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Independent Thinking: Biden and the Republicans, AUKUS

Independent Thinking: Biden and the Republicans, AUKUS Audio NCapeling 9 February 2023

Episode 14 of our weekly podcast examines the Chinese balloon saga, the State of the Union address, and updates on the AUKUS deal 18 months after it was signed.

This week saw US president Joe Biden address an unruly joint session of Congress, during which he discussed America’s place in the world, China, Ukraine, and the state of the US economy.

As a new presidential cycle begins at the mid-point of Biden’s presidency, the panel analyses how Biden is doing and the challenges that lie ahead for him.

Also it is now 18 months since the announcement of the AUKUS partnership between the UK, US and Australia to develop nuclear hunter killer submarines. What does AUKUS mean for Australia, non-proliferation, and the Indo-Pacific more broadly?

Finally, the panel discusses China’s balloon over Montana in the US. Was it a signal from Beijing and what was it trying to photograph?

Joining guest host John Kampfner this week from Chatham House are Dr Leslie Vinjamuri, director of the US and the Americas programme and Dr Patricia Lewis, director of the International Security programme. They are joined by Dr Euan Graham, Shangri-La Dialogue senior fellow for defence and strategy at the International Institute for Strategic Studies (IISS).

About Independent Thinking

A weekly podcast hosted by Chatham House director Bronwen Maddox, in conversation with leading policymakers, journalists, and Chatham House experts providing insight on the latest international issues.




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Health not independence is focus for Sturgeon successor

Health not independence is focus for Sturgeon successor Expert comment NCapeling 15 February 2023

Nicola Sturgeon’s star may have been fading, but Rishi Sunak and Keir Starmer will be relieved at the exit of one of the UK’s most influential politicians.

Nicola Sturgeon has left at the right time, maybe even a bit late. Although one of the most influential politicians the UK has seen in recent times, she was also one of the most divisive.

Her ability to fan Scotland’s sense of difference from England brought new hope to the independence movement, but this cause – by which she measured herself above all others – has been losing ground and for now, looks to be in abeyance.

Neat and disciplined, Sturgeon could not have presented a greater contrast to Boris Johnson in the first months of the pandemic. That was one of her finest moments.

She used the powers of the devolved government to make different lockdown decisions for Scotland – never all that different from those in England but often announced just a few hours earlier.

Although analysts surmise that these made little difference to the death rate – although poverty and other health support factors make comparisons hard – she used the platform, with the cameras on her, to ram home the point that Scotland could set its own rules.

Rallying young voters to independence

Her second greatest moment was in the aftermath of Brexit. Scots voted overwhelmingly to stay in the European Union (EU) and so, she argued, they should have the right to leave the UK to join that other union. Younger voters in particular responded, rallying to the independence cause.

Neat and disciplined, Sturgeon could not have presented a greater contrast to Boris Johnson in the first months of the pandemic. That was one of her finest moments.

But two recent setbacks showed her star was fading. She lost the Supreme Court battle to hold a second independence referendum in November, when she was told Scotland simply did not have the powers to hold one on its own if Westminster said no – and the UK government did just that. It was hard to see how her campaign for independence could move forwards.

And her planned reforms to the gender recognition process in Scotland have been blocked by the UK government – but unease about her reforms within Scotland meant this rebuff did not win her the support at home she hoped for. She was also accused of playing politics by pressing ahead with unpopular reforms simply because of their potential to discomfit the UK government.

Health, education, and public services need attention

Other challenges were also building up and, even if less eye-catching, her successor is likely to focus on health and education above the birth of a new nation. Sturgeon’s critics have long argued that under Scottish National Party rule, health, education, and other public services have declined.

In elections, these factors can be eclipsed by passions about independence but it is rare in political life for a leader to be insulated from public anger on this front. This is almost certainly where her successor will want to focus first.




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Independent Thinking: Russia’s invasion one year on

Independent Thinking: Russia’s invasion one year on Audio NCapeling 23 February 2023

Episode 16 of our weekly podcast examines the global impact of Russia’s war on Ukraine one year on from when Vladimir Putin launched his all-out assault.

Following a decision which unleashed the largest war seen in Europe since 1945, with hundreds of thousands of casualties on all sides, the panel examines the impact of the invasion for Ukraine and its people, but also the world.

Also under discussion are key insights from the recent Munich Security Conference, and the announcement this week by Russian president Vladimir Putin to susend his country’s participation in the vital New START nuclear weapons treaty.

Joining Bronwen on the show this week from the Russia and Eurasia programme at Chatham House is programme director James Nixey and associate fellow Samantha de Bendern, alongside Patricia Lewis, director of our International Security programme. They are joined on the panel by Mariya Ionova, a Ukrainian opposition MP.

About Independent Thinking

A weekly podcast hosted by Chatham House director Bronwen Maddox, in conversation with leading policymakers, journalists, and Chatham House experts providing insight on the latest international issues.




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Differential compartmental processing and phosphorylation of pathogenic human tau and native mouse tau in the line 66 model of frontotemporal dementia [Molecular Bases of Disease]

Synapse loss is associated with motor and cognitive decline in multiple neurodegenerative disorders, and the cellular redistribution of tau is related to synaptic impairment in tauopathies, such as Alzheimer's disease and frontotemporal dementia. Here, we examined the cellular distribution of tau protein species in human tau overexpressing line 66 mice, a transgenic mouse model akin to genetic variants of frontotemporal dementia. Line 66 mice express intracellular tau aggregates in multiple brain regions and exhibit sensorimotor and motor learning deficiencies. Using a series of anti-tau antibodies, we observed, histologically, that nonphosphorylated transgenic human tau is enriched in synapses, whereas phosphorylated tau accumulates predominantly in cell bodies and axons. Subcellular fractionation confirmed that human tau is highly enriched in insoluble cytosolic and synaptosomal fractions, whereas endogenous mouse tau is virtually absent from synapses. Cytosolic tau was resistant to solubilization with urea and Triton X-100, indicating the formation of larger tau aggregates. By contrast, synaptic tau was partially soluble after Triton X-100 treatment and most likely represents aggregates of smaller size. MS corroborated that synaptosomal tau is nonphosphorylated. Tau enriched in the synapse of line 66 mice, therefore, appears to be in an oligomeric and nonphosphorylated state, and one that could have a direct impact on cognitive function.




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What the US election means for trade policy

What the US election means for trade policy Expert comment LJefferson

Kamala Harris and Donald Trump could not be more different when it comes to trade, despite a changed economic landscape.

Trade policy is playing a relatively subdued role in this autumn’s US election. Yes, former president Trump has proposed tariffs of anywhere from 20 per cent to 100 per cent, asserting the revenue could fund policy areas from deficit reduction to childcare, all while growing US employment and promoting world peace.
  
But unlike 2020, or even more 2016, the international trade architecture has not been a lively part of this year’s campaign. The two parties now start from a shared expectation of an international economic landscape shaped more by competition and industrial policy than by continued liberalization. However, the two presidential candidates’ views of which trade tools to use, and whether to proceed with allies and partners or unilaterally, could not be more different.

