past”. He added that if Japan abandons its “bad habits” such as unjustly violating the self-defense rights of the DPRK and stops turning the already resolved issue of abductions into an obstacle, there is no reason to prevent a rapprochement between the two countries and the day may come when Kishida visits Pyongyang. She noted that, if Japan opts for a new path to improve relations and approaches the North with “respectful and sincere” behavior, the two countries can create a “new future” together. According to Kim Yo Jong, she made her statements not from an official position, but in a “personal capacity”, something that can be questioned, as she appears as the closest collaborator of her brother Kim Jong Un, and the fact that she holds the high responsibility of being the deputy director of the Department of Propaganda and Agitation of the Central Committee of the WPK, formally requires her to uphold party discipline. The most immediate antecedent to Kim Yo Jong’s remarks was when, earlier this year, as western Japan was recovering from an earthquake that killed more than 200 people and damaged tens of thousands of homes in Niigata Prefecture, the Chairman of the State Affairs of the DPRK, Kim Jong Un, sent a message of “sympathy and condolences” to the Japanese Prime Minister, which was seen as unusual and a conciliatory note, given Pyongyang’s demonstrated animosity towards successive Japanese governments and the systematic messages of grievances sent by the DPRK’s official media. Now, a month later, through Kim Yo Jong, the DPRK sends a new signal that it may be willing to improve relations with Japan. However, many observers view with skepticism the supposed show of commitment towards reconciliation with Japan because, over the decades, events raise suspicious about whether their pronouncements were sincere or not. For well-known historical reasons, the DPRK-Japan relations have never been healthy. Especially, in the last two decades when they have been distinguished by their progressive worsening. Successive administrations, especially those of Shinzo Abe and Yoshihide Suga, have taken the nuclear threat as a pretext for their militaristic ambitions, something that has severely displeased the leadership in Pyongyang. Due to what the North Koreans call “infamous submission” to the US, expressions of disdain from high-ranking officials towards Tokyo are regular occurrences. The most controversial issue revolves around the matter of the abducted Japanese. Although in 2002, coinciding with the first visit to Pyongyang of then-Japanese Prime Minister Junichiro Koizumi, the DPRK and Japan signed a historic agreement committing an early normalization of bilateral relations and leading to the return of five of the abducted Japanese, Tokyo holds Pyongyang responsible for the abduction of 17 Japanese citizens in the 1970s and 1980s, with 12 of them still believed to be in the DPRK. However, Pyongyang admits to having abducted only 13 individuals, claiming to have returned five and stating that the remaining eight had died. What is most unnerving in the eventual Japan-North Korea ties is that Pyongyang assumes the abductee issue as a “settle issue” and Tokyo keeps it as a priority on its political-diplomatic agenda. To date, Japan continues to present the abductees as a premise for talks at any level, while the DPRK considers it as already solved and furthermore, the issue of nuclear weapons and missiles has nothing to do with the improvements of bilateral ties, as Pyongyang considers it as its legitimate self-defense. Japan finds it extremely difficult to accept such conditions. The DPRK’s increasingly sophisticated missiles are constantly being projected into the Sea of Japan and have even flown over Japanese territory. Japan also perceives the possibility that, like South Korea, the DPRK will carry out preventive nuclear strike when it sees signs of real and imminent risk. And, as far as the abduction issue is concerned, all indicates that Japan is not ready to accept that it has been resolved. It is a combination of social forces, forming a critical mass that puts pressure on the Japanese government to act in favor of finding a plausible solution to the abduction issue. In this regard, the Japanese government’s chief spokesman, Yoshimasa Hayashi, stated at a press conference that Japan remains unchanged and “…intends to comprehensively resolve outstanding issues, such as nuclear energy, missiles and abductions”. It is well known that the Japanese Foreign Ministry has repeatedly appealed to its counterparts in friendly countries to the DPRK to make efforts to lead to talks with Pyongyang authorities. It is documented that these efforts have been unsuccessful due to their reluctant stance towards Tokyo. Why is the DPRK rushing to positively assimilate Prime Minister Kishida’s words now? In a previous article, we discussed how at the January 15th, 2024 session of the 14th Supreme People’s Assembly (SPA) of the Democratic People’s Republic of Korea (DPRK), Chairman Kim Jong Un made a decision to sever all ties with the Republic of Korea (ROK), which he called as the “number one hostile country” and indicated to constitutionally endorse a better definition of the border and physically destroy all inter-Korean symbols. We saw that the main thing was to “erase” from the Constitution what he referred to as “inherited concepts” that classify South Koreans as compatriots and likewise, the term unification, removing phrases he assessed as “deceptive” such as “3,000 miles of golden water, rivers and mountains” and “80 million Koreans”, arguing that “…it is correct to specify in the corresponding article [of the Constitution] that the Republic of Korea is firmly considered as the number one hostile country and immutable main enemy”. The above-mentioned contrast with the position that presumably highlights the expectation of an eventual improvement in relations with Tokyo, which has the same status as a major ally of Washington in East Asia, as does Seoul, and which together form a harmonious triangular anti-DPRK alliance. It is notorious that a priority of the DPRK, reinforced in recent times, has always been to fracture the US-ROK-Japan axis. It is convenient to recapitulate that, under the Moon Jae-in and Donald Trump administrations, when Pyongyang – Seoul and Pyongyang – Washington relations exhibited relative understanding and détente, the DPRK furiously attacked the Abe administration, with the same purpose of breaking the alliance. Pyongyang may find it worthwhile to engage with Tokyo under the assumption of forcing open some cracks in the recently strengthened trilateral cooperation between the United States, Japan, and the Republic of Korea. This is because under conservative President Yoon Suk Yeol, South Korea has sought, with the support of the Biden Administration, closer relations, and more stable ties with Japan, including defense and intelligence information exchange, and to a significant extent, has achieved it. However, the Seoul-Tokyo-US convergence suffers from fragility, which is reflected in the appreciable differences over the shared history between South Korea and Japan, and the ongoing disputes with the former colonial ruler over comfort women and forced laborers. In addition, there is US political volatility; in both Seoul and Tokyo there are uncertainties about whether Washington would directly involve itself in a conflagration involving either of them with the DPRK, as well as whether Washington would accommodate South Korea’s nuclear aspirations and unreservedly support Japan’s abandonment of the status of its Armed Forces as self-defense forces. Still, it can be argued that, as risk management and empathy sustainer, Kishida will keep Seoul and Washington abreast of his dealings with Pyongyang. In March, he will visit Seoul and in April, Washington; these would be important indicators of alignment between the trio. Kishida will seek the blessing of the Yoon and Biden administrations, anticipating that Kim Jong Un will move toward a summit that Kishida has so often called for. Washington has moved forward in supporting Japan’s attempts to engage with the DPRK. The ROK and Japan are in close communication on any future Tokyo-Pyongyang dialogue. Meanwhile, South Korea