Andrew Capistrano ’s Research

Visiting Research Fellow
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Andrew Capistrano is a geopolitical risk consultant based in Tokyo, and Director of Research at PTB Global Advisors in Washington, DC, where he specializes in industrial policy, international trade and capital flows, and US-China relations. He is also a visiting scholar at the Waseda Institute of Political Economy and a visiting lecturer at the School of Political Science and Economics, Waseda University. Previously, he worked at the US Embassy’s American Center Japan, and as a research associate at the Rebuild Japan Initiative Foundation/Asia-Pacific Initiative. Dr Capistrano holds a BA from the University of California, Berkeley; an MA in political science (international relations and political economy) from Waseda University; and a PhD in international history from the London School of Economics. His academic work focuses on the diplomatic history of East Asia from the mid-19th to the mid-20th centuries, applying game-theoretic concepts to show how China's economic treaties with the foreign powers created unique bargaining dynamics and cooperation problems. During his doctoral studies he was a research student affiliate at the Suntory and Toyota International Centres for Economics and Related Disciplines (STICERD) in London.
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Diplomacy
①Is Trump irrational or a mastermind? (Deciphering Trump Administration)

②Deciphering Trump Administration: What does "Tariff Man" want? • ②What does Tariff Man want (Deciphering Tr... ③Deciphe

Visiting Research Fellow

Andrew Capistrano

Economic Security
After tariffs: Is there a plan to restructure the global economic system?

IOG Economic Intelligence Report (Vol. 4 No. 7)

Visiting Research Fellow

Andrew Capistrano

Economic Security
Why Trump might want a short-term economic downturn

IOG Economic Intelligence Report (Vol. 4 No. 5)

Visiting Research Fellow

Andrew Capistrano

Emerging Technology
Japan is no island when it comes to semiconductors. Rightly so.

Visiting Research Fellow

Andrew Capistrano

Economic Security
IOG Economic Intelligence Report (Vol. 4 No. 3)

Trade War False Start, Part 1 / Trade War False Start, Part 2 / USTR Scrutinizes PRC / Trump Designates Cartels as Terrorist Organ

Visiting Research Fellow

Andrew Capistrano

Economic Security
IOG Economic Intelligence Report (Vol. 3 No. 24)

Tariff Man Announces Tariffs / Trump Announces Bessent to Be Treasury Secretary / Greer Reported to Be Trump's Pick for USTR / Ish

Visiting Research Fellow

Paul Nadeau

Economic Security
IOG Economic Intelligence Report (Vol. 3 No. 22)

U.S. Treasury Department Finalizes Rule on Outbound Investment in Tech / U.S. Announces New Rules for AI / U.S. Restricts Bulk Dat

Visiting Research Fellow

Paul Nadeau

Economic Security
IOG Economic Intelligence Report (Vol. 3 No. 20)

U.S. Bans Software and Hardware from China in EVs and Autonomous Vehicles / Japan’s New PM Names New Economy Team / U.S. Dockworke

Visiting Research Fellow

Paul Nadeau

Economic Security
Insights from Helsinki Geoeconomics Week: Geoeconomics Strategies of Japan and the EU

Director & Group Head, Economic Security

Kazuto Suzuki

Economic Security
IOG Economic Intelligence Report (Vol. 3 No. 18)

Canada’s Turn for EV Tariffs / UN Reaches Agreement on Global Tax Convention / China Launches Anti-Subsidy Probe of EU Dairy / Mor

Visiting Research Fellow

Paul Nadeau

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