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Palestinians walk in the rain at a makeshift camp in Gaza City, on Nov. 25, 2025.
Hard Numbers: Trump admin makes temp Gaza property plan, Taiwan to boost defenses, Tragic fire in Hong Kong, Brazil’s Lula leads in poll, Saudi opens door to liquor cabinet
20,000-25,000: As part of his vision for Gaza, US President Donald Trump is drawing on his background as a real estate guy, with plans to build a number of temporary residential compounds for Palestinians in eastern Gaza, each of which would house as many as 20,000-25,000 people. The aim is to entice Gazans sheltering elsewhere in the strip to move back to the area, which they were driven out of by the Israeli military. Officials say the first compound won’t be ready for months.
$40 billion: Taiwan will boost defense spending by $40 billion in order to face down the persistent threat from China, which considers the self-governing island part of its own territory. The US, which backs Taiwan, has called on Taiwan to fund more of its own military. Trump and Chinese President Xi Jinping reportedly discussed Taiwan this week. Meanwhile, for more on the rising tension between China and Japan over Taiwan, see our recent report here.
13: At least 13 people have died after a fire tore through a group of apartment buildings in Hong Kong on Wednesday. Hundreds of firefighters are at the scene seeking to quench the blaze. The cause remains unclear, but the buildings were enveloped in bamboo scaffolding, which the government had started to phase out in March over safety concerns.
46%: Brazilian President Luiz Inácio Lula da Silva would win in any plausible matchup in the 2027 presidential election, according to a new poll. In a face-to-face with São Paulo Governor Tarcisio de Freitas, Lula would win 46%, while the man widely considered the right-wing heir to former President Jair Bolsonaro would win 39%. The jailed Bolsonaro remains the kingmaker of the Brazilian right.
2: Cheers to this, the Kingdom of Saudi Arabia will open two more liquor stores for foreigners, one each in Jeddah and Dhahran. Last year they opened one in the capital, Riyadh as part of a wider modernization drive that is meant to bring more foreign tourists and workers into the country. Name us a cocktail! The Jeddah Julip? The Dhahran Daiquiri? Let us know your proposal, we’ll publish the best ones next week.
Is Trump’s trade strategy backfiring abroad?
He says the strongest pushback is coming “on the international front,” where Trump's leverage is proving weaker than expected.
China is the clearest example. After aggressive tariffs and export controls, Beijing “called America’s raise” and now has Trump moving toward approving advanced Nvidia chip sales in exchange for easier access to critical minerals.
Brazil is also pushing back, despite sweeping US tariffs tied to former president Bolsonaro’s imprisonment.
The big wild card: a looming Supreme Court ruling that could limit Trump’s authority on tariffs.
Japanese Prime Minister Sanae Takaichi (R) answers a question from Katsuya Okada of the Constitutional Democratic Party of Japan during a House of Representatives Budget Committee session in Tokyo on Nov. 7, 2025. At the time, Takaichi said a military attack on Taiwan could present a “survival-threatening situation” for Japan.
Japan-China spat over Taiwan escalates
Tensions between Tokyo and Beijing hit a boiling point last Friday when China accused Japan’s Prime Minister Sanae Takaichi of “a grave violation of international law.” Her alleged crime? Statements that a Chinese attack or blockade of Taiwan could threaten Japan’s survival and be met with military intervention. The ensuing diplomatic crisis has not just upended relations between China and Japan, but threatens to ensnare the United States in a geopolitical showdown in the Pacific.
Why were Taikachi’s comments so incendiary? Takaichi used the phrase, “situation threatening Japan’s survival,” to describe potential Chinese aggression towards Taiwan. That’s a specific legal designation under Japan's 2015 security legislation that allows the prime minister to deploy the military in self-defense.
This breaks with Tokyo’s traditional ambiguity on the use of force in the case of invasion, and signals publicly that it would stand with Washington in a crisis – something China considers a direct challenge to its sovereignty. Article V of the US-Japan security treaty obliges the US to defend Japan if it is attacked.
What has China done in response? Beijing has suspended seafood imports, discouraged Chinese tourists from traveling to Japan, and allowed mass cancellations of flights and tours without penalty. Concerts by Japanese artists in China have been abruptly pulled from venues and cruise ships that once filled ports in Kyushu are now being rerouted to South Korea. The goal is to hit Japan where it hurts: tourism has helped boost the economy post-Covid, and many small cities rely heavily on Chinese visitors.
