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* Please note all CISAC events are scheduled using the Pacific Time Zone.

 

Register in advance for this webinar: https://stanford.zoom.us/webinar/register/8416226562432/WN_WLYcdRa6T5Cs1MMdmM0Mug

 

About the Event: Is there a place for illegal or nonconsensual evidence in security studies research, such as leaked classified documents? What is at stake, and who bears the responsibility, for determining source legitimacy? Although massive unauthorized disclosures by WikiLeaks and its kindred may excite qualitative scholars with policy revelations, and quantitative researchers with big-data suitability, they are fraught with methodological and ethical dilemmas that the discipline has yet to resolve. I argue that the hazards from this research—from national security harms, to eroding human-subjects protections, to scholarly complicity with rogue actors—generally outweigh the benefits, and that exceptions and justifications need to be articulated much more explicitly and forcefully than is customary in existing work. This paper demonstrates that the use of apparently leaked documents has proliferated over the past decade, and appeared in every leading journal, without being explicitly disclosed and defended in research design and citation practices. The paper critiques incomplete and inconsistent guidance from leading political science and international relations journals and associations; considers how other disciplines from journalism to statistics to paleontology address the origins of their sources; and elaborates a set of normative and evidentiary criteria for researchers and readers to assess documentary source legitimacy and utility. Fundamentally, it contends that the scholarly community (researchers, peer reviewers, editors, thesis advisors, professional associations, and institutions) needs to practice deeper reflection on sources’ provenance, greater humility about whether to access leaked materials and what inferences to draw from them, and more transparency in citation and research strategies.

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About the Speaker: Christopher Darnton is a CISAC affiliate and an associate professor of national security affairs at the Naval Postgraduate School. He previously taught at Reed College and the Catholic University of America, and holds a Ph.D. in Politics from Princeton University. He is the author of Rivalry and Alliance Politics in Cold War Latin America (Johns Hopkins, 2014) and of journal articles on US foreign policy, Latin American security, and qualitative research methods. His International Security article, “Archives and Inference: Documentary Evidence in Case Study Research and the Debate over U.S. Entry into World War II,” won the 2019 APSA International History and Politics Section Outstanding Article Award. He is writing a book on the history of US security cooperation in Latin America, based on declassified military documents.

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Christopher Darnton Associate Professor of National Security Affairs Naval Postgraduate School
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The rise of social media in the digital era poses unprecedented challenges to authoritarian regimes that aim to influence public attitudes and behaviors. To address these challenges, we argue that authoritarian regimes have adopted a decentralized approach to produce and disseminate propaganda on social media. In this model, tens of thousands of government workers and insiders are mobilized to produce and disseminate propaganda, and content flows in a multidirectional, rather than a top-down manner. We empirically demonstrate the existence of this new model in China by creating a novel data set of over five million videos from over 18,000 regime-affiliated accounts on Douyin, a popular social media platform in China. This paper supplements prevailing understandings of propaganda by showing theoretically and empirically how digital technologies are transforming not only the content of propaganda, but also how propaganda materials are produced and disseminated.

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American Journal of Political Science
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Jennifer Pan
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A growing body of research on large language models (LLMs) has identified various biases, primarily in contexts where biases reflect societal patterns. This article focuses on a different source of bias in LLMs—government censorship. By comparing foundation models developed in China and those from outside China, we find substantially higher rates of refusal to respond, shorter responses, and inaccurate responses to a battery of 145 political questions in China-originating models. These disparities diminish for less-sensitive prompts, showing that technological and market differences cannot fully explain this divergence. While all models exhibit higher refusal to respond rates with Chinese-language prompts than English ones, language differences are less pronounced than disparities between China-originating and non-China-originating models. We caution that our study is observational and cross-sectional and does not establish a causal linkage between regulatory pressures and censorship behaviors of China-originating LLMs, but these results suggest that censorship through government regulation requiring companies to restrict political content may be an important factor contributing to political bias in LLMs.

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PNAS Nexus
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Jennifer Pan
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This article studies whether pure legality, stripped of normative components that are central to the rule of law, can convey perceived legitimacy to governmental institutions and activity. Through a survey experiment conducted among urban Chinese residents, it examines whether such conveyance is possible under current sociopolitical conditions in which the party-state continues to invest in pure legality without imposing legal checks on the party leadership’s political power and without corresponding investment in substantive rights or freedoms. Among survey respondents, government investment in professional and consistent law enforcement conveys meaningful amounts of political legitimacy. In fact, it does so even when it supports government activity, such as censorship of online speech, that is freedom depriving and socially controversial and even when such investment does not necessarily enhance the external predictability of state behavior. However, the legitimacy-enhancing effects of pure legality are likely weaker than those of state investment in procedural justice.

