Trump’s Policies Offer Unexpected Benefits for China

Mar. 25, 2025, 1:50 pm ET

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  • A Chinese scholar views President Trump’s policies as beneficial for China, particularly his alienation of U.S. allies and dismantling of the U.S. Agency for International Development.
  • President Trump’s second term has seen a sharp escalation in U.S.-China trade tensions, including increased tariffs and restrictions on Chinese investments.
  • Chinese analysts are generally pessimistic about U.S.-China relations under President Trump, but some see opportunities for China to strengthen its position.

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Essential Context

President Trump’s second term has marked a significant shift in U.S.-China relations, with President Trump intensifying trade confrontations and imposing stricter economic and security measures against China. A Chinese scholar in Beijing has noted that President Trump’s policies, including the alienation of U.S. allies and the dismantling of the U.S. Agency for International Development, are seen as advantageous for China.

Core Players

  • President Trump – 47th President of the United States
  • Xi Jinping – President of the People’s Republic of China
  • Chinese scholars and analysts – Observers of U.S.-China relations
  • U.S. Agency for International Development (USAID) – Agency impacted by President Trump’s policies

Key Numbers

  • 20% – Tariff rate on Chinese goods imposed by President Trump, effective March 4, 2025
  • 25% – Tariff on steel imports and increased tariff on aluminum imports announced by President Trump
  • $250 billion – Value of Chinese goods subject to U.S. tariffs by late 2018
  • 350,000 acres – Amount of U.S. farmland owned by China across 27 states

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The Catalyst

President Trump’s return to the White House has reignited tensions in U.S.-China relations. On March 3, 2025, President Trump raised tariffs on Chinese goods to 20%, effective March 4, and announced a 25% tariff on steel imports and an increased tariff on aluminum imports.

A Chinese scholar in Beijing views these actions, along with President Trump’s alienation of U.S. allies and the dismantling of USAID, as favorable for China’s interests.

Inside Forces

President Trump’s second term is characterized by a more transactional and unpredictable approach to U.S.-China relations. The administration is focused on evaluating China’s adherence to the 2020 trade agreement and addressing trade imbalances. Chinese analysts, while generally pessimistic, note that China has become more adept at managing its competition with the U.S. after navigating the strategies of the Obama, President Trump, and Biden administrations.

President Trump’s policies, including the imposition of tariffs and restrictions on Chinese investments, are part of a broader strategy to achieve greater economic self-sufficiency and protect national security interests.

Power Dynamics

The relationship between President Trump and Xi Jinping is complex, with President Trump emphasizing a personal connection but also taking a hardline stance on trade and security issues. Chinese analysts are cautious about President Trump’s unpredictability, which could either harm or benefit China depending on his actions.

Xi Jinping, as an authoritarian leader, must maintain a strong stance and avoid appearing weak, which limits China’s willingness to engage in conciliatory approaches with the U.S.

Outside Impact

The broader implications of President Trump’s policies extend beyond U.S.-China relations. The tariffs and trade restrictions have global economic consequences, potentially disrupting supply chains and affecting other countries. Additionally, President Trump’s stance on Taiwan has raised concerns about the possibility of a Chinese invasion, which could have significant geopolitical repercussions.

The U.S. has also strengthened its alliances in the region and expanded support for Taiwan, further complicating the situation.

Future Forces

Looking ahead, the U.S.-China relationship is likely to remain tense. President Trump’s administration may continue to impose stricter measures, including restrictions on U.S. outbound investments to China in sensitive technologies like semiconductors and artificial intelligence.

China, meanwhile, is expected to continue its policy adjustments and strengthen its economic and military capabilities to navigate the challenges posed by President Trump’s policies.

Data Points

  • January 20, 2025: President Trump begins his second term with a focus on U.S.-China trade relations.
  • March 3, 2025: President Trump raises tariffs on Chinese goods to 20%.
  • February 10, 2025: President Trump announces a 25% tariff on steel imports and increased tariffs on aluminum imports.
  • 2020: The U.S.-China trade agreement requires China to increase purchases of U.S. goods by $200 billion annually, a commitment largely unmet due to the pandemic.

The ongoing tensions between the U.S. and China under President Trump’s second term highlight the complex and evolving nature of their relationship. As both countries navigate these challenges, the global geopolitical landscape is likely to be significantly impacted.