On the diplomatic front, Beijing sent a letter Friday to UN Secretary-General António Guterres urging Japan to “deeply reflect upon its historical crimes,” a reference to Japan’s invasion of China during World War II, and calling on Tokyo to “retract its erroneous remarks.” On Sunday, Chinese Foreign Minister Wang Yi posted a statement to the Chinese Foreign Ministry’s website that Japan’s leadership has “said things they shouldn’t have said, and crossed a red line that should not have been touched.”
How is Japan reacting? Tokyo is not taking back Takaishi’s words, saying instead that Beijing is misinterpreting them. According to senior Japanese government spokeswoman Maki Kobayashi, “The claim our country has altered its position is entirely baseless” and Tokyo remains “committed to dialogue” with Beijing.
What’s China’s goal? Beijing hopes to frustrate Takaichi’s pledge to accelerate Japan’s military buildup and raise defense spending to 2% of GDP by fiscal year 2025, two years ahead of the target set by her predecessor, Shigeru Ishiba. According to Chong Ja Ian, an associate professor at the National University of Singapore, China is seeking “to box Takaichi in and put her on the back foot early on – so she will be more reluctant to push forward on Japan’s investment in defense.”
But so far, the public is backing the prime minister. According to David Boling, Eurasia Group’s director of Japan and Asia Trade, “Takaichi’s approval ratings are very high – even climbing higher in some polls. The Japanese public has a very negative view of China, and China’s extreme response will only reinforce that view.”
Could Japan’s position deter an invasion of Taiwan – or accelerate it? If China believes that a Taiwan crisis would trigger a US-led coalition response, Beijing could escalate its preparations to get ahead of Japan’s planned military buildup. Beijing is already conducting invasion drills using its “shadow navy,” and Chinese coast guard ships have increased their presence around the Senkaku/Diaoyu Islands, putting the Japanese air force and navy on high alert. That could increase the odds of a takeover – or an unintended encounter that could spiral into an international crisis.
Japanese Prime Minister Sanae Takaichi holds talks with Chinese President Xi Jinping in Gyeongju, South Korea, on Oct. 31, 2025.
Hard Numbers: China-Japan spat could hurt tourism, Pro-Russian pair accused of attacking Polish railway, Neo-Nazi pleads guilty to poison plot in NYC, South Africa blocks arrivals of Palestinians
650,000: Roughly 650,000 Chinese tourists visited Japan in September, but those levels are under threat amid a diplomatic rift between the two countries. Japanese Prime Minister Sanae Takaichi suggested that her country would intervene if China attacks Taiwan, prompting Beijing to cancel tour groups to Japan and ban employees of state-owned enterprises from traveling there.
2: Two Ukrainian men, who are believed to have been working with Russia, have been identified as the culprits behind the rail sabotage attacks in Poland over the weekend. The men are believed to have been recruited by Russian intelligence.
18: A Georgian man who hatched a plan to feed poisoned candy to Jewish children in New York City pleaded guilty on Monday to soliciting hate crimes. Prosecutors will seek an 18-year jail sentence. The man led a Russian & Ukrainian neo-Nazi group that has sought to sow violence worldwide.
2,000: The South African government announced that it will block the arrival of any further flights of Palestinians after hundreds arrived by air in recent weeks. Passengers said they paid $2,000 per ticket to an aid agency offering them a route out of the country, but South African Foreign Minister Ronald Lamola denounced the flights as part of “a broader agenda to remove Palestinians from Palestine.”
The surprising similarities between China and the US
The US and China are often cast as opposites: East vs. West, democratic vs. authoritarian, market-led vs. centrally-planned. But according to Dan Wang, author of the new book “Breakneck: China’s Quest to Engineer the Future,” the two countries are more alike than you might realize. Wang joins Ian Bremmer on GZERO World to talk about the US, China, and their competing visions for the future. Despite their political and cultural differences, the two superpowers share a restless drive to build, innovate, and hustle—a hunger for the “technological sublime” that pushes both countries toward big projects and ambitions.
