Opinion

Ian Bremmer

Political risk must-reads

Ian Bremmer
Dec 14, 2012 20:39 UTC

Eurasia Group just started posting our favorite political risk articles of the week on Foreign Policy, which I’d like to share here as well.  As always, feel free to give us your feedback or selections @EurasiaGroup or @IanBremmer. This is being reprinted from ForeignPolicy.com.

Must-Reads

1. “Why the Reset Should Be Reset
Thomas E. Graham and Dmitri Trenin, New York Times

In light of Vladimir Putin’s State of the Union address on Wednesday, a speech which signaled more of the same on the home front, it’s worth tracking the shifting dynamic between Russia and the United States. With relations deteriorating, is a grander “longer-term strategic framework” out of the question?

2. “For Better Planning, Watch Global Demographic Trends
Joseph Chamie, Yale Global

In a world of economic uncertainty, some demographic trends hold predictive power. Here are seven of them.

Hillary goes, China grows: The game plan for the next Secretary of State

Ian Bremmer
Dec 10, 2012 22:15 UTC

In a country balanced on the precipice of a “fiscal cliff,” we sure are talking a lot about the next secretary of state. In his second term, President Barack Obama will also likely have to name a new treasury secretary, defense secretary, transportation secretary, Securities and Exchange Commission chairman and Central Intelligence Agency director, at the least. But, despite an imminent fiscal cliff, suffocating unemployment and a widening disparity of wealth across the United States, it is the anticipation of Hillary Clinton’s replacement that has sparked the most discussion.

Largely, this is because of Susan Rice. Rice, a longtime foreign policy adviser to Democrats, has been Obama’s United Nations ambassador for four years. Obama, reports suggest, would like to nominate her to be the new secretary of state. Republicans, reports are clear, are having none of it. Rice’s involvement in the administration’s initial confusion over the embassy attack in Libya — she repeated the administration’s misinformed talking points — has made her the target of withering critiques before she is even officially nominated.

So what is Obama to do? If he nominates Rice, he will have an unnecessary fight on his hands. No matter how competent she might be, it is not clear that she would be confirmed, which is what matters most. And in a moment when bipartisan negotiation is — at least ostensibly — the most important goal in Washington, launching a politicized candidate into a nomination battle may not fly.

What do we know about China’s new leadership?

Ian Bremmer
Nov 28, 2012 21:19 UTC

As China obsessives know, it is tough to read tea leaves when the water is as opaque as that surrounding China’s Politburo. In the wake of the Chinese leadership transition, we’re left to sift through the news in search of answers. There is plenty we do not know about the process or what its outcome will bring, but when it comes to underlying themes we can understand, it is possible to make some predictions.

Start with solidarity. In the most telling example of Chinese political unity, the Politburo, the elite political body that makes all of China’s major decisions, went from nine people to seven to consolidate control of the political process. The Communist Party is now more unified than before and is less likely to tolerate dissent from within. The stability of the Communist Party is paramount. All else will fall in line.

Note what happens to those who don’t. If the Bo Xilai incident demonstrated anything, it’s that, in China, nails that stick up will be hammered down. There is no room for leaders who stray from the party platform.

In Syria, a rare Chinese foray into foreign policy

Ian Bremmer
Nov 20, 2012 15:14 UTC

This month, a curious thing happened in the annals of diplomacy. A country offered up a peace plan to put an end to a seemingly endless civil war in Syria. This country was not one of the usual foreign policy suspects — it was not the United States, it was not in Europe, and it wasn’t Syria’s neighbor. It was a country that has no real experience in playing the world’s policeman. But, seeing a world filled with retired officers, it decided to try on the uniform for itself. China has taken another step into the spotlight of the world stage.

This is what happens in a G-Zero world — a world without any specific country or bloc of countries in charge. China has long been content to watch world events play out and then react, trusting that another country would step in to put volatile situations to rest. But that’s not happening with the Syrian conflict and its spillover into the broader Middle East. Americans feel that the issue doesn’t affect them enough to intervene. Europeans, as a Union, don’t seem to be particularly interested, even if some smaller countries are. And with those powers on the sidelines, suddenly the Chinese have a much bigger problem — a civil war that could metastasize into regional instability. The Chinese have far too much at stake in Iraq and Iran for that to happen: 11 percent of China’s oil imports come from Iran, and it is on track to be the chief importer of Iraqi oil by 2030.