New set of trade expectations

A large part of the relative calm has to do with the emergence of a new set of expectations on trade that are shared across Republicans and Democrats, and that are unlikely to shift in the next four years regardless of who occupies the White House.

First, neither party can field the support to pass a traditional comprehensive free trade agreement through Congress. While each party still has a wing of elected officials who would like to see the US return to negotiating deals like the Trans-Pacific Partnership, or attempt expansive new deals with Europe or in the Western Hemisphere, they are unlikely to reach critical mass in the immediate future, regardless of who holds the White House – or who controls Congress.

Neither party can field the support to pass a traditional comprehensive free trade agreement through Congress. 

This shift in perception of the relative value of such deals – and their potential to cause political blowback for legislators – also means that the cost to any administration that wanted to propose such a deal would be high.

Second, there is broad bipartisan support to continue measures aimed at promoting US security in the face of high-technology challenges from Beijing that have both military and security applications. This means continued US activism in export controls and other more innovative measures.

Less divergence on clean energy

While there is also cross-party enthusiasm for approaches to building up US manufacturing that fall under the rubric of industrial policy, the parties diverge significantly when it comes to specific content. However, around clean energy that divergence will be less than the campaign trail rhetoric suggests.

There is considerable cross-party interest in trade initiatives that promote clean energy and manufacturing – whether from a climate perspective or a pure economic competitiveness perspective.

Because clean energy generation is spread so broadly across the United States – with a great deal of wind and solar generation in Republican-governed ‘red states,’ and investment from the Inflation Reduction Act flowing to red states as much or more than blue ones – such incentives, and their effects on trade policy, are here to stay. Despite this, a Republican presidency or Congress will certainly seek to water down or eliminate parts of the Inflation Reduction Act that focus specifically on transition away from fossil fuels.
 
Coupled with this commitment to making America a clean energy superpower, there is considerable cross-party interest in trade initiatives that promote clean energy and manufacturing – whether from a climate perspective or a pure economic competitiveness perspective. A wide range of creative proposals are buzzing around Congress and think-tanks – from a carbon border measure, to resuscitating the Global Steel Arrangement, to critical mineral-focused deals. Though the topic is often overlooked in overviews of trade policy, it is the one where we are most likely to see classic trade tools used.

A vast difference between the two candidates

Beyond those broad strokes of an emerging ‘new Washington consensus,’ as former US trade representative and current head of the Council on Foreign Relations Michael Froman describes it: who wins the presidency will make a vast difference in what Washington does on trade – and how it aims to achieve its goals.

While Vice-President Harris has criticized Trump’s tariff proposals, she has not signalled that she would make changes to the tariffs on China.

A Harris administration will aim to develop shared economic security agendas with allies and partners – quite possibly expanding beyond the Biden Administration’s G7 focus to pursue more deals with a broader range of partners. Trump, on the other hand, has explicitly said he will pursue US economic interests at the expense of allies and partners. ‘Under my leadership,’ he said in a speech in Georgia last month, ‘we’re going to take other countries’ jobs,’ specifically citing allies Germany and South Korea as targets.

While Vice-President Harris has criticized Trump’s tariff proposals, and noted their likely negative effects on consumers, she has not signalled that she would make changes to the tariffs on China first imposed by President Trump and then adjusted by President Biden. 
A Trump administration would use tariffs aggressively, but it remains absolutely unclear how. 




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The UK must focus on how the Chagos decision is implemented to gain its benefits and minimize risks

The UK must focus on how the Chagos decision is implemented to gain its benefits and minimize risks Expert comment jon.wallace

The UK decision was welcomed by India and the US, and shows a capacity for fresh thinking. But the transfer of sovereignty must be handled carefully.

The UK announced on 3 October that it would cede sovereignty over the Chagos Archipelago to Mauritius.

There are potential strategic and reputation-related upsides for the UK from the decision – but these can only be realized if the deal is implemented in ways that meet the UK’s stated goals.

First, the UK aims to safeguard the utility and security of the joint US–UK base on Diego Garcia. It also intends for the decision to benefit the Chagossians, who were displaced by the British decision in 1965 to separate the Archipelago from Mauritius as part of a deal to grant Mauritian independence.

The decision has already proved deeply controversial in the UK, provoking sustained criticism from former Conservative government ministers and commentary that has branded it naive, dangerous, and a blow to British prestige.

Part of the reason for the welter of criticism may be the apparent suddenness of the announcement. The impression that this was a hasty decision is likely because it came just three months after the Labour government came to office. But this belies the far longer gestation period around the decision.

World opinion

In fact, the previous Conservative UK government decided to begin negotiations over sovereignty of Chagos – following Mauritius bringing the matter to the International Court of Justice. In 2019, the court issued a non-binding opinion in favour of Mauritius.

The same year the UN General Assembly voted 116 in favour to 6 against, and with 56 abstentions, for a resolution ‘welcoming a 25 February 2019 International Court of Justice advisory opinion on the legal consequences of separating the Chagos Archipelago from Mauritius in 1965, demanding that the UK unconditionally withdraw its colonial administration from the area within six months’ to ‘enable Mauritius to complete the decolonization of its territory.’

But returning the islands will not necessarily boost the UK’s international standing. Issues relating to the Archipelago are complex, and it will take work to convince interested international parties that the UK is acting fairly against a colonized and displaced population.

Mauritius has no pre-colonial history of controlling the Chagos islands, which are located some 1,500 miles away from Mauritius across a vast sprawl of the Indian Ocean. It is true that the Chagos Islands were a colonial remnant, but to ensure that UK is seen by global audiences to be acting fairly, the handover of sovereignty must be carefully handled. Perhaps the greatest reputational risk will come from failing to adequately account for the rights of Chagossians.  

The more pertinent historical injustice has been to them. And reporting by the BBC has shown that at least some Chagossians were dismayed by not having been consulted in negotiations between the UK and Mauritius.

This deal was reached in close consultation with US officials and puts the (Diego Garcia) base on legally safe ground for the first time in decades. 

The UK government announcement on the deal did state that that ‘the welfare of Chagossians’ will be paramount and that ‘the UK will capitalize a new trust fund, as well as separately provide other support, for the benefit of Chagossians’. But for the Chagossians, there will be a clamour to see this realized in full.

Strategic interests

On the strategic question, the utility of the joint US–UK military base on Diego Garcia has been guaranteed in a 99-year lease. As the UK negotiator Jonathan Powell has explained, this deal was reached in close consultation with US officials and puts the base on legally safe ground for the first time in decades. 

Indeed, Powell has explained that Joe Biden was keen to reach agreement ahead of the US elections so that US military access to Diego Garcia was safeguarded against any possible contrary decision by a possible returning Trump presidency.

There are understandable concerns that, as a result of the decision, China may develop commercial ports in the region and seek to compete with India for economic and strategic relationships. But this is a long-term matter of concern to monitor, regardless of the UK’s decision on Chagos.

Chinese naval influence in the Indian Ocean is currently limited, compared to its assertiveness in the South China Sea, where it is building artificial islands, or in the South Pacific where it is pursuing policing assistance deals like that secured with the Solomon Islands.

