Friday, February 27, 2026

Is the International Order Over?

Donald M Fraser c. 1960 February 20, 1924 – June 2, 2019
How Pro-Democracy Foreign Policy Can Survive Trump — And Emerge Stronger Than Ever

by Larry Diamond, William L. Clayton Senior Fellow, Hoover Institution and the Mosbacher Senior Fellow in Global Democracy, Freeman Spogli Institute for International Studies, Stanford University.

From Notus, February 22, 2026

In August 1973, Rep. Donald Fraser, a Democrat from Minnesota, convened a series of House hearings on human rights and American foreign policy. It was a dark moment for democracy globally and in the United States. In the Philippines, Ferdinand Marcos had declared martial law and was brutalizing the opposition to hang on to power. In Rhodesia, Ian Smith was fighting a bloody war to preserve white minority rule. Within a few weeks, Augusto Pinochet would stage a murderous coup and establish a dictatorship in Chile. Around the globe, many other autocracies were benefiting from American silence or complicity. And totalitarianism reigned in China, the Soviet Union and across Eastern Europe.

Here at home, the United States appeared to be in no mood — or position — to evangelize to others about democracy. The Nixon administration’s foreign policy was run by Henry Kissinger, the quintessential realist, who privileged global power politics over democracy and human rights. The Watergate cover-up — which would accelerate in October 1973 with Nixon’s firings of the special prosecutor and the attorney general in the infamous “Saturday Night Massacre” — suggested that our own democracy was far too shaky to serve as an example to others. No wonder Daniel Patrick Moynihan — returning in 1975 from a stint as U.S. ambassador to India, which, under Indira Gandhi, was spiraling toward emergency rule — would observe that liberal democracy “is where the world was, not where it is going.”

Yet Fraser believed that another trajectory was possible. His hearings would lead to the creation of a State Department Bureau for Human Rights and Humanitarian Affairs. His work would also help pass a 1974 amendment to the Foreign Assistance Act ending or substantially reducing U.S. security assistance to states with “a consistent pattern of gross violations of internationally recognized human rights,” including torture and forced disappearances. That amendment also required the State Department to produce annual reports on the human rights practices of countries receiving aid. Soon, these small steps would be joined by larger political and historical currents to breathe new life into the idea that the United States could serve as an advocate for democracy and human rights abroad.

Today, a half century after Fraser’s hearings, the common belief among scholars and analysts is akin to the Moynihan view from the 1970s: that the America of internationalism, liberalism, alliances and democracy promotion is who we were, not who we are or will (in the foreseeable future) be again. In marked contrast to the first Trump administration, when the president mostly ignored, but did not destroy, the instruments of democracy promotion in our foreign policy — and when many of his leading officials believed in this mission — the second Trump administration has unleashed an institutional and rhetorical bloodbath against U.S. democracy promotion.

The big blows have included the closure of the U.S. Agency for International Development, which had recently been spending nearly $2 billion annually in grants to support democratic institutions, elections, civil society, independent media, anti-corruption efforts, and the rule of law; the decimation of the State Department’s Bureau of Democracy, Human Rights, and Labor (a successor to the original Human Rights Bureau), which was distributing another $345 million annually in such grants; the gutting and politicization of the annual State Department human rights reports; the effort to eliminate the Voice of America; the administration’s expressed admiration for illiberal political actors in Europe, like Hungary’s long-ruling autocratic prime minister, Viktor Orbán, and Germany’s chilling far-right party, Alternative for Germany; the humiliating treatment of and diminished assistance for a democracy in Ukraine that is still fighting for its life against ruthless Russian aggression; and the stirring of Venezuelan hopes for a transition to democracy with the capture of Nicolás Maduro, only to dash them by recognizing his authoritarian successor, Delcy Rodríguez.

Meanwhile, thanks to, among other things, the belittling and attempted extortion of our democratic allies in Europe in a ham-handed attempt to gain sovereignty over Greenland, the key international partnerships we have built to defend and advance freedom are under huge strain. Unlike last time, when our democratic allies in Europe, Asia and Latin America could view President Trump as an aberration once he left office, this time (so the argument goes), trust in America may be permanently ruptured.

And this potential rupture is not simply about our actions abroad, but also about who we have become as a country. With Trump’s withering assaults on our democratic norms, laws and institutions, the system of government we have spent decades trying to promote abroad is in greater danger at home than at any time since the Civil War. How could we ever again possibly serve as a positive force for freedom in the world when our democracy is in such steep decline?

Given all this, what future American president, even if he or she wanted to, would spend scarce political capital and budgetary resources to renew America’s mission of democracy promotion — especially when the task of domestic economic regeneration, social healing and political repair will be so massive? And so, today’s conventional wisdom is: Goodbye to democracy promotion. It had a good run for half a century. It was nice while it lasted.

But this thinking is ahistorical, defeatist and unimaginative. Even though Trump has done great harm to the principles and institutions underlying U.S. democracy promotion, the damage is neither complete nor irreversible. Like in 1973, when Donald Fraser held his hearings, members of Congress from both parties are already pushing back. Impossible as it may seem, the moment to think ambitiously will come again, giving future presidents an opportunity to revive one of the best and most successful strains in American foreign policy — and to update it for an era that is more challenging and resource-constrained, but still full of opportunities for freedom.

The notion that America stands for something — other than naked mercantilism and territorial aggrandizement — has been a crucial element in our economic success and geopolitical security since World War II. We built the great institutions of the liberal, rules-based international order — with its emphasis on collective security, nonaggression, international negotiations, freer trade, monetary stability, development assistance, humanitarian relief, human rights and the rule of law — not simply for idealistic reasons. We did so to contain what John F. Kennedy called in his 1961 inaugural address “the common enemies of man”: war, tyranny, poverty and disease. We recognized that we would be more prosperous and secure when we worked to help other nations rise above these scourges.

There has always been a countervailing strain of thinking, of course — the bleak analysis starkly articulated by Trump’s deputy chief of staff Stephen Miller, who, echoing aggressive autocrats throughout the ages, recently declared that we live in a world “that is governed by strength, that is governed by force, that is governed by power.”

This emphasis on power over values also seemed ascendant in the 1970s. And yet just a few years after Fraser’s hearings, a little-known former governor of Georgia with idealism, fresh judgment and deep Christian faith would win the presidency. Jimmy Carter called for an American foreign policy that balanced “tough realism” with “idealism,” in the form of support for freedom and humanitarian assistance. He vowed to “begin by letting it be known that” America’s view of “any nation, whatever its political system,” would be affected “if it deprives its people of basic human rights.” Carter would adopt Fraser’s recommendations and go beyond them. His diplomatic pressure on, and reduced arms sales to, Latin American military regimes contributed to a wave of transitions back to democracy in that region.

In the 1980 presidential campaign, Ronald Reagan savaged Carter’s foreign policy. But within a year and a half of taking office, Reagan — a sunny optimist by nature who understood that corrupt, repressive regimes, including the Soviet Union and its client states, faced unsolvable legitimacy crises — would give the most visionary speech in favor of democracy promotion of any American president. “Freedom,” he declared in London, using a formulation reminiscent of both Carter and the American founders, “is not the sole prerogative of a lucky few but the inalienable and universal right of all human beings.” He committed the United States to a global campaign to aid popular struggles for freedom worldwide, and to “foster the infrastructure of democracy — the system of a free press, unions, political parties, universities — which allows a people to choose their own way.”

Subsequently, Reagan would work with Rep. Dante Fascell, a Democrat from Florida, to persuade Congress to establish the National Endowment for Democracy, a bipartisan, nongovernmental but publicly funded organization that assisted democratic political parties, elections, mass media, trade unions, think tanks and business associations around the world. I worked with the NED for over 30 years — as co-editor of its publication, the Journal of Democracy, and for a time as co-director of its studies center. That means I can’t claim to be fully objective; but it also means I got to see at close range its unique effectiveness as a lean and principled instrument for supporting efforts to achieve and deepen democracy, human rights and good governance.

I offer this history now because there are parallels that, in the current moment, should help those of us who care about democracy promotion to resist resignation and despair. Like in the 1970s and ’80s, most of our authoritarian adversaries face immediate or potential challenges to their legitimacy. The regimes in Iran and Venezuela are hated by most of their people and mainly persist by force, fraud and fear. Corruption and coercion are also the main pillars sustaining numerous other autocracies, from North Korea to Nicaragua, from Uganda to Uzbekistan.