And so China stepped in, offering a peace plan. The details — cease-fire, a committee that negotiates a political solution to the war, etc. — are not as important as the plan’s mere existence. It’s symptomatic of China’s new approach, one that Hu Jintao hinted at in one of his final addresses as Chinese president. He said China would “get more actively involved in international affairs, (and) play its due role of a major responsible country.” In the wake of downturns in the West, there is a new diplomatic structure emerging. China is determined to be one of its architects.

Rocking the vote may not rock the boat

Ian Bremmer
Nov 6, 2012 19:59 UTC

This week — chads willing — Americans will finally put an end to four years’ worth of electoral Sturm und Drang. Only then can the country begin to ask the question that matters much more than who will win: Will anything change? On foreign policy, it’s increasingly clear that the answer is, for the most part, no.

Likewise, this week — politburo willing — the Chinese will finally put an end to a year of bureaucratic angst. The powers that be hope that once a new president is installed, the Communist Party can put months of scandal behind it (Bo Xilai’s trial and Wen Jiabao’s family fortune, to name just a couple) and start to answer the question they’re most eager to put to bed: Will anything change in a new regime? On foreign policy, it’s increasingly clear that the answer is — you guessed it — for the most part, no.

In a volatile world, American and Chinese foreign policies appear, at least for the next few years, set in stone.

Sandy clouds the election’s final act

Ian Bremmer
Oct 31, 2012 21:52 UTC

With Election Day 10 days away, there has been no “October surprise.” The economy plods slowly forward. Iran has not exploded. No shots have been fired in the South China Sea. Syria’s carnage continues, but the two candidates agree that U.S. troops should remain outside the line of fire. Republicans have tried without much success to use the killing of the U.S. ambassador in Benghazi to backfoot the president.

Just when it seemed we’d have an election without a last-minute wildcard, along comes Sandy. The storm has claimed lives, destroyed homes, cut power — and created uncertainty. The media and the country have turned away from the election toward the disaster’s startling images and human toll.

We can’t yet know if the storm will boost either candidate, but it has certainly added new variables, new questions, and new tests as the two campaigns make the final turn toward judgment day. Now that the clouds are parting, what’s next in the forecast?

America’s way or Huawei

Ian Bremmer
Oct 26, 2012 22:05 UTC

If you watched the third presidential debate this week, you got the sense that in the U.S.-China relationship, there are only good guys and bad guys, and all the bad guys are in China. The Americans are the valiant defenders of well-paying jobs; the Chinese are the ones who make tires so cheap it hurts the Americans. The Americans have a currency so free it’s the envy of the world; China’s is so manipulated it stunts competition the world over. But the squabbling isn’t limited to what you heard at the debate or just the two governments. It’s also happening between governments and private companies.

For years, Huawei, a Chinese telecom giant, has been trying to break into the U.S. market. Huawei wants to provide communication infrastructure to the U.S., but the U.S. wants to make sure Huawei, founded by former members of the People’s Liberation Army, isn’t actually a spy organization. Huawei claims to be just like any other Silicon Valley tech giant. U.S. intelligence agencies, despite finding no evidence of spying, view Huawei’s technology as too vulnerable to hackers. The House Intelligence Committee classified Huawei as a national security threat. State capitalism and the challenge it poses have expanded enough that the government is officially worried about them.

The U.S. appears to be coordinating with the Canadians to resist Huawei’s advances. Stephen Harper, the Canadian Prime Minister, called his country’s relationship with China “complex” and acknowledged that there’s a national security dimension to its dealings with Huawei. In the midst of investing in cyber security, the Canadian government is also considering whether to allow Huawei to bid on building a new national email system.

Four Debate Questions for Obama and Romney

Ian Bremmer
Oct 22, 2012 01:22 UTC

There will always be a wide gap between what candidates promise and what they deliver once elected, particularly when it comes to foreign policy. After all, this is an area where U.S. presidents have less control than either candidate will ever admit near a microphone. But this year, there are contradictions that cut straight to the heart of debates over American power and how it should be used. With that in mind, here are the questions I would like to see each candidate answer.