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Heather Rahimi
Hanwen Zhang
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On March 27–29, 2026, researchers, policymakers, and practitioners from across China, the United States, and Europe gathered at the Irish College Leuven for the third annual International Symposium on Early Childhood Development in Rural China. Co-sponsored by KU Leuven and the Stanford Rural Education Action Program (REAP), the three-day event brought together leading voices in early childhood development (ECD) to cultivate connections, share evidence, exchange perspectives, and explore pathways for scaling effective interventions to improve child development in rural communities.

Presentations and discussions over the two days coalesced around several interconnected themes: reaching families through China's existing primary healthcare infrastructure, supporting the caregivers at the heart of child development, scaling proven interventions through technology and implementation science, and translating research into meaningful policy action.

Reaching Families Through Primary Healthcare


China's primary healthcare system is both far-reaching and well-structured, and a growing body of research suggests it represents one of the most promising vehicles for delivering ECD interventions to families in rural areas. A central thread running through the symposium was that the infrastructure already exists; the challenge lies in making better use of it. This view was echoed by local pediatricians and preventative care representatives among the attendees, who brought frontline perspectives to the conversation.

Presentations from researchers at Shanghai Jiao Tong University explored how caregiver training group activities can be embedded within routine primary child healthcare services, and how digital technologies can be deployed within clinic settings to extend the reach and consistency of ECD support. Research from Zhejiang University complemented this by examining how child growth monitoring, a standard feature of preventive care, can be strengthened as both an evidence base and a practical touchpoint for developmental support.

Not only are preventive care and early intervention more cost-effective than reactive approaches in the long run, but they also provide better safeguards for the wellbeing of mothers and children. China's existing primary care infrastructure has the potential to deliver such preventive care at scale.

Supporting Children by Supporting Caregivers


Another strong theme presented was the importance of directing attention and resources toward caregivers themselves, not only the children in their care. This focus is central to REAP's own intervention work, and it was reflected throughout the symposium's presentations and discussions. Multiple speakers highlighted that the wellbeing, knowledge, and confidence of parents and other caregivers are among the most important determinants of early childhood outcomes.

Importantly, conversations went beyond training primary caregivers of children, who in Chinese households are typically mothers or grandmothers . Speakers discussed how to help different caregivers work together more effectively, and how to bring other family members — especially fathers and other male relatives — more meaningfully into the picture. This broader conception of caregiver support recognizes that child development happens within families and households, not just in the hands of a primary caregiver.

Several presentations underscored the need for integrated approaches that treat caregiver mental health and wellbeing as a core component of ECD programming rather than an afterthought, with evidence suggesting that well-designed interventions can produce durable changes in caregiver behavior and child outcomes. Research on complementary feeding practices added a further dimension, demonstrating how behavioral nudge approaches can shift caregiving practices around infant nutrition. The consistent message across these sessions was that investing in caregivers is investing in children.

Scaling What Works: The Role of Technology and Implementation Science


Perhaps the most forward-looking dimension of the symposium concerned the question of scale. A recurring challenge in ECD research is the gap between what works in controlled settings and what can be sustained and expanded across vast, heterogeneous rural populations. In a country as large as China, even the most cost-effective intervention will fall short of its potential without government funding and commitment to sustain it. Several presentations tackled this challenge directly, with a shared understanding that the responsibility of researchers is not only to develop effective programs, but to build the evidence base that demonstrates their value to policymakers.

Researchers from Stanford University presented findings from  two randomized controlled trials, examining how digital support tools and group parenting models can help upscale parenting interventions while retaining their effectiveness. A presentation from Sean Sylvia at the University of North Carolina, Chapel Hill introduced the Healthy Future Platform, which uses AI-enhanced curriculum delivery to support community health workers. The researchers share the vision that technology can deliver behavioral interventions more consistently and better tailor them to the needs of individuals.

Implementation science featured prominently too, with researchers presenting a framework for evaluating ECD programs not just on their outcomes but on the conditions that enable real-world adoption. Complementing this, cost-effectiveness analysis from researchers at Shanghai Jiao Tong University offered policymakers a concrete basis for prioritizing investments in primary-level ECD support — an increasingly important contribution as the field makes its case for government-backed scale-up.