Dictatorships that had delivered economic growth, like China and Vietnam, face a different potential problem. The legitimacy of these regimes is mainly based on economic performance. But with development comes greater expectations for political voice and accountability, and with a slowing of development comes social frustration. Economic growth is ebbing in China, and the pace of protests is rising. Repression can snuff out dissent, but it also breeds new sources of resentment, a turn to more creative means, and, as The Economist observed, “a growing connection between individuals inside China and activists on the outside internet.” At the same time, Xi Jinping’s policy failures and recurring purges are likely to breed “animosity, discontent, and resentment among élites,” even within the Communist Party. We don’t know where all this is heading, but it is a good bet that China and other dictatorships that have wagered their longevity on economic performance will face a crisis of legitimacy in the next decade or two. It will not necessarily be the Soviet crisis of economic dysfunction and stagnation, but it will surface deep contradictions in the authoritarian model — contradictions that can only be resolved with political reform.

Let’s posit, for the moment, a future president who does not share Trump’s evident disdain for democracy. Why on earth would such a president want to retreat from the game at this crucial historical juncture? Why would he or she unilaterally disarm in the war of ideas with China and Russia — a contest that will shape which values, rules and principles will govern a changing world? Only a former great power, ready to surrender not only its global leadership but ultimately its national security and prosperity, would do such a pointless and reckless thing.

This is where national pride, national interest, and national historical memory meet. Surrendering in the contest of values between democracy and authoritarianism could mean American retreat and humiliation as China’s neo-totalitarian regime increasingly dominates the global economy, the march of technology and the rules of the future international order. It could mean allowing China to swallow Taiwan and its leadership role in semiconductors, or permitting it to dominate the South China Sea, the Pacific Islands, and much of the world’s resources and sea lanes. It means letting Russia have its way in Europe.

All the countries that most seriously threaten our national security with aggression, terrorism, crime and pandemics are autocracies or decaying democracies. Where have the recent waves of illegal immigration come from? They have originated in corrupt, lawless, violent states, with repressive governments or no effective government at all. Our most reliable trading partners are democracies. Our most secure supply chains largely run through democracies. Our best prospects for collaboration to master the great scientific frontiers of AI, quantum computing and fusion energy lie with other democracies.

Post-Trump, future presidents and their foreign-policy teams will have to consider these obvious strategic points in favor of democracy promotion. But what about the American public? Haven’t they permanently turned against the concepts of foreign aid and supporting democracy abroad? Actually, public opinion on democracy promotion is largely supportive. What Americans oppose is not helping people achieve freedom but rather using military force to do it. Last March, a Pew Research Center poll found that solid majorities support giving foreign aid not only to distribute medicine (83%) and food and clothing (78%), but for economic development (63%) and, crucially, for “strengthening democracy in other countries” (61%).

Moreover, Americans’ feelings about these questions are not static; they can be moved by persuasive leaders who explain what is at stake, as Reagan once did. In 2019, I co-led an experiment called “America in One Room.” We brought 523 Americans from around the country to Dallas for a long weekend in which they deliberated about politics and, with the aid of balanced briefing papers and insights from experts with different views, had the opportunity to change their opinions. On foreign policy, this representative sample of voters repeatedly gravitated toward more international engagement. Approval of using “diplomacy and financial support to promote democracy and human rights throughout the world” started at 59%. But once participants had a chance to hear different arguments and discuss them with their fellow citizens, that number jumped to 72% overall, and from 43% to 62% among Republicans. In addition, after discussion, support for defending NATO allies increased from 72% to 83% and spiked 18 percentage points among Republicans.

In recent months, my colleague Michael McFaul has been traveling around the country speaking (mainly in red states and communities) about his new book, “Autocrats vs. Democrats,” which argues that the liberal international order is not yet dead, but must be refashioned. His best applause lines, he reports, are when he makes “the argument that the United States stands for more than just power, but also ideals of democracy, freedom and liberty.”

And it isn’t just rank-and-file voters who believe in democracy promotion. On Capitol Hill, the concept continues to enjoy broad support. Democratic Sen. Tim Kaine of Virginia and Republican Sen. Todd Young of Indiana sit on the NED board of directors, which is chaired by former six-term Republican Rep. Peter Roskam. True, Republicans like Rep. Mario Díaz-Balart — chair of the House Appropriations Subcommittee on National Security, Department of State, and Related Programs — must these days offer their support for democracy promotion in a delicate balancing act that also includes backing for Trump’s “America First” foreign policy. But in speaking last month from the House floor against an amendment to kill NED funding, Díaz-Balart praised the organization as “a brilliant initiative” that strengthens “democracy forces from within” and supports “those struggling for freedom in the most repressive places in the world.” He added, “Anti-American tyrannies are where NED is effective” and argued that “there is nothing better for our long-term national security” than working for democratic transitions in such tyrannies.

The ranking Democrat on the same subcommittee, Rep. Lois Frankel, made a similarly impassioned case. Speaking as the mother of a U.S. Marine veteran who fought in two wars, she said, “The conflicts that put our sons and our daughters in harm’s way almost always arise in places where democracy has failed or never taken root.” Defunding NED “would be a serious mistake and a dangerous retreat from American values,” she continued. “These investments are not charity. They are prevention. They save American lives, taxpayer dollars and future troop deployments.

In the end, the amendment to defund NED was overwhelmingly defeated in the House, 291-127. Senate support for NED remains so strong that the body endorsed it on a simple voice vote. And not only did the Jan. 29 congressional agreement on international affairs spending for FY26 preserve full funding for NED, it also included substantial funding for the State Department’s Democracy Fund as well as for Voice of America and its affiliated regional broadcasters.

Americans and many of their leaders are not, in short, ready to give up on democracy promotion and other traditional features of an internationalist foreign policy. Future presidents who care enough to make the case for democracy promotion — to their colleagues in Washington and to voters across the country — will find themselves pushing on a surprisingly open door.

But what would democracy promotion in the post-Trump era look like in practice? History offers a roadmap as to what works and what doesn’t. Military force as a means of promoting democracy has typically failed. Military conquest and occupation did succeed in restoring democracy to post-war Germany and Japan, but we did not go to war to “democratize” those two dictatorships, and it was only our total victory — and significant planning, adaptation and assistance after the war — that enabled success. The only other two success stories of democratization through force are Reagan’s invasion of Grenada in 1983 to restore democracy after a Marxist coup, and George H.W. Bush’s invasion of Panama in 1989 to depose an unpopular, drug-dealing military dictator, Manuel Noriega. All these instances had unique elements that are unlikely to be repeated — and indeed they were not repeated during the 2003 invasion of Iraq or Trump’s lightning strike to capture the ruler of Venezuela.

Besides military force, the most coercive tool to promote democracy is broad sanctions imposed on authoritarian economies. This approach, too, has a dubious record of inducing political change. Sanctions can deepen a country’s slide into poverty and hardship — accelerating the downward spiral caused by a regime’s corruption and mismanagement, as in Iran, Venezuela and Zimbabwe. But while it is often assumed that the deeper a people sink into poverty, the more likely they will be to rebel, economic ruin more often causes despair, fragmentation and mass emigration. In Venezuela, nearly a quarter of the population has fled the country. In North Korea, which has experienced decades of isolation and economic immiseration, the totalitarian regime stands, seemingly secure.

Regimes do collapse when their own resources are squeezed, their ideological hegemony and informational monopoly unravel, and their loyalists start to defect. And smart policies from the United States can help to bring this about. These efforts can start by identifying an opposition from or in that country. In virtually every case of tyranny, there are democrats in exile, and they have means, however tenuous and difficult, of communicating with people on the ground who want change. They may even communicate with people in these regimes who have become disillusioned — and who can be induced to defect when the time is ripe. This always requires a country-specific strategy that tracks and analyzes the relevant actors, their motives, alliances and resources. The analysis must be continuously updated, and it requires significant investments in intelligence.

Steps can be taken, meanwhile, to reshape the calculations of regime elites. What are the revenue streams that sustain the regime? How can we squeeze and disrupt those? In the case of Venezuela, elites reportedly enrich themselves through narcotrafficking, human trafficking and gold exports. In the case of North Korea, the regime earns revenue from international crime — such as cybercrime (especially cryptocurrency theft), counterfeiting and illegal drug production. Intelligence operations and targeted sanctions against government elites and their families can disrupt and subvert these activities. The goal is to bring elites to the point where they face a choice: go into exile with their ill-gotten wealth, hang on and risk losing everything, or be part of the solution and pursue political opening and reform.

