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Tuesday, 8 April 2025

China, Japan, South Korea alter geoeconomics in North East Asia

Recently held trilateral meeting between and amongst China, Japan and South Korea made a foundational shift, so to speak, in terms economic cooperation in North-East Asia. For the first time they urged for a comprehensive free trade agreement as a common business strategy. Surely, it impacts geoeconomics. Details follow:

Even though it was the eleventh trilateral foreign ministers meet held in Tokyo on March, 22, 2025 the conclusions arrived there were earth shattering. The business strategy of bilateral to trilateral relationship was discussed at length and thereafter an uplift from tripartite relationship to regional and thence to global arena was flagged. Discussion would be forthcoming on key areas namely regional economic integration in North-East Asia with an emphasis on free trade agreement (FTA) amongst all three countries to be initialled in due course.

Furthermore, export control, which is the elephant in the room doubling as the thorniest subject has to be deliberated upon in order to lessen outside influence marring their mutual understanding and benefit derived from it. Here the reference is undoubtedly America which of late, brings quite a lot of pressure upon both Japan & South Korea as regards to trading with China.

That is a big scoop in geoeconomics. Let me give the nature of trading relationship between the three countries:

a) China to Japan: China being the largest trading partner for Japan where Chinese exports to Japan notched at US$ 169 Billion and China importing goods from Japan valued at US$ 138 Billion. Trade surplus of US$ 29 Billion in Chinese favour

b) China to South Korea: China being the second largest trading partner after America where South Korea imports US$ 142 Billion worth goods from China and exports US$ 133 Billion netting a surplus of US$ 9 Billion in Chinese favour

c) Japan to South Korea : Japan exports is counted as US$ 42.7 Billion while imports from South Korea totals US$ 30.5 Billion, a net surplus in favour of Japan at US$ 12.2 Billion

d) Combined total value of trade by the big three is therefore US$ 655 Billion.

The latest tariff war started by Trump is indeed a blessings in disguise. As and when these three North-East Asia tigers move over from political issues bedevilling their bilateral and trilateral relationship and arrive at a congenial point to concentrate upon the economics side alone culminating in a trade block would seal the fate of Atlanticist coercion that has been the thorn in the flesh of all three of them.

What is more the ushering in a FTA would make North-East Asia as geoeconomics power house. The jury is still out there as to the execution of this common business strategy by China, Japan and South Korea!

 

Cheers!

 

Muthu Ashraff Rajulu

Business Strategist

Mobile: + 94 777 265677

E-mail: cosmicgems@gmail.com

Blog:   Business Strategist

 

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