And the strategic situations in the Pacific and Indian Oceans are not at all alike. Indeed, the Chagos Islands are far closer to India and its economic influence than they are to any other major economic power. 

The fact that India has welcomed the UK’s decision over Chagos sovereignty is noteworthy, given the UK’s separate attempts to modernize and expand its bilateral relations with New Delhi.

In the long run, it is likely that India will play a leading role in Indian Ocean security, and the UK will want to be well-placed to explore how to play a role as an effectively partner.

There are legitimate questions to be raised over setting a precedent that could undermine RAF Akrotiri and Dhekelia in Cyprus.

The more pertinent immediate concern is the implications for other overseas UK territorial responsibilities. There are legitimate questions to be raised over setting a precedent that could undermine RAF Akrotiri and Dhekelia in Cyprus, which remained sovereign UK bases after Cyprus’s independence in 1960.




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India–Russia relations

India–Russia relations Explainer LToremark

Explaining the history and current state of the relationship between India and Russia, its geopolitical significance, the importance of trade and defence cooperation, and the impact of the war in Ukraine.

What is the history of India’s relationship with Russia? 

The two countries established diplomatic relations in April 1947, shortly before India gained independence. India was on a quest to achieve economic self-sufficiency, so the then-Soviet Union was an important partner in terms of providing support for the country’s heavy industry, with investment in mining, energy and steel production. India’s economic planning model was also based on the Soviet five-year plan.

There is a high degree of historical affinity towards Russia in India, particularly among the older generation of policy elites. This is because the Soviet Union supported India during the Cold War, notably during the 1971 war between India and Pakistan, in which the US and China sided with Pakistan. This was arguably the peak of the Indo–Soviet relationship and also the year that the two countries signed a treaty of friendship and cooperation.

The Soviet Union supported India during the Cold War, notably during the 1971 war between India and Pakistan.

But even before that, the Soviet Union had supported India. During the 1965 war between India and Pakistan, the USSR played a mediating role and hosted the so-called Tashkent summit in 1966 where a peace treaty was signed.

The Soviet Union also used its UN Security Council veto several times in support of India, half a dozen times between 1957 and 1971. This was usually on the issue of Kashmir and once with respect to India’s military intervention in Goa to end Portuguese rule. It was also routine for the Indian prime minister to stop over in Moscow on the way back from Washington.

The relationship has continued into the post-Cold War period. Annual summits have been held since 2000, when a strategic partnership was signed (and subsequently upgraded in 2010). India and Russia have also been holding so-called 2+2 meetings – joint meetings with foreign and defence ministers – since 2021.

India’s External Affairs Minister Subrahmanyam Jaishankar has referred to the India–Russia relationship as the one constant in global politics over the last half century.

What is the current relationship between India and Russia? 

Russia remains a key strategic partner for India for both practical and ideological reasons. On the practical side, India benefits significantly from access to discounted Russian crude oil, which has increased from less than 2 per cent of India’s total imports before the Russian invasion of Ukraine to over 40 per cent in June 2024. Indian companies have also benefitted from exporting refined Russian oil products, some of which have found their way onto Western markets.

But energy cooperation is not confined to oil. It also includes cooperation in the nuclear space, where there is a strong historical foundation. When India conducted its first nuclear test in 1974, the Soviet Union did not shun cooperation with India – unlike the US. Compared to the US, Russia has also been able to better navigate India’s civil nuclear liability law, which was put in place in 2010. In February 2024, India and Russia upgraded an agreement to build six civil nuclear power plants in the Indian state of Tamil Nadu.

India has a long-standing commitment to strategic autonomy in its foreign policy, which means engaging all major poles of influence in the international system – including Russia.

The other area of practical cooperation is defence. Russia accounts for over 50 per cent of India’s in-service military platforms. India is also the largest recipient of Russian arms exports, including the S400 missile defence system. There has been joint production of several platforms, such as the Brahmos supersonic cruise missile, which has been exported to third countries, starting with the Philippines. 

Russia has been a preferred arms supplier for India for many years because it provides arms at reasonable prices without end user constraints, and is often able to supply sensitive technologies, which other countries are not.

There is also a long-standing economic relationship. India and Russia aim to increase bilateral trade from $68 billion to $100 billion by the end of this decade. Connectivity initiatives include the Chennai-Vladivostok maritime corridor and the International North-South Transport Corridor.

There are regular interactions between the leaders of the two countries. Prime Minister Narendra Modi and President Vladimir Putin have met 17 times in the last decade and have held annual summits since 2000, with a few exceptions – and a notable gap following Russia’s invasion of Ukraine.

There is also a push to try and negotiate bilateral visa free access for Indians to increase people-to-people and tourism exchanges between the two countries.

There is also an ideological component to the relationship, which is often overlooked. One aspect is that India has a long-standing commitment to strategic autonomy in its foreign policy, which means engaging all major poles of influence in the international system – including Russia. There is also the aforementioned historical affinity due to Soviet support for India during the Cold War.

But the relationship is undergoing a managed decline. It does not have the same level of strategic importance as it did during the Cold War.

Although India still depends on Russia for a large proportion of its military hardware, since the 1990s there has been a push to diversify. As part of the ‘Make in India’ campaign, there is an attempt to strengthen domestic defence production as well as diversify to other countries. Between 2009 and 2013, 76 per cent of India’s arms imports were from Russia, but this has dropped to 36 per cent between 2019 and 2023 according to SIPRI.

While this trend predates the war in Ukraine, it has been accelerated by the war. There has been a delay in the delivery of several defence platforms, most notably the S400 missile defence system, as well as spare parts for fighter jets. The prolonged war of attrition in Ukraine has also undermined Indian confidence in some Russian military hardware.

There is decline on the ideological side too. India is trying to project a world view that is non-Western but not explicitly anti-Western. This puts it out of sync with Russia’s world view, and that of countries like China and Iran. 

India is increasingly aloof or estranged from forums where Russia plays a prominent role, such as the Shanghai Cooperation Organization (SCO). Modi did not attend the July 2024 SCO summit. When India held the presidency of the SCO in 2023 it was a low-profile presidency and there was a virtual summit. In contrast, India’s high-profile G20 presidency in 2023 was framed as the country’s ‘coming out party’.

While Modi and Putin met in July 2024, it was the first time that they had met since September 2022, a significant gap.

What is more, their economic interactions are highly skewed. There is roughly $68 billion in trade between the two countries but $60 billion of that is oil imports. India’s large share of Russian crude imports also means that Russia holds a surplus of Indian rupees, which has caused some friction in terms of rouble-rupee trade.

On the Indian side, there have also been concerns about a number of Indian nationals that have been duped into fighting for Russia in the Ukraine conflict.

But although the relationship is not what it once was, Russia will remain a key strategic partner for India for the foreseeable future.

Does India support Russia’s war on Ukraine? 

India has neither condoned nor condemned Russia’s actions. The Indian government has been vocal in expressing its displeasure of the war and Modi has said that now is ‘not an era of war’. He has also expressed sorrow for the bombing of a children’s hospital, hit by Russian airstrikes in July 2024. During his August 2024 visit to Ukraine, Modi said that India’s position is not neutral, but that it stands on the side of peace.

