Trump’s Tariff Threats and Supply Chain Bifurcation: A Lose-Lose Proposition
Jayant Menon
Trump’s threat of tariffs on various countries including China could spark a 1930s-era trade war.

Jayant Menon
Trump’s threat of tariffs on various countries including China could spark a 1930s-era trade war.
Joanne Lin|William Choong
The political tides are going against the recently impeached South Korean President Yoon Suk-yeol and Japanese Prime Minister Shigeru Ishiba. This could adversely affect the trilateral security arrangement involving Japan, South Korea and the US.
Lee Sue-Ann|William Choong
Data from a multi-year trend analysis of Southeast Asian perceptions of China suggest that the region remains apprehensive about China’s growing power and influence. Yet in the face of greater uncertainty over the future of the United States’ leadership role in the region, the preference has been to try to keep the peace with China.
Veerle Nouwens
Fulcrum editor Julia Lau discusses the recent Shangri-La Dialogue (SLD) and the significance of two decades of the SLD with IISS Executive Director, Veerle Nouwens.
Aufa Doarest|Maria Monica Wihardja
An examination of recent trade and FDI flows shows that ASEAN has been benefitting from the reconfiguration of global supply chains as a result of intensifying US-China strategic rivalry. But these gains could well be reversed if the US-China intensifies and leads to a sharp decoupling of global supply chains.
Ford Hart
Southeast Asian countries exercised significant agency in protecting their geopolitical interests during Donald Trump’s presidential administration. They would be likely to do so again if there were a second.
Chhay Lim|Melinda Martinus
Instead of punishing Cambodia for its domestic record and closeness to China, the US has a chance to work with Phnom Penh’s new leaders as they seek to diversify their economy and foreign policy.
Maria Monica Wihardja
US tariff hikes on Chinese goods have raised US imports from Southeast Asia. The medium- and long-term impacts are more uncertain and potentially disruptive; the region must be on guard.
John Lee
The race for some Southeast Asian countries to anchor themselves in the global semiconductor industry is open and evolving, even as it is complicated by factors like great power rivalry.
The State of Southeast Asia Survey
Kristina Fong Siew Leng
A deep dive into private sector sentiments can yield some insight into ASEAN’s preferred economic partner of choice.