People living in autocracies also need authentic information, helpful analysis, democratic ideas and hope. The autocracy’s information monopoly must be broken. For the U.S. to help on this front, we would need substantial new investments in organization and infrastructure. The reason we need new investments is because of cuts in this area that span decades — beginning with the decision to shutter the U.S. Information Agency in 1999. For nearly half a century after World War II, USIA had been a freestanding, focused means to disseminate news and ideas to people living in closed societies. Unfortunately, when the Cold War ended and pressure mounted to retrench, many thought it wasn’t needed anymore. USIA was terminated, and its professionals were merged into a new “public diplomacy” cone of the State Department.

That part of the State Department has struggled in the absence of strong leadership, adequate resources and effective organization. The top position — under secretary of state for public diplomacy — has been occupied by 20 individuals in a Senate-confirmed or acting role since it was established in October 1999. As a 2024 paper from the Center for Strategic and International Studies argues, “This lack of institutional continuity has prevented the development of an organized and coherent strategy for implementation across the Department of State, let alone the entire U.S. government.” And, of course, the Trump administration has made the situation immeasurably worse by attacking the Voice of America and our larger system of international broadcasting to unfree peoples, which includes Radio Free Europe/Radio Liberty, Radio Free Asia and Middle East Broadcasting — all at a time when China is boldly escalating its ideological and informational competition with the U.S.

Thursday, February 26, 2026

Takaichi's Special Diet Session

Special Diet Session Started

By Takuya Nishimura, Senior Fellow,  Asia Policy Point
Former editorial writer for the Hokkaido Shimbun
You can find his blog, J Update here.
February 23, 2026


The 221st session of the Japanese Diet was convoked on February 18. This is a 150-day special session after the February 8 general election of the Lower House. After the success of the Liberal Democratic Party (LDP) in that election, both chambers reelected Sanae Takaichi as Prime Minister – although her reelection in the Upper House required two rounds of voting. She then reappointed all her ministers and gave a policy speech.  This speech made almost no policy changes from her speech last October after her first election in the Diet. But one thing has changed: the party structure in the Lower House.
 
Takaichi dissolved the Lower House on January 23, the first day of the 220th session, and the session was closed on that day. Article 54 of the Constitution of Japan requires a general election within 40 days after dissolution. Takaichi accelerated the process, holding an election just 16 days later on February 8. Article 54 also requires the Diet to hold a special session within 30 days after a general election. For Takaichi, only ten days passed between the election and the convocation.
 
A special session after a general election usually closes in a few days after the Diet elects the prime minister. This time, however, Takaichi called for 150 days to discuss the FY2026 budget bill and other items on her political agenda. Both the LDP and the opposition parties agreed. Takaichi hopes to pass the budget bill before the end of March.
 
The first Takaichi Cabinet resigned on February 18, and she formed her second cabinet on the same day she was reelected as prime minister. She reappointed all her ministers. Takaichi also confirmed that she will maintain the LDP’s leading coalition with the Japan Innovation Party (JIP). JIP is expected to join the Takaichi Cabinet in the coming fall at Takaichi’s request.
 
On February 20, a few days after convoking the new Diet session, Takaichi delivered her policy speech to the Diet. She would have given the speech in January had she not dissolved the Lower House. The speech fleshed out her campaign slogan, “responsible and proactive public finances” – but it contained no new policy. She had already discussed the slogan in another policy speech to an extraordinary session of the Diet in October 2025.
 
In the February 18 speech, Takaichi promised to promote domestic investment, which has fallen short of the government’s expectations. She also will work for “strategic investment,” including economic security, food security, energy security, health-medical security, and cyber security. Takaichi said that these policies represent her reformist agenda, but it is unclear what kind of reforms the policies will bring.
 
In her speech, Takaichi also declared that she would not deliver a supplemental budget in the coming fall, a standard practice of other prime ministers. She is forgoing a supplemental budget to enhance the predictability of the national budget for the private sector and local governments, but she did not explain how this reform would contribute to Japan’s economy. It is curious why she is so persistent in changing the budgetary process.
 
On diplomacy, Takaichi abandoned the phrase “diplomacy that flourishes on the world’s center stage” that she had used in her policy speech last fall. Instead, she has begun to refer to “responsible Japanese diplomacy,” a strategy to create peace and prosperity. She seems to have realized that Japan would not be able to “flourish” in a world where a major power can go into and disregard the sovereignty of another country. [Ed. See: The Disintegration of the World Order and Its Reconstruction as Japan’s Mission by Prof. Akio Takahara, Nippon.com., Feb 19, 2026]
 
It is doubtful that Takaichi properly recognizes the consequence of her careless comment on the Taiwan contingency last November. She has so far offered no realistic measures to improve bilateral relations with China, which has continued to pressure Japan after her comment. In her policy speech, she limited her remarks on China to the promotion of “a mutually beneficial relationship based on common strategic interests” that would keep open a channel of talks.
 
While Takaichi’s February 18 speech revealed no major changes in the policy agenda that she had been pursuing after taking office last fall, the political backdrop in the Diet has been drastically transformed. Her LDP occupies 316 seats in the Lower House – more than a two-thirds majority. This super majority gives her the power to control future of any bill because a two-thirds majority in the Lower House can enact a bill even if the Upper House has rejected it. The LDP does not have a majority in the Upper House.
 
LDP members chair 23 of 27 committees in the Lower House. It will not be easy for the opposition parties in the Committee on the Budget to accuse LDP lawmakers of wrongdoing, since an LDP member will chair this committee. Indeed, in appointing Yasutoshi Nishimura, who was deeply involved in the LDP’s slush fund scandal, as chair of the LDP election committee, Takaichi shows her indifference to ethics in the Lower House (or anywhere else). 
 
Takaichi appointed hawkish Keiji Furuya to chair the Lower House’s Commission on the Constitution to accelerate potential constitutional amendments. With a two-thirds majority the LDP can initiate any constitutional amendment without the consent of any other party. However, the LDP still lacks even a simple majority in the Upper House, meaning that the party cannot originate constitutional amendments there.
 
Notably, Takaichi failed to win the first vote in the Upper House. She was successful in the run-off that followed. Her failure in the first vote demonstrated that she still would need basic support from opposition parties if the legislative process is to move smoothly. The LDP’s super-majority will test the Diet’s ability to exercise its checks-and-balances function.

Sunday, February 22, 2026

Asia Policy Events, Monday February 23, 2026

THE WORLD OF HARD POWER, AND THE FUTURE OF THE WAR ON UKRAINE. 2/23, Noon-1:00pm (GMT), 7:00-8:00am (EST), HYBRID. Sponsor: Chatham House. Speaker: General Valerii Zaluzhnyi, Ukraine’s Ambassador to the UK. 

BNP RETURNS TO POWER: ASSESSING THE RESULTS AND IMPLICATIONS OF BANGLADESH’S ELECTIONS. 2/23, 9:00-10:00am (EST), VIRTUAL. Sponsor: Stimson. Speakers: Razia Sultana, Core Senior Fellow, Bangladesh Institute of International and Strategic Studies (BIISS); Avinash Paliwal, Reader in International Relations, School of Oriental and African Studies; Farooq Sobhan, Former Foreign Secretary of Bangladesh, Moderator: Elizabeth Threlkeld, Senior Fellow and Director, South Asia Program, Stimson; Steve Ross, Senior Fellow, Crisis in Rakhine State Project Director, Stimson. 

WHAT COMES NEXT FOR U.S. TRADE POLICY AFTER THE SUPREME COURT’S IEEPA RULING? 2/23, 9:30-10:00am (EST), VIRTUAL. Sponsor: CSIS. Speakers: Navin Girishankar, President, Economic Security and Technology Department; Philip Luck, Director, Economics Program and Scholl Chair in International Business; William Alan Reinsch, Senior Adviser and Scholl Chair Emeritus, Economics Program and Scholl Chair in International Business; Angela Ellard, Senior Adviser (Non-resident), Economic Security and Technology Department. 

CHINA-RUSSIA VIEWS OF THE "DONROE DOCTRINE": HOW MOSCOW AND BEIJING ARE RESPONDING TO TRUMP'S FOREIGN POLICY. 2/23, 10:00-11:00am (EST), VIRTUAL. Sponsor: Asia Society Policy Institute. Speakers: Elizabeth Wishnick, Senior Research Scientist for China Studies at the Center for Naval Analyses (CNA); Lyle J. Goldstein, Director of the China Initiative and Visiting Professor at Brown University’s Watson Institute; Lyle Morris, Senior Fellow for Foreign Policy and National Security at the Asia Society Policy Institute’s Center for China Analysis. 

