Podcast appearances and mentions of asia strategy

This week on Sinica, we're running an interview with Jeffrey Bader from early last year. We learned on Monday morning that Jeff had died, and we dedicate this interview to his memory.___This week on Sinica, Kaiser chats with Jeff Bader, who served as senior director for Asian affairs at the National Security Council during the first years of the Obama presidency, until 2011. Now a senior fellow at the John L. Thornton China Center at the Brookings Institute, Jeff was deeply involved in U.S.-China affairs at the State Department from his first posting to Beijing back in 1981 continuously for the next 21 years, through 2002. He later served as U.S. ambassador to Namibia and was tapped to head Asian Affairs at the NSC after Obama took office. Jeff is the author of a fascinating book on Obama's China policy, Obama and China's Rise: An Insider's Account of America's Asia Strategy. In this conversation, he offers a candid critique of the Biden China policy to date.Note that this conversation was taped in mid-February — before the Russian invasion of Ukraine began, and before the Department of Justice announced the end of the “China Initiative.”Note that this conversation was taped in mid-February — before the Russian invasion of Ukraine began, and before the Department of Justice announced the end of the “China Initiative.”3:23 – How viewing China over 40 years of rapid development has shaped the way Jeff thinks about China8:54 – Jeff Bader's critique of the Biden administration's China policy19:40 – Is it important to have a China strategy?24:55 – Right-sizing China's ambitions: Is Rush Doshi right?31:17 – Defining China's legitimate interests38:31 – Has China already concluded that the U.S., irrespective of who is in power, seeks to thwart China's rise?43:16 – How can China participate in the rules-based international order?47:52 – Is it still possible for Biden to change his tune on China?52:57 – How much room does Biden have politically? Can he exploit to electorate's partisan divide on China?59:54 – What is the “low-hanging fruit” that Biden could pluck to signal a lowering of temperature?1:12:09 – Jeff Bader's precepts for better understanding of — and better policy toward — ChinaRecommendationsJeff: Autumn in the Heavenly Kingdom, a book by Stephen Platt about the Taiping Civil War focusing on Hong Rengan.Kaiser: Re-recommending two previous guests' recommendations: Iaian McGilchrists's The Master and his Emissary recommended by Anthea Roberts; and Unfabling the East: The Enlightenment's Encounter with Asia by Jurgen Osterhammel, recommended by Dan Wang.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this episode of GTI Insights, GTI Program Manager Marshall Reid and Program Assistant Zoe Weaver-Lee interview Dr. Marcin Przychodniak, an analyst with the Asia and the Pacific Program at the Polish Institute of International Affairs. In a fascinating discussion, Przychodniak provides his views on Poland's approach to China and Taiwan, broader developments in EU-China policy, and the impacts of the Russian invasion of Ukraine.

“One of the pieces of advice I like to give young people is to collect knowledge, interests and a network of people you want to know. You don't know yet how you are going to use it all, but later it will become obvious which pieces fit with which,” says Youngsuk ‘YS' Chi, Chairman of Elsevier. If you want a great example of how this approach works, you can look at Chi's own remarkable career which took him from banking, to helping enable Amazon's early growth, to being president of Random House to his current role at Elsevier and its parent company RELX, where he is Director of Corporate Affairs and Asia Strategy. Chi reveals to host Shiv Gaglani that what connects those disparate experiences are two people he “collected” at the start of his own career with whom he stayed connected in a mutually beneficial partnership. Seeing relationships as core to success explains why Chi makes time to be a mentor to dozens of people in a wide range of professions. Although wanting to help them on their career journeys is the prime motivator, Chi is quick to point out his mentees are a network he can tap for expertise as part of his commitment to continuous learning. The wisdom drop continues as they discuss how to help employees connect purpose to their work and how a post-COVID analysis needs to include “a humanistic re-questioning of what we do and why we do it.”

