The Impact of Trump's Tariff Policy and the Trade Strategies of South Korea, China, and Japan

• 영문명: トランプ関税政策の影響と韓国⋅中国⋅日本の通商戦略
• 발행기관: 한일경상학회
• 저자명: 김도훈(Do-Hoon Kim)
• 간행물 정보: 『한일경상논집』제109권, 23~33쪽, 전체 11쪽
• 주제분류: 경제경영 > 경영학
• 파일형태: PDF
• 발행일자: 2025.11.30

국문 초록

Purpose: The purpose of this paper is to analyze the impact of the Trump's tariff policies in the United States on the RCEP and CPTPP, which are centered on East Asia, from the perspective of changes in trade policy and regional trade agreements, taking into account the characteristics of this policy, and to clarify the future response measures and intentions of South Korea, China, and Japan. Research design, data, and methodology: This paper adopts a qualitative and comparative approach based on policy documents, official statements, and the latest academic literature on international trade and regional cooperation. It analyzes how tariff policies act as exogenous shocks and their implications for institutional change and the restructuring of regional trade agreements in East Asia. Results: This paper concludes that the US Liberation Day Tariffs are creating structural tensions in the global supply chain strategies and regional trade order (RCEP, CPTPP) of South Korea, China, and Japan. Specifically, South Korea is shifting from strategic ambiguity to multilateral stabilization through accelerating its CPTPP accession, enhancing RCEP implementation, and engaging in bilateral negotiations with the US. China is strengthening its geopolitical leadership by upgrading the China-ASEAN Free Trade Agreement, applying for CPTPP membership, and expanding regulatory measures to strengthen economic security. Japan is stepping up its leading role in pragmatic bilateral negotiations with the US and reforming the CPTPP and RCEP norms. Implications: The results of this study show that US tariff policy not only impacts the countries concerned, but also threatens regional trade agreements and can act as a catalyst for deepening institutional integration. Furthermore, the responses of South Korea, China, and Japan reflect a structure in which cooperation and competition coexist, offering a new perspective on reforming regional trade agreements amid uncertainty in global trade.

목차

1. はじめに

2. 世界貿易秩序の変化と通商政策の決定要因

3. アメリカのトランプ関税政策と東アジアの貿易秩序

4. トランプ関税政策と韓中日の通商戦略の思惑

5. まとめ

References

키워드

Trump's Tariffs East Asian Trade Policy RCEP CPTPP Supply Chains