THE CHINA CONUNDRUM

    President Obama, given how much money the United States borrows from China each day, how can your administration expect to persuade the Chinese government to do anything it wouldn’t otherwise do? Governor Romney, you have pledged that, if elected, you will formally label China a “currency manipulator” on day one of your presidency. This decision would surely provoke a sharp response from China. Are you risking a trade war, and how could the United States win a trade war with China?

China-bashing has figured into many a U.S. presidential campaign. As China’s economy and geopolitical importance has grown — and as U.S. manufacturing jobs have moved from U.S. swing states to China and other foreign countries — both sides have tried to score points by promising to “get tough” with Beijing. Given the economic interdependence of the two countries and continued Chinese willingness to loan money to the United States, voters are right to wonder how seriously they should take all this anti-Chinese rhetoric.

SYRIA AND THE MIDDLE EAST

    President Obama, does the United States have a moral responsibility to protect Syrians from their government? Governor Romney, if we were to see large-scale pro-democracy demonstrations in Saudi Arabia, similar to those we saw last year in Cairo, would your administration side with the Saudi citizens demanding democracy? Or would you side with their government, a key U.S. ally?

President Obama cited moral concerns for the U.S.-led NATO intervention in Libya. Syria is a much more politically and logistically complicated problem for outsiders contemplating involvement, but the moral imperative — protecting citizens who are being killed by their government — appears the same. Where is the line in U.S. foreign policy between pragmatism and moral concerns?

Romney’s only path forward: Back the way he came

Ian Bremmer
Oct 3, 2012 15:27 UTC

Six months ago, the U.S. election was about the economy, and little else. Nearly everyone agreed that for Mitt Romney to win, he’d have to exploit Barack Obama’s glaring weakness: an economy that was as stubborn as the Congress that refused to rescue it. Unemployment was high, Europe’s future was uncertain and the markets were volatile. Not coincidentally, polls showed the two men neck and neck.

But now Mitt Romney has kicked off the week of the first presidential debate – which is focused on domestic policy – with a foreign policy op-ed in the Wall Street Journal. Noting the recent protests over the Innocence of Muslims video and the Iranian nuclear program, Romney writes: “These developments are not, as President Obama says, mere ‘bumps in the road.’ They are major issues that put our security at risk.” Obama’s now just as vulnerable on foreign policy as on the economy, and Romney seems to realize it. So what’s the problem? Voters are still basing their decision overwhelmingly on the economy. Romney has flipped the electoral script, but it’s not a winning strategy. He would be wise to get back on message before it’s too late (which it already may be).

Over the past few months, the global and domestic economies have averted the double-dip disaster that seemed so imminent. The Europeans have made significant strides toward a stronger union, the Supreme Court upheld the Democrats’ healthcare law, Ben Bernanke moved forward with a new round of quantitative easing, the housing sector appears to be growing again, and consumer confidence is at its highest in the last four months. That unemployment remains high and GDP remains weak means that 81 percent of voters still think that the economy is “not so good” or “poor,” according to a Washington Post/ABC News poll. And yet that and other polls show that there’s an even split on which candidate voters think is best equipped to handle the economy.

Getting away with it while the world’s cop is off duty

Ian Bremmer
Oct 1, 2012 13:30 UTC

As the world convened at the U.N. General Assembly last week, the willingness of the Obama administration to risk blood and treasure promoting democracy abroad was on full display: Barack Obama gave a stirring speech defending American values and asking other democracies to adopt them. But Obama’s rhetoric doesn’t tell the whole story. He didn’t deliver his speech until after an appearance on a daytime chat show, in obvious support of his re-election campaign.

Many foreign policy experts have criticized Obama for wasting time with Barbara and Whoopi on The View when he could’ve been engaging with foreign leaders on the East Side of Manhattan. But the experts’ takeaway from Obama’s priorities last week is no different than it has been from the administration’s response to months of civil war in Syria, the teeter-tottering of Libya, the reluctance to pose a credible military threat for Iran and the refusal to engage in the Middle East peace process.

The U.S. is willing to do less on the world stage than it has since the onset of World War Two. In the long term, this reset of foreign policy and military initiatives may yield the country a peace dividend. In the short term, there are three international issues where the situation on the ground is deteriorating rapidly and where, in the past, a U.S. president might have intervened. Let’s look at them:

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