The contradictions of Trump’s decoupling strategy

“There is an inherent and fundamental contradiction in the Trump administration’s China policy. On one hand, decoupling U.S. and Chinese technology supply chains may well ameliorate perceived national security vulnerabilities posed by companies such as Huawei. But the United States have an additional objective: to pressure China to make substantial changes to its state-dominated economic model, characterized by an activist industrial policy, discrimination against foreign competition and a Party-managed legal system. These two goals are completely contradictory.”

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Nicolas Michelon

Nicolas is a corporate geoeconomics and strategic & business intelligence expert with 25 years of experience in the Asia-Pacific, and more recently in the Gulf and Türkiye. A Managing Partner at Alagan Partners, he advises corporate executives on how to navigate the current geopolitical and geoeconomic environment, mitigate risk and develop prospective scenarios. He is also an Adjunct Professor & Guest Lecturer in geopolitics, geoeconomics and business intelligence at ESCP Business School (France), Galatasaray University (Türkiye), University Mohammed VI Polytechnic (Morocco), and Ecole de Guerre Economique (Paris School of Economic Warfare).