Media Mentions

Kurt Campbell on CNBC’s Squawk Box Asia: Don’t expect China to stay ‘addicted’ to the US tech stack

Kurt Campbell of The Asia Group cautions that it is against America’s strategic interest to sell its highest-end chips to China. He summarizes Trump and Xi’s meeting at the sidelines of the APEC summit, and Trump’s key concerns. He also evaluates America’s joint cooperation with its allies including South Korea, Japan and Australia, in the

Kurt Campbell on CNBC’s Squawk Box Asia: Don’t expect China to stay ‘addicted’ to the US tech stack Read More »

Han Lin in Financial Times: ‘Globally, the US is still without an [economic] peer on many fronts’

TAG China Country Director Han Lin noted, “It has control over “foundational technologies” such as chips, its giant consumer market, the dollar’s status as the reserve currency and its network of allied nations, though this pre-eminence was “a bit frayed”. But China was “playing a long game”, he said, using its domestic market as a buffer

Han Lin in Financial Times: ‘Globally, the US is still without an [economic] peer on many fronts’ Read More »

Han Lin in The Straits Times: Announcement of nuclear weapons testing at 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 for frostier summits ahead.”

Han Lin in The Straits Times: Announcement of nuclear weapons testing at Trump-Xi meeting was ‘bold and disruptive’ Read More »

Han Lin tells 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 than an uncontrolled trade war,” he said. “It maintains momentum for additional Trump-Xi summits, giving both sides time to

Han Lin tells The Globe and Mail: Trump-Xi meeting ‘more of a tactical pause than strategic breakthrough’ Read More »

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.”

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’ Read More »

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 export controls on its valuable rare earths minerals for one year.

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

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 the two nations is a positive sign. He also weighs in on China’s leverage in rare earths leverage and

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

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.”

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 Read More »

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 – the rivalry’s structural fault lines remain intact.

Han Lin in The Sydney Morning Herald: Trump-Xi meeting ‘more tactical truce than game changer’ Read More »

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