But there’s also a more complicated side to that ambition. In China, entrepreneurs are caught between opportunity and uncertainty, never sure when the Communist Party and Xi Jinping’s “smothering love” might smash one of their businesses or punish their success. In the US, tech leaders have more freedom to pursue their goals but still need to cozy up to power in their own ways, courting the Trump administration for favorable policies and legislation. Ultimately, two very different systems have led to strikingly similar ambitions (and anxieties) when it comes to innovation and the race to build the future.
“There is a sense in which these are two great powers,” Wang says, “And that the US and China are the countries that are going to be changing the world.”GZERO World with Ian Bremmer, the award-winning weekly global affairs series, airs nationwide on US public television stations (check local listings).
New digital episodes of GZERO World are released every Monday on YouTube. Don't miss an episode: subscribe to GZERO's YouTube channel and turn on notifications (🔔). GZERO World with Ian Bremmer airs on US public television weekly - check local listings.
Is the US falling behind China?
Over the last two decades, China has transformed into an engineering state. Its ability to build almost anything—bridges, high-speed rail, entire cities from nothing—has led to record growth, but also domestic challenges and soaring debt. On GZERO World, Ian Bremmer sits down with Dan Wang, tech analyst and author of the new book “Breakneck: China’s Quest to Engineer the Future,” to talk about China’s rapid growth, the US-China relationship, and who is winning the race for technological and economic supremacy.
For better or worse, Wang says that China has leaned into a belief that almost anything can be engineered. They’ve invested massively in infrastructure, which has improved life for Chinese citizens in many ways, but the country is also dealing with a stagnating economy and record youth unemployment. China’s “engineering” mentality has led to a stubborn belief that society itself can be built from the top down, Wang says, often to draconian results like the harsh ‘zero Covid’ rules or state crackdowns on the tech sector. Can the US learn from China’s rise and avoid its mistakes?
“China's a country I describe as the ‘engineering state’ because they build a lot,” Wang explains, “They also treat society as a big engineering project, where people are yet another building material that the leadership just want to tweak and destroy if necessary.”
GZERO World with Ian Bremmer, the award-winning weekly global affairs series, airs nationwide on US public television stations (check local listings).
New digital episodes of GZERO World are released every Monday on YouTube.Don't miss an episode: subscribe to GZERO's YouTube channel and turn on notifications (🔔). GZERO World with Ian Bremmer airs on US public television weekly - check local listings.
China has become an "engineering state," with Dan Wang
What can the US learn from the benefits–and perils–of China’s quest to engineer the future? Tech analyst and author Dan Wang joins Ian Bremmer on the GZERO World Podcast to discuss his new book "Breakneck," China’s infrastructure boom, and the future of the US-China relationship. Over the last two decades, China has transformed into what Wang calls an “engineering state,” marshaling near unlimited resources to build almost anything–roads, bridges, entire cities overnight. That investment has created astounding growth, but also domestic challenges and soaring debt.
It’s also led to a stubborn belief within the Chinese government that society itself can be engineered from the top down, where the state treats its people like a building material that can be tweaked or destroyed if necessary. Wang and Bremmer dig into all things US-China—the future of the relationship, the surprising similarities between the two countries, and whether Washington can learn from Beijing’s example without repeating its mistakes.
“The Chinese are able to build a lot of things that meet the material needs of the people, namely homes, solar, wind, nuclear, coal plants, roads, bridges, high-speed rail,” Wang says, “And that is something that I want Americans to have as well.”
Subscribe to the GZERO World Podcast on Apple Podcasts, Spotify, Stitcher, or your preferred podcast platform, to receive new episodes as soon as they're published
What the US can learn from China's infrastructure boom
But after the boom, often comes the bust. China’s experience can be both a roadmap and a warning. The results of its building spree have been astounding: more high-speed rail than the rest of the world combined, soaring GDP growth, hundreds of millions lifted into the middle class. But the People’s Republic is now dealing with a stagnating economy. Local governments that financed all that construction are drowning in debt. China bet on physical infrastructure. The US is gambling on digital. If AI doesn’t deliver on its promise, both could end up in the same place: buried under the weight of their own ambition.
GZERO World with Ian Bremmer, the award-winning weekly global affairs series, airs nationwide on US public television stations (check local listings).
New digital episodes of GZERO World are released every Monday on YouTube. Don't miss an episode: subscribe to GZERO's YouTube channel and turn on notifications (🔔). GZERO World with Ian Bremmer airs on US public television weekly - check local listings.