But there is a gap between rhetoric and reality. India in fact maintains quite a neutral position. It has abstained in UN General Assembly resolutions condemning Russia’s actions. It did not endorse the joint communique produced at a peace conference in Switzerland in June 2024, which Modi also did not attend. And the G20 leaders’ declaration that was concluded under India’s G20 presidency had no mention of Russian actions in Ukraine.

India has also emerged as the second-biggest supplier of restricted critical technologies to Russia (behind China), helping to fuel Russia’s war machine.

This reflects India’s practical or pragmatic considerations, including its dependence on Russian military hardware and access to discounted Russian crude. But there is also a degree of sympathy in New Delhi for the Russian narrative of the war, that Moscow’s actions were sparked by NATO expansion into Russia’s self-perceived sphere of influence.

In theory, India is well positioned to play the role of a potential mediator. It maintains close ties with both Moscow and Washington, unlike other countries that have close relations with Russia, such as China, Iran or North Korea. The West has been understanding of India’s strategic constraints in terms of its dependence on Russian military hardware and its energy needs. But so far, India’s actions have been largely driven by self-interest. Despite its statements, it has not made any peace proposals like those of Turkey or China.

Indian symbolism over substance was also clear in Modi’s summer 2024 meetings with Putin and Zelenskyy.

Modi visited Putin in July 2024 – a visit that coincided with Russian airstrikes in Ukraine. Zelenskyy called the meeting a devastating blow to peace efforts. And the optics of Modi hugging Putin while a Ukrainian children’s hospital was bombed prompted a degree of damage control by New Delhi, leading to Modi’s visit to Ukraine in August 2024.

His visit to Ukraine was an attempt to reaffirm India’s position of neutrality on the war and its long-standing position of strategic autonomy. It was also an attempt at a course correction in India’s relationship with Ukraine. Modi was the first Indian prime minister to visit Ukraine since the two countries established diplomatic relations in 1993.

How does China impact India–Russia relations? 

China is an important consideration in terms of India’s strategic calculations towards Russia. One of the reasons New Delhi is eager to maintain engagement with Russia is fears that Moscow is becoming increasingly beholden to Beijing following its invasion of Ukraine. India wants to provide Russia with strategic options as it becomes increasingly isolated and wants to deter it from becoming a client state of China. In parts of the West, that is already seen as a foregone conclusion, but Russia is not yet seen as a lost cause in India.

The other point to keep in mind is that China and India largely see eye to eye on the Ukraine war. Neither see their close relationship with Moscow as translating into overt support for Russian actions in Ukraine. Both countries believe they are playing a constructive role through their purchase of discounted Russian crude, which is helping to control global energy prices.

But a key watch point is what would Russia’s position be on possible future hostilities between China and India. Historically, Moscow has played a relatively neutral position and has occasionally offered to play a mediating role. It has even leaned in India’s favour on occasion and has provided it with more advanced military platforms than it has provided China. 

The fear in New Delhi is that this could be shifting and in the future Moscow could side with China in a potential conflict or tensions with India. That would be a game changer for India and would prompt it to rethink its relationship with Russia.




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China’s economic policy pendulum has swung towards stimulus – but keep expectations low

China’s economic policy pendulum has swung towards stimulus – but keep expectations low Expert comment jon.wallace

Beijing historically swings between stimulus and frugality. But Xi Jinping’s ambition for self-reliance will constrain any new efforts to boost the economy.

Policymakers in Beijing have spent the past three weeks trying to convince the world that they are determined to deliver meaningful support to China’s sagging economy. 

Since late September statements have come from the central bank, which promised to cut interest rates, release liquidity, and provide funding to securities firms; from the politburo, which said it wanted to stabilize the real estate market, boost the capital market and shift towards looser fiscal and monetary policy; from the government’s main planning body, which promised a package of policies to support domestic demand; and from the finance minister himself, who at the weekend committed to issue more debt to recapitalize banks, support local governments and aid unhappy consumers.

Chinese authorities have been wrestling with two conflicting objectives: to grow the economy, and to minimize the risk of financial instability.

Though details have been scant, the Chinese stock market has responded enthusiastically to this flurry of rhetoric. But the bigger question for the global economy is whether a boost in Chinese demand can return the country to its former status as a reliable destination for global exports and capital.

With that measure of success in mind, it is worth keeping expectations low. For the past 15 years, Chinese authorities have been wrestling with two conflicting objectives: to grow the economy, and to minimize the risk of financial instability. Those goals sit uneasily with each other because the effort to boost growth has relied on borrowing; and yet a rise in debt can increase the risk of a debt crisis.  

Chinese policymaking has responded to this dilemma by taking on a pendulum-like quality. Sometimes the authorities boost the economy by funding more investment spending. At other times that stimulus gets reined back as policymakers worry about the economy’s indebtedness.

In the aftermath of the great financial crisis of 2008, for example, Beijing’s over-riding priority was to protect the Chinese economy from the risk of recession by implementing a huge credit-financed stimulus to spur investment in infrastructure and real estate. 

By 2012, though, concerns about over-indebtedness began to dominate, and a withdrawal of stimulus saw the Chinese economy sag. In late 2015,a new round of stimulus measures emerged, only to be withdrawn again around 2018.

With that pendulum in mind, the optimistic take on what policymakers have said in recent weeks is that we are now back in stimulus mode. That’s true in part, but three factors suggest that this time is a little different.

Different times

First, China’s rising debt burden increases authorities’ worries about financial stability. Data from the BIS show that China’s private sector debt almost doubled in the past 15 years to 200 per cent of GDP at the end of 2023. The comparable debt stock for the US and the Eurozone was much lower, at 150 per cent each.

China’s entrepreneurs’ animal spirits remain in the doldrums. They are likely to stay there as long as President Xi Jinping’s preference is for ‘bigger, better, stronger’ state-owned enterprises.

Second, ideology is playing a growing role in shaping Chinese economic policy. The most visible effect has been to prioritize Chinese state-owned enterprises, at the expense of the private sector. This became especially visible in 2021 with a campaign against the ‘unrestrained expansion of capital’ – Beijing’s way of expressing its anxiety that China’s corporate sector was behaving in a manner inconsistent with Chinese Communist Party goals. 

Although that phrase is no longer current, entrepreneurs’ animal spirits remain in the doldrums. They are likely to stay there as long as President Xi Jinping’s preference is for ‘bigger, better, stronger’ state-owned enterprises, which use capital much less efficiently than private firms.

Third, today Chinese policy is shaped by Beijing’s perception of geopolitical risks that it faces. Those risks became starkly apparent in February 2022 after Russia’s invasion of Ukraine, when essentially every country that prints a reserve currency joined to freeze Russia’s access to its foreign exchange reserves. That enveloped the Russian economy in a network of sanctions that sharply constrained its access to a whole range of imports.