This week on Sinica, Kaiser chats with Jeff Bader, who served as senior director for Asian affairs at the National Security Council during the first years of the Obama presidency, until 2011. Now a senior fellow at the John L. Thornton China Center at the Brookings Institute, Jeff was deeply involved in U.S.-China affairs at the State Department from his first posting to Beijing back in 1981 continuously for the next 21 years, through 2002. He later served as U.S. ambassador to Namibia and was tapped to head Asian Affairs at the NSC after Obama took office. Jeff is the author of a fascinating book on Obama's China policy, Obama and China's Rise: An Insider's Account of America's Asia Strategy. In this conversation, he offers a candid critique of the Biden China policy to date.Note that this conversation was taped in mid-February — before the Russian invasion of Ukraine began, and before the Department of Justice announced the end of the "China Initiative."3:23 – How viewing China over 40 years of rapid development has shaped the way Jeff thinks about China8:54 – Jeff Bader's critique of the Biden administration's China policy19:40 – Is it important to have a China strategy?24:55 – Right-sizing China's ambitions: Is Rush Doshi right?31:17 – Defining China's legitimate interests38:31 – Has China already concluded that the U.S., irrespective of who is in power, seeks to thwart China's rise?43:16 – How can China participate in the rules-based international order?47:52 – Is it still possible for Biden to change his tune on China?52:57 – How much room does Biden have politically? Can he exploit to electorate's partisan divide on China?59:54 – What is the "low-hanging fruit" that Biden could pluck to signal a lowering of temperature?1:12:09 – Jeff Bader's precepts for better understanding of — and better policy toward — ChinaA transcript of this podcast is available at SupChina.comRecommendationsJeff: Autumn in the Heavenly Kingdom, a book by Stephen Platt about the Taiping Civil War focusing on Hong Rengan.Kaiser: Re-recommending two previous guests' recommendations: Iaian McGilchrists's The Master and his Emissary recommended by Anthea Roberts; and Unfabling the East: The Enlightenment's Encounter with Asia by Jurgen Osterhammel, recommended by Dan Wang.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

This week I'm thrilled to be joined by Utako Kojima and Aya Weissman. Both women work at Horizon Kinetics and help run the Japan Special Opportunity Strategy. Aya is a Co-Portfolio Manager and Director of Asia Strategy at Horizon. With over 30 years of investment experience, Aya was previously a founder and Chief Investment Officer of AS Hirota Capital Management, LLC. Prior to that, her experiences included acting as a portfolio manager specializing in Japanese securities for Kingdon Capital Management, LLC, a New York–based hedge fund; two years as a partner and Portfolio Manager of Feirstein Hirota Japan Partners, a Japanese long/short hedge fund; and 12 years at Salomon Smith Barney Asset Management, as a Managing Director and Senior Portfolio manager in the US value equity group where she was a founding member of the large cap value equity group, with responsibility for approximately $2 billion in assets Utako joined the Firm in 2010 as a Portfolio Analyst, primarily focusing on the Firm's Asia Strategy. Prior to this, Utako was an equity analyst at AS Hirota Capital Management, LLC. Her experience includes consulting in the Valuation Division at Shin-Nihon Ernst & Young Transaction Advisory Services, Tokyo, Japan. Aya and Utako join the podcast to discuss a unique investment opportunity in Japan called the Parent-Subsidiary Relationship. In short, there's tremendous alpha to be had investing in smaller subsidiaries of larger companies at the point of inflection when the larger company buys back its smaller subsidiary. The near hour-long conversation dives deep into the strategy, how they filter the 3,800 Japanese equity universe, The Mother's Index, and the changing cultural dynamics in Japanese business.

Bipan chats with CIBC's Head of Asia Strategy, Patrick Bennett, to discuss his outlook on the Chinese economy and the CNH. Other topics discussed include China's annual parliamentary session and US/China relations.

This week, Mike is joined by Asia and human rights expert Ellen Bork, contributing editor at American Purpose, to discuss the geopolitics of Tibet and what it means for the Asia Chessboard. The two begin by discussing Tibet's strategic significance in the region, including the influence of Tibetan Buddhism and China's strategic approach to its “core interests.” Bork also dives deeper into Tibet's relationships with its neighbors, like India, and the transnational impact of the next reincarnation of the Dalai Lama. How should the U.S. factor Tibet into its Asia Strategy? How can the U.S. and its allies stand up to China when it comes to human rights abuses in Tibet?

