Media Mentions

Regarding the struggles of U.S. consumer brands in China, Han Lin, China Country Director at The Asia Group consultancy, said “The challenge comes from local substitutes offering comparable quality but at lower price points.  Even if not the best, all they have to be is good enough.“

“China’s “Middle Corridor” trade route is a strategic move to manage geopolitical risk rather than a mere logistics solution,” said Han Lin, China Country Director, The Asia Group. “By transforming transit nations like Kazakhstan, Azerbaijan, and Turkey into vital connectors, China is signaling a broader shift where supply chain resilience is now valued over the

“There’s been a conscious effort by Beijing… to have the capital markets play a larger role in financing Chinese innovation,” Han Lin, China country director for The Asia Group, a consultancy, told AFP. “US-China tensions have positioned Hong Kong — whose currency is pegged to the US dollar — as a critical venue for Chinese firms

The measures function more as a “diplomatic message” as Beijing steps up its pressure on Tokyo, said George Chen, partner for Greater China at the advisory firm The Asia Group. “From Beijing’s perspective, Japan has not taken meaningful actions to stabilize bilateral ties,” Chen said. “And concerns are growing in China about deeper defense cooperation

“Global success attracts global scrutiny. TikTok and Shein showed that regulatory and political risks can grow faster than revenues,” says Han Lin, a director for The Asia Group, a consulting firm, and a former senior Wells Fargo banker in China. “Xiaohongshu must convince investors that it can scale internationally without becoming the next geopolitical lightning

“For now, Beijing is increasing pressure on Tokyo to take visible steps toward improving ties,” said George Chen, partner for Greater China practice at The Asia Group. “In the short term, Japan–China relations remain fragile — not yet stabilizing, and at risk of slipping further if neither side moves to arrest the downward trend.”

Han Shen Lin, China country director of The Asia Group, was more blunt about the predicament facing corporate executives. “Boardrooms aren’t asking about cargo safety — they’re asking if it is insurable. War-risk premiums have shot up from 0.05% to over 0.7% of hull value per transit. That’s not a risk premium, that’s a serious

“The enforcement intensity is new and clearly driven by the macro situation,” with the brokerage crackdown underscoring the urgency to close one of the more visible routes for capital outflows, said Han Shen Lin, China country director at The Asia Group consultancy. And “It will affect supply-demand of IPOs,”

Han Shen Lin, China country director at The Asia Group, put it more bluntly, saying that “Beijing needs private-sector confidence, jobs and technology investment far more than it did in 2021.”

“Beijing’s countermeasures appear to be largely symbolic, rather than a substantive escalation in U.S.-China relations,” said Han Shen Lin, China Country Director at consultancy The Asia Group, as most targeted companies have “little or no meaningful business exposure in China.”