Geopolitical shifts influence Japan-US relations and China's Eurasian strategy

Geopolitical shifts in the Indo-Pacific and Eurasia are reshaping economic and strategic priorities for major powers. In Japan, the alignment between leadership and the United States regarding China is altering risk assessments for Japanese corporations. This shift suggests that capital, defense, and technology controls—particularly in semiconductors, defense systems, and energy infrastructure—are increasingly being oriented toward U.S. priorities rather than European or Chinese interests.

Simultaneously, China is navigating complex interests regarding the conflict in Ukraine. While a ceasefire could stabilize Eurasian connections and protect economic ties with Europe, Beijing seeks to avoid a Russian collapse and prevent Western sanctions from becoming a permanent model for future use against China. China aims for a scenario where military escalation ends without a political defeat for Russia, ensuring Europe remains open to Chinese trade while managing the strategic competition with the United States.