Speaker: Jeffrey Bader, Senior Fellow, John L. Thornton China Center, Brookings Institution Jeffrey Bader is a senior fellow in the John L. Thornton China Center at the Brookings Institution. From 2009 until 2011, Bader was special assistant to the president of the United States for national security affairs at the National Security Council. In that capacity, he was the principal advisor to President Obama on Asia. Bader served from 2005 to 2009 as the director of the China Initiative and, subsequently, as the first director of the opens in a new windowJohn L. Thornton China Center. During his three decade career with the U.S. government, Bader was principally involved in U.S.-China relations at the State Department, the National Security Council, and the Office of the United States Trade Representative. In 2001, as assistant U.S. trade representative, he led the United States delegation in completing negotiations on the accession of China and Taiwan into the World Trade Organization. Bader served as a Foreign Service officer in the People’s Republic of China, Hong Kong, Taiwan, Namibia, Zambia, Congo, and the United States Mission to the United Nations. During the 1990s, he was deputy assistant secretary of state responsible for China, Hong Kong, Taiwan, and Southeast Asia; director of Asian affairs at the National Security Council; and director of the State Department’s Office of Chinese Affairs. He served as U.S. ambassador to Namibia from 1999 to 2001. Bader is the author of opens in a new window“Obama and China’s Rise: An Insider’s Account of America’s Asia Strategy,” published in 2012 by Brookings Institution Press. He is president and sole proprietor of Jeffrey Bader LLC, which provides assistance to companies with interests in Asia. Bader received a bachelor’s degree from Yale University and a master’s and doctorate in European history from Columbia University. He speaks Chinese and French. Please note, Jeffrey A. Bader is not associated with the Joe Biden for President Campaign.

In February, the Trump administration launched its Central Asia Strategy to drive the United States' engagement in the countries of Kazakhstan, the Kyrgyz Republic, Tajikistan, Turkmenistan and Uzbekistan. Central Asia has always been the strategic and commercial crossroad of civilizations between Europe and Asia. The United States’ primary strategic interest in this region is to build a more stable and prosperous Central Asia that is sovereign, secure and connected to global markets.To implement this new vision, Acting Administrator John Barsa of the United States Agency for International Development (USAID) will announce a significant shift of USAID's presence in Central Asia that will help deepen the United States’ commitment to, and strategic partnership with, the countries and in the region more broadly. See acast.com/privacy for privacy and opt-out information.

*Correction in the opening message: It is 15th June and not 18th June.*Correction 2: The letter was from A. B. Vajpayee and not George FernandesLink to the letter: https://www.nytimes.com/1998/05/13/world/nuclear-anxiety-indian-s-letter-to-clinton-on-the-nuclear-testing.htmlDr. Avinash Godbole is an Assitant Professor of International Relations and China Studies at JSLH, JGU. He focuses on China's Foreign Policy and Asia Strategy, the Party Studies, China's Minority Policies, and Energy and Environment policies. He has written extensively on these issues in Academic and Media publications. Previously he worked with ICWA and before that with IDSA. He is also a Visiting Faculty at the Naval War College, Goa. 1.India China Relationship 2.Rajiv Gandhi's 1988 visit to China and the aftermath of the same 3.When did China became Nationalistic? 4.The century of Humiliation 5.Why Nationalism matters in China? 6.What is the narrative they give about the great leap forward? 7.Is there a pattern you see in the last 100 years? 8.What is the next big thing for them? 9.Why is China expansionist? 10.India China Neighbours and Strangers 11.Do we really understand them? 12.What is the single biggest misunderstanding we have about them? 13.Membership of the Chinese Communist Party 14.How is dissent in China? 15.How CCP sees India? 16.How has India's relationship with China evolved over 20 years? 17.Manmohan Singh Speech in China 18.Was India's policy towards China was of appeasement? 19.Why Galwan happened? 20.Was it an intelligence failure? 21.Modi and Xi's Mahabalipuram visit 22.Is this the same as previous stand-offs? 23.Next is what for India? 24.Why China took the risk it did? 25.How many soldiers did China lose? 1. भारत चीन संबंध 2. राजीव गांधी की 1988 की चीन यात्रा और उसके बाद की यात्रा 3. चीन राष्ट्रवादी कब बना? 4. अपमान की सदी 5. चीन में राष्ट्रवाद क्यों मायने रखता है? 6. वे महान छलांग के बारे में क्या बयान देते हैं? 7. क्या कोई पैटर्न है जो आप पिछले 100 वर्षों में देख रहे हैं? 8. उनके लिए अगली बड़ी बात क्या है? 9. चीन का विस्तारवादी क्यों है? 10. भारत चीन पड़ोसी और अजनबी 11. क्या हम वास्तव में उन्हें समझते हैं? 12. हम उनके बारे में सबसे बड़ी गलतफहमी क्या है? 13. चीनी कम्युनिस्ट पार्टी की सदस्यता 14. चीन में असंतोष कैसे है? 15. CCP भारत को कैसे देखता है? 16. चीन के साथ भारत के संबंध 20 वर्षों में कैसे विकसित हुए हैं? 17. चीन में मनमोहन सिंह भाषण 18. क्या चीन के प्रति भारत की नीति तुष्टिकरण की थी? 19. गालवान क्यों हुआ? 20. क्या यह एक खुफिया विफलता थी? 21. मोदी और शी की महाबलीपुरम यात्रा 22. क्या यह पिछले स्टैंड-अप के समान है? 23. अगला भारत के लिए क्या है? 24. चीन ने यह जोखिम क्यों उठाया? 25. चीन ने कितने सैनिक खोए?