Policy Dialogue: Building Bridges Between Evidence and Action


The symposium brought together not only academics but analysts from China's National Health Commission and other implementing organizations. This mix of voices gave the event a practical orientation that went beyond the research findings themselves. The participation of government representatives was itself a meaningful signal, reflecting both the importance China places on ECD and a genuine openness to hearing what scientists have to say about how to improve outcomes for young children and their families.

Discussions returned repeatedly to the question of how evidence generated in research settings can be translated into durable government policy and frontline practice. The presence of international participants underscored the global relevance of the questions being asked, and the value of cross-national dialogue in shaping the field.

Looking Ahead


The formal program of the symposium closed on March 28, but conversations continued on March 29 as participants strengthened old friendships and formed new connections on the group visit to Brussels. These conversations reflected a shared recognition that the challenges ahead — scaling proven interventions, sustaining political commitment, and bridging research and practice — require not just strong evidence, but strong networks of people committed to acting on it.



About the Organizers


The Stanford Rural Education Action Program (REAP) conducts research aimed at improving the lives of rural residents in China, with a particular focus on education, health, and early childhood development. KU Leuven is one of Europe's leading research universities and a longstanding partner in international development research.

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The symposium brought together leading voices in early childhood development from across the world to cultivate connections, share evidence, exchange perspectives, and explore pathways for scaling effective interventions to improve child development in rural China.

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  • Total DALYs increased across all five Asian societies between 2000 and 2019.
  • Population aging was identified as the primary driver of total DALY increases.
  • However, substantial decreases in DALYs per disease case were observed.
  • These trends were especially pronounced for non-communicable diseases.

 

Background

Rapid population aging in Asia has significantly increased the disease burden. However, there is limited research on the drivers of such changes in disability-adjusted life years (DALYs).

 

Objective

To examine the factors contributing to changes in DALYs in China, Japan, Singapore, South Korea, and Taiwan in 2000 and 2019.

 

Methods

We conducted a cross-sectional analysis using data from the Global Burden of Disease Study 2021. Changes in DALYs between 2010 and 2019 were decomposed into four factors: population size, age-sex structure, disease cases per person, and DALYs per disease case.

 

Results

From 2000 to 2019, total DALYs increased across all locations. While DALYs from injuries, communicable, maternal and neonatal conditions, and nutritional deficiencies decreased, DALYs from non-communicable diseases increased. Decomposition analysis identified population aging (changes in age-sex structure) as the primary driver of increases in total DALYs, contributing an average of 33.6%. Population growth accounted for 15.3% on average. However, these increases were partially offset by decreases in DALYs per disease case, which fell by an average of -29.4%. Contributions from disease cases per person were relatively modest, averaging -3.4%. Notably, the decline in DALYs per disease case was more pronounced for non-communicable diseases, despite an overall increase in disease cases per person.

 

Conclusions

The increase in DALYs across these Asian societies was primarily driven by population aging and growth. However, DALYs per disease case decreased, suggesting improvements in disease management. Given the growing burden of non-communicable diseases in these societies, maintaining a focus on effective interventions remains crucial.

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Income-Based Inequalities in Health System Performance in the US and South Korea

Income-Based Inequalities in Health System Performance in the US and South Korea
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Dementia Care in a Rapidly Aging Society

Dementia Care in a Rapidly Aging Society
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The Evolution of Age-Friendly Jobs in a Rapidly Ageing Economy

The Evolution of Age-Friendly Jobs in a Rapidly Ageing Economy
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Cynthia Chen
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Skyline Scholars Series


Tuesday, April 14, 2026 | 12:00 pm -1:30 pm Pacific Time
Goldman Room E409, Encina Hall, 616 Jane Stanford Way

Registration for this seminar is now closed. 



Measuring Judicial Biases with Artificial Intelligence: Evidence from Chinese IP Litigations


How does judicial fairness in intellectual property (IP) litigations shape the incentives to innovate? This talk examines local bias in IP litigation and its consequences for firm-level innovation in China.

Using a dataset from China Judgements Online on Chinese IP court decisions from 2014–2020, a striking puzzle emerges: despite widespread concerns about local protectionism, non-local plaintiffs frequently win at higher rates than local ones. Two competing forces explain this — a "local protectionism effect," whereby local fiscal incentives bias courts toward local firms, and a "picket fence effect," whereby litigants anticipate bias and self-select out of bringing cases, quietly distorting the pool of disputes that reach the courtroom.

To cut through this identification challenge, researchers train an LLM–based "AI court'' on cases in which both plaintiff and defendant are non-local for which the incentives of local courts to bias either side are absent, generating counterfactual fair win-rates for all other disputes. Comparing observed and predicted win-rates reveals significant judicial bias. A 2019 reform centralizing appellate jurisdiction over a subset of IP cases, namely the technical cases, directly to the National Supreme Court shows that stronger central supervision substantially improves judicial accuracy and curtails bias — and measurably increases firm innovation.