It is not difficult to consider a similar scenario confronting China. Beijing’s approach to economic policy is therefore heavily influenced by the need to insulate itself from that kind of risk (though Chinese policy had in any case been tilting in this direction for years).

‘Asymmetric decoupling’

This policy can be described as ‘asymmetric decoupling’: a simultaneous effort on the one hand to reduce China’s reliance on the rest of the world by substituting imports with domestic production; and, on the other hand, to increase the rest of the world’s reliance on China by establishing itself as a ‘zhizao qiangguo’, or manufacturing powerhouse.

The defensive pursuit of economic self-reliance constrains Beijing’s willingness to boost consumer spending.

This is the right context in which to understand a central economic goal of the authorities, which is to reduce the economy’s dependence on real estate investment. 

The intention is to allow capital and credit resources to migrate to new sectors of the economy that will help to build that manufacturing powerhouse: high-tech and green energy, in particular. What that means in practice is that any forthcoming support for the real estate sector will be rather limited.




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What are the top economic priorities for the new US President?

What are the top economic priorities for the new US President? 19 November 2024 — 8:00AM TO 9:15AM Anonymous (not verified) Chatham House

A post-US election discussion on the outlook for US economic policy and implications for the global economy.

A fortnight on from the US Presidential and Congressional elections, this expert panel, organised by Chatham House’s Global Economy and Finance Programme in collaboration with the Society of Professional Economists, will consider the outlook for US economic policy and implications for the global economy.

Questions for discussion will include:

  • What will the economic priorities of the new President be? What will be the role of industrial strategy/green transition, regulation, trade, migration and fiscal policy?
  • How far will the President be constrained by other branches of the US government, including Congress, the courts and state governments?
  • What will the implications be for the global economy broadly and through the specific channels of trade, investment, monetary policy and debt?
  • How will the new President handle economic and financial relations with the US’s traditional G7 allies, China and the Global South?

The institute occupies a position of respect and trust, and is committed to fostering inclusive dialogue at all events. Event attendees are expected to uphold this by adhering to our code of conduct.




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The US election could create the need for a G7 alternative – without American representation

The US election could create the need for a G7 alternative – without American representation Expert comment jon.wallace

Traditional allies of the US need to find a way to work together on some global policy issues even when the US itself is not engaged. A ‘G6 plus’ group could provide an answer.

When Jamaica pulled out of the nascent West Indies Federation in 1961, Trinidad and Tobago’s then prime minister, Dr Eric Williams, famously said ‘One from ten leaves nought’. In the run up to the US elections on 5 November, the US’s longstanding allies need to ask themselves if the same logic must apply to the G7. 

A Donald Trump victory will result in stark differences between the US and its closest partners on key global economic issues. US allies would no doubt try and persuade the new president to moderate his position, but experience suggests that this will have little, if any, effect.  

They may then want to work around the US, or on a parallel track. But doing so will be very hard unless they have a framework for discussing and developing ideas collectively. Could some form of ‘G6 plus’ forum help?

The role of the G7 today

The G7 no longer acts as a steering group for the global economy. However, it remains a critical forum for the US and its allies to coordinate their efforts to help solve global problems, to defend common Western interests, to resolve internal disputes and to underpin information exchange. 

In the past two years, the G7 has come to be seen by the US and other members as one of the most effective international mechanisms. It has played a critical role coordinating Western efforts to recover from the last pandemic and prepare for future ones.  

It has been pivotal in weakening Russia’s economy following the attack on Ukraine and has acted to strengthen Western economic security and resilience more broadly.  

The G7 has also responded to ‘Global South’ calls for help in dealing with the pandemic aftermath and the Ukraine war. 

Trump’s approach to the G7

The problem is that the G7’s effectiveness depends critically on full US engagement, sometimes as a leader of initiatives (such as the decision to impose an ‘oil price cap’ on Russia in autumn 2022) or as an essential partner. 

If elected, former President Trump is likely to abandon the G7 as an instrument of international economic policy. This is effectively what happened during his first presidency and there are reasons to expect this to be repeated. 

Many of Trump’s international economic policies are highly controversial with US allies, including his apparent determination to withdraw from the Paris Agreement, impose across the board 10-20 per cent tariffs and even punish countries for not using the dollar. His domestic policies, including mass deportation of undocumented immigrants and aggressive deregulation and fiscal easing could lead to further sharp disagreements.  

Furthermore, Trump demonstrates general antipathy towards multilateralism. Under his presidency, US representatives in the G7 and G20 sought to weaken core values and policies that have underpinned international economic cooperation for decades – including the importance of a rules based international system, the IMF’s global safety net role, and the responsibility of the advanced world to assist the poorest countries financially.  

In the event of a second Trump administration, the most likely scenario for the G7 is a repeat of the paralysis of 2017-20.

Other G7 and G20 countries tried to preserve as much as possible of the previous consensus. But in the case of climate change, the only solution was to have a separate text for the US. Critically, such efforts diverted time and attention from the enormous challenges facing the world at the time. 

Trump went through four different G7/G20 Sherpas during his presidency and disowned the final declaration of the 2018 Canadian G7 summit after hundreds of hours of negotiation, and despite previously signing off on the text. The US failed to host a final leaders’ summit, even virtually, during his administration’s G7 presidency.  

Of course, how far Trump carries through his most radical policies will depend, among other things, on the outcome of the Congressional elections and the stance taken by US courts. 

He may also have second thoughts if elected. His first administration sometimes supported significant multilateral economic initiatives, notably the G20’s Debt Service Suspension Initiative and ‘Common Framework’ for debt rescheduling. 

But, in the event of a second Trump administration, the most likely scenario for the G7 is a repeat of the paralysis of 2017-20, which would be even more costly today.

Should Vice President Kamala Harris win on 5 November, the situation should in theory be very different. She will likely continue with President Joe Biden’s collaborative approach to the G7.

Nonetheless, major issues may still arise where America’s allies want to take a fundamentally different approach and need a mechanism to do so. These could include policy on the WTO, de-risking the economic relationship with China, restricting carbon leakage, and regulating US-dominated big tech.  

How should US allies respond?

No US ally will want to be seen to be leading development of a new ‘G6’ that excludes the US. The top priority will be securing the best possible relationship with the incoming president. Political weakness and/or new governments in France, Germany, the UK and Japan will add to this hesitancy.

Any new forum should be described as…intended to coordinate activity among Western economic powers in those areas where the US chooses not to engage.

Any new forum will therefore need to be as low profile as possible. The concept should initially be discussed in private by sherpas from each participating country. Once established, officials should as far as possible meet online. Leaders should only meet online, at least initially.  

Participants should be fully transparent about the forum’s existence and avoid any grand ‘framing’ along the lines of the EU’s ‘strategic autonomy’. Instead, it should be described as a practical, largely technocratic forum intended to coordinate activity among Western economic powers in those areas where the US chooses not to engage. A suitably innocuous name – such as the ‘the sustainable growth club’ could help.

Topics should be limited to those requiring urgent collective global action, such as climate, health, tech governance, development finance and trade – and where the US federal government is not an ‘essential’ partner. Such a forum should not therefore address defence.  




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Will the next US president invest in Middle East stability or walk away?

