• TwoTigers24, New York
  • October 19, 2026

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First laid out by US President James Monroe in 1823, his eponymous ‘Monroe Doctrine’ was based on the idea of separate spheres of influence, with the US being the dominate power in the Americas. US President Donald Trump and his cabinet have recently promoted their own corollary to this doctrine, including in a speech by US Defense Secretary Pete Hegseth in December. This policy was on full display in the US operation in Venezuela as well as Trump’s recent refusal to rule out seizing Greenland by force. Similar foreign policy concepts were later articulated by Imperial Japan and modern-day China and used to justify their expansionist policies. That has included Chinese President Xi Jinping’s escalating threats towards Taiwan, as well as a proposal during the Obama years to divide up the Pacific Ocean into separate Chinese and American spheres of influence. In this episode, we discuss the evolution of the Monroe Doctrine, the US and China’s foreign policies, and the geopolitical implications for the Taiwan Strait and wider Indo-Pacific region.

Author

YNOT — Two Tigers Consulting From Building Bridges to Watching China About 15 years ago, I founded a small company called Two Tigers Consulting with a relatively simple idea: help American and Chinese businesses work together. At the time, China represented one of the greatest business opportunities in the world — a rapidly expanding economy, extraordinary manufacturing capabilities, and ambitious entrepreneurs eager to build relationships with American companies. Two Tigers Consulting was created to help bridge that gap. For a while, it worked. We attended trade shows, arranged meetings, and introduced companies across both cultures. But after one particularly promising trade show, several Chinese businesspeople we had met were reportedly arrested upon returning to China — apparently for traveling without proper authorization. That experience taught me something important: in China, being a successful entrepreneur doesn't necessarily mean being free to conduct business. As Xi Jinping consolidated power and the political environment shifted, we concluded the potential rewards of doing business in China no longer justified the risks. Rather than abandon our knowledge entirely, Two Tigers evolved into a platform for following, discussing, and analyzing developments inside China — its economy, political leadership, and increasingly complicated relationship with the United States. I want to make absolutely clear that I have tremendous respect for the Chinese people — their entrepreneurs, engineers, and workers are extraordinarily capable. But I also believe China's political system creates fundamental contradictions: enormous private fortunes can be accumulated, yet ultimate political authority remains firmly concentrated, making relationships based on mutual trust and predictable rules extremely difficult to sustain. Today, Two Tigers is an independent publication examining China's achievements, challenges, ambitions, and contradictions — where they intersect with the United States and the broader world. What began as a small business venture now attracts roughly 10,000 visits a day. Understanding China is no longer optional: what happens there affects businesses, economies, and people throughout the world. And that is why Two Tigers continues.

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