The findings underscore that impartial courts are not just a procedural ideal, but a concrete driver of economic dynamism.



About the Speaker 
 

Hanming Fang

Professor Hanming Fang is an applied microeconomist with broad theoretical and empirical interests focusing on public economics. He is the Norman C. Grosman Professor of Economics at the University of Pennsylvania and a Skyline Scholar (April 2026) at the Stanford Center on China’s Economy and Institutions. His research integrates rigorous modeling with careful data analysis and has focused on the economic analysis of discrimination; insurance markets, particularly life insurance and health insurance; and health care, including Medicare. In his research on discrimination, Professor Fang has designed and implemented tests to examine the role of prejudice in racial disparities in matters involving search rates during highway stops, treatments received in emergency departments, and racial differences in parole releases. In 2008, Professor Fang was awarded the 17th Kenneth Arrow Prize by the International Health Economics Association (iHEA) for his research on the sources of advantageous selection in the Medigap insurance market.

Professor Fang is currently working on issues related to insurance markets, particularly the interaction between the health insurance reform and the labor market. He has served as co-editor for the Journal of Public Economics and International Economic Review, and associate editor in numerous journals, including the American Economic Review.

Professor Fang received his Ph.D. in Economics from the University of Pennsylvania in 2000. Before joining the Penn faculty, he held positions at Yale University and Duke University.  He is a research associate at the National Bureau of Economic Research, where he served as the acting director of the Chinese Economy Working Group from 2014 to 2016. He is also a research associate of the Population Studies Center and Population Aging Research Center, and a senior fellow at the Leonard Davis Institute of Health Economics at the University of Pennsylvania.



Questions? Contact Xinmin Zhao at xinminzhao@stanford.edu
 


Goldman Room E409, Encina Hall

Hanming Fang, Skyline Scholar (2026); Professor of Economics, University of Pennsylvania
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Indo-Pacific nations are racing to adapt to a world in which the United States has become fundamentally unpredictable. The 2026 Oksenberg Conference, hosted by the Shorenstein Asia-Pacific Research Center (APARC), gathered scholars and foreign service veterans at Stanford University to assess how regional stakeholders are confronting what Canada's Prime Minister Mark Carney had famously named "a rupture, not a transition" in the post-World War II order. The conference took place as Carney was in the midst of an Indo-Pacific trip, visiting Australia, India, and Japan to forge "middle power" trade alliances, and as the United States joined Israel in a war against Iran.

“For Indo-Pacific countries, the question is no longer just how to balance between Washington and Beijing,” said APARC Director Kiyoteru Tsutsui in his welcome remarks, “but how to understand and respond to the emergence of a multipolar world in which the United States is less predictable, less committed to multilateral frameworks, less invested in alliance maintenance, and more willing to pursue narrowly defined national interests at the expense of broader international stability.”

The panelists agreed that, while the U.S. retreat from the eight-decade-old international order it had previously championed creates multiple opportunities for China, Beijing is not naturally filling the vacuum, and regional powers are not pivoting toward it but instead scrambling to diversify security and economic partnerships. The consensus is that the international system is moving toward multipolarity and the world toward an increasingly unstable period, and no one knows yet what will replace the disintegrating post-WWII order.


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China has a very low appetite for global governance or leadership [...] We want to be powerful and respected in the region.
Da Wei

China Sees Opportunity in Multipolarity


To commemorate the legacy of the late Michel Oksenberg, a renowned scholar of contemporary China and a pioneer of U.S.-Asia engagement, the Oksenberg Conference, an annual tradition sponsored by APARC and led by the center’s China Program, gathers individuals who have advanced U.S.-Asia dialogue to examine pressing issues affecting China, U.S.-China relations, and broader U.S. Asia policy.

At this year’s convening, the first panel, moderated by Shorenstein APARC Fellow Thomas Fingar, focused on how China perceives, interprets, and responds to the new vulnerabilities and opportunities in the international system.

Speaking via video link from the Stanford Center at Peking University, Da Wei is shown on a screen.
Da Wei Speaks via video link from the Stanford Center at Peking University. | Rod Searcey

Speaking via video link from Beijing, Da Wei, a professor in the Department of International Relations at Tsinghua University and the director of its Center for International Security and Strategy, said China views the current moment as neither ideal nor catastrophic but better than recent alternatives.