says that any contact between Japan and the DPRK should be conducted in a manner that helps promote peace and stability on the Korean Peninsula. Conclusions We are in the presence of a new diplomatic gamble by the DPRK that illustrates the level of specialization it has reached in managing its complicated relations with the main US allies in East Asia, who, in turn, are perceived as systematically confrontational countries. A straightforward resolution of the outstanding issues for discussion (nuclear weapons, missiles, and abductions) between Kim Jong Un and Fumio Kishida is not to be expected. These are issues on which the DPRK and Japan have diametrically different positions and directly concern the comprehensive strategic security of both countries, including the recurring abduction issue, which is associated with the political gain of any Japanese government. A meeting at the Japan-North Korea summit would be one of the few pleasant surprises to be received in the context of the vicious circle of conflict associated with the DPRK. It would be attractive to see a determined understanding between Pyongyang and Tokyo. It may be foreseeable that a Kim Jong Un - Fumio Kishida meeting will take place, but the past and present history negates any prospect of success. For this to happen, both sides will have to make principled concessions that, if made, will have combined counterproductive political effects. Bibliographic references KCNA. Kim Yo Jong publica declaración con el tema de relaciones Corea-Japón. Disponible en: http://www.kcna.kp/es/article/q/cba25051838d476c95acd451a45ae8a8.kcmsf KBS WORLD Prensa japonesa: Kim Yo Jong busca desestabilizar alianza Seúl. Washington-Tokio. Disponible en: https://world.kbs.co.kr/service/news_view.htm?lang=s&id=In&Seq_Code=88473 Leonardo Estandarte. Corea del Norte-Japón: Kim Yo-jong plantea la hipótesis de la visita de Kishida a Pyongyang. Disponible en: https://www.agenzianova.com/es/news/Corea-del-Norte-Jap%C3%B3n-Kim-Yo-Jong-plantea-la-hip%C3%B3tesis-de-la-visita-de-Kishida-a-Pyongyang/ Kim Yo Jong dice que Corea del Norte está abierta a mejorar sus lazos con Japón. Disponible en: https://reporteasia.com/relaciones-diplomaticas/2024/02/15/kim-yo-jong-corea-del-norte-mejorar-lazos-japon/ Japón califica de inaceptable que Corea del Norte afirme que la cuestión de los secuestros está resuelta- Disponible en: https://www3.nhk.or.jp/nhkworld/es/news/20240216_15/ Jesse Johnson. North Korea-Japan summit push gains steam after remarks by Kim´s sister. Disponible en: https://www.japantimes.co.jp/news/2024/02/16/japan/politics/japan-north-korea-summit-push/ Mitch Shin. Will Kim Jong Un Meet with Japan´s Prime Minister Kishida? Disponible en: https://thediplomat.com/2024/02/will-kim-jong-un-meet-with-japans-prime-minister-kishida/

It is a running gag among the pro-Taiwan camp that if you were to ask ordinary folks about Taiwan five years earlier, most could not locate Taiwan on a map. At the time, matters relating to China were mainly debates about Donald Trump’s protectionist stance, as relations between Taiwan and China didn’t receive the attention many would warrant in the face of a potential war. However, ever since the outbreak of the coronavirus—now probably having originated from the Wuhan Institute of Virology—and the narrative of a grand alliance between Beijing and Moscow during the war in Ukraine, comparisons have been drawn between the fate of Taiwan and Ukraine. Even though CNN became confused between Taiwan and Thailand a year ago, any mention of Taiwan now will ring the alarm about how the United States can be deprived of semiconductors should it not respond to an imminent threat posed by China. As we move toward 2027, people have been arguing that the US should cease intervening elsewhere to concentrate its ability on defending Taiwan—in other words, Taiwan is the only case worthy of intervention. Unlike Ukraine, the case of Taiwan is more black-and-white as Taiwan stands as a victim of Chinese coercion. Whether on a purely strategic or moral argument, there is a lot of sympathy for Taiwan, regardless of political orientation. Nevertheless, war is still war, and in such a scenario, a confrontation between two superpowers is to be avoided at all costs. Even with nuclear weapons factored out, a clean victory for the US and Taiwan is unlikely due to logistical problems, encirclement, and the high cost of lives. In an interview on Tom Wood’s podcast, Joseph Solis-Mullen argued that the only possible way out is to abide according to the principles of the One China Policy—to lead Taiwan into reunification with China under the People’s Republic of China (PRC). Again, we should oppose a war with China, as it would only deliver catastrophe for the US, China, Taiwan, and likely the other countries surrounding Taiwan regardless of the outcome—though Solis-Mullen did acknowledge that should Taiwan fall under the control of the PRC, human rights in Taiwan will take a sharp turn for the worse. Even though the recent elections haven’t decisively favored the pro–Taiwan independence and anti-PRC Democratic Progressive Party, virtually no Taiwanese identifies himself as Chinese. Even the Kuomintang—the only large party that supports a One China Policy—argues that while Taiwan belongs to China, China is the Republic of China (ROC), not the PRC, and the Kuomintang has recently distanced itself from former president Ma Ying-jeou over comments that reunification is acceptable for Taiwan. After all, by the principle of self-determination and voluntary association (as close as it may get), Taiwan is effectively a country in all but on paper. As far as adherence to the principle of armed neutrality goes, Taiwan shouldn’t receive US arms shipments or a security guarantee (which it has under the Taiwan Relations Act). However, the constraint is that China forces countries that want to establish diplomatic ties with China to adhere to its version of the One China Principle, which stipulates that the legitimate government of China is the PRC. Taiwan, however, can’t move away from the One China Principle but can argue that the ROC is the legitimate government of China. However, the reality is different off-paper where Taiwan is a country. China can coerce countries into either choosing the PRC or the ROC, but it can’t afford to fully coerce everyone. While there’s a strategic side to US-Taiwan relations—given Taiwan’s position in the first island chain—the commercial side is undeniable, thanks to the dominance of the Taiwan Semiconductor Manufacturing Company in the semiconductor industry. In other words, there’s a reason why the so-called Taipei Economic and Cultural Offices (or Taipei Representative Offices) are there as de facto Taiwanese embassies. While there is a strong element of strategy at play, the US need not abolish all ties with Taipei, just arms sales and defense guarantees as neither China nor the US is willing to risk trade relations to a level too deep. While this may trigger alarm bells for people who support Taiwan, chances are that Japan, Australia, and even some Southeast Asian countries would prefer Taiwan to remain as it is. For many of these countries, a takeover of Taiwan means a step further for China to infringe upon their territories and disrupt trade routes. While it didn’t announce whether it would directly intervene, Japan has labeled Taiwan as a matter of national security and has been bolstering its own defense over the fears that the US might not help Japan. With a military persistently known for corruption and now a diplomatic emphasis on softening tensions, Beijing sees war as undesirable as well. As stated before, the world is not as remarkably united and can be separated into three blocs as it was during the Cold War. “Allies” of the US would prefer to delegate their responsibility to defend themselves to the US, even if they can do the job themselves and keep a check on one another. As for how we should see Taiwan, it’s a country that in some cases might be more libertarian than the US (except for conscription). Whether people want to debate the similarities or differences between “acknowledging” and “affirming” the One China Principle, it doesn’t erase the fact that Taiwan for all intents and purposes is a sovereign country.

