Media Mentions

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.”

China has added 10 U.S. entities it said are ​linked to the U.S. military, including two rare earth firms, to its export ‌control list in retaliation for Washington placing several Chinese companies under restrictions earlier this month. “Most of the companies are US defence industry players or they have close connections with the US government…

While Wall Street is celebrating the world’s first trillion‑dollar IPO SpaceX and U.S. investors continue to pile into AI stocks, Beijing is taking a very different approach. Now China’s top official for stock market is planning to crack down on technology‑themed narratives used to inflate share prices, reflecting growing concern about speculation surrounding AI‑linked stocks.

“Weak retail spending is significant because consumer spending is one of the clearest measures of confidence in the economy,” said Han Lin, China Country Director, The Asia Group. “This is the first time we’ve seen spending move backwards since China emerged from COVID restrictions, suggesting many households remain cautious despite government efforts to boost demand.“