Podcast notes – George Yeo’s speech and Q&A at Bukit Timah dialogue

Theme: ASEAN adjusting to geopolitical tides
Talk given April 2022

**ASEAN is consequential because we’re weak, don’t threaten anybody – neighbors much bigger
Succeed by being neutral, soft, friendly to everybody
Most diverse region in world – ethnicity, religion, political systems, languages
Diversity result of geography

SEA is mishmash – find bit of China and India in every country
**Singapore is most ASEAN-ized – because it has more people from all of these countries
Singapore reflects ASEAN

**World going thru interesting period – sense that something big is happening, feeling uneasy, like background easy, like distant thunder

China threatening US dominance
When America talks rules-based order, it’s an American-dominated one

As Asia grows, do not want to be talked down to by Americans or Europeans
Increasing they’re hitting back – you’re not perfect either

When US criticizes China in Xinjiang, China shows what American settlers did to Native Americans

**China prepared for long period of struggle with US

China plays along, but don’t show weakness – dual circulation economy (internal economy robust against foreign interference)
Preparing internationally for de-coupling
Preparing solutions for each potential attack vector – financial system, technology, military

US discomfort that China is rising – non-whites are pushing back
A bit hypocritical – allowed to criticize China but won’t take criticism

India has unique reaction because of its own conflicts with China
1962 – India-China war
India will play its own game – even though US wants it as an ally
India is too big to wanna be dependent on anyone
**There’s no settled India-China border – British drew it with Tibet
Like to put pressure on each other

**Putin wrote thoughtful essay about Ukraine+Russian history – about how Russia begin in Kiev
Putin in KGB watched Soviet Union collapse, became taxi driver, saw how Yeltsin was manipulated by west and oligarchs
He wanted put stop to this
He knew America preferred Russia be broken up further
NATO keeps expanding eastward – Poland, Romania – for long time they’ve suffered under Soviet Union
Kissinger wrote long time ago, Ukraine must always be a buffer state
NATO can’t say they’re against Ukraine joining
Russians asking for formal agreement that Ukraine won’t join – but US / Europe reluctant to give

Both Russia and China expect some storm to come – so they’re making it clear where they can and can’t cooperate

You have situation – US-China which includes South China Sea, Taiwan; on other side Ukraine, future of Europe

ASEAN tries not to get involved
These are big player games
Don’t get involved – there’s no profit to get involved

**ASEAN has overtaken Europe as China’s #1 trading partner – much greater than even US-China trade
China per-capita is low, huge market – China GDP will be size of Europe + America combined
Sense of uneasiness when China is buying up properties, assets
**Suspicion of China is result of rapid change
China not very good at PR – new to them; don’t have facility with English (unlike India which was colonized by Britain)

Philippines has love-hate relationship with America
Many Filipinos have wish to go to America

**Vietnam has love-hate relationship with America and China – 1000 year history with China, have been tributary state
Vietnam language is romanized, but its history is Chinese
Chinese and Vietnamese communist parties have historically had good relationship – settled land border, but quarrel over South China Sea

Thailand – has been successful at balancing external parties
Indonesia – great sense of self, independence

Lecture notes – George Yeo – Geopolitics and Singapore, US, China

We’re in transition – old world giving birth to new world; will last many years

Trade was de-politicized – made possible by collapse of Soviet Union – but that’s over now
Countries broke off to form sovereign states – Gorbachev was not strong leader, Yeltsin was drunk often
Western tide flowed east ward
When Putin took power, he started to fight back
He knew Russia couldn’t fight on population, but could on weaponry / technology – invested in this

Ukraine war marks limit of flow of the Western tide eastward
Now it’s an inter tidal period
May see situation similar to Korean Peninsula
More or less ceasefire, de facto partition that may last decades

Rise of China
Creates insecurity in Anglo Saxon world
Five Eyes (intelligence cooperative) used to be a very quiet – decided Huawei was great threat – gave joint media presentation – very unusual for an industry that’s always quiet, discreet

Xi Jinping likes to say “changes not seen in 100 years” – keeps repeating it
China’s US ambassador gave speech after retirement – “America’s ill will for China has no bottom line and underlying it is racism”
“Never fight a war you cannot win, never fight a protracted war”
It was a scripted speech – signal from China leadership

China is preparing for war not because it wants it – but to avoid it, you must prepare for it
Plan on basis that you can withstand all attacks – then there’ll be peace

3 domains of warfare that China’s worried about
1) Nuclear warfare – must have deterrent capability; US cannot prevail in South China Sea; several hundred is not enough, dependent on strategic submarines which is why South China Sea is so important; game going on there; China will increase warheads to 1K, have counter strike capability
2) Cyberspace – fight will be from outer space to underground; assume undersea cables can all be tapped; NASA has said China wants to take over the moon, China space industry making rapid progress
3) Every dynasty has had epidemics – China recorded over 300 epidemics; lots of experience to handle; traditional way to handle is lockdowns; during SARS China locked down and stopped it; even have lockdown procedures for harems and inner palace / princes!; Shanghai lockdown was traumatic but can’t be helped – it’s a rehearsal for something worse in the future

These are what XJP means by challenges not seen in 100 years

China thought could have working relationship with US – but now it’s “don’t assume they won’t attack”

China wants more time, they are growing stronger

US has not been this divided since Civil War – which was decided by violence

Greatest uncertainty in world today is US politics – every institution has been weaponized and politicized

Democrats may face defeat in midterms

For China the big issue is Taiwan
Basis of US-China relations starting with Nixon was based on one China
Every US admin thinks Taiwan is a card, but it’s not — it’s the whole basis

Deep state is committed multi year program to fight China – won’t change based on Democrats or Republicans

Singapore very reliant on US for weapons, finances – best bet is ASEAN; can hide behind ASEAN position

As trade minister, most important was ASEAN – stronger it is, the more Singapore has buffer
If Singapore + Indonesia are aligned, can have ASEAN agreement
Impressed by Indo’s G20 leadership now

Globalization has crested, it’s decoupling because strategically necessary
Every country must protect itself

Stormy period ahead