“For Nvidia, this means the window to sell advanced chips such as the H200 into China is narrowing,” said George Chen, partner and chair of digital practice at The Asia Group. “This trajectory will likely heighten concerns in Washington, where Huawei remains emblematic of U.S. export restrictions,” he said.
“In the past one year, statements and rhetoric coming from Washington on some of India’s most sensitive security concerns and trade matters have not been helpful and have created a trust deficit,” said Ashok Malik, a former policy adviser in India’s Foreign Ministry. “Certain misgivings will remain,” Malik added, noting Rubio’s visit will be considered
Ashok Malik in Associated Press on Secretary Rubio’s first official visit to India Read More »
In a live interview with Bloomberg TV’s The China Show on May 22, TAG Managing Partner Kurt Tong says that the Trump-Xi summit held in Beijing was a “significant progress if the objective was to reestablish stability in the relationship”, despite “not overwhelming” commercial deliverables.
Kurt Tong in Bloomberg TV: Trump-Xi summit was a “significant progress” Read More »
Technology cooperation has been at the forefront of most Europe-India engagements this year. Whether it was the reaffirmation of the Trade and Technology Council (TTC) as the cornerstone of the bilateral 2030 EU-India Strategic Agenda, the focus on trade, technology, and talent flows during Finnish President Alexander Stubb’s visit or French President Emmanuel Macron’s effort
“The real action at APEC is usually in the side meetings, not the formal sessions,” said David Boling, a principal at the Asia Group. In the wake of Trump’s meetings with Chinese President Xi Jinping in Beijing, “U.S. and Chinese officials could use the sidelines to test whether the broad understandings from the Trump-Xi summit can be
David Boling in Nikkei Asia on U.S.-China trade talks at APEC meeting Read More »
Overview In the days following the May 14-15 Trump-Xi summit in Beijing, both governments released readouts that prioritize formal channels to manage commerce, but diverge on commercial deal details, geopolitics, and next steps for rare earth export controls. Notably, the White House fact sheet adopted Chinese President Xi Jinping’s new phrase “constructive strategic stability” to
Washington and Beijing Produce Divergent Readouts on Trump-Xi Summit Read More »
When I was a kid, long before the age of streaming and binge-watching, television shows had a reliable trick to keep viewers tuned in: build the audience to a fever pitch of suspense throughout an episode, then flash those three maddening words, to be continued. The recent meeting between Presidents Trump and Xi in Beijing played
Trump and Xi Left the Hardest Questions for Next Time Read More »
Xi emphasized ceremonial hospitality during Trump’s visit, including a rare tour of Zhongnanhai, a former imperial garden that now serves as headquarters of China’s top leadership. Beijing understood Trump valued highly visible displays of respect, said George Chen, partner for Greater China practice for The Asia Group. “Xi knows this is what Trump values: being
George Chen, partner at The Asia Group, said there are two indicators to watch. “The first strong indicator is the timing of the next U.S. arms package for Taiwan,” he said. “The other interesting indicator to watch is whether [Lai] is allowed to transit through the United States.”
Han Lin, China managing director for The Asia Group consultancy, noted that whereas the Trump-Xi Summit targeted a global audience to amplify “China as an equal to the U.S.,” the Putin visit will be more about “assurances” of the China-Russia relationship, with a focus on energy.