Will the next US president invest in Middle East stability or walk away? Expert comment LToremark

Harris and Trump look set to continue US deprioritization of the region, but they would do better to enlist the support of their partners.

When stability in the Middle East feels so distant, it is much to the dismay of America’s partners that conflict management in the region has fallen down the list of US priorities. As Israel’s war in Gaza has reached its tragic one-year milestone, a new front has opened in Lebanon and further direct escalation between Israel and Iran seems imminent, it is hoped that the next US president will take a bolder role.

Namely, leaders in the UK, Europe and the Middle East are looking to whoever is in the White House to do more to restrain Israel, deliver self-determination – if not a peace process – for Palestine, and contain Iran’s interventionist regional role and nuclear programme.

The past year has shown the danger of ignoring or sidestepping cascading and glaring regional challenges. 

While it is naive to expect either Kamala Harris or Donald Trump to prioritize conflict management in the Middle East above immigration, the economy, the war in Ukraine or competition with China, the past year has shown the danger of ignoring or sidestepping cascading and glaring regional challenges. 

For Harris or Trump to have a more sustainable impact in the region, they must enlist the support of European, British and Middle Eastern partners and work collectively to build multilateral processes that can set a stronger foundation for regional stability.

Repercussions of deprioritization

The Abraham Accords, which normalized relations between Israel, the UAE and Bahrain, led many to believe that a new era of integration was possible in the Middle East. To some, it also vindicated the US decision to deprioritize the region that had started with Barack Obama’s presidency and his drawing down from ‘forever wars’ in Iraq and Afghanistan. Presidents Trump and Biden continued that approach, encouraging America’s partners in the Middle East to assume greater responsibility for regional stability. Notably, neither renewed negotiations with Iran despite both committing to deliver a stronger deal with Tehran.

Trump and Harris’s policy approaches to conflict in the region further show their limited intent to change course on the Middle East. 

The shock of the 7 October attacks shattered that view, and the longer overhang of the US decision to deprioritize the region has visibly played out over the past twelve months. 

While the Biden administration marshalled full political and military support for Israel and there is not – yet – a direct regional war with Iran, the US has been unsuccessful in multiple areas: delivering a ceasefire agreement, securing the release of hostages, maintaining regular humanitarian relief and producing a so-called ‘day after’ plan of action.  

Moreover, the US temporary arrangement with Iran to prevent nuclear acceleration in exchange for marginal sanctions relief has also shown the limits of compartmentalization when managing a portfolio of issues with Tehran.  

No new approach

Trump and Harris’s policy approaches to conflict in the region further show their limited intent to change course on the Middle East. Both leaders are aware that Middle East politics, particularly on IsraelPalestine and Iran – the key issues requiring urgent attention – has become a US partisan minefield that could alienate voters. Despite their different plans, with Trump inclined to be more unilateral, they will both continue the trend of gradually deprioritizing conflict management in favour of greater burden sharing by those in the region.  

President Trump has promised a tougher approach aimed at curtailing conflict and advancing US interests. On Iran, Trump has made clear that he would return to a policy of maximum pressure on the Islamic Republic, perhaps to come to new agreement with Tehran or alternatively to constrain Iran even further.  He has championed his administration’s withdrawal from the 2015 Joint Comprehensive Plan of Action (JCPOA), also known as the Iran nuclear deal. Trump has argued that this approach put economic strain on Iran and reduced its ability to fund proxy groups. 

His advisers have also indicated that they would extend this pressure campaign and provide maximum support to the Iranian opposition and activists. Yet without clear goals or a willingness to negotiate with Tehran to contain further nuclear advancements, the result may well be another round of instability.  

Should he return to office, Trump has indicated that he would immediately put an end to the war in Gaza, though how remains unclear. More broadly, he would likely double down on the agreements to promote IsraeliSaudi normalization and attempt to bypass the Palestinian leadership, focusing on broader regional normalization. But sidestepping Palestinian self-determination, which since 7 October has been the condition for broader Arab normalization, will be difficult for Saudi Arabia to sell to its broader, now politicized, public.  

Many Middle East leaders, including those from the Arabian peninsula, might welcome the return of a Trump presidency, but Trump’s ‘America First’ policy did not provide Arab Gulf leaders, especially Riyadh, with protection from Iran’s attack on Saudi oil facilities seen in September 2019.  

Trump also promised without success to deliver a bigger, better Iran deal that would extend the JCPOA and include compromises on Tehran’s support for proxy groups and constraints on its missile programme. Rather than imposing his previous strategy, a second Trump presidency would be more effective if it worked collaboratively with transatlantic and regional partners on regional security issues pertaining to IsraelPalestine and Iran.  

Continuation and reinforcement?

Despite her recent tough talk on Iran, it is expected that Harris will reinforce the current wave of diplomatic efforts to deescalate and manage tensions with Tehran, rather than advocate for ‘maximum pressure’.  

Harris would likely build on efforts to revive a new paradigm that could contain Iran’s nuclear programme. She is expected to emphasize a strategy of engagement combined with pressure to prevent Iran from obtaining a nuclear weapon, while addressing its regional activities.   

Now that Iran has provided missiles and drones to Russia, it is clear that Tehran’s transfer of lethal aid needs an urgent response beyond continued reliance on sanctions. Harris’s team would be wise to pursue a multilateral negotiation process bringing together Europe and the UK, who are already discussing these issues, to collectively engage Tehran on a broader deal.

Moreover, winning support from Israel and the Gulf is a necessary condition to build a more sustainable Iranian agreement. 




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Addressing Russia’s use of forced displacement in Ukraine

Addressing Russia’s use of forced displacement in Ukraine 7 November 2024 — 12:30PM TO 2:00PM Anonymous (not verified) Chatham House and Online

Experts consider the role international law could play in responding to Russia’s forcible movement of people during its war against Ukraine.

In the two and a half years since its full-scale invasion of Ukraine, evidence has emerged of Russia’s use of forced deportation and forcible transfer. Russia has also employed arbitrary detention as a tool of war and occupation.

Much attention has been on the International Criminal Court’s arrest warrants against Russian President Vladimir Putin and his children’s commissioner Maria Alekseyevna Lvova-Belova. These warrants were issued in relation to the alleged war crimes concerning the unlawful deportation of children from Ukraine to Russia and the unlawful transfer of thousands of children from occupied areas of Ukraine.

Meanwhile, Ukrainian citizens are being arrested and sent to Russia to serve prison sentences. They are often detained without charge and conviction.

This panel discussion explores:

  • What evidence is emerging of Russia using unlawful deportation and transfer of children, and the arbitrary detention of civilians?
  • What is the role and significance of international law on these issues?
  • What challenges might these practices create for later peace negotiations, as well as the securing of justice?
  • What is the process of releasing illegally detained Ukrainians, and Ukrainian children in particular, and reuniting them with their families? How do Russian volunteers inside Russia cooperate with Ukrainian NGOs to facilitate family reunification?

The event includes a screening of part of the documentary After the Rain: Putin’s Stolen Children

The institute occupies a position of respect and trust, and is committed to fostering inclusive dialogue at all events. Event attendees are expected to uphold this by adhering to our code of conduct.