When South Korea President Yoon Suk Yeol broke out into an impromptu performance of the song “American Pie” at a gala White House dinner in 2023, it was more than just a musical interlude. It was symbolic of how on the big Indo-Pacific issues of the day, Washington and Seoul are singing from the same songbook. But so, too, is Japan. And for South Korea’s karaoke-loving leader, that means humming a different tune to predecessors on the international stage – and risking hitting a sour note back at home. Yoon, who took office in May 2022, has embraced closer ties with Japan, South Korea’s former colonizer, as part of an alignment with U.S.-led security cooperation in the Indo-Pacific region. It entails a more demanding stance toward North Korea’s denuclearization and a watchful eye on China and its increasing assertiveness in the South China Sea. The approach culminated in a historic Camp David summit in 2023 aimed at solidifying relations between South Korea and Japan. Such rapprochement with Japan has won Yoon plaudits in the U.S. But it has done nothing to improve his popularity back home. In South Korea there is growing disapproval of Yoon’s leadership. Critics point to an illiberal streak in his rhetoric and policies, which has included attacks on his critics and the media. It has, they contend, contributed to a worrying trend of democratic erosion in Korea. Yoon’s poll ratings are sinking at a time when his conservative party seeks control of parliament in elections slated for April 10, 2024. As scholars who study democratization and authoritarian politics and modern Korea, we are watching as these concerns grow in the run-up to the parliamentary elections. That vote will prove a test of the popular support for Yoon, his domestic agenda and his vision for South Korea’s more outward-looking international role. Japan is ‘now our partner’ Yoon struck a raw nerve in an Aug. 15, 2023, speech celebrating National Liberation Day in Korea, in which he affirmed the country’s partnership with neighboring Japan. He said the country’s former colonial occupier is “now our partner, sharing universal values and pursuing common interests,” and emphasized that “as security and economic partners, Korea and Japan will cooperate with a forward-looking approach, contributing to global peace and prosperity.” His remarks were met with public outrage, especially given their timing: National Liberation Day commemorates Korea’s liberation from Japanese colonial rule, which lasted from 1910 to 1945. The Japanese occupation was brutal, simultaneously exploiting Korean women – as evident in the use of so-called “comfort women,” or military sexual slaves – and treating Koreans generally as second-class citizens, all the while pushing obligatory assimilation into Japanese civilization on the occupied population. Attempts by the Japanese colonial regime at erasing a separate Korean identity and culture – this included banning the teaching of the Korean language and coercing Koreans to adopt Japanese names, along with the violent suppression of independence movements – left deep scars on the collective Korean psyche. For many Koreans, watching their country join Japan in a trilateral partnership with the U.S. is too much to accept. Emergence of pro-Japan voices Yoon and his conservative administration’s foreign policy goals are based not on nationalism but on what has been described as “a value-based alliance” with Washington. This stance is at odds with the nationalist focus often seen in the right-wing politics of other countries. Indeed, in South Korea it is the political left that increasingly identifies with a form of nationalism. Meanwhile, the “New Right” in South Korea has correspondingly embraced an anti-nationalist stance, specifically attacking anti-Japanese sentiment. Since the early 2000s, Korean conservatives have increasingly distanced themselves from nationalism, particularly of the anti-Japanese variety. If, as theorists such as Ernest Gellner have argued, modern nationalism is based on the presumed unity of state and nation, political developments in Korea since 1980 have destabilized this relationship. After the bloodshed of the Gwangju Massacre in 1980, during which the state killed hundreds of its own citizens, leftist nationalists argued that the South Korean state was neither the representative or defender of the Korean nation. Rather, they saw the South Korean state’s inheritance of institutions and personnel from the Japanese colonial government, alongside the hegemonic presence of the United States in Korea – characterized as “neocolonial” by some – as diluting the state’s nationalist credentials. In contrast, conservatives defended the South Korean authoritarian state’s legitimacy and its legacies. They argued that authoritarian rule was responsible for the rapid economic growth that allowed South Koreans to live in prosperity. As part of their defense of Korea’s legacy and attack on a political left increasingly identified with nationalism, conservatives embraced an anti-nationalist stance, specifically attacking anti-Japanese rhetoric. This has involved downplaying the negative effects of Japan’s colonial rule in Korea between 1910 and 1945 and even rejecting the validity of Korean comfort women testimonies. One additional motivation for conservatives has been to justify the achievements of right-wing heroes such as former dictator Park Chung Hee. Park, who has been credited with jump-starting Korea’s economic growth, has been castigated by nationalists as a pro-Japanese collaborator due to his having been trained in the Manchurian and Japanese military academies during the 1940s. Starting around the turn of the century, there has been a gradual increase in the frequency and intensity of pro-Japan voices. Far-right organizations, such as the Republic of Korea Mom’s Brigade, have since the 2010s organized rallies in defense of Japanese colonialism. More recently, far-right groups have systematically disrupted so-called Wednesday Demonstrations – a protest that has been continually held for over 30 years in front of the Japanese embassy in Korea to demand that Japan address the comfort women issue. In a 2019 bestselling book, conservatives even attacked anti-Japanese nationalism as a form of “tribalism” on the left. It is in this context of the growing prominence of pro-Japan voices that Yoon, in a 2023 interview with The Washington Post, expressed that he “could not accept the notion that Japan must kneel because of what happened 100 years ago. Attacks on critics and fake news Yoon embodies this reorientation of Korean conservative ideology and foreign policy that rejects nationalism in favor of closer relations with Japan, especially in the context of alignment with the U.S. against the threat of North Korea and China. The approach has seen Yoon embraced by American policymakers. Yet his popularity at home has fallen from an approval rating of above 50% in mid-2022 to 29% at the beginning of February 2024, although it has since picked up a little. At first glance, his foreign policy seems to support liberal and democratic values. However, in domestic matters there has been growing concern that his rhetoric and policies reflect an illiberal character. Examples include labeling his opponents as “communists” and attacks on the media and “fake news.” This is perhaps unsurprising; the nature of Korean conservatism is deeply rooted in authoritarianism. The Biden administration is keen to present Yoon differently – as an ally, along with Japan, in the protection of Asia’s democracies. But this says more about a U.S. foreign policy that centers China as a threat than it does Yoon’s actual commitment to democratic freedoms. To a South Korea audience, however, Yoon’s position on Japan only adds to general concern over his illiberal tendencies ahead of April’s vote – the first general parliamentary elections during Yoon’s tenure. Editor’s note: The article was updated on March 7, 2024 to clarify Park Chung Hee’s World War II record.

