Media Mentions

Christopher Johnstone, a partner at strategic consultancy The Asia Group, said that as early as 1997, Japan had already made clear that a contingency in areas surrounding Japan where U.S.-Japan cooperation would come into play includes Taiwan. “This has a 30-year history. It is not new,” Johnstone said. “This was a statement from Takaichi on, […]

Even if Chinese firms begin buying Nvidia’s product, Beijing’s longer-term trajectory of self-sufficiency will continue. “In the long run, for the next five to ten years, China’s ‘self-reliance’ strategy for its own tech and innovation won’t change. Jensen Huang of Nvidia has a good time window to sell H200 but it won’t be … forever,”

George Chen, partner at consultancy The Asia Group, said he expected Chinese regulators to soften their hardline approach to Nvidia following Trump’s comments on Xi’s reaction, given efforts to improve U.S.-China relations. The H200 was also far more useful to China than the H20, he said. “I expect state media to gradually change their narrative

TAG China Country Director Han Lin shared, “In today’s climate, local partners do more than run stores efficiently. They help foreign brands navigate policy headwinds, manage compliance exposure, and signal alignment with China’s long-term development priorities.”

Christopher Johnstone, a former top White House Japan official, said Washington should have welcomed Takaichi’s declaration that Japan would help US forces if they were attacked while defending Taiwan from China. “This was the clearest statement ever made by a Japanese prime minister about Japan’s obligations to the US during a Taiwan contingency,” said Johnstone,

“It’s about creating a mutually reinforcing uplift to national capability and competitiveness,” she said. “The review’s conclusion will unleash a new narrative that modernises the pact with a stronger emphasis on pace and delivery. “The question is the extent to which all three governments are willing to pull the levers to deliver ‘AUKUS full fat’

Former US ambassador Dan Kritenbrink says the US and China have entered a fragile period of stability after a year of “trade war, tariff war, and supply-chain war.” But he stresses this is only a tactical pause, not a long-term reset.

TAG China Country Director Han Lin noted, “But for many multinationals, the wheel is in the U.S. where the instinct is to hit the brakes, not the gas,” in reference to how heightened U.S.-China tensions are leading some corporate headquarters to exercise more caution on China-related decisions, which can slow operations.

George Chen, partner and co-head of digital practice at The Asia Group, says that there has been a clear directive from Beijing to domestic Chinese chip players to catch-up with Nvidia. He also talks about Shein’s legal troubles in France, saying they’re not due to anti-China sentiment but rather, the clash between the old and

“The Japanese public in general seems careless or even welcoming in some cases about having less Chinese tourists,” says Tokuko Shironitta, managing director for Japan at strategic advisory firm the Asia Group. For many Japanese businesses, however, “losing a big slice of high-spending Chinese visitors is far more painful than any short-term relief from overcrowded