Commentary

TAG-SIDM Report on Mapping Opportunities in India’s Defence Exports

The Asia Group partnered with the Society of Indian Defence Manufacturers (SIDM), the leading defense and aerospace industry body in India, to develop a report on enhancing defense exports from India. Titled ‘Mapping Opportunities in India’s Defence Exports’, the report was released by the Defence Minister Rajnath Singh at the SIDM Annual Session and Champion […]

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Spotlight: Indo-Pacific Market Readiness for SMR Partnerships

Key Takeaways   Southeast Asia’s accelerating energy demand from data centers and electrification amid broad economic growth is creating structural pressure on power supply portfolios. Governments’ increasing focus on securing low-carbon, baseload power sources are creating new opportunities for civil nuclear energy, particularly small modular reactors (SMRs). SMR adoption in Asia will be a long-term

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Counter-Uncrewed Aerial Systems (C-UAS) and the Protection of Critical Infrastructure

Counter-Uncrewed Aerial Systems (C-UAS) and the Protection of Critical Infrastructure Australia’s ability to protect its critical infrastructure from nefarious drones is entering a decisive moment. This report highlights how the Australian government must move faster to counter rapidly evolving drone threats in the non-military realm – and how it can draw on U.S., UK, and EU best

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Japan’s Defense Report Card

Scorecard Table Japan is pursuing the most ambitious defense expansion in its postwar history—yet it faces fiscal, political, and alliance-management headwinds. The scorecard below provides TAG’s snapshot assessment of Japan’s evolving defense policy at a critical time for its bilateral relationship with the United States and Indo-Pacific regional security. We made the evaluation using three

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Trade Talks Roll Past U.S. Deadline (August 1, 2025)

Key Takeaways U.S. trade negotiations appear far from complete after the August 1 deadline: The Trump administration has announced trade deals with the UK, Vietnam, Indonesia, Japan, the Philippines, the EU, South Korea and Pakistan. Additionally, U.S. President Donald Trump unveiled an executive order on July 31 imposing reciprocal tariffs of 10-40 percent on around

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Navigating the GeoCommercial Era: Defining a Strategic Playbook for the Next Generation of Corporate Diplomacy

Key Takeaways  Global companies can no longer assume insulation from geopolitical dynamics. Instead, firms must integrate geopolitics into the core of corporate decision-making to thrive in today’s increasingly fragmented and politically charged environment.  The Asia Group (TAG) introduces the concept of the “GeoCommercial Era” to describe a new operating reality where commerce and geopolitics are

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GeoTrends: U.S. Tariffs and the Future of “China Plus One”

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

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The Results of Singapore’s General Election 2025

Key Takeaways: Prime Minister Lawrence Wong and his ruling People’s Action Party (PAP) won the May 3 election with a strong mandate. Winning 87 of 97 contested seats, the PAP increased its presence in parliament and grew its total share of votes from 61.2 percent to 65.57 percent. Singaporean voters embraced the PAP’s stable and experienced leadership over the opposition’s

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Labor Landslide: Albanese Returns to Government in Australian Election

Key Election Outcomes: Prime Minister Anthony Albanese has won the Australian election in a landslide, securing a clear parliamentary majority with a bigger-than-expected swing of almost three percent to the Labor Party. The Liberal-National Coalition endured a historic loss with Leader Peter Dutton exiting politics after losing his seat and the Liberal Party’s overall seat

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