THE UN WITHOUT THE UNITED STATES: THE FUTURE OF SUSTAINABLE DEVELOPMENT. 2/23, 10:00-11:45am (EST), VIRTUAL. Sponsor: Carnegie. Speakers: Heba Aly, Director, Article 109; Charles Kenny, Senior Fellow, Center for Global Development; Sarah E. Mendelson, Distinguished Service Professor of Public Policy, Director, Sustainable Futures, Carnegie Mellon University; Stewart Patrick, Senior Fellow and Director, Global Order and Institutions Program. 

HOW WILL THE SUPREME COURT’S IEEPA RULING IMPACT U.S.-CHINA TECH COMPETITION? 2/23, 11:00-11:30am (EST), VIRTUAL. Sponsor: CSIS. Speakers: Navin Girishankar, President, Economic Security and Technology Department; Scott Kennedy, Senior Adviser and Trustee Chair in Chinese Business and Economics; Sujai Shivakumar, Director and Senior Fellow, Renewing American Innovation; Joseph Majkut, Director, Energy Security and Climate Change Program. 

THE UK CRITICAL MINERALS STRATEGY: BUILDING NATIONAL RESILIENCE THROUGH GLOBAL POLITICAL AND COMMERCIAL COLLABORATION, 2/23, 5:00-6:00pm (GMT), Noon-1:00pm (EST), HYBRID. Sponsor: Chatham House. Speaker: Chris McDonald MP, UK Minister for Industry. 

BOOK TALK: THE WEST: THE HISTORY OF AN IDEA. 2/23, Noon-1:00pm (EST), VIRTUAL. Sponsor: Quincy Institute. Speakers: author Georgios Varouxakis, Professor of History, Queen Mary University of London; Anatol Lieven, Director of the Eurasia Program, Quincy Institute. PURCHASE BOOK: https://amzn.to/4tpQIPX

ALLIED NUCLEAR PARTNERSHIPS: ADVANCING U.S.–KOREA–JAPAN COOPERATION. 2/23, Noon-1:00pm (EST), IN PERSON ONLY. Sponsor: Global American Business Institute (GABI). Speakers: Nobuo Tanaka, Chair, Steering Committee of Innovation for Cool Earth Forum (ICEF), CEO, Tanaka Global, Inc., Executive Director Emeritus, International Energy Agency (IEA); Joyce Connery, Principal Owner, Connery Strategies, Former Chair, Defense Nuclear Facilities Safety Board, Moderator: Jane Nakano, Senior Fellow, Energy Security and Climate Change Program, Center for Strategic and International Studies (CSIS). Please Contact Mr. Bryan Cheong.

2026 WASHINGTON INTERNATIONAL TRADE CONFERENCE. 2/23-24. 1:00pm (EST), HYBRID. Sponsor: Washington International Trade Association (WITA). Speakers: Matt Blunt, President, American Automotive Policy Council; Jordan Dickinson, Director of Government Relations, Target; Andrea Durkin, Vice President for International Policy, National Association of Manufacturers; Nasim Fussell, Vice President, Trade & International, Business Roundtable; Khalil Gharbieh, Senior Director, Trade Policy, Microsoft; Peter Harrell, Visiting Scholar, Institute of International Economic Law, Georgetown Law School; William Kimmitt, Under Secretary of Commerce, U.S. Department of Commerce; Jonathan McHale Vice President, Digital Trade, Computer and Communications Industry Association (CCIA); Kellie Meiman, Senior Counselor, McLarty Associates; Ambassador Mariana Pacheco, External Consultant, Araujo Ibarra; Greta Peisch, Partner, Wiley Rein LLP; Del Renigar, Vice President, External Affairs, Rio Tinto; Sara Schuman, Managing Director, Beacon Global Strategies; Susan Schwab Strategic Advisor, Mayer Brown LLP; Kelly Ann Shaw, Partner, Akin; Joe Stockunas, President of SEMI Americas, SEMI; Stephen Vaughn, Partner, International Trade, King & Spalding LLP; Brad Wood, Senior Director, Trade and Innovation Policy, National Foreign Trade Council; Maria Zieba, Vice President of Government Affairs, National Pork Producers Council; Ricardo Zúñiga, Strategic Advisor, Dinámica Americas. 

FOUR YEARS OF THE WAR IN UKRAINE. 2/23, 3:30-4:30pm (EST), VIRTUAL. Sponsor:
CSIS, Europe, Russia, and Eurasia Program. Speakers: Max Bergmann, Director, Europe,
Russia, and Eurasia Program and Stuart Center; Maria Snegovaya, Senior Fellow, Europe,
Russia, and Eurasia Program; Hanna Notte, Senior Associate (Non-resident), Europe,
Russia, and Eurasia Program; Jason Paul "JP" Gresh, Senior Associate (Non-resident),
Europe, Russia, and Eurasia Program; Michael Kimmage, Director, Kennan Institute.

BOOK TALK: GHOST NATION: THE STORY OF TAIWAN AND ITS STRUGGLE FOR SURVIVAL. 2/23, 4:00-5:15pm (EST), IN PERSON ONLY. Sponsor: Sigur Center for Asian Studies, George Washington University. Speaker: author Chris Horton. PURCHASE BOOK: https://amzn.to/4kIPcV0

REPORT RELEASE: RECONNAISSANCE GENERAL BUREAU: KIM REGIME’S PRECIOUS TREASURED SWORD. 2/23, 4:00-5:30pm (EST), VIRTUAL. Sponsor: Committee for Human Rights North Korea. Speakers: Report Author Robert Collins; Dr. Nicholas Eberstadt, HRNK Board Member and Henry Wendt Chair, American Enterprise Institute (AEI); ROKA LTG (Ret.) Chun In-bum; Dr. George Hutchinson, Editor-in-Chief, International Journal of Korean Studies (IJKS); Greg Scarlatoiu, President and CEO, Committee for Human Rights in North Korea (HRNK). 

WE THE PEOPLE: THE US CONSTITUTION IN TODAY'S WORLD. 2/23, 5:30-6:30pm (CST), 6:30-7:30pm (EST), HYBRID. Sponsor: Chicago Council on Global Affairs. Speakers: Tom Ginsburg, Leo Spitz Professor of International Law, University of Chicago; Aziz Huq, Frank and Bernice J. Greenberg Professor of Law, University of Chicago. 

[POSTPONED] THE U.S.-JAPAN ALLIANCE IN A CHANGING WORLD ORDER. 2/23, 6:30-8:30pm (EST), IN PERSON ONLY. Sponsor: National Committee on American Foreign Policy (NCAFP). Speakers: Emma Chanlett-Avery, Asia Society Policy Institute; Ken Jimbo, Keio University; Susan A. Thornton, Director, NCAFP Forum on Asia Pacific Security.

CONTAINING CHINA WITHOUT CONFRONTATION? THE QUAD'S MARITIME SECURITY PARADOX PLAYS OUT AT SEA. 2/23, 6:45-8:45pm (EST), IN PERSON ONLY. Sponsor: Yokosuka Council on Asia-Pacific Studies (YCAPS). Speaker: John F. Bradford, Co-founder of YCAPS and Adjunct Senior Fellow at RSIS.

NUCLEAR THREATS AND THE LIMITS OF INTERNATIONAL LAW. 2/23, 7:00-8:30pm (EST), VIRTUAL. Sponsor: Carnegie. Speakers: Anna Hood, Associate Professor, University of Auckland; Monique Cormier, Associate Professor, Monash University; Carrie McDougall, Associate Professor, Melbourne Law School; Paul Davis, Adjunct Principal Researcher, RAND; George Perkovich, Japan Chair for a World Without Nuclear Weapons, Senior Fellow. 

THE PHILIPPINE ECONOMY IN 2026: GROWTH WITHOUT MOMENTUM. 2/24, 10:00-11:00am (SGT), 2/23, 2/23 9:00-10:00pm (EST), HYBRID. Sponsor: ISEAS – Yusof Ishak Institute. Speakers: Dr. Jan Carlo Punongbayan, Visiting Fellow, Philippine Studies Programme, ISEAS – Yusof Ishak Institute, Moderator: Dr. Jayant Menon, Visiting Senior Fellow, Regional Economic Studies Programme, ISEAS – Yusof Ishak Institute. 

Saturday, February 21, 2026

The Honorary White Men of Kentucky

On February 5, 2025, Representative Andy Barr (R-KY) kicked off his campaign for the U.S. Senate to replace retiring Senator Mitch McConnell (R-KY) reminding people of his MAGA credentials. 

