In reaction to the dismissal of the U.S. Bureau of Labor Statistics economist, The Asia Group’s Han Lin compared how in China, “one consequence of (less reliable economic data) is that investors and economists rely much more on their own and independent sources” which might include satellite imagery or other proxies of economic activity.
Regarding China’s Gen Z parents and how they will spend for their babies, “Think strollers and formula today, but pre-K, private tutoring and family travel tomorrow — all the way to digital learning tools [such as coding apps] and smart parenting apps,” said Han Shen Lin, TAG China Country Director based in Shanghai.
Live from Singapore on BBC World News — The Asia Group’s Nisha Biswal offers sharp insight on the growing trade tensions between the U.S. and India. “The U.S. and India were on the cusp of a historic trade agreement,” observes Biswal, who is a former U.S. Assistant Secretary of State for South and Central Asia —
George Chen, partner & co-chair of digital practice at The Asia Group, says that Jensen Huang is following Tim Cook’s playbook in navigating US-China tensions. He also assesses both countries’ AI policies, and says the US ‘America First’ stance and China’s UN-style approach has received mixed feelings globally, and will coexist with each other.
TAG Partner George Chen Appears on CNBCi to Discuss China’s NVIDIA Summons Read More »
Han Lin, China Managing Director at The Asia Group, shared how “Europe and China both oppose unilateralism and share concerns over the extraterritorial reach of U.S. trade measures. They find common ground in defending multilateral trade norms—even as their own economic frictions grow. Yet Europe is increasingly wary of economic overdependence and unfair competition, while
Han Lin, China Country Director at The Asia Group, told the BBC that despite China’s stronger-than-expected second-quarter GDP growth of 5.2%, China’s A-Share equity market declined—likely reflecting investor disappointment over the reduced likelihood of large-scale stimulus. Beijing may be preserving “stimulus dry powder” in anticipation of potential headwinds from trade negotiations. While incremental fiscal support
Kurt Tong, Managing Partner at The Asia Group, discusses the latest developments on the US trade tariffs. He speaks with Shery Ahn and Haidi Stroud-Watts on “Bloomberg: The Asia Trade” on July 11. (Source: Bloomberg)
In this episode of Pekingology, Henrietta Levin, Senior Fellow with the CSIS Freeman Chair in China Studies, is joined by Kurt Campbell, former Deputy Secretary of State and President Biden’s “Asia Czar.” He is currently Chairman of The Asia Group and Distinguished Fellow in Diplomacy with the Georgetown University School of Foreign Service. Henrietta and
TAG Chairman Kurt Campbell Appears on Pekingology Podcast to Discuss China Strategy Read More »
Tariff negotiations are economic deals but could have greater implications for the stability of the alliance, said Tokuko Shironitta, Japan country director at the Asia Group, a consultancy. “It is also an issue of trust, and all this negotiation process is supposed to be a process of building confidence and trust in each other,” she
“The level of dread in Asia…is off the charts,” said TAG Chairman and Co-Founder Kurt Campbell. He joined CNBC’s @Squawk Box Asia for a Monday morning interview where he unpacked the looming July 9 tariff deadline and rising uncertainty around Trump’s next trade moves.
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