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Valdai impressions: As the Trump years begin…

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The American elections ended “as expected” with Trump’s victory. The polls were wrong again, often showing Trump and Kamala Harris neck and neck. Trump did well both in the overall vote and in the swing states. At the time of writing, the results for the House of Representatives have not been finalized. If they win a majority there too, the Republicans will have won a huge victory. In addition to the presidency, Trump will give them overwhelming majorities in both houses of Congress, state governorships and state legislatures.

What will Trump do and how will he do it?

This time I followed the American election at the annual forum of the Valdai Discussion Club in Sochi, Russia. The annual forum was attended by a group of about fifty to sixty academics, think-tankers, and experts from around the world, and about twenty to thirty experts from Russia, including, as usual, Russian Foreign Minister Sergei Lavrov (second day) and Russian President Putin (closing session on the last day). Deputy Prime Minister Novak and Kremlin Chief of Staff Oreshkin also attended the Forum, speaking at length and answering questions. As was the case last year, Putin’s introductory speech and subsequent Q&A session lasted more than four hours. He spoke with an incredibly clear content and style, without mincing words.

One of the most striking aspects of the Forum, which I attended for the second time (4-7 November), was that all participants were following the U.S. election with great interest. After Trump’s victory became clear, you could hear different comments from participants depending on which country they came from. For example, while those from Russia and other countries welcomed Trump’s arrival with the expectation that he would put an end to the policy pursued so far by the collective West in the war in Ukraine, guests from China and/or those focusing on China thought that there could be fierce winds between Washington and Beijing.

Similarly divergent views were immediately apparent among participants from Middle Eastern countries. For example, while some Middle Eastern participants were somewhat positive about the serious possibility of an American withdrawal from Syria and Iraq under Trump, Iranian participants spoke of the possibility of war between Iran and a Trump administration that is likely to fully support Israel.

On the other hand, Western participants (such as the UK and Canada) tended to see Trump’s arrival as the beginning of the end of the neo-liberal economic order. The neoliberal economic models, which have catastrophically widened the gap between rich and poor and almost eliminated the middle class, the foundation of democracies, are already being harshly criticized by the experts participating in the Valdai meetings.

First assessments

First of all, the Western participants emphasized the beginning of the end of neo-liberal economic policies. It seems that neoliberal economic policies have been rejected in their home country, America. Especially since the 1980s, neo-liberal economic policies, which the U.S. not only implemented but also imposed almost everywhere in the world, have been turned into an opportunity for their own rapid development by countries like China and Vietnam, which have implemented nationalist and planned development models, while in most developed countries, especially in the U.S., these policies have caused great rifts in societies. The consequences for us are perhaps among the worst in the world…

The main reasons for Trump’s exit were the excessive monetization of the entire U.S. system, the massive retreat from industrial production, and the fact that while the economy grew, it had no positive impact on the lives of a large part of the population. What remains to be seen is how much of what Trump says will be translated into policy and action. For example, will it be possible to force companies that have invested in industry and advanced technology in China, other Far Eastern countries, and Mexico for decades to come back and invest in the U.S.? If not, will Trump be able to impose high tariffs on goods from countries that export massive amounts of goods to the U.S., especially China, as he said during the campaign? And will he be able to maintain public support for such measures?

On the other hand, if Trump, who has promised to cut taxes, does so, how will he deal with the rapidly growing budget deficit and the national debt, which has already exceeded 35 trillion dollars and whose annual interest rate is around one trillion dollars (and will probably continue to rise)? I wonder if he will be able to seriously reduce the country’s defence spending, despite the fact that the arms companies, which are the most important part of the structure we will briefly describe as the Deep State, are engaged in a battle with him to prevent him from winning the elections? Perhaps… Maybe he even has to…

Foreign policy options

Trump has tied himself in knots over the war in Ukraine. There is no doubt that Trump, whose words ‘If I were president, I would not have allowed this war to start, if I were re-elected, I would end it with a few phone calls’ are etched in our memories, will take serious steps to end the war in our north. The opposition will be all the components of the American deep state, especially the arms companies, and the governments in Europe. If Trump, who this time seems to be more prepared for a comprehensive struggle with the Deep State, is not assassinated and consolidates his power, he can turn his statements on the Ukrainian war into policy.