This blog post originated from a recent discussion by Professor Syaru Shirley Lin in the Winston Lord Roundtable Series on Asia, the Rule of Law, and U.S. Foreign Policy, where she debriefed the recent Taiwan elections. Since Taiwan’s first democratic presidential election in 1996, national elections have centered on national identity and the island’s future relationship with China. At present, however, the majority of Taiwan’s population largely identifies as Taiwanese, contrasting sharply with less than 3 percent identifying as Chinese only. This shift in identity, among other factors such as China’s treatment of Hong Kong, elicited a more centrist approach from the presidential candidates in the 2024 elections, pivoting their campaign focus toward domestic policy. The foreign policy platforms of all candidates aligned on protecting Taiwan’s sovereignty while maintaining the status quo and rejecting China’s “one country, two systems” unification formula. The historically pro-independence Democratic Progressive Party (DPP) softened its stance, whereas the Kuomintang (KMT) candidate Hou Yu-Ih and the Taiwan People’s Party (TPP) candidate Ko Wen-je advocated for a more accommodating stance toward China but stopped short of appearing overly friendly. In the 2024 election, marked by a robust 72 percent voter turnout, the DPP’s Lai Ching-te secured the presidency with 40 percent of the votes, but Hou with 33 percent and Ko with 26 percent trailing not too far behind. Ko founded the TPP in 2019 as an alternative to the long-established KMT and DPP. He seemed to have attracted a lot of the younger voters, a demographic that has traditionally supported the DPP, especially Tsai Ing-wen. This likely reflects the frustration of Taiwan’s younger generation with the establishment parties as they are directly affected by Taiwan’s toughest policy challenges, including sustainability, housing policy, and upward mobility. All three candidates brought to the forefront domestic issues, such as unaffordable housing, stagnating wages, an aging population, energy insecurity, and unsustainable entitlements, which stem from Taiwan’s high-income trap. However, the candidates had varying approaches to addressing and funding these challenges. For instance, Lai wishes to advance the Tsai administration’s policy of phasing out nuclear energy by 2025, whereas the KMT and TPP insist on extending the lifespans of Taiwan’s nuclear reactors to meet Taiwan’s increasing energy needs. These inter-party divisions and disagreements are significant because despite the DPP winning the presidency for an unprecedented third term, it lost its eight-year majority in the Legislative Yuan (the DPP won fifty-one seats, the KMT fifty-two, the TPP eight, and pro-KMT independents two). The Lai administration will thus have a weaker mandate to enact its policies. Notably, with none of the parties bagging the fifty-seven-seat minimum required to pass legislation, policy initiatives will inevitably take longer to pass, if at all. The election thus exposed emerging generational and socioeconomic fault lines. By allowing the DPP to gain control of both the executive and legislative branches in 2016 and 2020, voters expected the party to not only safeguard Taiwan’s autonomy but also make Taiwan a more prosperous and healthy society. This outcome of not awarding the DPP the legislative majority likely reflects the electorate’s dissatisfaction with DPP governance along with demand for stronger government accountability and tangible reforms. Many of Taiwan’s domestic issues are features of its high-income trap that will be difficult to solve without strong political will or partisan cooperation. Taiwan's healthcare system, despite its affordability and accessibility, is financially unsustainable, further exacerbated by a rapidly aging population. The three parties will need to agree on how to secure the necessary financial and labor resources. All these challenges prompt the question: Can Taiwan’s political parties rise above their differences to deliver on their promises? Beijing, for one, might be glad to see a more polarized and ineffective Taiwanese government. Three decades of democratic governance in Taiwan has only widened the gap between Taipei and Beijing. When Tsai Ing-wen entered office in 2016, Beijing closed official communication channels, continued isolating Taiwan in international society, enticed 10 countries to switch diplomatic relations from Taiwan to China (Nauru made the switch merely two days after the 2024 election), and escalated its gray-zone warfare. Yet Beijing’s immediate reaction to the election has been surprisingly muted. This deviation from the norm might indicate that Beijing has started to recognize the limits of mere coercive measures in gaining the favor of the Taiwanese people. Besides continued economic coercion, gray-zone warfare, and disinformation campaigns, Beijing will have to recalibrate its strategy to make its Taiwan policy work. The coming years will test the capabilities of both Beijing and Taipei in managing cross-Strait relations. Meanwhile, Taiwanese society has grown increasingly skeptical of the United States, which has been enhancing its political relationship with Taiwan but without enhancing its international standing or offering it tangible economic benefits. Amid rising tensions with China, the United States has dedicated considerable political capital to its relationship with Taiwan through arms sales and defense packages. However, the increased number of official visits to Taiwan has been perceived as largely symbolic. Although an initial bilateral trade agreement was signed in June 2023 under the United States-Taiwan Initiative on 21st-Century Trade, it provides Taiwan with no real market access to the United States. Moreover, U.S, policies aimed at containing China’s economic and technological expansion, especially in the semiconductor industry, continue to negatively impact Taiwan, which relies heavily on the information and communication technology sector for economic growth. Consequently, Taiwan’s semiconductor companies feel squeezed by U.S. policy. The next four years will test Taiwan’s resilience as a democracy in the face of geopolitical rivalry, climate crisis, diminishing socioeconomic prospects, and an aging society while being led by a divided government. The lack of a party majority in the Legislative Yuan will increase government accountability but at the risk of a legislative deadlock. This could further complicate Taiwan’s efforts to push through reforms and balance its interests between China and the United States. While the stakes are high for both China and the United States, they are even higher for the people of Taiwan.

Renewed major tensions have surfaced once again in the South China Sea between China and the Philippines. While the immediate concern revolves around the control of reefs and islets, the underlying issue extends to the control of maritime territories, driving the parties involved. These sovereignty disputes are not novel occurrences. Conflicts in the South China Sea (SCS) have intensified since the 1960s, leading to a competition for the occupation of islands and islets in the Paracels and Spratlys. The objective was to establish control over these islands, using them as military outposts and symbols of sovereignty. With the introduction of the United Nations Convention on the Law of the Sea (UNCLOS), the rivalry transitioned towards the assertion of states' rights over maritime zones. The narrative of the parties involved has evolved regarding the legitimacy and legal characterization of the claimed maritime territories. Malaysia (1983), Vietnam (1994), and the Philippines (2009) have contended that the Spratly Islands do not merit an exclusive economic zone (EEZ), indirectly challenging China's claims. In response, Beijing has adjusted its official discourse. Is this shift in legal rhetoric a strategic reinterpretation of maritime law aimed at refuting adversaries' arguments and utilizing legal discourse as a political tool in a broader struggle for influence? An evolution in the legal discourse of Southeast Asian states In the South China Sea (SCS), a noticeable shift in the redefinition of maritime boundaries has emerged since 2009. Previously, definitions often lacked clarity and legal grounding. In recent