China has experienced three scenarios, Da explained. First, from the 1990s through the Obama era, China benefited greatly from the U.S.-led liberal order, but was increasingly criticized by the West. Second, during Trump's first term and the Biden administration, while facing mounting pressure of decoupling in a bipolar system, China was forced into a camp with Russia, which Da characterized as Beijing’s “worst scenario.” Now, under Trump's second term, the shift toward multipolarity has redirected pressure away from China and onto multilateral institutions and U.S. allies – "the least bad option" from Beijing’s perspective.

Da argued that “culturally, China has a very low appetite for global governance or leadership.” China sees itself primarily as a regional power, he said. Rather than filling the vacuum left by the U.S. withdrawal from international institutions, "we want to be powerful and respected in the region. I don't think China has a very big appetite for leadership in faraway regions, except for economic interests." He contrasted this “Emperor's perspective,” demonstrated by China’s foreign policy, with the U.S. “boss perspective.”

Susan Shirk, a research professor at the University of California, San Diego’s School of Global Policy and Strategy and director emeritus of its 21st Century China Center, noted that China's response to Trump's trade war has been robust, muscular, but disciplined. "The Xi Jinping administration was operating in a more disciplined manner than it had previously," she said, contrasting this approach with what she called Xi's "rash reactions” to Japan and failure to engage Taiwan diplomatically.

Thomas Fingar, Susan Shirk, and Mark Lambert at the 2026 Oksenberg Conference.
L to R: Thomas Fingar, Susan Shirk, and Mark Lambert at the first panel of the 2026 Oksenberg Conference. | Rod Searcey

Shirk stated that, while Trump's alienation of U.S. allies through extreme tariffs and military interventions has created clear opportunities for China to expand its influence and further divide Washington from Europe and Asian partners, Beijing has only modestly exploited these openings.

She emphasized that Xi's support for Russia in its war against Ukraine represents "self-defeating overreach" that undermines China's ability to improve relations with Europe. "Russia represents an existential threat to Europe," she said. "Xi Jinping really doesn't grasp how important this is."

Mark Lambert, a recently retired U.S. State Department official who served as China coordinator and deputy assistant secretary in the Bureau of East Asia and Pacific Affairs, contrasted the Biden administration's China strategy with the current U.S. policy vacuum.

The Biden approach, he explained, was rooted in U.S. relations with five Asian treaty allies plus NATO and positioned China as the only country with the means and capabilities to reshape the post-World War II order. It required "all hands on deck" to address this challenge through what U.S. officials called a "lattice work of relations": the Quad involving India, AUKUS with Australia, the Camp David summit between South Korea and Japan, and strengthened linkages between NATO allies and East Asian partners. China's support for Russia's invasion of Ukraine unified Europeans in understanding the China challenge in ways never seen before. The administration also successfully reframed Taiwan's importance, emphasizing that Taiwan's chip dominance was vital to global prosperity.

Today, Lambert argued, the United States either has no China strategy or “one so classified that neither our allies nor our practitioners know what it is.” On security, trade, technology, and international cooperation, the United States has given China “fantastic opportunities,” he noted.

Laura Stone, Victor Cha, and Katherine Monahan at the 2026 Oksenberg Conference.
L to R: Laura Stone, Victor Cha, and Katherine Monahan at the second panel of the 2026 Oksenberg Conference. | Rod Searcey

Allies’ Transactional Coping Strategies


The second panel, moderated by Laura Stone, a retired U.S. ambassador and APARC's inaugural China Policy Fellow, turned to other regional states – South Korea, Japan, Russia, and India – and how they read the geopolitical landscape and devise strategies to shape the regional order.

Victor Cha, the D.S. Song-KF Chair and professor of government at Georgetown University and president of the Geopolitics and Foreign Policy Department at the Center for Strategic and International Studies (CSIS), noted that "every U.S. ally around the world is looking at a Plan B," pointing out that, in the first year of the second Trump administration, allies were not acting on these plans, but that "we’re now at a threshold where many of them are executing their Plan B's."

Cha identified seven types of behavior that U.S. partners have adopted when dealing with the Trump administration. These are drawn from a recent CSIS project on ally and partner responses to the paradigm shift in U.S. foreign policy. First is prioritizing face-to-face meetings with Trump himself, "because there's a recognition that the policy process in the United States is broken,” Cha said, “and that policy making is not being informed, as it traditionally has been, by foreign policy professionals. It's all happening at the leader level."