The strategy covers cooperation between the EU and Central Asia across a wide number of areas; coping with climate change and development of renewable energy resources, security issues, border control and harmonizing customs and transit regulations to speed up trade between countries and between Europe and Asia, student and professor exchanges among academic institutions, improving the human rights situation in Central Asia, and other matters.

In this episode of the China Tech Investor Podcast powered by TechNode, the guys go deep into new retail. In addition to discussing the latest quarterly earnings from Alibaba and JD, James and Elliott chat with Michael Zakkour, VP of Asia Strategy for Thompkins International. Michael fills us in on the phenomenon of “new retail,” why it is so much more than just a buzz word, and how it is changing business and life in China and around the world. Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services. Get the PDF of the China Consumer Index. UPDATE: Alibaba’s USD 2 billion acquisition of NetEase’s cross-border e-commerce site is off, reports say Watchlist: Tencent Alibaba Baidu iQiyi Xiaomi JD.com Pinduoduo Meituan-Dianping Guest Michael Zakkour Hosts: Elliott Zaagman– @elliottzaagman James Hull– @jameshullx Editor Peter Isachenko Podcast information: iTunes Spotify RSS Feed Music: “Hey Ho” by Steve Jackson, Royalty Free Music

The amount of negative-yielding debt keeps climbing and now includes bonds issued by emerging market countries and some junk-rated companies. On this week's episode, we talk to Viktor Shvets, Macquarie's Head of Asia Strategy, about why interest rates keep getting lower and why that's a problem for the global economy and financial system. He argues that undermining the 'time value' of money–or the principle that money available now is worth more than money in the future because you can use it to earn additional money–won't lead to economic growth. In fact, he says, negative rates are going to end up leading to a rethink of modern capitalism and political society once people realize they have big consequences. He's also one of the few sell-side analysts who takes Modern Monetary Theory (MMT) pretty seriously.

"Quo Vadis the Quad? A Deterrence Alliance or Self-Deterred Alignment in Indo-Pacific?" featuring Sameer Lalwani (Senior Fellow for Asia Strategy and Director, South Asia Program, Stimson Center) in conversation with Bilal Baloch (CASI Postdoctoral Research Fellow, and Non-Resident Fellow, Foreign Policy Institute, SAIS, Johns Hopkins University)

Dr Oh Ei Sun, Senior Adviser at the Asia Strategy and Leadership Institute dissects the latest updates on ex-Prime Minister Najib Razak's charges. 

Dr Oh Ei Sun, Senior Adviser at the Asia Strategy & Leadership Institute, and who was the former political secretary (2009 - 2011) to then-PM Najib Razak speaks on what is next for Najib after his arrest. 