In his first TV campaign ad, Andy railed against DEI and declared that "it is not a sin to be white." 

This phrase used by Barr is a variation of “It’s OK to be white,” which has been adopted by white supremacists. It has been designated as a “hate slogan“ by the Anti-Defamation League (ADL). The phrase surfaced in 2017 on racist message boards, often abbreviated as IOTBW.

Barr's top Republican primary opponent, former Kentucky Attorney General Daniel Cameron is Black. One of his top potential Democratic opponents, former state representative Charles Booker, is as well.

According to campaign finance records reviewed by the nonprofit Popular Information, Barr’s campaign ad is being bankrolled by dozens of major corporations, including General Motors, State Farm, JPMorgan Chase, Delta, and Microsoft. They identify 67 corporations. As he is a member of the powerful House Financial Services Committee and Chair of the Subcommittee on Financial Institutions and a member of the Subcommittee on National Security, Illicit Finance, and International Financial Institutions, he is supported by all major banks, securities and insurance companies. His membership on the House Foreign Affairs Committee, Subcommittee on East Asia and Pacific is likely an added attraction to Aflac that has substantial investment in Japan.

There were also two Japanese companies among the Barr donors. Both have substantial investments in Kentucky. Toyota gave $8,500 and Suntory that makes Jim Beam and Maker's Mark gave $10,000.

The Opposition is CRA_P_arty

Japan’s Shrinking Opposition

By Takuya Nishimura, Senior Fellow, Asia Policy Point
Former editorial writer for the Hokkaido Shimbun
You can find his blog, J Update here.
February 16, 2026

As the ruling Liberal Democratic Party (LDP) led by Prime Minister Sanae Takaichi garnered more than two-thirds of the seats in the Lower House in the February 8 election, the opposition parties have shrunk. This gives Takaichi’s government great power to turn its policies into law. It is a major question how the opposition powers are going to survive under huge pressure from the Takaichi administration and its high popularity. Democracy in Japan may depend on whether the opposition parties can properly check her unilateral exercise of power that is not limited by any need to compromise.

The top opposition party, the Centrist Reform Alliance (CRA), lost 71% of its seats, falling from 167 to 49, in the election. The CRA is a new entity in the Lower House that is the result of a merger of the Constitutional Democratic Party of Japan (CDPJ) and Komeito. The parties merged just one day before Takaichi dissolved the Lower House. Voters saw the merger as a cynical political ploy by the two parties to keep power in the Lower House. The CRA’s policy differences with the LDP did not register with the voters in any significant way.

Unsurprisingly, the co-leaders of the CRA announced their resignations the day after the election. “We have an obsolete image,” said one of them, Yoshihiko Noda. Just four days later, on February 13, the CRA held an election for a new leader.

In that election, former CDPJ Secretary General, Jun-ya Ogawa, 54, defeated former Parliamentary Vice-minister for Internal Affairs and Communications, Takeshi Shina, by 27 to 22 votes. A son of a hairdresser in Takamatsu, Kagawa, Ogawa has positioned himself on the liberal side of the CDPJ, representing the interests of ordinary citizens. He is known as a policy expert from his time at the Ministry for Internal Affairs and Communications.

Ogawa made clear his differences with Takaichi in his press conference as the new leader where he emphasized the role of the CRA in advocating for democracy, promoting pacifism, and engaging in people-first and transparent politics. He questioned Takaichi’s slogan “responsible and proactive public finances” as an outmoded process of limiting the government’s budget to a percentage of GDP. According to Ogawa, it is not meaningful to compare an indicator under the government’s control (the budget deficit) with a measurement that is not (GDP). .

Before it can compete with the LDP’s super majority in the Lower House, the CRA must integrate itself. Now, the CRA exists only in the Lower House. The CDPJ and Komeito in the Upper House decided not to merge into the CRA, splintering the two parties’ power there. In the Lower House, the powers of the two former parties are not equivalent.

The CRA fielded 236 candidates in the Lower House election; 202 for single-seat districts (SSD) and 34 for proportional districts (PD). All the candidates for SSD were from the CDPJ. In PD, 28 were from Komeito and 6 from the CDPJ. It is notable that 200 were doubly nominated both on SSD and PD, who had chance to get seats in PD even after they had lost in SSD.

Here’s the result. The CRA achieved 7 seats in SSD and 42 in PD. Of the CRA’s slate of candidates for PD, all the 28 from Komeito won the seat, because they were ranked at high position. Only 14 candidates from the CDPJ could secure their seats in PD. The seats with legacy CDPJ lawmakers fell by 86% from 148 to 21. The former Komeito gained seats in the Lower House from 24 to the 28 CRA candidates who were elected.

Former CDPJ members in the CRA are of course frustrated with the results of unification of the two parties. They have lost not only colleagues but also substantial parts of their policy agenda. The CRA accepts the constitutionality of the 2015 security legislation while the CDPJ does not. The CRA also does not object to nuclear power or the resumption of shut down nuclear power plants, although the CDPJ has been looking to end use of nuclear power. These positions have been pillars of the CDPJ platform, but they have been given up in the Lower House. Some former CDPJ lawmakers believe that the CRA’s rejection of the two CDPJ policies alienated liberal supporters.

Ogawa has not bridged the differences between the two groups. Komeito favors a constitutional amendment expanding the definition of self-defense, and Ogawa did not rule out an amendment to describe “self-defense force” in the constitution. But this is one part of four in the LDP’s agenda for discussion. The CDPJ group in the CRA firmly opposes any such change and is worried about the hawkish movement to increase war preparations. Ogawa has since explained he did not mean to concede so easily to the LDP’s proposed amendment.

Meanwhile, the CRA hopes to develop a cooperative relationship with the Democratic Party for the People (DPP), which is popular among young voters. Both the CRA and the DPP enjoy support from the Japanese Trade Union Confederation (Rengo). Although the LDP considered adding the DPP as a coalition partner, the LDP’s overwhelming electoral success eliminated any need for the LDP to ask for the DPP’s cooperation. The DPP has said that it will not join the LDP coalition.

From the DPP side, the party has no great interest in cooperating with the CRA, which comes across as an old and undynamic political body. The CRA’s positions on the constitutional amendment and on the resumption of nuclear power plants will push the DPP away. Still, the CRA will try to find commonalities with the DPP over some issues in the Diet.

Other populist parties, Sanseito and Team Mirai, that received a modest surge in the Lower House election, will go their own way, given the size of the LDP majority. These parties are also unlikely to coordinate their positions with those of the CRA. The leftist parties, Japan Communist Party and Reiwa Shinsengumi, lost significant numbers of seats in the election and will not have a substantial presence in the Lower House.

Politics in Japan is now much like our solar system in which small planets orbit the sun. As long as the LDP maintains its majority and the Japan Innovation Party supports the LDP agenda, opposition parties cannot take meaningful countermeasures to constrain Takaichi’s free hand in bringing her policies to fruition.

Monday, February 16, 2026

Asia Policy Events Monday February 16, 2026


Today is a national holiday in the United States - President's Day.
Birth date of Kim Jong Il - National Holiday in North Korea.
Lunar New Year Eve.


BANGLADESH’S PIVOTAL ELECTIONS: CHALLENGES FOR A NEW ADMINISTRATION. 2/16, 4:00-5:00am (EST), VIRTUAL. Sponsor: International Crisis Group. Speakers: Thomas Kean, Senior Consultant, Crisis Group; Sara Hossain, Lawyer and Senior Advocate, Supreme Court of Bangladesh; Mubashar Hasan, Adjunct Researcher, Western Sydney University; Margarite Clarey, Senior Advocacy and Communications Officer, Crisis Group. 

ADJUSTING TO A SLOW-MOVING CRISIS: AGEING AND PUBLIC POLICIES IN JAPAN. 2/16, 6:00-7:30pm (JST), 4:00-5:30am (EST), HYBRID. Sponsor: French Research Institute on Japan at the Maison Franco‑Japonaise (IFRJ‑MFJ). Speaker: Brieuc Monfort, Associate Professor, Sophia University (Tokyo) & Research Fellow, European Institute of Sophia University; Moderator: Malo Mofakhami, Sorbonne Paris Nord Univ., IFRJ-MFJ, French National Centre for Scientific Research (CNRS). 

HUMAN RIGHTS IN JAPAN: WHY DOES CHANGE LAG BEHIND? 2/16, 6:45pm (GMT), IN PERSON ONLY. Sponsor: Japan Society, London. Speaker: Sanae Fujita, Fellow, Human Rights Centre, University of Essex.

