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 […]
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.”
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
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.”
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.
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
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.”
“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.
In the United States, bipartisan consensus is painfully hard to achieve—except on the issue of China. Even as American political polarization has intensified over the last eight years, both Republicans and Democrats have agreed that an increasingly powerful Beijing poses an economic, technological, and security threat to Washington and its close allies.
Denmark, a partner at The Asia Group who leads its Australia practice, said in Trump’s first term “we saw the National Security Strategy (and) National Defence Strategy talking about competition with China, right? And he had a phone call with the President of Taiwan before his first inauguration.” “And now President Trump is much more in an
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