The second opposition he is likely to face on the Ukraine war will be the weak governments in Europe. For the Baltic states, which would like to see Russia strategically defeated in Ukraine and then see that huge country torn to shreds, and for the European states that have turned the historical grievances of the former Eastern Europe into their own Russia policy, Trump’s election is a disaster in the truest sense of the word.

They can say to Trump: ‘Let’s continue the war in Ukraine, you can continue your arms and financial aid, we will fully support you in your China policy, and if you want, we can even go as far as recognizing Taiwan as an independent state’. However, such a policy would mean that Trump would be doing the opposite of everything he has said so far – especially on Ukraine. On the other hand, while Trump may be preparing for a trade war with China, we do not know much about his intention to start a hot war, or rather a proxy war, over Taiwan.

It goes without saying that Trump is totally opposed to wars against overseas countries, which have become a concept of hatred in the eyes of a large part of American society and which cause enormous costs. Therefore, we can say that Trump may engage in trade wars with China while focusing on stopping the war in Ukraine, but beyond that he is more likely to stay away from a proxy war that risks setting the entire world on fire.

Middle East scenarios

We know that Trump wanted to withdraw from Syria and Iraq during his first term, but the deep state elements prevented this with many maneuvers, and in the case of Syria, Ambassador James Jeffrey, who was America’s special envoy after 2019, said in a statement after Trump lost the elections that they deceived the president by pretending to withdraw from Syria. It is even possible to speak of Trump’s determination on this issue. It is even easy to say that the same determination is in question for Iraq. All this can create extremely important opportunities for Turkey, which we will discuss in our articles and Strategic Compass broadcastings in the coming weeks.

The question of Trump and Israel undoubtedly requires extensive analysis. There is no doubt that there is a lot of truth in theses such as that he will be strongly pro-Israel, that he will march on Iran or that he will unleash Israel on Iran. On the other hand, it may be misleading to expect that Trump, who has consistently stated that he will not start a new war in the Middle East, will give Israel or Netanyahu, whom he does not like very much, a blank cheque.

This is because we know that he unilaterally withdrew from the nuclear agreement with Iran, which had been reached in the previous period, in order to please the Israeli lobby, whose help and support he needed in his fight against the deep state, especially in his first term, and that he has made the agreement obsolete and turned to a policy of maximum pressure against Iran. However, all this does not mean that he will now start a war with Iran, especially in a multipolar world order… Since the probability of America and/or Israel winning a war with Iran is low and Iran will not be an easy target, we can assume that Trump’s support for Israel will be subject to certain limitations. All this shows that we are/will be at the beginning of a very extraordinary period.

Opinion

Istanbul’s East-West Forum: A conversation the world can no longer avoid

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Dr. Ahmed Moustafa, Director & Founder, Asia Center for Studies & Translation, Egypt

In a city that has spent centuries translating the language of one civilization to another, the first East-West Forum arrived at a moment when the world itself seemed to have lost the vocabulary for talking across its divisions.

Held in Istanbul on Sept. 26–27 and preceded by meetings around the event, the forum brought together diplomats, academics, journalists, strategists and political thinkers from a wide range of countries. Hosted by Harici Media in partnership with the Berlin-based European Transcontinental Initiative, the gathering was conceived as an attempt to examine a world increasingly defined by competing power centers, regional wars, economic fragmentation, artificial intelligence and the erosion of confidence in institutions created after the Second World War. Harici reported that participants came from roughly 30 countries.

