{"id":21553,"date":"2015-07-13T06:00:04","date_gmt":"2015-07-12T20:00:04","guid":{"rendered":"http:\/\/www.aspistrategist.ru\/?p=21553"},"modified":"2015-07-15T13:48:21","modified_gmt":"2015-07-15T03:48:21","slug":"china-engage-hedge-are-different-universes","status":"publish","type":"post","link":"https:\/\/www.aspistrategist.ru\/china-engage-hedge-are-different-universes\/","title":{"rendered":"China: Engage & Hedge are different universes"},"content":{"rendered":"
<\/a><\/p>\n China\u2019s economy may be facing its 1929 moment. Or this may be only the painful burst of a big bubble. Will it become a cascading catastrophe or just a crashing correction?<\/p>\n Pay your money and place your bets. And hold your breath. No jests about a Communist Party flummoxed by the workings of a central motif of capitalism, please.<\/p>\n The obvious point for Australia is that Greece is concerning but China is the main event. For Oz, Chinese investors panicking at plunging values trump Greeks shaken by the shrivelling of their economy.<\/p>\n In the 20th century, recession in Europe and America meant something similar would happen in Australia. In the 21st century, Australia\u2019s economy has decoupled from the US economy. America gets pneumonia but Australia doesn\u2019t sneeze. Plugged into Asia, Australia sailed past the US dotcom bust and the Great Recession. Australia is coupled to Asia. And at the head of the train is China.<\/p>\n As the IMF noted<\/a>, Australia\u2019s decoupling from America\u2019s economy, made explicit at both ends of the previous decade, means the US negative effect on Oz is ‘no longer statistically significant’.<\/p>\n A huge shift of historic dimensions. Ho hum, say the nation of pragmatists who live in Oz. Old news. Got the Asian Century memo, thanks, understood the point. The calm rests on the reality that so far the decoupling from the American economy and the firm coupling to Asia has delivered copious good news.<\/p>\n China\u2019s market mayhem highlights another great decoupling\u2014the parting of the ways of Engage & Hedge. This is the grand strategy that the US and Australia have employed towards China since the end of the Cold War. Engage economically. Hedge militarily.<\/p>\n Engage & Hedge were never really closely aligned or tightly joined. Now, though, they exist in different universes. Engage & Hedge can no longer be seen as the twin legs of a coherent strategy.<\/p>\n Two concepts supposed to run at least in parallel aren\u2019t even in parallel universes. They have become policy poles with opposed existences. That\u2019s why the US effort to create a Trans-Pacific Partnership excluding China is\u00a0much more about the Hard-Power-Hedging universe<\/a> than the Win-Win-Engage-and-Trade universe.<\/p>\n Tony Abbott got the terms of the decoupling into one vivid phrase<\/a> when he said that Australia\u2019s policies towards China are driven by two emotions: \u2018fear and greed.\u2019 The fear demands strategic hedging and the greed fuels economic engagement. These are opposed, not linked emotions. Off in their different universes, fear and greed no longer feed into a united policy recipe.<\/p>\n Fear of the hedging universe is going to keep growing whether China booms or busts. A rich China has shown it can be aggressive and assertive. A China that suddenly confronts the danger of being poorer than the trend line promised might be worse.<\/p>\n A Communist Party that can\u2019t deliver ever-enriching growth has to play instead to the emotions of pride and nationalism (and belligerent fear of the perfidious foreign powers that seek to block China\u2019s rise). The world\u2019s second biggest economy is plenty big enough to matter, no matter what happens next. So whether China goes up or down, the demands of hedging just increase. Not much linkage there between Engage & Hedge.<\/p>\n