years, Malaysia, Brunei, Vietnam, and the Philippines have sought to refine their claims, aligning them with the norms established by the 1982 United Nations Convention on the Law of the Sea (UNCLOS). This strategic move sharply contrasts with the trajectory of the People's Republic of China (PRC), whose evolving stance has been criticized for increasingly diverging from international maritime law. Between 1994 and 2016, China's assertion over the Maritime Claims (MCS) primarily relied on the controversial nine-dash line [九段线], criticized for its ambiguity regarding the extent and legal basis of the claimed maritime territory. However, since 2016, following the ruling by the Permanent Court of Arbitration, China's discourse has shifted towards the "Four Sha" theory [四沙], positing that large (sometimes fictional) archipelagos serve as the legal foundation for its maritime claims. This shift among the Southeast Asian players could be seen as a strategic move vis-à-vis China: by refining their claims to align more closely with the principles of the Law of the Sea, these nations might aim to underscore the inherently unlawful and objectionable nature of China's assertions. This tactic underscores an increasing disparity between Southeast Asian states, endeavoring to adjust their claims in accordance with international legal norms, and China, whose assertions are grounded in disputed interpretations of maritime law. The clash of legal discourses in the South China Sea The People's Republic of China (PRC) asserts its claim to the South China Sea (SCS) through what is commonly known as the nine-dash line (Fig. 1), a demarcation that has encompassed the majority of this maritime region since 1949. However, significant ambiguity persists regarding the precise meaning and scope of this demarcation, as China has yet to provide a clear explanation despite repeated requests from neighboring states. This lack of transparency has led to frustration among neighboring nations, prompting the Philippines to file a formal complaint with the Law of the Sea Tribunal in April 2013. The Chinese government's reluctance to clarify the exact nature and coordinates of the line has fueled suspicions regarding its true intentions. Even Indonesia, which does not have territorial claims in the South China Sea, expressed concerns about the legal uncertainty surrounding China's delineation of this maritime boundary in 2010. Before 2009, Southeast Asian countries involved in disputes over island formations or maritime zones in the South China Sea (SCS) had not clearly delineated their claims, either by providing legal justifications for their extensions or by publishing precise coordinates of the boundaries of the claimed maritime areas. However, on May 6, 2009, Malaysia and Vietnam submitted a joint proposal for the extension of their continental shelves in the southern part of the SCS, followed by Vietnam's independent submission for the central part of the SCS on May 7. By doing so, they publicly disclosed the positions of the outer limits of their respective Exclusive Economic Zones (EEZs). Neither state included the island formations they claim in the SCS in the definition of their EEZs or extended continental shelves. Instead, the boundaries of the 200-mile zones are determined based on each state's coastline. For instance, both Malaysia and Vietnam have excluded the Spratly Islands from the definition of their maritime zones, indicating that they consider these island formations as rocks under Article 121(3) of the United Nations Convention on the Law of the Sea (UNCLOS), which cannot generate either EEZs or continental shelves.  Are the states of Southeast Asia pursuing a political objective by modifying their legal discourse? There has been a notable evolution in the discourse of Southeast Asian states involved in the South China Sea conflict – Vietnam, the Philippines, Malaysia, and even Indonesia, which is not directly embroiled in the dispute over sovereignty in the Spratly Islands – regarding the status of these islands and their capacity to generate maritime zones. Changes in interpretation, qualifications, or legal doctrines, as well as efforts to define international norms, can potentially be seen as a mobilization of law to achieve political objectives. When questioned about the evolution of legal analyses among the protagonists in Southeast Asia, a majority of the interviewed specialists (20 out of 25) noted a clear shift in the discourse of these four countries. There is a consensus that they seek alignment with the principles of the Law of the Sea. These states are exploiting ambiguities in Article 121 for political purposes: it involves waging "legal guerrilla warfare" and "legal diplomacy" to underscore China's divergent stance and, implicitly, its disregard for the spirit of UNCLOS. Chinese Response: Reassessing Island Groups in the South China Sea? On July 12, 2016, the Permanent Court of Arbitration in The Hague issued its ruling following the Philippines' claim filed in 2013. The Court's decision rebuffed Chinese assertions regarding historical rights and determined that none of the island formations in the Spratlys qualify as islands under Article 121, precluding them from generating an EEZ or continental shelf. China vehemently rejected this ruling, refusing to acknowledge the arbitration. However, Chinese rhetoric has shifted since 2016, indicating a willingness to adjust its arguments in light of the Court's findings. Before 2016, China asserted its sovereignty over the islands in the South China Sea without specifying the status of the Paracels or Spratlys island groups. However, since 2016, China has been advancing a new line of argumentation, grouping the island formations in the South China Sea into cohesive units. Chinese sovereignty is claimed to be derived from control over four blocks of islands forming coherent entities. It appears that Chinese legal experts are attempting to introduce a novel concept, as China cannot assert itself as an archipelagic State under UNCLOS. Such status would allow continental States to draw baselines around their archipelagos, which are considered territorial units. This concept faces significant challenge from numerous Western legal experts. Hence, in the Chinese narrative, there's a departure from discussing individual island groups or the ambiguous nine-dash line, towards emphasizing four archipelagos as the fundamental units of Chinese legal discourse. This shift, while sidestepping the PCA's 2016 ruling and distancing itself from the weakened concept of "island" due to the arbitration's denial of China's EEZ rights in the Spratlys, introduces the notion of archipelagos, purportedly enabling the creation of maritime zones in official discourse. However, this stance is dubious under the Law of the Sea, as it doesn't permit continental States to exploit the establishment of archipelagos outlined by lengthy baselines. Moreover, it doesn't authorize the generation of maritime zones from archipelagic entities if the islands constituting these archipelagos cannot themselves establish an EEZ or continental shelf.    Conclusion In the South China Sea, there has been a notable shift in legal positions by both China and the Southeast Asian states. Vietnam, the Philippines, and Malaysia are now advancing the argument that the islets fail to meet the criteria outlined in Article 121(3), thus negating the establishment of an EEZ or continental shelf. This reclassification not only impacts their own claims but, more significantly, challenges China's assertion of expansive maritime territories under international law. This strategic maneuvering appears to signify a politicized manipulation of maritime legal frameworks. Conversely, China has also undergone doctrinal evolution, transitioning from conventional maritime claims rooted in the Paracels and Spratlys islands, to the historically contentious nine-dash line, and most recently, the emergence of the "Four Shas" concept, positing four coherent archipelagos as the basis for EEZs. This progression aims to establish a novel legal foundation to defend its ambitious territorial claims. In essence, these legal transformations underscore the instrumentalization of law as a means to advance and safeguard national interests, with China advocating for a distinct interpretation of international legal norms.