Other strategies include minimizing risk to avoid what Cha called "the Zelensky moment" – the public humiliation Ukraine's president suffered in the Oval Office in February 2025 – and preparing "trophy deliverables," such as South Korea's promise to buy Boeing airplanes and Japan's commitment to purchase Ford trucks.

“The America First policies have effectively put the custodial burden of maintaining the alliance on the partner,” Cha said. “Whether it's Japan, Korea, Taiwan, the Philippines, or whoever it might be, the burden traditionally has been on the United States, but now it's on the partner. They're the ones who have to try to maintain this relationship. So it's about minimizing risk.” 

We have two leaders in Korea and Japan that normally we would think would not get along [...], but because of the very difficult situation they're both in, they find a way to do it.
Victor Cha

South Korea's recent summit with Trump yielded a $350 billion investment package, yet soon after, U.S. immigration authorities raided a Hyundai facility, and Trump threatened 25% tariffs on Korea.

"Why take all this abuse?" Cha asked. His answer: South Korea and Japan see no alternative to the United States on security, and they secured previous concessions in areas such as nuclear submarines, ship building, and enrichment and reprocessing of spent nuclear fuel, which they do not want to renegotiate. 

One positive outcome, Cha pointed out, has been the unexpectedly warm bilateral relationship between Japan and Korea. Despite having leaders who would normally clash – a far-right conservative in Japan and a progressive in South Korea – the uncertain geopolitical environment has brought the two countries together.

He predicted China would eventually use economic coercion against South Korea over the U.S.-Korea nuclear submarine agreement, just as it did during the 2016-17 THAAD dispute and is currently doing to Japan. "It's not happening now because I don't think China wants bad relations with Japan and Korea at the same time, but it's coming," he said, adding that this development will likely push South Korea closer to the United States and Japan.

Economically, Japan was always talking about de-risking from China. You're not hearing that language anymore. I'm starting to hear about balancing trade with China.
Katherine Monahan

Japan Reconsiders Alliance Dependence as Its "Too Big to Fail" Status Proves No Shield


Katherine Monahan, a 2025-26 visiting scholar and Japan Program Fellow at APARC and a foreign service officer with the U.S. Department of State, said Japan's relationship with the United States is "too big to fail," but that has not prevented serious strain between the two allies.

Having served in Tokyo as deputy chief of mission at the U.S. Embassy in Japan until April 2025, Monahan shared that, when Trump's Liberation Day tariffs hit Japan with a 25% rate, the Japanese could not believe that was the figure next to their name, while other allies were at 20% and 15%. They wondered, “Don't we have any special relationship at all?”

Monahan called attention to a recent Foreign Affairs article by Masataka Okano, Japan's former national security advisor, in which he argues that Japan needs to take strategic autonomy more seriously. When made by a former Japanese official, such a statement represents a significant shift in the nation’s mindset, she said. 

Japan is also reconsidering previously used language around "de-risking" from China in favor of diversifying trade with multiple partners, including China, Canada, and Europe. This shift is happening on the backdrop of the current war with Iran, as 90% of Japanese oil comes through the Strait of Hormuz. “Japan has to start balancing sources and supply chains,” Monahan argued.

From left to right: Laura Stone, Victor Cha, Katherine Monahan, Kathryn Stoner, and Emily Tallo at a panel of the 2026 Oksenberg Conference.
The second panel at the 2026 Oksenberg conference brought together (L to R) Laura Stone, Victor Cha, Katherine (Kemy) Monahan, Kathryn Stoner, and Emily Tallo. | Rod Searcey
Putin wants multipolarity [...] Reclaiming Imperial Russia is really the goal.
Kathryn Stoner

Russia Exploits American Unreliability


Russia expert Kathryn Stoner, the Satre Family Senior Fellow at Stanford’s Freeman Spogli Institute for International Studies, said America’s unpredictability under Trump represents pure opportunity for Vladimir Putin.

"Putin knows Trump. He gets him," Stoner said. "They have a not-completely dissimilar worldview." Trump's red carpet welcome for Putin at last year's Alaska summit, despite the Russian leader's indictment by the International Criminal Court for war crimes, sent a powerful message, Stoner asserted. So did Trump's lack of concern for democratic values and his criticism of U.S. allies.

She reminded the audience that Putin has been in power for 26 years and has watched multiple U.S. presidents come and go, adapting successfully to each. Putin wants multipolarity, she said, and Trump’s actions have emboldened him. Putin’s goal is to “reclaim Imperial Russia as a global power and restore what he views as its proper sphere of influence,” extending through Ukraine and Belarus into Poland, up to German borders in the west and to the south, through Moldova, Serbia and Bulgaria, to the Black Sea in the east, all the way to the Kamchatka Peninsula. 

