Alice Han

So again, I think that this story is another example in which, you know, U.S.

and China, beyond the dovish signs that we're seeing between Trump and Xi in recent months, has a lot of thorny intractable issues that they need to deal with.

And it's unclear to my mind that this will actually be dealt with.

I think China's strategic priority will be to get Trump to focus on trade and

maybe on currency, but really to steer clear from some of these strategic issues like Taiwan, like the nuclear rollout and testing.

And on that note, I do wonder how Japan fits into this.

We haven't talked about it yet, but this week, Takahashi's had a landslide victory in the lower house.

I think that's going to have implications for China's policy in the region.

Yeah, I'm quite worried.

Now, if you look at Japan's constitution, they can't

become a nuclear power she would need a super majority in both the lower and the upper house to change that so it's unlikely that we see a nuclearized power in japan but what could be an issue i think in the coming year or two is seeing whether or not she issues verbal and even military support to taiwan now there's speculation that the u.s is going to do more arms sales to taiwan this year

If Japan's part of that mix, I worry that there's going to be more diplomatic and coercive pressures in the form of export restrictions from China to both Japan and the US.

So I think we shouldn't continue to watch that.

That is a real concern to my mind.

Okay, let's take one last quick break.

Stay with us.

Welcome back.

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