China

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

“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

(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

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 Managing Partner Amb. Kurt Tong Discusses U.S.-China Relations in the Run-Up to the U.S. Presidential Election

TAG Managing Partner Amb. Kurt Tong appeared on Channel News Asia’s “East Asia Tonight” to discuss U.S.-China relations in the run-up to the U.S. presidential election. WATCH (Amb. Tong’s appearance begins at 26:00 mark).

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

(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

“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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Prospects and Impact of De Minimis Policy Reform

The White House and Congress are increasingly concerned about the growing number of Chinese goods that bypass import duties. In 2016, Congress raised the import value threshold under de minimis from USD 200 to USD 800, but by 2021, Congress reopened debate on the threshold given the explosion of China’s fast- fashion retailers and the growing fentanyl crisis in the United States.

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