For us, the significance of Istanbul was not simply a matter of the speakers on the panel or the structure of the programme. Its deeper importance lay in the willingness to put difficult — and sometimes uncomfortable — questions on the table.

We would like to extend our sincere thanks and appreciation to my friend and brother, Mr. Tunç Akkoç, Founder and Editor-in-Chief of Harici Media, for his gracious invitation to a representative of the Asia Center for Studies & Translation, Egypt, to participate in the Forum as a speaker and commentator. His initiative in creating a platform where competing geopolitical narratives could meet directly deserves recognition.

In his opening remarks, Akkos stressed that the initiative was intended to establish a permanent platform where people representing different political and intellectual traditions and perspectives could meet and engage in direct dialogue.

This vision is particularly significant because the traditional language used in international relations has increasingly struggled to explain the realities of a rapidly changing world.

The Problem of Proxy Wars

During the session that discussed proxy wars in the region and ways to reach solutions to their crises, the Center put forward the view that the Middle East cannot simply be understood through the traditional map that divides the parties into “good” and “evil,” or into “responsible states” and “rogue states.”

Such terms, in our assessment, often reflect the perspective of powers that possess extensive influence over international media and financial and security institutions.

The Center particularly criticised what we see as political bias within important sectors of the Western media and some non-governmental organisations that receive Western funding. From our perspective, these institutions can, in some cases, move from being mere observers of geopolitical conflicts to becoming influential parties in the battle over the narrative and the story.

However, this view should remain open to debate and should not automatically be accepted as an absolute truth.

The more important question is not whether every Western journalist, every NGO, or every Western institution works to serve a single geopolitical agenda clearly, this is not the case, but whether the information environment itself has become so highly polarised that the public is now receiving radically different interpretations of the very same war.

In our assessment, the answer is increasingly approaching “yes.”

The problem becomes particularly clear when searching for the term “proxy wars” in the Middle East. Some of the first results focus on groups associated with Iran, including Hezbollah and the Houthis, as well as Hamas, whereas the history of regional conflicts is far more complex.

Al-Qaeda and ISIS emerged through different historical trajectories, with Anglo-Saxon support that was “created by Britain and the United States.” In environments dominated by the United States and Britain, Al-Qaeda emerged from the environment associated with Osama bin Laden and the Afghan jihad, while ISIS developed largely from Al-Qaeda in Iraq, under American sponsorship, to pursue a certain agenda in the region and advance the scenario of “creative chaos” promoted by Condoleezza Rice, the radical US Secretary of State.

At the same time, US policy toward Afghanistan during the Cold War contributed to shaping the broader environment from which some militant jihadist movements later emerged.

These distinctions matter.

Because propaganda often begins where complex historical details end.

Who Has the Right to Define a “Rogue State”?

The same problem appears in the vocabulary used to describe states.

Countries such as China, Russia, Iran and North Korea are frequently portrayed in Western strategic discourse as states challenging the existing international order.

Egypt, despite the different nature of its relationship with Washington, can also become the subject of criticism when its foreign policy does not conform to certain Western expectations.

The question is not whether these governments should be exempt from criticism. Of course not.

The deeper question is this: can the international system remain sustainable when one geopolitical camp increasingly assumes the authority to define which governments are legitimate, which movements are terrorist, which wars are defensive and which forms of resistance are acceptable?

That was one of the central questions behind our intervention in Istanbul.

The Middle East has repeatedly been presented through the lens of the “Iranian threat” as the principal strategic danger.

There is no question that Iran possesses significant military and regional capabilities, and that its policies are deeply contested by many neighbouring states. At the same time, reducing virtually every regional security problem to Tehran can obscure the interests and roles of other actors, including Israel, the United States, Gulf states, armed groups and local political forces.

The region has repeatedly paid a heavy price for simplistic interpretations of complex conflicts.

The Economics of Fear

The discussions in Istanbul also led us to a broader American question: to what extent can fear itself become a source of political and economic power?