Thursday, February 12, 2026

Burning a lot of bridges

Redrawing America’s Security Bargains in Northeast Asia

by Daniel Sneider, lecturer in East Asian studies at Stanford University, non-resident distinguished fellow at the Korea Economic Institute of America, and APP Member. 
First Published February 11, 2026 on the Peninsula Blog of the Korea Economic Institute.

The stability of Northeast Asia has long rested on two strategic bargains with South Korea and Japan, forged out of the Korean War and formalized in security treaties. South Korea was compelled to accept the de facto division of the country in exchange for a treaty commitment, manifested in continuous U.S. ground forces, to defend against any North Korean threat of attack. With Japan, the bargain was different. The security pact provided a broad U.S. security umbrella, allowing Japan to focus on its economic recovery. In exchange, Japan provided bases and infrastructure that allowed U.S. air, naval, and marine infantry forces to project power regionally and globally. Both bargains depended on extended deterrence, or the credible threat that the United States would use force, including nuclear weapons if necessary, to protect its allies. That commitment also reduced incentives for South Korea and Japan to develop their own nuclear arsenals.

U.S. National Security and Defense Strategies
Donald Trump’s White House believes in a very different version of these security bargains. This was laid out in two documents—the National Security Strategy (NSS), issued in late November, and the National Defense Strategy (NDS), issued in late January.

Taken collectively, the Trump administration’s policymakers envision a situation in Northeast Asia and the Western Pacific where South Korea has the principal, if not almost sole, responsibility for defense against a potential North Korean attack. U.S. forces are repurposed and perhaps redeployed with a regional mission, mainly aimed at China, with potential use in situations such as a Taiwan contingency. Both South Korea and Japan are pushed, in turn, to not only spend much more but also to focus their spending on building capacities to defend the First Island Chain rather than their own territories.

As this writer noted in an earlier commentary, the NSS contained no mention of the U.S. defense of Korea and Japan, nor of extended deterrence commitments. Instead, Washington says it “must urge these countries to increase defense spending, with a focus on the capabilities—including new capabilities—necessary to deter adversaries and protect the First Island Chain.”

Strikingly, the NSS did not reference the Korean Peninsula broadly and did not reaffirm the long-standing goal of North Korean denuclearization. There was also no mention of the new strategic alliance between North Korea and Russia, despite Russia’s potential to vastly improve North Korea’s weapons of mass destruction program. The document also dilutes the potential China threat, focusing primarily on economic terms.

The NDS largely follows that framework but offers at least some limited discussion of the security environment in Northeast Asia and the Western Pacific. China’s military buildup is less of a direct threat in the NDS’s language than a rising power that needs to be balanced by the United States and its allies. The goal is one of an offshore counterweight, one more appropriate to the reduced global role envisioned by the Trump administration. The document also acknowledges that North Korea poses “a direct military threat” to South Korea and Japan and that the former must stay vigilant against the threat of invasion. While there is a nod to North Korea’s nuclear capability, there is no mention of the role of the nearly 30,000 U.S. forces stationed in South Korea.

Instead, the NDS states South Korea “is capable of taking primary responsibility for deterring North Korea with critical but more limited U.S. support.” What that support may be is not spelled out, but both the NSS and NDS hint that this may include the removal of U.S. ground and air forces, or at least their redeployment elsewhere. “This shift in the balance of responsibility is consistent with America’s interest in updating U.S. force posture on the Korean Peninsula,” according to the NDS. Extended deterrence is totally absent, or even the clear commitment made in the security treaty to fully defend South Korea.

The Colby Speech
Under Secretary of Defense for Policy Elbridge Colby presented the implications of these policy statements more explicitly during recent visits to South Korea and Japan in late January. Colby stated the central purpose of U.S. national security policy in the Western Pacific as the search for a “stable balance of power” with China. To that end, Colby told an audience of elite Korean policymakers:

“We are focused on building a military posture in the Western Pacific that ensures that aggression along the first island chain is infeasible, that escalation unattractive, and war is indeed irrational. This includes a resilient, distributed, and modernized force posture” across the region.

Colby praised South Korea’s defense spending, calling the country a “model ally.” But in what may be considered a stunning omission for any senior U.S. defense official visiting Seoul, there was not a single word devoted to North Korea, its nuclear and missile buildup, its military axis with Moscow, or the United States’ seventy-three-year-long commitment to defend against it.

This was not lost on the audience. “In an 18-minute address, Colby mentioned China seven times but did not refer to North Korea even once,” the major daily Chosun Ilbo wrote in its account. Colby, whom the South Korean media credited as leading the drafting of the NDS, which was issued just before his arrival, “made these points during meetings with senior South Korean government officials.”

The Pursuit of a Trump-Kim Summit
The White House directed Colby to omit North Korea from his public comments as part of an effort to convince North Korean leader Kim Jong Un to meet President Trump again, a source within the administration told this writer on condition of anonymity. Talk of a meeting, perhaps tied to Trump’s planned visit to China in April, has been widely circulating. “The White House is opening a line of communication to Kim,” the source said.

“Considering how the Trump administration has sent mixed signals on this from day one, it is not really that surprising,” says Clint Work, a Research Fellow at the National Defense University. “I read it similarly, as an effort to tamp down language so as to try and open an avenue to, at the very least, talk with Pyongyang,” Work told the author.

South Korean officials offered little in the way of public reaction to Colby’s message. One reason for this is that President Trump threatened higher tariffs on South Korea the same day that the message was delivered, ostensibly because the National Assembly is slow-walking approval of a trade deal made last year. The timing was so coincidental that it sparked speculation that the tariff move was meant to reinforce Colby’s defense message, but sources within the Trump administration deny that intent.

For its part, the Lee Jae Myung administration may see a U.S. retreat serving its own goals of greater defense autonomy and engagement with North Korea. The South Korean president recently called on the country to rid itself of a “submissive mentality” of being dependent on others. A less engaged United States may accelerate the timetable for South Korean forces to assume operational control on the peninsula, create space for South Korea to enrich nuclear fuel, and incentivize new kinds of defense partnerships, such as in nuclear submarine technology. Support for nuclear armament remains high across South Korea as well.

South Korean policymakers have long resisted the idea that U.S. forces in the country should have any role other than defending against North Korea, or be reduced. But there is more willingness, says Work, to acknowledge and grapple with the idea that U.S. forces may need the “strategic flexibility” to deploy outside the peninsula.

South Korea-based researchers articulated the long-standing counterpoints to such flexibility in a recent paper published at one of the nation’s foremost think tanks, the Asan Institute for Policy Studies. “South Korean administrations have resisted any changes to U.S. force posture on the Korean Peninsula, whether in terms of total size or operational focus,” argue Peter Lee and Esther Dunay. “This is due to the ongoing North Korean military and nuclear threat, fears of a potential entanglement in any Taiwan Strait conflict, and longstanding fears of alliance abandonment.”

On the surface, the U.S. alliances with South Korea and Japan remain intact and manageable. But beneath that appearance of solidarity, the Trump administration’s attempts to redraw the security bargains that have underlain stability and peace in Northeast Asia are creating growing tension and uncertainty.

“We’re burning a lot of bridges,” the administration source told this writer. “We’re stressing the relationships with our allies.”

Wednesday, February 11, 2026

The LDP's Landslide Victory

Now the Hard Part, Governance

By Takuya Nishimura, Senior Fellow,  Asia Policy Point
Former editorial writer for the Hokkaido Shimbun
You can find his blog, J Update here.
February 9, 2026

Prime Minister Sanae Takaichi, as the president of the Liberal Democratic Party (LDP), achieved a landslide victory in the February 8 general election of the House of Representatives. The LDP received a record-high two-thirds majority with 316 seats out of 465 (68 percent) in the House. The win is attributed to the prime minister’s extraordinary popularity. With this super majority, she will be able to enact her agenda, including investment in defense build-up.
 
The previous record of 308 seats out of 480 was set by the Democratic Party of Japan (DPJ) in 2009, during a major regime change that flipped the House from the LDP to the DPJ. Including the thirty-six seats won by the Japan Innovation Party (JIP), the LDP-JIP coalition occupies 352 seats (75 percent). The LDP received so many votes above the number of candidates on its slate in proportional districts that it gave away fourteen seats to other parties.
 
An opposition coalition created for the purpose of the election, the Centrist Reform Alliance (CRA), sank from 167 to 49, losing support for their plan to build a politically centrist entity. Populist parties such as the Democratic Party for the People (DPP), Sanseito and a new party, “Team Mirai,” failed to make expected progress since the LDP offered a reliably hawkish platform. Leftist parties such as the Japan Communist Party and Reiwa Shinsengumi lost a significant number of their seats.
 
