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Media Mentions
Han Lin in The Straits Times: announcement of nuclear weapons testing at the Trump-Xi meeting was “bold and disruptive.’

TAG China Country Director Han Lin noted, “He’s forcing the room to focus on US leverage amid the smiles. If it lands a trade win, it’s genius; if it poisons the well, I guess we’re in...

Media Mentions
Han Lin in The Globe and Mail: Trump-Xi meeting ‘more of a tactical pause than strategic breakthrough.’

TAG China Country Director Han Lin noted, “Yet though the core issues of the U.S.-China rivalry – such as technology controls, supply chain tensions, and security frictions – remain unresolved, even a temporary truce is better...

Media Mentions
Alison Szalwinski in DW: ‘Washington’s tumultuous trade negotiations — from China to India to Korea — have left many of its Asian allies questioning whether the United States still sees economic integration as a strategic asset or a bargaining chip.’

Szalwinski from The Asia Group said that countries have been hedging for some time by “doubling down on smaller, results-oriented ‘minilateral’ arrangements, oftentimes oriented around more narrow or tangible shared interests.”

...
Media Mentions
Han Lin in CNBC: ‘The U.S. decision to cut fentanyl-related tariffs to 10% addresses a key Chinese grievance.’

TAG China Country Director Han Lin shared that “Beijing’s efforts to curb exports of fentanyl precursors, long unrecognized by Washington, are finally being acknowledged.” Trump and Beijing also confirmed that China agreed to pause recently announced...

Media Mentions
Daniel Kritenbrink on CNBC Asia: ‘The fundamentals of this relationship have not changed, and they’re not going to change today.’

Details of US-China trade deal is what will matter, says former US ambassador. Daniel Kritenbrink of The Asia Group, and former U.S. Ambassador to Vietnam, says U.S.-China competition is likely to intensify, though recent dialogue between...

Media Mentions
Han Lin in Financial Times: The cut to fentanyl related tariffs showed Beijing’s efforts to curb exports of precursors of the drug were ‘finally being acknowledged’ in Washington.

TAG China Country Director Han Lin noted, “The move would set expectations for another 10 per cent tariff cut at the next Trump-Xi meeting.”

...
Media Mentions
Han Lin in The Sydney Morning Herald: Trump-Xi meeting ‘more tactical truce than game changer.’

“Any deal is more tactical truce than game-changer,” Han Lin, the Shanghai-based managing director of consulting firm The Asia Group, says. “So while we can expect transactional headline-making wins – soybean sales, fentanyl tariff cuts –...

Media Mentions
Mira Rapp-Hooper in Foreign Affairs: “When Trump returned to office four years later, China was one of the only areas in which analysts expected continuity. Yet Trump has dashed these expectations.”

In the United States, bipartisan consensus is painfully hard to achieve—except on the issue of China. Even as American political polarization has intensified over the last eight years, both Republicans and Democrats have agreed that an...

Media Mentions
Abraham Denmark in The Australian: “There has been a ­remarkable change in the ­approach of the US President to Beijing between [Donald Trump’s] first and second terms.

Denmark, a partner at The Asia Group who leads its Australia practice, said in Trump’s first term “we saw the National Security Strategy (and) National Defence Strategy talking about competition with China, right? And he had...

Media Mentions
Shailender Arya in BusinessLine: “Defence is a technology-sensitive market — only continuous investment in R&D can keep Indian companies competitive globally.”

Shailender Arya, Senior Advisor at The Asia Group, who co-authored the SIDM report, emphasized the need for a targeted export strategy. “India must explore new geographies aligned with our cost advantages, backed by a physical presence...

Media Mentions
Ashok Malik in GZERO Media: “The sanctions on the two largest Russian oil firms have certainly changed the situation.”

India, meanwhile, has until now resisted Trump’s direct pressure to stop buying Russian oil, in part because it wants Moscow to stay neutral if China-India tensions flare up again. With the new US sanctions in place,...

Media Mentions
Daniel Kritenbrink Talks Trump’s Japan Visit on BBC Live: “I’m incredibly encouraged by what I’ve seen so far.”

Trump meets Japan’s new PM Takaichi on his Asia trip. TAG Partner Dan Kritenberg observed: “I think it’s very important for President Trump to be visiting Japan on his first trip to Asia. Japan, of course,...

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