Will ASEAN come together or fracture in dealing with America First? Can the US-China trade war stabalize? How will Chinese transshipments be addressed in a US-Malaysia agreement? Is there a coalition led by the US that can be developed to counter China's dominance of Rare Earth  The only thing we know for sure: Malaysia, South Korea and Japan will each engage in "flattery diplomacy" given that's the playbook all governments use when it comes to Trump. Breaking down what to wa

Concern is increasing throughout Southeast Asia as U.S. officials, intent on slowing China, have yet to say how they will define the origin country of imports. Trump administration officials have been vocal about setting one rule-of-origin target for the region. They have focused on 30 percent: Any product containing more than that level of foreign parts or content sent to the United States would face the special transshipment tariff. While discussions are fluid, one thing is

The U.S. announced agreements on Sunday with Malaysia, Thailand and Cambodia, securing support for its efforts to pressure China on trade and critical minerals. While the statements did not mention China, to varying degrees they signaled each country’s support for Mr. Trump’s aim to reduce China’s stranglehold on some of the most important materials that go into a wide array of products, such as batteries, smartphones and magnets for fighter jets. In addition, the statements

Steven Okun, CEO of public affairs consultancy APAC Advisors, said when interviewed that though Trump is not expected to make significant policy statements at the ASEAN Summit, his attendance itself sends an important signal that “Southeast Asia is key to the US from an economic perspective, a geopolitical perspective and a defence perspective.” “Just by taking off the fentanyl tariffs, that would put China at almost the same tariff rate as most Southeast Asian countries. And

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This week’s summit comes amid supply shocks, leadership transitions, and war.