“Trade is effectively what’s keeping the lights on for China’s economy,” as the September export growth of 8.3 percent year-on-year exceeded expectations while the broader domestic economy falters.” — Han Shen Lin, Managing Director, China, The Asia Group
Han Lin Speaks to the NYT on China’s Response to the U.S. Government Shutdown Read More »
In a BBC interview, The Asia Group’s China Managing Director Han Lin noted that starting Sept. 1, all employers in China must contribute to employees’ social insurance accounts to bolster the country’s weak safety net. But as small businesses struggle with the added cost, more workers may be pushed into the gig economy—undermining the very
Live on the BBC News, The Asia Group’s China Managing Director Han Lin observed how “SCO offers a forum for India, Russia and China to find common ground and for smaller nations to have a seat at the table with the major Asian powers. No major (security, trade) deal is expected, but if SCO helps to
TAG Partner George Chen joined BBC’s Asia Business Report to share expert analysis on Nvidia’s record earnings and the growing geopolitical complexity facing the global AI chip industry. George highlighted several key themes: ▫️ Nvidia continues to deliver strong performance, though investor confidence remains sensitive to China-related headwinds. ▫️ The company’s long-term outlook remains positive, given
Live on the BBC News, The Asia Group’s Han Lin shared that “July economic numbers were weaker than expected but while this is a concern, Beijing would not consider it a crisis and signal desperation as it enters further trade negotiations with the U.S.”
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.
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
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 »
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