How are the fluctuating tensions between Washington and Beijing over Taiwan expected to affect Israel? On January 13, William Lai, the leader of the Democratic Progressive Party (DPP), was elected president of Taiwan. A few days earlier, for the first time in four years, the United States-China Defense Policy Coordination Talks took place in Washington, marking the end of a prolonged round of tension between the two powers, which had peaked in August 2022 when the speaker of the US House of Representatives visited Taiwan. Taiwan is a major point of friction in the already tense relations between the two powers. Managing the disagreements between them has broad implications, including for Israel. The ongoing strategic rivalry between the two superpowers—the United States and China—is the most important geostrategic factor of our time. The two countries are vying for technological dominance and control over resources, that will shape our future, and infrastructure that is critical for civilian, economic, and military purposes. The United States and China are also competing for global influence by forming partnerships and trying to influence world order, including its values, institutions, and mechanisms that regulate it. Can they shape the rules of the competition between them without spiraling into a military conflict that would have devastating global consequences? Taiwan may be the most volatile flashpoint in the complicated relationship between the two powers. For China, the “reunification” with Taiwan is one of its “core interests”—a top objective and a flagship issue in its foreign policy. Although the United States has repeatedly declared that it is committed to the “one China” policy, it is also an ally of Taiwan. The United States has warned China to refrain from making unilateral, aggressive moves vis-à-vis Taiwan, while supplying Taiwan with military resources to deter China and prevent a forceful takeover. Since assuming power in 2013, President Xi Jinping of China has repeatedly emphasized Taiwan’s unification with China as a key objective. During a meeting with President Joe Biden in November 2023, President Xi said that China “prefers” a peaceful unification, but he did not dismiss the use of force. On the eve of Taiwan’s 2024 elections, President Xi further stated that unification is “inevitable.” The tensions between the powers over Taiwan had escalated following the previous elections on the island in 2020. During this period, senior American officials visited Taiwan, and the United States and Taiwan signed weapons deals in August and September of that year, followed by a marked increase in Chinese military aircraft penetrating the island’s air defense identification zone and crossing the “midline” between the island and mainland China. China’s perception of encirclement was further heightened by the United States’ strengthening of its alliances and initiatives in the Indo-Pacific region (such as QUAD, AUKUS, and IPEF) and by the increased diplomatic pressure exerted on China, through boycotting the 2022 Winter Olympics and protesting its human rights record. But even during this period, despite rising tensions, the two nations maintained ongoing communications, including the Alaska talks in March 2021—although they were notably tense—and the meeting between the presidents in November of that year. The tension peaked in April 2022, when then Speaker of the US House of Representatives Nancy Pelosi announced her intention to visit Taiwan. China strongly protested, and the White House even recommended Pelosi to reconsider her visit due to concerns about potential military escalation. Pelosi refused and proceeded with her visit in August, delivering a speech at the Taiwanese legislature and advocating for increased American–Taiwanese cooperation. In an article published in the United States before her visit, Pelosi wrote that “at a time when the world faces a choice between autocracy and democracy . . . it is essential that America and our allies make clear that we never give in to autocrats.”   In response to Pelosi’s visit, China held a large-scale military exercise that disrupted air and maritime traffic in the region and released a white paper emphasizing “The Taiwan Question and China’s Reunification in the New Era.” Furthermore, as a countermeasure to Pelosi’s visit, the Chinese Ministry of Foreign Affairs announced that it was suspending all dialogue and cooperation with the United States, including dialogues between the military commands, the ministries of defense (DPCT), and the maritime military coordination (MMCA), and cooperation in the fields of illegal immigration, criminal legal assistance, transnational crimes, counternarcotics, and climate change. In November 2022, presidents Biden and Xi met in Bali, Indonesia, in an attempt to put the relations between the two powers back on track. After the meeting, the White House issued a statement announcing that the United States will continue to compete actively with China, but the two countries must manage their competition responsibly, without letting it escalate, while maintaining open channels of communication and continuing to cooperate on global issues such as climate change, counternarcotics, debt relief, health, and food security. Regarding Taiwan, the United States reiterated its commitment to the one China policy but strongly opposed China’s aggressive actions, which violate peace and stability in the Strait and in the entire region. The Chinese also released a statement, noting that President Xi highlighted that Taiwan is a core Chinese interest and constitutes a red line that is nonnegotiable in the relations between the two countries. It was anticipated that the year 2023 would begin on a more positive tone, with US Secretary of State Antony Blinken’s scheduled visit to China in February. The visit was canceled when a Chinese balloon was discovered floating over US territory for a week until the US Air Force intercepted it. Although the White House at first tried to downplay the incident, with President Biden initially referring to it as a “minor breach” and said that the Chinese government was unaware of the issue. China claimed that a weather monitoring and research balloon had strayed off course. Public pressure, however, led the administration to cancel Blinken’s visit. Subsequently, the US Department of Commerce imposed restrictions on six Chinese companies linked to balloon and aviation technologies that are used by the Chinese military, requiring that they receive special approval to access American technology. In April and May, China retaliated at a relatively low bar by imposing sanctions on a US member of Congress who visited Taiwan and sentenced an American citizen living in Hong Kong to life imprisonment, for alleged espionage for the United States. These actions reflect the efforts of both China and the United States to take focused, restrained measures, to avoid escalating tensions. The absence of a strong reaction from China to the establishment of a select committee within the US House of Representatives, focused on examining the US–China strategic competition, suggests that China sought to prevent further escalation of the conflict.   Efforts to end the crisis and restore talks were renewed in May 2023 when the head of the CIA met with his Chinese “counterparts.” In June, US Secretary of Defense Lloyd Austin and Chinese Minister of Defense Wei Fenghe met on the sidelines of the Shangri-La conference in Singapore. Secretary of State Blinken’s anticipated visit to China took place later that month. In July, US Special Envoy for Climate John Kerry and Secretary of the Treasury Janet Yellen traveled to China, followed by a visit of US Secretary of Commerce Gina Raimondo in August. These high-level meetings concluded on a note of cautious optimism, with both sides acknowledging “progress” but not a “solution,” as the purpose of the meetings was to stabilize relations rather than to resolve the issues in dispute. In September 2023, Secretary of the Treasury Yellen and Chinese Finance Minister He Lifeng launched two new working groups on economic and financial issues. Moreover, Pentagon officials and their Chinese counterparts met and discussed the US Department of Defense’s cyber strategy, followed by a meeting of the American and Chinese presidents in San Francisco in November. The American efforts to renew the military dialogue between the two countries was initially met with refusal by China until December, when General Brown, the chairman of the Joint Chiefs of Staff, spoke with his Chinese counterpart General Liu Zhenli. In early January 2024, a few days before the elections in Taiwan, the annual Defense Policy Coordination Talks between the two countries were held at the Pentagon for the first time in four years. These developments reflect China’s acute sensitivity toward the Taiwan issue and its willingness to take significant measures against perceived violations of its One China Policy, especially by the United States. Despite numerous disputes, the growing rivalry between them, the defiant measures, and the reciprocal sanctions, these events highlight that the two powers recognize the importance of keeping channels of communication open. This dialogue is crucial for pursuing shared interests, resolving disputes, and minimizing the risk of military escalation that could have far-reaching consequences for both nations as well as the global community. The ongoing tension between the United States and China over Taiwan also has implications for Israel. First, the increasing friction between the powers has accelerated the formation of two opposing camps and has limited Israel’s ability to maneuver between them. As demonstrated (again) since the outbreak of the war between Israel and Hamas, the United States is Israel’s greatest friend and its most important strategic ally. While China is an important economic partner of Israel, its policy is not that of a friend, and its oppositional stance toward Israel has the potential to cause significant damage. The United States expects its allies to stand by its side and to align more closely with its policies vis-à-vis China, especially concerning advanced technologies and critical infrastructure. Failing to meet US expectations could strain US–Israel relations. Second, a military escalation between the United States and China would also have global economic consequences, seriously disrupting supply chains of raw materials and essential goods crucial to Israel. Finally, the US administration recently linked the military aid granted to Israel to that of both Taiwan and Ukraine, framing them as three democracies under threat. While this linkage underscores the US commitment to its allies, it also creates constraints and interdependencies. The attention and resources that the United States currently allocates to Israel and to the broader challenges in the Middle East could be compromised if the United States faces serious military crises elsewhere in the world, and this could have far-reaching impacts on Israel.