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Trust in US democracy is at stake in this election

Trust in US democracy is at stake in this election Expert comment rgold.drupal

A narrow win for either side could make things worse. The rest of the world should be prepared for a disruptive transition.

With less than two weeks to election day in the United States, polls suggest the gap between Harris and Trump has narrowed even further in the swing states where the election will be decided. A fierce contest has ensued as each campaign seeks to drive voter turnout. In such a tight race, this will be decisive. But in an election that many Americans perceive as being existential for the country’s future, a narrow victory by either side will heighten the risk of a contested election.

Many Americans are pessimistic about the ability of democracy to deliver a reliable result. Two thirds of Republican voters continue to believe that the 2020 election was stolen from Donald Trump and for many of these, Biden’s inauguration may have demonstrated the weakness, not the strength, of US democracy. 

This environment has contributed to widespread anticipation of a contested election, as well as preparations for the possibility of a delayed result. Political disinformation and deep polarization across the country could mean that a narrow victory leads to more legal challenges and even political violence.  6 January, the anniversary of the assault on the US Capitol and the day Congress will certify the Electoral College has been designated a National Special Security Event. 

The issue of how quickly and reliably votes are certified has become an arena for argument. In the 2022 midterms, 22 county officials in key states voted to delay certification. Democrats have noted with alarm that this year, around 70 pro-Trump election ‘conspiracists’ are positioned to review the results in swing states.

Those nervous about the possibility of a narrow vote being overturned will be watching to see if Republicans maintain or increase their majority in the House of Representatives, since the newly elected House will shape who holds the gavel when a joint session of Congress returns to certify the US presidential election result. Republican control of the House could give the former president more ability to influence this vote. 

A resilient democracy

But there should be room for optimism. Democracy in America has been remarkably resilient. In 2016, Democrats swallowed their unease with Donald Trump. Despite rumours of Russian interference in the election, they accepted the election result.

If fears of another contested election materialise, it will be the third time in recent history that the US has struggled to confirm a result. 

Four years later, the US was far more polarized, trust in institutions had decreased, and challenges to the elections reflected this. The Trump campaign filed more than 60 lawsuits in 9 states challenging election processes and voter certification. In every single case, courts confirmed the results.  After the 6 January insurrection on the US Capitol, Congress returned to its chambers and, on the very same day, confirmed the electoral results. 

If fears of another contested election materialise, it will be the third time in recent history that the US has struggled to confirm a result. In 2000, the Supreme Court intervened to decide on a recount in Florida, effectively delivering victory to George W Bush – a memory alongside the 6 January Capitol riots contributing to America’s anxiety ahead of polling day. 

International response

The US’s partners and rivals may be ill-prepared for a contested election. 

If Trump or Harris, or both, claim victory before it is clearly settled, world leaders will need to decide how to react. Diplomatic protocol may dictate that leaders wait until the US confirms the results through official channels but there are concerns that not everyone will play by these rules. 




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US election rhetoric on migration undermines Washington’s soft power in Latin America

US election rhetoric on migration undermines Washington’s soft power in Latin America Expert comment jon.wallace

As US public opinion hardens, the Democratic party takes a tougher stance, and Donald Trump proposes mass deportations, Latin American leaders note a lack of long-term policy.

The US’s broken immigration system has become a central theme of the 2024 election campaign. But the discussion on immigration, undocumented immigrants, and asylum seekers – increasingly lurching into dehumanizing rhetoric – extends beyond US borders. 

As one former senior director of the National Security Council told me, ‘when the president travels or meets with heads of state from Latin America what comes up –regardless of the country – isn’t US–Cuba policy or even trade. It’s immigration’. How the US talks about and treats citizens of Latin American and the Caribbean matters to elected politicians in the region. 

The roots of the US immigration debate go deep and will not be easily resolved, even with a sweeping reform of the system. 

According to a January 2024 Pew survey, 78 per cent of Americans ‘say the large number of migrants seeking to enter the country at the Mexico border is either a crisis (45 per cent) or a major problem (32 per cent)’. Worries about the border are not limited to Republican voters: 73 per cent of Democrats feel that the issue is either a crisis or major problem. 

The numbers of undocumented immigrants encountered at the US–Mexico border has actually dropped in recent months.

Despite the heated popular temperature, the numbers of undocumented immigrants encountered at the US–Mexico border has actually dropped in recent months. US Customs and Border Protection (USCBP) reported 301,981 encounters with irregular border crossings in December 2023; by August 2024 this had dropped to 107,473.  

Nevertheless, illegal border crossings have increased under Biden. During his administration USCBP reported 8 million encounters along the Mexico border compared to 2.5 million under Donald Trump. 

Mexico

Any attempt to address the issue promises to affect US relations with Mexico, requiring the cooperation of newly elected president Claudia Sheinbaum. Her predecessor and founder of her Morena party, leftist Andres Manuel Lopez Obrador (AMLO), proved an unexpectedly cooperative partner for the previous Trump administration and Biden White House. 

In return for AMLO’s cooperation, the US soft-pedalled criticism over his failures to disrupt narcotics trafficking and criminal networks.

But that came at a cost, particularly for Biden. In return for AMLO’s cooperation, the US soft-pedalled criticism over his failures to disrupt narcotics trafficking and criminal networks and for his steady weakening of checks on executive power. 

Mexico’s borders with other countries are also under pressure. Mexico remains the primary sending country to the US. But political repression and insecurity in countries including Cuba, Ecuador, Guatemala and Venezuela has pushed their citizens to travel across Mexico to the US. Economic collapse and humanitarian crises in Cuba and Venezuela have further fuelled the flight.

Rhetoric

The Kamala Harris and Trump campaigns have struck different positions on how to stem the flow of illegal immigration. But as US public opinion shifts, both parties are talking tougher. 

Harris is continuing Biden’s hardening stance, including the controversial move to bar those who cross the border illegally from applying for asylum

Biden’s early ‘roots’ strategy, to provide economic and security support in countries from where migrants are travelling, has fallen by the wayside. 

The Trump campaign is taking more extreme positions. The Republican presidential candidate mentions immigration in almost every campaign speech

He proposes to carry out the ‘largest deportation in US history’, using ICE personnel, the National Guard and local police forces to round up undocumented immigrants, including in their workplaces. 

The campaign has also pledged to end birth-right citizenship and Biden’s programme of parole for humanitarian reasons. Trump also plans to restore his first term policies including construction of the border wall. 

Trump’s proposals provide little opportunity for a broad, bipartisan consensus on immigration. Should he win in November he is likely, as he did in his first term, to attempt to push his policies via executive action, opening up challenges in federal court. 

A Harris victory would at least create space for the resurrection of the Biden administration’s 2024 immigration enforcement bill, originally supported by moderate Republican leadership in the Senate, but defeated following pressure from Trump

The bill would have toughened enforcement at the border – increasing funding for detention centres, asylum hearings and for local governments and border patrols. It would also permit ICE to shut down the border when crossings surpassed an average of 5,000 per day or 8,500 on a single day.