The next Diet session will be convened on February 18 with 150 days of duration. Takaichi and all the current ministers in her Cabinet will resign on the first day. Takaichi will then be formally reelected as prime minister. After that she will form her second Takaichi Cabinet. Most ministers are expected to be reappointed. Takaichi will give a policy speech on February 20.
 
Success in Agenda Setting
Takaichi defined this snap election as a referendum on her leadership. “Choose me or someone else” was her explanation of why she dissolved the Lower House when she did. It is unusual for a prime minister to call a snap election not to demand endorsement for specific policy but to confirm public support for his or her cabinet. Takaichi’s campaign strategy was not to focus the public eye on her policy decisions.
 
Voters responded with enthusiasm. “She has leadership,” “I have a good impression of her,” and “I believe her” were the public’s top three reasons to vote for LDP candidates, according to a poll in January. For the voters, the election was not about their Diet members or their policies. The voters in the Lower House election knew that a vote for the LDP in their districts would help Takaichi.
 
Her missteps did not matter to the voters. Neither her careless comment on the Taiwan contingency last November nor her approval of the depreciation of the Japanese yen during the election campaign had any significant impact. Indeed, after last week’s report in the Weekly Bunshun magazine of the close relationship between Takaichi and the former Unification Church, support for Takaichi surged.
 
In two elections during the Ishiba administration, the LDP lost its majority after the scandal over certain factions’ management of political funds became public. This time, however, the LDP accumulated seats even after Takaichi decided that the LDP would endorse formerly disgraced candidates who had personally been involved in the scandal. While the Lower House election is not by its nature a referendum on a prime minister -- voters vote only for candidates in the House -- the voters favored Takaichi’s presentation as a leader who works hard in a male-dominated political community.  This fact garnered substantial votes, regardless of her policies. 
 
Crush of the Liberals
Another major reason for the LDP’s victory was the failure of the CRA, which was formed with merger in the Lower House of the Constitutional Democratic Party of Japan (CDPJ) and Komeito, to gain any traction with voters. Although both parties had been talking about a coalition since last October after Komeito left its coalition with the LDP, they did not announce the formation of the CRA until after Takaichi had called the snap election. Voters perceived the CRA as simply an electoral gimmick, and the CRA did not have a ready answer.
 
Still, the CRA was expected to at least retain its seats for two reasons: strong labor union support of the CDPJ and the support for Komeito from the Buddhist religious group, Soka Gakkai. Observers believe that members of Soka Gakkai reliably voted for the CRA in this election, but that voters from the former CDPJ did not give comparable support.
 
Before dissolution of the Lower House, the CDPJ held 148 seats and Komeito had 24. It is likely that the CDPJ has in the past relied on swing voters who had been critical in the last Lower House election of the LDP’s kickback fund scandal. These swing voters returned to the LDP in this election. In addition, the CDPJ compromised on at least two of its policy positions to form the CRA. This alienated traditional CDPJ supporters. The compromises included approving the 2015 security legislation to exercise the right of collective self-defense and abandoning the policy against nuclear power plants.
 
The disastrous election results also meant that the CRA lost at least six skilled veteran lawmakers including the founder of CDPJ, Yukio Edano. The co-leaders of the CRA, Yoshihiko Noda and Tetsuo Saito, announced their were stepping down. The liberals power to oppose the LDP has overwhelmingly shrunk.
 
Policies to Go
With her two-thirds majority, Takaichi has almost unlimited power to pursue her stated policy goals. She argues that her campaign slogan “responsible and proactive public finances” means investment in crisis management. That is, she intends to mitigate the three principles for regulating exports of defense equipment and to remove restrictions on the transfer of five categories of defense equipment. Takaichi thus will bring the exportation of weapons under the umbrella of economic growth.
 
Takaichi is likely to move quickly to ensure that national security embodies conservative politics. Her administration will increase the defense budget in line with the request from the United States. The administration also is likely to review the well-established three non-nuclear principles: not producing, not possessing and not permitting the introduction of nuclear weapons. Takaichi has argued for redefinition of the third principle – the ban on the introduction of nuclear weapons. Most JIP candidates approve of sharing nuclear secrets with the U.S. Takaichi is also eager to enact anti-spy legislation, even in the face of concerns about violating individual privacy.
 
The LDP and JIP will accelerate discussion of constitutional amendments with two-thirds majority in the Lower House, which is necessary to initiate the amendments. But they have a little difference. JIP argues paragraph 2 of Article 9, which prohibits Japan to possess military force, should be dropped. The LDP maintains four points for the amendment: 1) clarify the status of the self-defense force in Article 9, 2) maintain Diet functions in a national emergency, 3) guarantee at least one seat in every prefectural district of the Upper House, and 4) confirm the importance of education.
 
The Constitution requires a two-thirds majority of “each house” for an amendment process to begin. The LDP lacks this majority in the Upper House, even after including the votes of members of the JIP, DPP, and other pro-amendment parties. Any constitutional amendments thus will require furr discussion among almost all the parties.
 
Article 59 of the Constitution provides that a bill becomes a law when the Lower House passes the bill for a second time with a two-thirds majority, even if the Upper House has rejected the bill. With its super majority, the Takaichi administration has now obtained unconstrained power to enact any bill. The administration, however, is likely to forego using this power, being afraid of criticism on unilateral management of politics.
 
Takaichi ended her reluctance to cut the consumption tax cut just before entering the election campaign, saying that the LDP would “accelerate consideration” of a two-year moratorium on the consumption tax on foods. While the LDP can pass any tax-cut bill, Takaichi will be careful about how to move forward because changes or possible changes to the consumption tax have damaged previous administrations. She will discuss the matter at a multi-party conference and wrap up an interim report by this summer.
 
As President Donald Trump endorsed the Takaichi government before the election, Japan’s relatively warm relationship with the U.S. should continue in a summit meeting scheduled for March 19. Takaichi’s sweeping victory will not, however, improve diplomatic relations with China. Beijing remains concerned about what it views as provocative actions by Japan. If Takaichi makes a visit to the Yasukuni Shrine as the prime minister, relations with China will further deteriorate.
 
Cooperation or Unilateral Leadership
Although the LDP has two-thirds power in the Lower House to overcome any Upper House decision, Takaichi seems to be seeking cooperation with other parties on policies for a smooth procedure in the Diet. The LDP and JIP reconfirmed their coalition the day after the election. Takaichi has asked JIP to join her cabinet and they appear to have accepted her offer.
 
The biggest change in the coalition will be a shift in leadership on policymaking from JIP to the LDP. The initiative for reducing seats in the Lower House, an important item in JIP’s agenda, may now face greater opposition from some LDP lawmakers. Having said that, it is still possible that Takaichi promotes the seat reduction beyond reluctance in the LDP. Takaichi is sometimes closer to JIP, especially over some hawkish issues, than to moderate groups in the LDP.
 
Whether DPP will join a cooperative framework with the LDP will be key to construction of a new political regime in Japan. The DPP may be willing to do so -- if the LDP accepts their economic policies. Saniseito is another target for Takaichi. However, the DPP and Sanseito response has so far been negative. 
 
Takaichi is likely to exploit populism in her politics. Taking advantage of social media was a powerful tool in her surprising victory in the LDP presidential election last fall. She also succeeded in taking conservative voters away from other populist parties through a campaign strategy that relied on the Internet. Although she does not yet have a solid political base within the LDP, a feature she shares with the former Junichiro Koizumi administration, she will try to control her administration by keeping her popularity high with voters.

Sunday, February 8, 2026

Asia Policy Events, Monday February 9, 2026

INSIDE JAPAN’S HIGH-STAKES SNAP ELECTION. 2/9, 8:00-9:00AM (EST), HYBRID. Sponsor: Center for Strategic & International Studies (CSIS). Speakers: Nicholas Szechenyi, Vice President, Geopolitics and Foreign Policy Department and Senior Fellow, Japan Chair, CSIS; Kristi Govella, Senior Adviser and Japan Chair, CSIS; Associate Professor, University of Oxford; Charles McClean, Adjunct Fellow (Non-resident), Japan Chair, CSIS, Assistant Professor, Yale University; Moderator: Nicholas Szechenyi, Vice President, Geopolitics and Foreign Policy Department and Senior Fellow, Japan Chair, CSIS.

