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Lula can’t decouple from China, whatever Trump may want

Luiz Inacio Lula da Silva’s re-election on October 25 may have frustrated Donald Trump’s ambitions in Latin America, but the more consequential story lies beyond the ballot box on China. Brazil’s relationship with Beijing is now so deeply embedded in its economy that even a president more sympathetic to Washington would struggle to unwind it. […]

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Does Japan need nuclear subs? The debate is bigger than China

Japan’s debate over nuclear-powered submarines is gaining momentum, but political deliberation should not be mistaken for a done deal. As Tokyo prepares to revise its three principal national security documents by the end of 2026, Prime Minister Sanae Takaichi has opened the door to a long-politically sensitive capability. On October 14, she told parliament that […]

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US-China AI race turning ASEAN neutrality into a liability

For decades, Southeast Asia has turned great-power rivalry to an economic advantage. By maintaining healthy ties with Washington and Beijing, ASEAN governments attracted investment, expanded trade and preserved room for diplomatic maneuver. The great-power race for artificial-intelligence dominance, however, is changing that bargain. As the United States and China build competing technology networks, neutrality may […]

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Owner or owned? Indonesia’s Chinese battery chain dilemma

Indonesia has spent a decade trying to turn its mineral wealth into something more valuable than raw commodity exports. The strategy is ambitious: restrict raw nickel exports, attract investment, build processing capacity and move downstream into electric-vehicle (EV) batteries that will power the next generation of transport and energy storage. China is central to the […]

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The slow boiling of Indonesian democracy

The most consequential changes in a democracy do not always arrive with a constitutional crisis. Rather, they come through appointments, legal amendments and seemingly ordinary political bargains, accumulating one after another until the political system begins to look different from the one that came before. That is the real value of the “boiling frog” metaphor. […]

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Indonesia’s arms spree only the start of a modern military

Indonesia is buying the weapons of a modern military at a pace rarely seen in its recent history. Rafale fighter jets are entering service, and the country has contracted for 48 KAAN fighters from Turkey. The navy has taken delivery of two Italian PPA warships and commissioned a former Italian aircraft carrier, the Giuseppe Garibaldi, […]

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To keep the peace, South Korea’s Lee must prepare for war

When a South Korean soldier stepped on a land mine in the Demilitarized Zone (DMZ) on September 21, it might have been taken as a grim reminder of a war that never formally ended. Instead, the explosion has revealed something more unsettling: the Korean Peninsula’s old security order is shifting, even as Seoul tries to […]

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