Author name: soraia

Following disengagement on the India-China frontier in Ladakh, there’s speculation about how much bilateral economic relations will, and should be, normalised. In some circles this has taken a silly turn, with claims of an alleged B&W divide between economic ministries and diplomatic/security authorities. Complex policy choices are reduced to simplistic Manichean dualism.

TAG Managing Partner Amb. Kurt Tong shares insight on U.S. elections, WH restrictions on AI investments in China, and U.S.-China trade.

“China doesn’t want to be associated with election interference and therefore has no official position regarding Trump versus Harris,” says Han Lin, China Country Director, The Asia Group.  Under Trump, China could secure a larger slice of the global economic pie. However, due to higher tariffs, the global pie could be expected to shrink.”

“What is crystal clear is that there are many in the Indian government and among Indian stakeholders that would like to see a much bigger trade relationship between the U.S. and India,” he said, adding that “the missing piece is the readiness on the U.S. side to show that same desire to really take it to

(Minutes 7:00-13:44) “As China races to reach its GDP targets, the EU tariffs, while certainly not a win for China, are manageable.  Even after they take effect, negotiation is still available, and the opening of factories remains an option said Han Shen Lin, China country director at the Asia Group. “China can still plant an EV

“There is no better moment than a change of leadership at the White House, whether Democratic or Republican, to chart a new course in US-India geoeconomic strategy.”