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TAG Partner and India Practice Chair Ashok Malik’s Latest Op-ed on Why Dealing With China Along Separate Economic and Diplomatic Lines Won’t Work

Media Mentions /

Following disengagement on the India-China frontier in Ladakh, there’s speculation about how much bilateral economic relations will, and should be, normalised. In some circles this has taken a silly turn, with claims of an alleged B&W divide between economic ministries and diplomatic/security authorities. Complex policy choices are reduced to simplistic Manichean dualism.

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TAG Country Director Han Lin Comments about the U.S. Election Impact on China

Media Mentions /

“China doesn’t want to be associated with election interference and therefore has no official position regarding Trump versus Harris,” says Han Lin, China Country Director, The Asia Group.  Under Trump, China could secure a larger slice of the global economic pie. However, due to higher tariffs, the global pie could be expected to shrink.”

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TAG Country Director Han Lin Comments on the BBC About China’s Reaction to EU Tariffs on its EVs

Media Mentions /

(Minutes 7:00-13:44) “As China races to reach its GDP targets, the EU tariffs, while certainly not a win for China, are manageable.  Even after they take effect, negotiation is still available, and the opening of factories remains an option said Han Shen Lin, China country director at the Asia Group. “China can still plant an EV

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Chinese Companies “Nearshoring in Mexico,” Making Washington Unhappy

Commentary /

Chinese firms view Mexico as a compelling investment destination in North America. Foreign direct investment (FDI) flows from China into Mexico represent Mexico’s fastest-growing source of inbound industrial capital. In 2022, China’s annual FDI into Mexico reached a record high and was almost four times the total in 2015. These most recent numbers also do not account for a wave of large investment deals signed in the past two to three years, some in the billions of dollars, that will be reflected in official data over the coming years.

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TAG Country Director Han Lin Comments on the BBC About China’s Stimulus Announcements

Media Mentions /

(Minutes 10:55-16:00) “China seems more committed to setting a floor on its economic deterioration,” said Han Shen Lin, China country director at the Asia Group.   When the U.S. cut its rates in mid-September, this allowed China to follow suit a week later, thereby adding a stronger monetary component to its usual fiscal stimulus emphasis.”

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TAG Country Director Han Lin Comments in the WSJ on China’s Technology Financing Trend

Media Mentions /

“Government financing is stable capital and often available in larger sums than what the private sector” can offer now, said Han Shen Lin, China country director at the Asia Group, a strategic consulting firm. “The challenge is that government entities rarely have the skill sets to identify technology winners.”

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