Trump & Elon Musk: from allies to enemies. Tesla stock crashed 14% before recovering, federal deals at stake, and regulators closing in. What does this war mean for Musk’s India plans? Former Assistant Secretary of State Nisha Biswal breaks down the explosive fallout and global risks.
TAG Partner Nisha Biswal Appears on NDTV to Discuss Trump-Musk Fallout Read More »
Key Takeaways: “China Plus One” Under Pressure: U.S. tariffs targeting Indo-Pacific trading partners are raising serious questions about the long-term viability of “China Plus One” (CP1) supply chain diversification strategies – impacting the manufacturing of semiconductors, autos, consumer goods, green technology, pharmaceuticals, and other strategic goods. Preparing For Risk: While the most salient Trump
GeoTrends: U.S. Tariffs and the Future of “China Plus One” Read More »
Two important developments were noteworthy in the last fortnight. First, India’s defence exports touched INR 23,622 Crores (approximately USD 2.7 billion) in FY 2024-25, marking an impressive 12% growth. Second, there was a major escalation with Pakistan in which, inter alia, domestically produced Indian weapon systems performed exceptionally well. Both developments, in their own unique ways, put
Key Takeaways: On May 29, the U.S. Court of Appeals for the Federal Circuit stayed a May 28 decision issued by the U.S. Court of International Trade (CIT) that would have vacated President Trump’s IEEPA-related tariffs imposed under the 1977 International Emergency Economic Powers Act (IEEPA). The appellate court will now consider the Trump
Trump Tariff Agenda in Legal Jeopardy Read More »
“By the midterm election, President Trump needs to demonstrate that the effort that he’s put into leveraging the size of the U.S. economy has paid off… the American public is starting to get skeptical.” – Amb. Kurt Tong, TAG Managing Partner
TAG Managing Partner Amb. Kurt Tong Appears on Bloomberg’s The Asia Trade Read More »
TAG Managing Partner Amb. Kurt Tong participated in a panel at the University of Sydney alongside TAG Senior Advisor and CEO of USSC Dr. Michael Green to discuss global economic order, U.S. tariffs, and middle power strategy.
TAG Managing Partner Amb. Kurt Tong Participates in University of Sydney Panel Read More »
On May 23, the American Chamber of Commerce in Shanghai hosted Ambassador Kurt Tong, Managing Partner for an in-depth discussion on U.S.-China trade. The roundtable brought together over thirty China-based CEOs from leading U.S. multinationals for a dynamic Q&A session focused on key issues shaping their corporate strategies. Both China Country Director, Han Lin and Hong
AmCham Shanghai Hosts TAG Managing Partner Amb. Kurt Tong Read More »
Han Lin, China Country Director at The Asia Group, joined the panel on BBC Business Matters where he explained that “China prohibits Bitcoin use despite recognizing it as an asset protected by law. In contrast, blockchain – the underlying architecture of Bitcoin – is looked upon favorably as an effective tool for Xi’s anti-corruption drive.”
Mira Rapp-Hooper, former National Security Council senior director for East Asia and Oceania in the Biden administration, is now a partner at The Asia Group, where she focuses on geopolitical risk. Post-government, she has taken on a personal project: learning Japanese. “It will take me a long time to get fluent, but it’s great fun,”
Han Lin, China Country Director at The Asia Group, commented in Bloomberg that despite the U.S. government’s concern of U.S. banks financing CATL, “any punishment in the current political environment would be a mere slap on the wrist at worst. The appetite to sanction US banks for China engagement appears restrained.”
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