According to Stoner, the Russia-China relationship is significantly more durable than many believe. The relationship between the two powers extends beyond oil sales to investment, defense coordination, and sophisticated military exercises. “It kind of doesn't matter whether there's love lost or not. There's an opportunity to be gained on both sides."

"Russia's economy is actually not on the verge of collapse," Stoner added. "It has completely retooled toward the military."

India wants to be a regional power aligned with but not allied with the United States [...] They want to be considered as the United States’ main partner in Asia and a major counterbalance to China.
Emily Tallo

India Feels Betrayed


Emily Tallo, a postdoctoral fellow at Stanford’s Center for International Security and Cooperation, who studies how political elites structure foreign policy debates in democratic countries, especially in India, explained that New Delhi felt especially betrayed by Trump's foreign policy pivot.

The first Trump administration had centered India as a key partner against China. In May 2025, however, when an India-Pakistan conflict flared up, Trump claimed credit for brokering peace, but India took issue with his threat of trade measures to bring an end to the conflict. He then hosted Pakistan's army chief at the White House and signed deals with Islamabad. "This was a twist of the knife for India," Tallo said.

Trump also imposed 50% tariffs on India, including a penalty for buying Russian crude oil, which was not applied to China, and backed out of a QUAD summit in New Delhi.

India now views China as its primary security threat, and the recent India-Pakistan crisis, in which China supplied all of Pakistan's weapon systems and possibly intelligence, made New Delhi’s two-front threat fears a reality. "India is really sensitive to any hints of U.S. retreat in the Indo-Pacific, and any acceptance of Chinese Hegemony in the region," according to Tallo.

She concluded that, like other regional powers, India is committed to preserving the U.S. partnership but is diversifying and seeking a “Plan B.” It finalized free trade agreements with the European Union and the United Kingdom, agreed to purchase French Dassault Rafale jets, and conducted a pragmatic reset with China, citing U.S. unreliability as cover to stabilize a difficult bilateral relationship.

“India wants to be a regional power aligned with but not allied with the United States [...] They want to be considered as the United States’ main partner in Asia and a major counterbalance to China.”

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Chinese President Xi Jinping is applauded by senior members of the government and delegates.
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A World Safe for Autocracy: How Chinese Domestic Politics Shapes Beijing's Global Ambitions

China studies expert Jessica Chen Weiss of the Johns Hopkins School of Advanced International Studies reveals how the Chinese Communist Partyʼs pursuit of domestic survival, which balances three core pillars, drives Beijingʼs assertive yet pragmatic foreign policy in an evolving international order.
A World Safe for Autocracy: How Chinese Domestic Politics Shapes Beijing's Global Ambitions
Oriana Skylar Mastro (left), Map of Venezuela (center), and Larry Diamond (right)
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U.S. Venezuela Operation Likely Emboldens China, Risks Strategic Neglect of Indo-Pacific, Stanford Scholars Caution

Speaking on the APARC Briefing video series, Larry Diamond and Oriana Skylar Mastro analyze the strategic implications of the U.S. operation in Venezuela for the balance of power in the Taiwan Strait, Indo-Pacific security, America’s alliances, and the liberal international order.
U.S. Venezuela Operation Likely Emboldens China, Risks Strategic Neglect of Indo-Pacific, Stanford Scholars Caution
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The Future of U.S.-China Relations: A Guardedly Optimistic View

Eurasia Group’s David Meale, a former Deputy Chief of Mission at the U.S. Embassy in Beijing, reflects on the last 30 years and describes how the two economic superpowers can maintain an uneasy coexistence.
The Future of U.S.-China Relations: A Guardedly Optimistic View
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Panelists gather for a group photo at the 2026 Oksenberg Conference.
Panelists gather for a group photo at the 2026 Oksenberg Conference. Photo Credit: Rod Searcey
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At the 2026 Oksenberg Conference, scholars and foreign policy experts assessed how Indo-Pacific powers are coping with a less predictable United States as China pursues selective leadership and Russia exploits Western divisions.

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Heather Rahimi
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The China Business Conundrum book cover by Kenneth Wilcox.

Headlines about foreign companies establishing a foothold in China only to fail years later no longer surprise anyone. But why does this keep happening? Kenneth Wilcox, former CEO of Silicon Valley Bank (SVB) from 2001 to 2010 and author of The China Business Conundrum: Ensure that Win-Win Doesn't Mean Western Companies Lose Twice, argues that the answer comes down to mental models and preparation.