The EU should try to attract more business from Taiwan, though Taiwan’s January 2024 election hasn’t made the job easier Taiwan’s economy has transformed since 2016 under the leadership of the Democratic Progressive Party (DPP). In particular, the Taiwanese economy has diversified away from mainland China, while reliance on semiconductors is now even more acute than eight years ago. In elections in January, the DPP won the presidency for a third term but lost overall control of Taiwan’s parliament, the Legislative Yuan. In contrast to the previous two terms, the DPP therefore needs to agree policy, including economic policy, with other parties. this could signal a softer approach in relation to the continuation of diversification away from the mainland. Ongoing diversification Mainland China remains Taiwan’s biggest export and investment destination, despite the share of Taiwan’s exports that go to China reducing from 40 percent on average between 2016 and 2019 to 35 percent in 2023 (Figure 1). This has happened even though Taiwan signed a free trade agreement with mainland China in 2010 – the Economic Cooperation Framework Agreement (ECFA) – which at the time led to an increase in Taiwanese exports to the mainland. The COVID-19 pandemic in 2020 also triggered a sharp increase as the rest of the world entered a deep recession, but the trend has not lasted. Since 2021, the share of Taiwanese exports going to the mainland has dropped significantly, influenced by US export controls on high-end semiconductors, with a clear knock-on effect on Taiwanese exporters.   Taiwanese FDI into mainland China has also shrunk rapidly, from 65 percent of total Taiwanese FDI on average from 2008-2016 to 34 percent on average from 2017-2023 (Figure 2). The difference between these periods is that in the former, Taiwan was governed by the Kuomintang (KMT, Chinese Nationalist Party), which favours closer relations with the mainland, while in the latter period the DPP was in charge. There are both geopolitical and economic reasons for mainland China’s falling share of Taiwanese FDI. First, the ECFA trade and investment agreement, reached under the first term of KMT President Ma Ying-jeou, was not extended when a new round of negotiations started in 2012, to include technological cooperation, finance and people-to-people exchanges. A broader economic agreement between Taiwan and the mainland, mostly focusing on services – the Cross-Strait Service Trade Agreement (CSSTA) – fell victim to lack of consensus among Taiwan’s main political parties, increased tensions in the Taiwan Straits and student protests in Taiwan (the so-called Sunflower movement) in 2014.1 Second, with the DPP victory in 2016, the new Southbound Policy 2 was launched, offering incentives for Taiwanese companies investing in 18 Asian countries, including ASEAN 3, India and other South Asian and Australasian nations. In addition, rising labour costs in mainland China, the ongoing trade war between the US and China, an increased regulatory burden in the mainland and political tensions between the two sides of the Taiwan Strait also pushed Taiwanese businesses to look elsewhere to invest. -    The new political reality and geographical diversification While the election-winning DPP wants to see further diversification away from the mainland, the more pro-China party, the KMT, wants reinforced economic relations with China.4 Because of the now-hung parliament, the DPP will need to take some of the KMT’s wishes into account it wants pass new rules, including those related to geographical diversification. Beyond the two parties’ preferences, two other important issues also need to be factored in. First, geographical diversification requires open markets but Taiwan is increasingly unable to open any market through trade or investment deals. Taiwan has spent the last eight years negotiating bilateral deals with its closest allies, Japan and the US, but the DPP administration has not even been able to complete these. Incoming President Lai has said that Taiwan should continue to push to be part of the Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP), to which it applied in September 2021, but the reality is that Taiwan’s application has little hope of success. China officially applied to be a member of the CPTTP only a couple of days before Taiwan. Since then, the United Kingdom has become a member of CPTTP, but the negotiation processes with Taiwan and mainland China have not started. Australian’s prime minister, Anthony Albanese, has expressed severe doubts about Taiwan’s ability to become member of CPTTP because of lack of international recognition of it as a nation-state.5 Second, while the DPP is likely to continue to offer more fiscal incentives to promote diversification in Southeast Asia and India (under the Southbound Policy), the fastest-growing destination for both exports and foreign direct investment from Taiwan is the United States, followed by Japan. This can be explained by the ongoing artificial intelligence revolution, which needs semiconductors, and the decisions of some key Taiwanese chip companies (especially TSCM) to open factories overseas for chip production, with the US and Japan as the most important destinations. In other words, the DPP’s push for geographical diversification might not be the main reason why diversification has happened; rather, it has been driven by market forces and business opportunities. This also means that the KMT push to maintain – if not deepen – economic ties with mainland China might not succeed unless China’s currently underwhelming economic performance turns around. Implications for the European Union So far, the EU has benefitted little from Taiwan’s trade and investment diversification, at least when compared to the US and the rest of Asia. The EU’s export share into Taiwan has remained practically stagnant (while the US has doubled its share), notwithstanding a large increase in exports from the Netherlands for a single item – ASML’s lithography machines for chip production. The EU lacks a trade or investment deal with Taiwan, but so do some of Taiwan’s other trading partners, including the US. Considering that the EU is the largest foreign direct investor in Taiwan, the question arises of whether the EU should do more to foster more bilateral economic relations. The gains could be substantial, especially from inbound FDI as Taiwanese investment focuses on high-end manufacturing. There has been some movement. A €5 billion investment in France by a Taiwanese company (ProLogium) was announced in May 2023 to build a battery factory 6 . TSMC announced in August 2023 a €4.5 billion investment in a semiconductor factory in Germany 7 . But for the EU to catch up with Japan and the US as a recipient of outbound FDI from Taiwan, the result of Taiwan’s elections could be an obstacle. This is because the DPP will have less control of the economic agenda because it does not control the Legislative Yuan. The close-to-impossible negotiation of a trade and investment deal between the EU and Taiwan – as shown by Taiwan’s difficulties in relation to Japan, the US and the CPTTP – does not point to any improvement in the institutional framework for economic relations to improve. The question, then, is what can the EU offer to attract high-end foreign direct investment from Taiwan? Subsidies to attract semiconductor factories cannot be the only answer, given the very large amounts needed and the pressure such subsidies put on EU member states’ already stretched finances (Legarda and Vasselier, 2023). Working with business associations and chambers should be a key driving force to improve business relations between Taiwan and the EU, especially considering that the EU is the largest foreign foreign direct investor in Taiwan, while Taiwanese companies have been absent from the EU single market until recently. Overall, the US and the rest of Asia have been the main winners from Taiwan’s rapid diversification of its economy away from mainland China. The EU, which is lagging, should work to enhance its economic exchanges with Taiwan. Hopefully the January 2024 election results will facilitate this. Most importantly, the EU should aim to attract more high-tech FDI from Taiwan. Unfortunately, a better institutional framework through a trade/investment deal seems highly unlikely, for geopolitical reasons. This puts all the burden on chambers of commerce and other forums to improve business relations. References 1- The Sunflower Movement was a student-led protest that occuped Taiwan’s Legislative Yuan to put pressure on the KMT government against signing a second cooperation deal with mainland China. See Ho (2018). 2- See the New Southbound Policy portal at https://nspp.mofa.gov.tw/nsppe/. 3- Brunei, Cambodia, Indonesia, Laos, Malaysia, Myanmar, Philippines, Singapore, Thailand and Vietnam. 4- Alicia García-Herrero, ‘Taiwan’s future economic direction hinges on the election outcome’, First glance, 12 January 2024, Bruegel https://www.bruegel.org/first-glance/taiwans-future-economic-direction-… 5- Claudia Long and Stephen Dziedzic, ‘Albanese says Australia is unlikely to support Taiwan 6- France24, ‘Taiwanese battery maker Prologium to invest €5 billion in French factory’, 12 May 2023, https://www.france24.com/en/europe/20230512-taiwanese-battery-maker-pro…. 7- DW, ‘Taiwan’s TSMC to build semiconductor factory in Germany’, 8 August 2023, https://www.dw.com/en/taiwans-tsmc-to-build-semiconductor-factory-in-ge…. Ho, M.-S. (2018) ‘The Activist Legacy of Taiwan’s Sunflower Movement’, Carnegie Endowment for International Peace, 2 August, available at https://carnegieendowment.org/2018/08/02/activist-legacy-of-taiwan-s-sunflower-movement-pub-76966 Legarda, H. and A. Vasselier (2023) ‘Navigating Taiwan relations in 2024: Practical considerations for European policy makers’, China Horizons, 21 December, available at https://chinahorizons.eu/our-research/policy-briefs/278-navigating-taiwan-relations-in-2024-practical-considerations-for-european-policy-makers

