Ashley J. Tellis
Balancing Without Containment: An American Strategy for Managing China
China is poised to become a major strategic rival to the United States.
China is poised to become a major strategic rival to the United States. Whether or not Beijing intends to challenge Washington’s primacy, its economic boom and growing national ambitions make competition inevitable. And as China rises, American power will diminish in relative terms, threatening the foundations of the U.S.-backed global order that has engendered unprecedented prosperity worldwide. To avoid this costly outcome, Washington needs a novel strategy to balance China without containing it.
Key Themes
- The loss of American primacy to China would pose unacceptable risks to the security and interests of the United States and its allies.
- China’s power—unlike that of previous U.S. competitors—stems from Beijing’s deep integration in the U.S.-led global economy.
- The containment strategy that the United States used to great effect during the Cold War cannot succeed today. Cutting off ties with Beijing and urging China’s neighbors to do the same is politically, economically, and practically unthinkable.
- Washington should balance Beijing’s growing capabilities by pursuing policies that simultaneously increase China’s stake in the existing global system and raise the costs of abusing its power.
Recommendations for U.S. Policymakers
Bolster Regional Actors. By increasing the national power of China’s neighbors, the United States can constrain Beijing’s behavior and limit its capacity for aggressiveness. This investment is in Washington’s best interest irrespective of whether it is repaid in kind because it will diminish China’s ability to misuse its growing strength and increase American geopolitical maneuverability in the Indo-Pacific. But the United States must be wary of Chinese tactics to subvert these efforts.
Selectively Deepen Globalization. The United States should make trade liberalization a top priority. Since comprehensive global liberalization remains a distant goal, Washington should work to quickly conclude key regional trade pacts, including the Trans-Pacific Partnership and the Transatlantic Trade and Investment Partnership, which promise increased relative gains to the United States and its allies vis-à-vis China.
Bolster U.S. Military Capabilities. To preserve its military superiority in the face of growing Chinese power, Washington should invest in improving U.S. power projection capabilities that will allow it to defeat challenges posed by China’s new strategic denial systems and regain U.S. freedom of action in the Indo-Pacific.
Reinvigorate the U.S. Economy. Revitalizing the domestic economy is imperative to sustaining American hegemony. To maintain its global economic dominance, the United States must emphasize labor force renewal, promote disruptive technological innovations, increase efficiency in production, and resolve the political squabbles that prevent Washington from fixing the country’s public finances.
Read Full Text
About the Author
Former Senior Fellow
Ashley J. Tellis was a senior fellow at the Carnegie Endowment for International Peace.
- Multipolar Dreams, Bipolar Realities: India’s Great Power FuturePaper
- India Sees Opportunity in Trump’s Global Turbulence. That Could Backfire.Commentary
Ashley J. Tellis
Recent Work
Carnegie India does not take institutional positions on public policy issues; the views represented herein are those of the author(s) and do not necessarily reflect the views of Carnegie, its staff, or its trustees.
More Work from Carnegie India
- Emerging From the “Zombie State” of Trade Agreements: The India-EU FTACommentary
The India–EU Free Trade Agreement (FTA) is shaping up to be one of the most consequential trade negotiations, both economically and strategically. But, what’s in the agreement, what’s missing, and what will determine its success in the years ahead
Vrinda Sahai, Nicolas Köhler-Suzuki
- India’s Oil Security Strategy: Structural Vulnerabilities and Strategic ChoicesArticle
This piece argues that the present Indian strategy, based on opportunistic diversification and utilization of limited strategic reserves, remains inadequate when confronting supply disruptions. It evaluates India’s options in the short, medium, and long terms.
Vrinda Sahai
- India and a Changing Global Order: Foreign Policy in the Trump 2.0 EraResearch
Trump 2.0 has unsettled India’s external environment—but has not overturned its foreign policy strategy, which continues to rely on diversification, hedging, and calibrated partnerships across a fractured order.
- +6
Milan Vaishnav, ed., Sameer Lalwani, Tanvi Madan, …
- What Could a Reciprocal Defense Procurement Agreement Do for U.S.-India Ties?Article
India and the United States are close to concluding a Reciprocal Defense Procurement Agreement (RDPA) that will allow firms from the two countries to sell to each other’s defense establishments more easily. While this may not remedy the specific grievances both sides may have regarding larger bilateral issues, an RDPA could restore some momentum, following the trade deal announcement.
Konark Bhandari
- India Signs the Pax Silica—A Counter to Pax Sinica?Commentary
On the last day of the India AI Impact Summit, India signed Pax Silica, a U.S.-led declaration seemingly focused on semiconductors. While India’s accession to the same was not entirely unforeseen, becoming a signatory nation this quickly was not on the cards either.
Konark Bhandari