On Sunday, February 25, 2018, the world learned that the Chinese Constitution would be amended to allow the president and vice president to stay in office beyond two terms (ten years) – the limit established in the 1982 constitutional revision. On Thursday, March 1, President Trump announced that the United States would impose a 25 percent tariff on steel imports and a 10 percent tariff on aluminum imports. Although the tariffs apply to products from all over the world, many assume that they are aimed at China. The National Committee invited the Honorable Jeffrey A. Bader to discuss the implications of these and other recent developments in China and the United States, in a teleconference moderated by NCUSCR President Steve Orlins on March 6, 2018. In this brief excerpt from the teleconference, Ambassador Bader gives an overview of the impact of these events on the Sino-American relationship. Jeffrey Bader is a senior fellow at the Brookings Institution’s John L. Thornton China Center and the first director of the Center (2005-2009). From 2009 until 2011, Ambassador Bader was special assistant to the president of the United States for national security affairs at the National Security Council. In that capacity, he was the principal advisor to President Obama on Asia. During his 30-year career with the U.S. government, Amb. Bader focused primarily on U.S.-China relations at the State Department, the National Security Council, and the Office of the United States Trade Representative. In 2001, as assistant U.S. trade representative, he led the United States delegation in completing negotiations on the accession of China and Taiwan into the World Trade Organization. As a foreign service officer, he served in the People’s Republic of China, Hong Kong, Taiwan, Namibia, Zambia, Congo, and the United States Mission to the United Nations. During the 1990s, he was deputy assistant secretary of state responsible for China, Hong Kong, Taiwan, and Southeast Asia; director of Asian affairs at the National Security Council; and director of the State Department’s Office of Chinese Affairs. He served as U.S. ambassador to Namibia from 1999 to 2001. Amb. Bader is the author of Obama and China’s Rise: An Insider’s Account of America’s Asia Strategy, published in 2012 by Brookings Institution Press. He is president and sole proprietor of Jeffrey Bader LLC, which provides assistance to companies with interests in Asia, and a member of the National Committee’s board of directors. He received his bachelor’s degree from Yale University and his master’s and doctoral degrees in European history from Columbia University.

On Sunday, February 25, 2018, the world learned that the Chinese Constitution would be amended to allow the president and vice president to stay in office beyond two terms (ten years) – the limit established in the 1982 constitutional revision. On Thursday, March 1, President Trump announced that the United States would impose a 25 percent tariff on steel imports and a 10 percent tariff on aluminum imports. Although the tariffs apply to products from all over the world, many assume that they are aimed at China. The National Committee invited the Honorable Jeffrey A. Bader to discuss the implications of these and other recent developments in China and the United States, in a teleconference moderated by NCUSCR President Steve Orlins on March 6, 2018. Jeffrey Bader is a senior fellow at the Brookings Institution’s John L. Thornton China Center and the first director of the Center (2005-2009). From 2009 until 2011, Ambassador Bader was special assistant to the president of the United States for national security affairs at the National Security Council. In that capacity, he was the principal advisor to President Obama on Asia. During his 30-year career with the U.S. government, Amb. Bader focused primarily on U.S.-China relations at the State Department, the National Security Council, and the Office of the United States Trade Representative. In 2001, as assistant U.S. trade representative, he led the United States delegation in completing negotiations on the accession of China and Taiwan into the World Trade Organization. As a foreign service officer, he served in the People’s Republic of China, Hong Kong, Taiwan, Namibia, Zambia, Congo, and the United States Mission to the United Nations. During the 1990s, he was deputy assistant secretary of state responsible for China, Hong Kong, Taiwan, and Southeast Asia; director of Asian affairs at the National Security Council; and director of the State Department’s Office of Chinese Affairs. He served as U.S. ambassador to Namibia from 1999 to 2001. Amb. Bader is the author of Obama and China’s Rise: An Insider’s Account of America’s Asia Strategy, published in 2012 by Brookings Institution Press. He is president and sole proprietor of Jeffrey Bader LLC, which provides assistance to companies with interests in Asia, and a member of the National Committee’s board of directors. He received his bachelor’s degree from Yale University and his master’s and doctoral degrees in European history from Columbia University.

CNAS Asia experts Dr. Mira Rapp-Hooper and Harry Krejsa discuss Congress' role in Asia policy during the Trump presidency. Hosted by Neal Urwitz.

Airways Sr. Business Analyst Vinay Bhaskara, Columnist Rohan Anand, and Editor in Chief Enrique Perella hone in on the IT issues that are plaguing US airlines, discussing the Delta Outage (0:51), the impact on Delta’s sterling operational record (5:20), the poor state of airline IT operations  (9:00), the need for a new technology paradigm in the US airline industry (19:00), the second official Airways bet (23:20), Delta dismantling its Narita hub (26:30), the impact of Delta’s Narita drawdown on SkyTeam frequent flyers (31:18), Delta’s long run Asia strategy (33:30), American moving to make all in-flight entertainment free (40:50), and our weekly short takes (43:33).

Presentation slideshow: A system wide engagement with Asia Strategy

The presentation provided an overview of CESA’s Engagement with Asia Strategy, its rationale, strategic priorities and initiatives. Examples of progress in schools.