In an ideal world, Taiwan's national elections would have nothing to do with China or the United States, let alone the relationship between these two countries. However, the victory of Lai Ching-te, hitherto the vice-chairman of the Democratic Progressive Party (DPP) government, a candidate who enjoys no sympathy from Beijing, has implications for China-Taiwan and China-US relations. In any case, the DPP's victory has not guaranteed it an absolute majority - in a chamber composed of 113 seats, the vote for the DPP fell from 61 to 51 (because of the poor economic situation) - and it will be forced to negotiate a coalition government. Taiwan's national elections are a matter of world order mainly because one of Xi Jinping's policy priorities is the "historical inevitability" of "unification" between China and Taiwan. If Xi fulfills his ambition, changing the borders and territorial integrity of a country through military force, it would be a flagrant violation of the international liberal order. Given U.S. President Joe Biden's promise - that Washington would defend Taiwan if invaded by China - "reunification" would provoke a war between the two powers, between revisionist and authoritarian China and the United States, the country that has created, sustained and led the international order after World War II. While Western politicians and analysts argue that China, as a revisionist power, increasingly poses a threat to the stability of the region and the international liberal order, for Taiwan it is an existential issue. The successful consolidation of Taiwan's democracy in recent decades has intensified the growth of a distinct Taiwanese identity. As the political systems of China and Taiwan continue to diverge, there is little support on the island for "unification." Taiwan is increasingly anchored to the West and its population is broadly in favor of strengthening relations with liberal democracies, especially Japan, the United States and Europe. From the beginning of the campaign, all three candidates - DPP's Lai, Hou Yu-ih of the Kuomintang (KMT), which increased its number of legislators from 38 to 52, and Ko Wen-je of the Taiwan People's Party (TPP), which has won 8 seats - expressed that the priority of their foreign and domestic policies would be to preserve Taiwan's de facto independence and peace with China. However, their strategies to achieve this are divergent. The strategy of Lai, the candidate who won the election, is to strengthen political, military and economic ties with the United States and its allies; while Hou and Ko intended to restart the dialogue with Beijing, which China interrupted after the inauguration of President Tsai Ing-wen in 2016 (William Lai's predecessor, who served two presidential terms at the helm of the country). The new government, possibly a coalition between the DPP and KMT, will be rocked by debates over increased Defense spending. KMT politicians disagree with the DPP on the details of military strategy and what weapons to procure from the United States. In 2022, Washington and Taipei launched an ambitious trade initiative as well as security cooperation. Thus, Washington increased the number of troops deployed in Taiwan to train its military and expanded the training of Taiwanese soldiers in the United States. The new president faces economic problems that have undermined the popularity of the ruling DPP. But undoubtedly his biggest problem is relations with China. Strengthening Taiwan's defenses and minimizing Beijing's provocations-which are likely to increase in the form of military maneuvers and economic pressures-will remain the DPP's policy priorities in Taiwan. However, it does not seem clear that the DPP has a clear strategy for dealing with Xi Jinping's possible decisions. Xi is unlikely to conclude that he can tolerate Taiwan's trajectory. Lai's victory has deeply irritated the Chinese Communist Party. The election results can be read in the key of a referendum on Taiwan-China relations. Beijing has lost it to the United States. Peaceful "unification" is becoming less and less viable. Rather, there are signs that the Chinese Communist Party perceives that the trend in Taipei-Beijing relations is not moving in Beijing's favor. As a result, Xi may take the decision to act to achieve unification. Xi has stated that the Taiwan issue cannot be passed on to future generations and that achieving unification is the essence of the country's rejuvenation. "Historical inevitability" may turn into practical decision - use of military force - given China's unsatisfactory economic situation. Xi may try to make unification an important part of his political legacy. The outcome of the Taiwan election will not influence Xi Jinping's decisions. The results confirm a status quo in Taiwanese politics - the continuity of the DPP government - but it means increased pre-war tensions between Taiwan and China, as well as between China and the United States.

Comrade Choe Son-hui, I am very glad to welcome you and all your delegation members to Moscow in the first days of 2024. I would like to once again congratulate you and our Korean friends on the holidays we have celebrated recently and wish you all the best and every success in the new year. The timing of this meeting provides us with a perfect opportunity to conduct a preliminary review of our efforts to carry out the agreements resulting from the summit between President of Russia Vladimir Putin and Chairman of State Affairs of the Democratic People’s Republic of Korea Kim Jong-un at the Vostochny Space Launch Centre in September 2023. We are proactively working on these matters. I have warm memories of my visit to Pyongyang in October 2023 and the hospitality you extended to our delegation. The 10th meeting of the Russian-Korean Intergovernmental Commission for Trade, Economic, Scientific and Technical Cooperation in November 2023 was another important event. There were also other bilateral exchanges at the agency, ministry, and regional levels. We appreciate the fact that DPRK’s Minister of Physical Culture and Sport, Kim Il-guk, took part in the Russia – A Sports Nation international forum in Perm in October 2023, while DPRK’s Minister of Culture Sung Jong-gyu proactively contributed to the 9th St Petersburg International Cultural Forum in November 2023. The visit by a delegation from the Primorye Territory to Pyongyang, led by Governor Oleg Kozhemyako, in December 2023 was also very useful. These contacts mark the beginning of an intensive and demanding, but also fruitful and rewarding, work to expand our relations across the board. We are preparing several other important events, including on cultural and humanitarian matters. I can mention the upcoming performance by Mariinsky Theatre’s Primorye branch in Pyongyang, as well as the participation of Russian performing groups in the annual April Spring festival. Today, we will have a detailed discussion on topical bilateral matters, including ways to further enhance our practical cooperation. As for the international agenda, we are looking forward to continuing our trust-based dialogue on the situation on the Korean Peninsula and in Northeast Asia in general. Russia reaffirms its principled position on the need to find comprehensive and fair solutions to the existing problems. We have always advocated for talks without preconditions as a path to achieving lasting peace and stability across Northeast Asia. Russia has independently submitted proposals to this effect, as well as together with the PRC, to the UN Security Council. These proposals are currently on the negotiating table. We must recognise that the policy pursued by the United States and its regional satellites to create security threats for the DPRK does nothing to promote any positive advancements. We will continue to call for the rejection of any steps that lead to escalation and heightening tensions. We are working together within a broader geography on security matters in the Asia-Pacific region, where we must uphold universal mechanisms rooted in ASEAN proposals and which have been effectively operating for many decades. However, attempts by the United States and its allies to create closed, bloc-based formats and to expand NATO infrastructure to this region undermine these mechanisms and erode their effectiveness. We have been working closely and very successfully with Pyongyang within the United Nations and at other multilateral organisations. Russia has always supported the DPRK within the UN and appreciates the fact that you have treated Russia in the same manner, including on matters related to the ongoing special military operation in Ukraine. We have a packed agenda, and I am certain that today’s talks will enable us to advance towards delivering on the agreements between our leaders resulting from the September 2023 summit.