Historically, the United States has experienced intense political campaigns shaped by perceived racial, ideological and security threats.

One does not need to accept every interpretation of this history to recognise that fear can become a factor with tangible economic consequences.

A 2020 study by Citi estimated that racial discrimination against Black Americans had cost the US economy approximately $16 trillion in lost economic output since 2000, based on an analysis of disparities in wages, education, housing and investment.

This figure demonstrates the extent of the economic losses associated with racial discrimination and exclusion. It also raises questions about the relationship between fear-based narratives concerning Black Americans, media influence, the political power of the gun lobby and the broader economic consequences of insecurity.

More importantly, however, the study highlights a fundamental point: bias and insecurity carry substantial and measurable economic costs.

The broader lesson has direct relevance to foreign policy.

When societies are continually presented with existential enemies, military spending and the expansion of security institutions become politically easier to justify.

America After Iran

In Istanbul, we also advanced the view that the United States after its confrontation with Iran in 2026 should not simply be understood through the traditional image of unlimited American power.

The conflict exposed economic and strategic vulnerabilities.

The Strait of Hormuz emerged as a major strategic pressure point for global energy markets, amid disruptions to international trade that forced governments and companies to search for alternative routes and supplies.

The consequences were reflected in oil prices and energy costs in Europe and elsewhere.

This does not mean that American power has disappeared. Rather, it suggests that military power is no longer synonymous with strategic control.

The rise of China, Russia, ASEAN, Iran and other centres of economic and diplomatic influence has made the international order increasingly complex and dispersed.

The East-West Forum itself reflected this reality, bringing together voices from Europe, Asia, the Middle East and North America while explicitly addressing multipolarity and the ongoing transformation of the global order.

America Is Changing From Within

The domestic dimension of American politics also deserves attention.

The emergence of figures such as Zohran Mamdani in New York and Abdul El-Sayed in Michigan reflects changes in the American political debate over inequality, foreign policy, healthcare, identity and the influence of established political and economic interests.

Their political trajectories should not be treated as evidence of a predetermined future for the United States.

They do, however, illustrate how issues that were once treated as peripheral including the costs of war, US policy toward Israel, economic inequality and the political influence of younger and more diverse generations have moved closer to the centre of American political debate.

This is another reason why East-West dialogue cannot remain confined to foreign ministries and military institutions.

A Dinner for Dialogue

One of the most memorable moments on the margins of the Forum was the private dinner held on the evening of Friday, September 25, hosted by H.E. Mr. Hasan Capan, Chairman of the Turkish-Chinese Friendship Foundation, and H.E. Ambassador Ersin Erçin, Vice Chairman of the Foundation, in honour of the speakers and participants.

We extend our sincere thanks and appreciation to both of them for their generosity, friendship and support.

The gathering was more than simply a dinner. It provided an opportunity for personal interaction, an exchange of ideas and the building of relationships among participants — precisely the kind of human diplomacy that formal conferences sometimes lack.

Real dialogue does not always begin behind conference podiums.

Very often, it begins around a single table.

Istanbul’s Larger Message

The first East-West Forum should be regarded as the beginning of a dialogue, not the end of a debate.

The organisers have already articulated a vision of transforming the initiative into an annual gathering in Istanbul, developing expert working groups, establishing an East-West Forum network and potentially creating a business council capable of connecting intellectual dialogue with economic cooperation.

This may ultimately prove to be one of its most important contributions.

The world that emerges from the current conflicts including the crisis surrounding the Strait of Hormuz will require more than ceasefire agreements.

It will require a new conversation about security, energy, sovereignty, development, technology and coexistence.

Istanbul is an exceptional setting for such a dialogue. One participant even proposed moving the headquarters of international organisations, including the United Nations, to Istanbul.

For centuries, the city has stood between two continents without belonging exclusively to either.