In a recent lecture hosted by the Stanford Center on China's Economy and Institutions, Wilcox explained that we all develop mental models — internal frameworks that help us interpret and navigate the world around us. We carry these models with us wherever we go, applying them instinctively to new situations and environments. The trouble, Wilcox argues, is that a mental model only holds up if the new environment resembles the one it was built for. And American mental models, more often than not, simply don't hold up in China.

Kenneth Wilcox headshot

Wilcox knows this firsthand. After a decade leading SVB, he and his wife moved to China in 2011 to open a Chinese branch of the bank. Things started smoothly enough — he secured a partnership with Shanghai Pudong Development Bank and obtained the necessary license — but it quickly became clear that the rules he'd spent his career following no longer applied. The license, for instance, permitted him to open the bank but barred him from conducting any business in renminbi, China's national currency, for the first three years. For a bank, this created an obvious problem: how do you pay staff, let alone operate, without access to local currency? The government's solution was a subsidy to cover operating costs during that period, along with an invitation to meet regularly with other banks and business leaders to share SVB's model and approach. After many such meetings, Wilcox's Chinese partners told him they had been so impressed with what they'd learned that they planned to open their own bank modeled on SVB's approach.

This, Wilcox explained, is a pattern that plays out with striking regularity in China. Foreign companies are lured in with the promise of a vast new market and eager local partners. They are then entangled in regulations and bureaucracy, kept afloat with subsidies while they wait for permission to operate more freely — all while their technology and intellectual property are quietly absorbed. Eventually, the foreign company is left with little choice but to close up and leave. Some companies see it happening but look the other way. Others don't recognize it until it's too late. Many never fully understand why they failed at all.

Wilcox traced all of this back to the limitations of mental models. American businesses tend to arrive in China assuming the environment will function more or less like home: keep your head down, stay out of politics, focus on the business, and you'll be fine. But that assumption doesn't hold in China, where the government and the Communist Party exert control over virtually every aspect of commercial life. The most powerful players routinely hold simultaneous roles — party member, bank executive, government official — all at once. It is precisely these unexamined assumptions, Wilcox concluded, that set so many Western ventures up to fail before they've even begun.

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Former Silicon Valley Bank CEO Kenneth Wilcox draws on his own experience launching SVB in China to illustrate how Western companies repeatedly fail in China because they rely on mental models built for home — assumptions about business, government, and rule of law that simply don't apply in the Chinese market.

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Sarah Beran 0416

Based on her recent, front-line role managing one of the world’s most consequential bilateral relationships, Sarah Beran offers an insider’s perspective on the evolution of U.S. China-related policies from the Biden administration into a second Trump term. Shaped by her tenure at the National Security Council and in Beijing during a period of heightened tensions, Beran will explain U.S. efforts to align allies, de-risk supply chains, and counter coercive behavior. As a recent leader of the U.S. diplomatic mission in China, Beran will detail the operational realities of U.S. diplomacy with China.  Please join us for a candid assessment of whether a stable equilibrium between competition and coexistence is achievable in today’s evolving strategic environment.

Speaker: Sarah Beran joined Macro Advisory Partners following a distinguished 23-year career in the US Foreign Service, most recently serving as Deputy Chief of Mission at the US Embassy in Beijing and as Senior Director for China and Taiwan Affairs at the White House National Security Council. As the principal advisor to the President and National Security Advisor on China and Taiwan (2022-2024), her portfolio encompassed technology export controls, investment screening, trade policy, counternarcotics, Russia sanctions and Taiwan contingency planning. She led strategic preparations for multiple heads-of-state summits, negotiated the reopening of senior diplomatic channels with Beijing, and helped forge the first US-China understanding on AI safety in the context of nuclear command and control. At the National Security Council, Sarah also led interagency policy coordination on the expansion of technology export controls, investment screening, trade policy, counternarcotics, Russia sanctions and Taiwan contingency planning. Sarah also served as former US Secretary of State Anthony Blinken’s Deputy Executive Secretary for the Indo-Pacific, led the office responsible for US engagement in APEC and served as former US Secretary of State Mike Pompeo’s Director of the Office of Chinese and Mongolian Affairs. She was posted overseas in Beijing, Islamabad, Jerusalem and Quito, and she speaks Mandarin and Spanish. Sarah is a member of the National Committee on US-China Relations and the Asia Society’s Task Force on US-China Policy.

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Philippines Conference Room (C330)
Encina Hall, 3rd Floor
616 Jane Stanford Way, Stanford, CA 94305

Sarah Beran, Partner, Macro Advisory Partners
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