Undermining US influence

But such legislation, while promising to address domestic US perceptions of the crisis, threatens to reduce US soft power in Latin America. That would be counterproductive at a time when the US is attempting to consolidate global support in its competition with China and conflict with Russia. 

For Latin American leaders, US rhetoric on immigration rankles. The priorities of Latin American and Caribbean leaders and their voters are long term: economic growth, improved security, and climate change. These issues require investment and commitment from an engaged and reliable US partner. Sadly, Latin Americans can see such issues are not on the domestic agenda in US politics. 

To improve regional perceptions of US intentions after the election, new policy should seek to address the root causes of migration. That will require a multi-pronged, bipartisan approach that focuses attention and resources on US neighbours south of the border.  

Any future US administration will need to risk unpopularity with some voters at home and engage with sending countries and their neighbours. 

The US’s immigration system will need to broaden paths for legal immigration to meet US labour needs, while delivering increased support for border security, and accelerated (and humane) processes for detaining and repatriating illegal border crossers and asylum claims.  

But any sustainable answer also requires addressing the multifaceted reasons driving migrants north. Any future US administration will need to risk unpopularity with some voters at home and engage with sending countries and their neighbours. 




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Safeguarding Europe: how to defeat and deter Russia

Safeguarding Europe: how to defeat and deter Russia 10 December 2024 — 10:00AM TO 7:30PM Anonymous (not verified) Chatham House

Threat assessment and practical solutions.

Nearly three years into Russia’s full-scale war against Ukraine, the security picture for Europe remains uncertain. Questions of European states’ own resilience and ability to counter Russia and support Ukraine have not been adequately answered by key European powers. So how can European states act proactively to support not only Ukraine but also their own security?

Key questions:

  • How resilient is Europe to the challenge posed by Russia?
  • What more can be done to defend EU candidate states?
  • What will be the impact of the US election results?
  • What deters Russia? What have we learnt from Russia’s war on Ukraine?
  • Are the current approaches sufficient?

This one-day, in-person conference at Chatham House will bring together experts and policymakers from across the UK, EU and US, as well as drawing from the expertise of Russian analysts in exile. Alongside analysis of Russia’s intentions towards Europe and European strategy, there will be opportunity for in-depth conversation with experts on the geopolitical and defence tools available to European states.

This conference will be hosted in-person, with the recording of the keynote address made available on the website following the event.

Participants will be selected based on expertise. Please wait for confirmation before attending.

Corporate organisations who currently do not support the Russia-Eurasia Programme or Ukraine Forum will be subject to a fee. Your registration will be reviewed by a member of our team before it is approved.

The institute occupies a position of respect and trust, and is committed to fostering inclusive dialogue at all events. Event attendees are expected to uphold this by adhering to our code of conduct.




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Chatham House welcomes 2024 interns

Chatham House welcomes 2024 interns News release jon.wallace

An internship at Chatham House offers an invaluable learning experience through a six-month placement in one of our teams.

Chatham House is excited to welcome the 2024 cohort to the Molchanov Sustainability Internship Programme

Introduced in January 2021, the programme has been made possible following the gift of Pavel Molchanov, to support the next generation of leaders in sustainability. 

The internships grant practical learning opportunities at a world-famous think-tank, helping a new generation of policymakers understand how to shape policy, influence debate, and create meaningful change towards a sustainable future. 

This autumn, Chatham House staff in six departments are delighted to welcome interns to their teams: 

Aisha Abdirahman will work with the Environment and Society Centre, Kendall Spence with the Africa Programme, Matthew Harris with the International Affairs journal, Noor Elgallal with the Middle East and North Africa Programme, Phoebe Hardingham with the Russia and Eurasia Programme, and Thomas Maddock with the Europe Programme.

For more information about the internships, please contact the Academy team.




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Independent Thinking: Why is North Korea sending troops to Russia?

Independent Thinking: Why is North Korea sending troops to Russia? Audio john.pollock

Orysia Lutsevych, Edward Howell and Yossi Mekelberg discuss North Korean troops fighting with Russian forces against Ukraine, as well as the issue of military conscription.

On this episode

North Korea is sending troops to Russia, but what is Kim Jong-Un hoping to get from Vladmir Putin for this military assistance against Ukraine? The panel also discuss the role military conscription plays in Israel, South Korea and Ukraine’s defence.

Bronwen Maddox is joined by Edward Howell, the Korea Foundation fellow at Chatham House, Orysia Lutsevych, the head of our Ukraine Forum and Yossi Mekelberg, a senior consulting fellow with our Middle East and North Africa Programme.

About Independent Thinking

Independent Thinking is a weekly international affairs podcast hosted by our director Bronwen Maddox, in conversation with leading policymakers, journalists, and Chatham House experts providing insight on the latest international issues.

More ways to listen: Apple Podcasts, Spotify.




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Chatham House Forum: Is the West Losing its Power on the Global Stage?




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Corporations and Environmental Sustainability: Profit vs Planet?




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The New Political Landscape in Germany and Austria




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Stopping the Use of Chemical Weapons in Modern Conflicts




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Chatham House Forum: Are Humans Psychologically Wired to Fight?




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Global Trade Landscape Series: US Trade in an Age of Protectionism




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Undercurrents: Bonus Episode - How Can Political Elites Reconnect With Voters?




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Undercurrents: Episode 11 - New Approaches to Peacebuilding, and Gender-Inclusive Growth at the G20




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China, Russia and Iran: Power Politics of a New World Order?




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Inside the White House




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Undercurrents: Episode 14 - Sustainable Energy for Refugees and Australian Foreign Policy




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The Failed Marshall Plan: Learning from US Foreign Policy Missteps




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Chatham House Forum: Is the Welfare State Fit for Purpose?




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Chatham House Forum: Does Religion Incite Violence?




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Chatham House Primer: National Populism




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Undercurrents: Episode 21 - EU-US Relations after the Midterms, and Tackling the Illegal Wildlife Trade in Africa




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Chatham House Prize 2018: The Committee to Protect Journalists




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The Great Delusion: Liberal Dreams vs International Realities




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China and the US: Through Each Other’s Eyes




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Undercurrents: Episode 28 – The History of Women at Chatham House




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Chatham House Primer: ‘Leaving on WTO Terms’




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Undercurrents: Episode 29 - The Future of EU-US Trade, and Why Russia Confronts the West




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Sustainable Solutions to Challenges Faced by Displaced People and Refugees




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Chatham House Primer: Making Change




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The Kremlin Spectrum: Western Approaches Towards Russia




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Undercurrents: Bonus Episode - How Technology is Changing International Affairs




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Undercurrents: Bonus Episode - Germany and the European Elections




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Undercurrents: Episode 35 - EU Elections, and Sustainable Development in Colombia




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A Path Forward for US Politics




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Undercurrents: Episode 36 - The Online World of British Muslims




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Leadership in the 21st Century: Jim O’Neill, Chatham House




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The 2019 Arab Youth Survey: Pragmatism, Frustration and Optimism




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Refugees and Technology: Panel Discussion