Skip to main content

Is Foreign Investment A National Security Threat? – Rohan Sivakumar, University of Chicago

This question was the topic of the hearing entitled “U.S. Policy on Investment Security”, held before  the House Financial Services Subcommittee on National Security, Illicit Finance, and International Financial Institutions. Much of the conversation centered around the role of the Committee on Foreign Investment in the United States (CFIUS).

Chairman Davidson (R-OH), along with Representatives Barr (R-KY) and Williams (R-TX) represented the Republicans – voicing support for President Trump’s signing of a National Security Presidential Memorandum (NSPM), which aimed to simultaneously promote benign foreign investment and protect American national security from integrity of data threats believed to be posed by nations like China. Chair Davidson also, strangely, attempted to argue that tariffs levied against such countries were an effective device to bolster national security. 

Ranking Member Beatty (D-OH), Rep. Liccardo(D-CA), Rep. Kim (D-CA), and Rep. Foster (D-IL) represented the Democratic interest – decrying President Trump’s behaviour in the high-profile TikTok case, and suggesting that more regulations on foreign investment would have major economic downsides. 

What the parties could agree on (perhaps facetiously) was the need to keep discussions of foreign investment, regardless of direction, apolitical. What this very agreeable statement turned into, however, was an opportunity to highlight contradictions on the part of either political party. Republicans characterized President Biden’s blocking of the Nippon Steel takeover of U.S. Steel as a political attack, while Democrats deplored Trump for using national security as a bargaining chip in foreign investment negotiations, vis a vis TikTok. 

The witnesses called to the hearing, however, did manage to provide a (largely) unbiased picture of the role of foreign investment, both inbound and outbound. The witnesses’ answer to the big question posed above? A resounding no.

In their opening remarks, every witness maintained that foreign investment was a net positive. The general sentiment was that China posed a much smaller foreign investment threat now than 5 years ago. The witnesses also noted that foreign firms often provide more economic benefits to the American labor force than domestic firms (Ex. Nippon Steel). Furthermore, witnesses stated that existing legislation like the bipartisan Corporate Transparency Act (CTA) addressed  concerns regarding existing malign investment. Representatives agreed that lighter regulations and a potential ‘fast-track’ to approval for benign investors from allied nations would benefit the economy. Regardless, the Republican contingent was adamant on increased scrutiny on inbound and outbound investment to/from China. 

More specifically, Representative Liccardo, who represents the interests of Silicon Valley, expressed concern over bidirectional investment in the technology sector. He advocates faster approval for capital inflows to American firms in emerging technology, particularly in the VC space. Witness Dr. Sarah Bauerle Danzman (Associate Professor of International Studies at Indiana University Bloomington) agreed, emphasizing the necessity for outbound investment in foreign firms – which she argued would help the US move towards the cutting edge of technology innovation. 

The trouble with investment regulation in this space, witness Brian Reissaus (Former CFIUS, Senior Advisor for National Security at Freshfields US LLP) mentioned, was the lack of clear definitions of ‘critical technologies’ (widely considered to be semiconductors, quantum computing, and artificial intelligence). Until a rigorous process to create these guidelines and definitions is completed, he continued, expedited pathways for outbound investment in these technologies will not materialize. 

In summary, foreign investment is NOT a national security threat – at least not currently. The US should welcome benign foreign investment with open arms and lighten restrictions on outbound investments. As we enter an age of rapid technological innovation, you either keep up or get left behind – an inevitable truth that both sides of the aisle acknowledge. 

Popular posts from this blog

Kamalanomics: Home and Health

Vice President Kamala Harris recently unveiled her economic plan, which builds upon and expands several initiatives from the Biden administration while adding new elements aimed at addressing economic challenges faced by American families. Her plan, dubbed the "Opportunity Economy" agenda, focuses on lowering costs for essential goods and services, particularly targeting housing, healthcare, and groceries. Key Components: 1. Housing: Harris proposes constructing three million new homes to address the housing supply crunch, which is more ambitious than Biden's two-million-home plan. She also advocates for a $40 billion "innovation fund" to encourage local governments to find solutions to housing shortages and make it harder for investment companies to buy up large numbers of rental properties, which has driven up rent prices. (See: Comments to the CalPERS Board of Administration, July 15, 2024 on Housing and Environmental Investing.) 2. Healthcare: Expanding on B...

Maternal Health Financing Facility for Black Women: A Solution to an Urgent Problem

Maternal mortality is a significant issue in the United States, with Black women disproportionately affected. Research conducted by the Centers for Disease Control and Prevention (CDC) has shown that Black women are more likely to die from pregnancy-related causes than their white counterparts. However, the issue is not new, and despite the increasing amount of data available, the disparities have remained unaddressed for far too long.  Creative Investment Research (CIR) is among the organizations that believe there is a solution to the problem. Through our proposed impact investing vehicle , the Maternal Health Financing Facility for Black Women (MHFFBW), we aim to tackle the mortality gap and support Black women during childbirth, which will, in turn, benefit their communities. The Facility, based on legally binding financing agreements containing terms and conditions that direct resources to individuals and institutions capable of addressing supply-side conditions at the heart...

William Michael Cunningham on Impact Investing, Blockchain, and Crowdfunding

September 2018 - 10 Questions William Michael Cunningham on Impact Investing, Blockchain, and Crowdfunding Interview by Carly Schulaka WHO: William Michael Cunningham WHAT: Economist, impact investing specialist, founder of Creative Investment Research WHAT'S ON HIS MIND: “Any finance professional in the U.S. should learn how to create a blockchain.” 1. You are an economist, an inventor, and an impact investing specialist. I’ve heard you say: “True innovation happens in a way that is independent of monetary returns.” How does this statement influence your work? It’s really about finding an interesting problem and applying financial technology to solving that problem or to dealing with that problem. You know, the people who invented the alphabet didn’t do so to make money. They had an interesting problem—communication on both a local and a grand scale—and if you were to calculate the social return for the invention of that technology or technique, it’s almost infinit...