The East-West Forum can follow the same principle: not choosing one civilisation against another, but creating a space in which East and West can confront their differences without turning disagreement into permanent conflict.

For this reason, we see the Istanbul gathering as an announcement of intent.

It was not an attempt to erase differences.

It was an attempt to make dialogue possible despite them.

At a time when proxy conflicts increasingly risk evolving into direct confrontations, this may be among the most important political conversations the world can undertake today.

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A new world in the East, old dogmas in the West

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Much commentary followed the US president greeting the visiting Chinese leader at the foot of the aircraft stairs: both because a US president had not done so in many years, and because the leader he welcomed heads a state that the US defines as a competitor, an adversary, and an enemy. That photograph demonstrated that the US itself now recognizes China not merely as an economic power, but as a political, military, scientific, industrial, and technological one; yet it revealed other realities as well.

It showed that a multipolar order has arrived. It showed that the failure of the US to abide by the order whose rules it laid down and whose institutions it established has exacted a heavy toll on the US itself. It showed that the US-centric Atlantic system is unravelling. It showed that the collapse of a world order flouted, and indeed subverted, by its own rule-maker is both legitimate and inevitable. It showed that East-centred institutions, such as the Shanghai Cooperation Organisation and BRICS, enjoy an open path against Western-dominated bodies. It showed that the US regards China as a rival not merely economically, but ideologically and technologically. It showed that the US has proven unable to exercise deterrence against China, Russia, and Iran to the degree it desires.

Let us admit it: after the Cold War ended, the US assumed it could act as it pleased by bringing the European Union to its side and constantly invoking human rights, democracy, and freedom. It was mistaken. The more it spoke of a rules-based world order, of a liberal world order, the more it flouted those very rules. In the end, that order collapsed as well. The birth of a multipolar, multilateral, and multicentric world accelerated; and it was just as well. Now is the time to debate the rules, institutions, traditions, and solutions of this new order.

Yet who will conduct this debate? Who will take part in this search?

It is not right to expect this from the US; nor is it realistic. It is likewise impossible to expect it from the European Union. Europeans follow so subserviently in Washington’s wake that they refuse to consider even Russia as European, despite the fact that, alongside its Eurasian identity, millions of its citizens live across territory spanning Europe and Asia while viewing their nation as historically, politically, socially, culturally, artistically, and intellectually European. They attempt to construct a European defence and security architecture by excluding Russia, in defiance of Russia, and by harbouring hostility toward Russia. In the end, they are both mistaken and defeated.

As the new order emerges, India must also be examined under a distinct heading, alongside China and Russia. For India is a nuclear power possessing the world’s largest population and its 5th largest economy. It maintains disputes with China and Pakistan, yet enjoys good relations with Russia, the US, and Britain. It is a member of both the SCO and BRICS. On the other hand, within the Quad grouping, alongside the US, Japan, and Australia, it positions itself against China.

In summary, as an order takes shape in which the West runs out of breath while the East rises, and Atlantic institutions dissolve while those of Eurasia and the broader Global South come to the fore, we must first rid ourselves of Cold War dogmas and habits.

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Neither Turkic states heed us, nor does anyone ask us on Syria

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At the NATO summit held in Ankara last month, US President Donald Trump made promising remarks to Türkiye regarding the lifting of CAATSA sanctions, clearing the path for the sale of F-35 fighter jets to Türkiye, and supplying the engines required for the domestic Kaan aircraft. He has yet to keep his word.

This is quintessential Trump. He is neither a reliable nor a predictable leader. He approaches diplomacy like a merchant. In bargaining, he opens with the highest possible bid. Rather than institutional consultations, negotiations, formal diplomatic channels, and classical statecraft, he favours personal ties, bilateral encounters, and leader-to-leader diplomacy. He is notoriously erratic. A figure he praises one day, he drags through the mud the next, humiliating, scolding, and even insulting them.