BOOK TALK: RUNAWAY CAPITALISM. 2/9, Noon-1:30pm (EST), IN PERSON ONLY. Sponsor: American University School of International Service. Speakers: author, James Mittelman, Distinguished Research Professor and University Professor Emeritus, American University; Maria De Jesus, Professor, School of International Service, American University; Patricia Aufderheide, University Professor of Communication Studies, School of Communication, American University, Senior Research Fellow, Center for Media & Social Impact; Clarence Lusane, Professor, Howard University; Director, International Affairs Program; Julie Radomski, Global China Post-doctoral Research Fellow, Boston University Global Development Policy Center; Yang Zhang, Professor, School of International Service, American University.  PURCHASE BOOK: https://amzn.to/4qR3l4n

BOOK TALK: CANCELING RUSSIA: THE UKRAINE WAR AND THE RISE OF THE WESTERN HAWKS. 2/9, Noon-1:00pm (EST), VIRTUAL. Sponsor: Quincy Institute. Speakers: author, Andrei Pavlovich Tsygankov, Professor of Russian and International Politics, San Francisco State University; Anatol Lieven, Director, Eurasia Program, Andrew Bacevich Chair in American Diplomatic History, Quincy Institute.

DECODING TRUMP’S CHINA POLICY. 2/9, Noon (EST), VIRTUAL. Sponsor: Foreign Policy LIVE (FP). Speakers: Kurt Campbell, Former U.S. deputy secretary of state and current chairman and co‑founder of The Asia Group; Ravi Agrawal, Editor in chief of Foreign Policy and host of FP LIVE. 

Wednesday, February 4, 2026

Policy? What Policy?

Vigorous Policy Discussion Missing in the Campaign


By Takuya Nishimura, Senior Fellow, Asia Policy Point
Former editorial writer for the Hokkaido Shimbun
You can find his blog, J Update here.
February 2, 2026

Prime Minister Sanae Takaichi’s February 8th call for a snap election in the House of Representatives has dealt a blow to the campaigns of those parties that did yet have a fully built policy platform to present to voters. The only recourse for these campaigns has been to contest details about the consumption tax cut or about minor defense and foreign policies. Parties with populist agendas are exploiting public concern about the swelling number of foreign visitors. The campaigns are already in the second half.

The central feature of this campaign season is not policy debate, however, but the prospect that Japan may endorse its first female prime minister – and perhaps by a wide margin. News organizations have conducted several polls to predict the possibility that the Liberal Democratic Party (LDP) may achieve a simple majority in the Lower House, obviating the need for a coalition partner.

A poll by the Asahi Shimbun (telephone and online survey of approximately 370,000 people between January 31 and February 1) indicated a significant surge of support for the LDP that would take it from its current 196 seats to between 270 and 280. The media’s treatment of the campaign as a horse race – a phenomenon well known in other countries – has superseded meaningful discussion of policies that will determine Japan’s near-term future.

Management of Public Finances
The LDP has presented a campaign platform with five planks: 1) a strong economy, 2) the local community as the engine of Japan’s economy, 3) responsible defense and diplomacy strategies to strengthen the international order, 4) financial security for every generation and responsibility for future generations, and 5) a new constitution compatible with contemporary Japan. Of these, Takaichi has focused on the economy and defense policy.

The catchword for the Takaichi campaign is “responsible and proactive public finances.” What does “responsible” or “proactive” mean? Observers suppose that “responsible” means a national budget not dependent on the issuance of governmental bonds and that “proactive” means investments for the future. Takaichi thus promises that her administration will manage public finances without an excessive issuance of Japanese government bonds (JGBs).

But even during her so-far brief period as prime minister, Takaishi has favored more JGBs. Her FY2025 supplemental budget from last December totaled ¥18.4 trillion last December. The principal source of funding (63% to be precise) was the issuance of ¥11.4 trillion in JGBs. The FY2026 budget bill will set a spending record of ¥122.3 trillion, funded in part by the issuance of ¥29.5 trillion in JGBs, but it has not been discussed in the Diet yet as a result of Takaichi’s dissolution of the Lower House.

The LDP platform explains that “responsible and proactive public finances” means “producing a positive cycle in which further investment is possible through the sustainability of public finances, powerful economic growth and an increase in tax revenue.” The LDP aims to improve the balance of governmental debt against Japan’s GDP. Takaichi claims that she will begin fundamental reform of public finances by ending the annual tradition of a supplemental budget.

However, the prime minister has not proven her capacity to communicate smoothly with the markets. Reflecting investors’ fundamental concerns about Takaichi’s budget deficit, the market for long-term bonds has been declining ever since she took office last October. The rate on 10-year JGBs has steeply risen 60 basis points from 1.6 percent in late October to 2.2 percent in late January 2026. When she referred to exporters’ prosperity with yen’s depreciation, Japanese yen suddenly dropped against dollar early February. So far, there is little to suggest that Takaichi can implement her budget proposal “with the confidence of the markets.”

The opposition parties have not built a counterargument to Takaichi’s public financing plan. They have instead focused on such granular issues as whether a consumption tax cut should cover all consumption or be limited to foods, and whether the cut should be permanent or limited to two years. While most parties have not produced a plan to offset the decrease in revenues from a consumption tax cut, the Centrist Reform Alliance (CRA) proposes to establish a governmental fund to cover the tax cut. Takaichi has not identified any fiscal resource to substitute for a consumption tax cut.

Diplomacy at the Center of the World
“We will resume our diplomatic standing at the center of the world by restoring the power of the economy and our defense systems,” says the LDP platform. It is not clear that in the last 80 years Japan has ever stood at the center of the world or shaped it in any significant way. The best guess is that Takaichi wants to revive former prime minister Shinzo Abe’s policy that Japan “flourish at the center of the world.”

There is nothing new in the content of her foreign policies. The LDP platform calls for strengthening relations with allied countries and the global south through shared values based on a “Free and Open Indo-Pacific.” This policy incorporates the concepts of freedom, democracy, and rule of law. The platform cites as an example the Abe administration’s solution to the abduction of Japanese citizens by North Korea.

The LDP platform also stresses constructive and stable relations with China, but Takaichi has already worsened the relationship with her careless comment in November on the Taiwan contingency. Since then, the Japanese economy has suffered. China has taken counter actions, including advising its citizens not to travel to Japan and banning exports of dual use items to Japan. The Chinese have also indicated that they may restrict exports of rare earth minerals.

On other national security issues Takaichi has discussed defense spending in the context of active public investment in economic growth. The LDP platform proposes revisions to three national security documents and the removal of regulations covering exports of defense equipment. Takaichi also hopes to revise the three anti-nuclear principles that now prohibit Japan from possessing, producing, or introducing nuclear weapons.

The CRA has pointed out that the LDP’s hawkish coalition partner, the Japan Innovation Party (JIP), is behind these national security planks, and the CRA emphasizes its support for an exclusively defense-oriented policy. But the party is still explaining why it turned away from the traditional position of the Constitutional Democratic Party of Japan, which opposed Abe’s 2015 security legislation to maximize Japan’s exercise of its right to collective self-defense.

Populistic Agenda for Foreigners
Some parties embrace xenophobic policies that would regulate foreigners, as if to say that Japan is suffering from a foreign invasion. But wide-ranging restrictions on foreigners are not feasible because the Japanese economy depends heavily on foreign workers and travelers. As a result, any new restrictions on foreigners would replicate traditional measures for travelers and immigrants.

The LDP would impose stricter controls on immigrants, a tax on foreign citizens, and a prohibition on real estate acquisitions by foreign investors. JIP and Sanseito are proposing an anti-spy act although such legislation could violate the privacy of Japanese citizens. Pressured by these two right-wing parties, Takaichi has said that she will protect privacy by strengthening governmental oversight of the legislation by establishing a new organization equivalent to the U.S. Central Intelligence Agency.

Japan’s economy is in fact highly dependent on foreign citizens. The Japanese government introduced a new system for foreign workers to make up for the shortage of Japanese labor brought about by Japan’s low birth rate. Foreign staff run most convenience stores in Tokyo. Foreign travelers and their heavy luggage regularly crowd trains in urban areas. These phenomena do not require xenophobic measures, but rather proper information for foreign visitors on how to abide by customs in Japanese society.

The CRA argues that it will establish an environment in which the Japanese and foreigners can live comfortably and with mutual respect. Although, as a practical matter, there are not many things that the Japanese government can do to reduce foreign presence, parties that say they will do something about it, like using the rallying cry, “the Japanese first,” are attracting voters. And voters supporting these attitudes are likely to help propel the LDP and its allied parties to garner a super majority of over 261 seats in the Lower House guaranteeing Takaichi’s premiership.