US moves in the Mediterranean

Failing to honour the promises made to Türkiye, the US eased and partially lifted the arms embargo it had enforced on the Greek Cypriot Administration (GCA) since 1987 in 2020, before abolishing it entirely in 2022. Not content with this, the US signed a military cooperation agreement with the GCA in 2024 and hosted its leader at the White House. The GCA, whose path to acquiring weaponry from the US was cleared in 2024, has also recently been deepening its relations with France. Even though two British sovereign bases already exist in the southern part of Cyprus, with the US utilizing them whenever necessary, both the US and France signed separate basing agreements with the GCA. The GCA’s relations with Israel are also remarkably sound, as are those with Qatar. Meanwhile, relations between Greece and France have been exceptionally warm in recent years.

Amid all these tangible developments, Türkiye has largely relinquished its vigilance regarding the Blue Homeland. Drilling vessels and seismic survey ships have been withdrawn from the eastern Mediterranean.

The most distressing of these developments has been that four Turkic states in Central Asia (Kazakhstan, Uzbekistan, Turkmenistan, and Kyrgyzstan), none of which officially recognize the Turkish Republic of Northern Cyprus (TRNC) as a state, expanded their ties with the GCA and opened embassies in exchange for European Union financial assistance. Through this recognition, by acknowledging the Greek Cypriot Administration as the sole representative of the entire island under the name of the Republic of Cyprus, they effectively rejected the existence of the TRNC, whatever they might claim to the contrary.

Whatever anyone may say, and from whichever angle one evaluates it, the conduct of these four friendly and brotherly states cannot be explained merely by their lack of loyalty or their disregard for Türkiye’s sensitivities on this matter. Alongside this, one must acknowledge the failure of Turkish foreign policy. If Türkiye cannot convince even fellow Turkic states, let alone others, on an issue where its position is most legitimate and justified, such as Cyprus; if, far from persuading them, it cannot prevent them from cultivating relations with the GCA and opening embassies, this represents a monumental failure on the part of Turkish foreign policy.

Moreover, the failure in the Mediterranean is not confined to Cyprus. There is more.

Who is sidelining Türkiye in Syria?

Türkiye is persistently excluded from European-organized meetings on Syria. Türkiye’s views are not sought. So much so that even Qatar, our closest ally in the Arab world, on whose soil we established a military base and to whom we sold major assets, does not hesitate to take part in initiatives that exclude Türkiye from energy projects in the Eastern Mediterranean, or to cooperate with Greece and the Greek Cypriot Administration.

Much has changed in Syria since the days when Ahmet Davutoğlu, former prime minister, former foreign minister, former AKP chairman, and leader of the now-dissolved Future Party, carried away by his own momentum, declared: “Not a bird can fly in the Middle East without our knowledge”, “We know the Middle East street by street, inch by inch”, and “We are the masters, pioneers, and spokesmen of the emerging Middle East”, all while eagerly seeking to act as a subcontractor on behalf of the US. The regime has changed. The government has changed.

So let us ask: did we get what we wanted?

Israel, which most recently struck Abu al-Duhur Military Airbase east of Idlib in northern Syria; Israel, a backer of the PKK-PYD-YPG terrorist organization; Israel, which usurped Syrian land in the Golan Heights, attacking Syria and rolling in its tanks whenever it pleases; Israel, which seeks to partition Syria into four entities (Kurdish, Alawite, Arab, and Druze): Israel got what it wanted. And it continues to do so.

Does Israel, which directs scathing rhetoric at Türkiye, fortified by immense US backing and sustained by Europe’s three major powers (Germany, Britain, and France), draw this audacity solely from the imperialist powers standing behind it? Or does Türkiye’s inefficacy in the Turkic world and across the Arab sphere, alongside that backing, also embolden Israel?

In answering this question, we will arrive at a far more accurate assessment if we take into account the depth of Israel’s relations with Azerbaijan.

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