“This [Evergrande windup] has an implication for fund managers thinking about atactical China allocation,” said Han Shen Lin, China country director at the AsiaGroup, a U.S. business consultancy. “In the absence of an enforcement mechanismto get to the collateral, China bonds — supposedly safer — are the same risk asequity. I think that will dampen […]
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Han Shen Lin, China country director at U.S. business consultancy Asia Group, said the situation highlights how the focus of venture capital firms to find “scalable businesses and technology” is colliding with an increasingly murky landscape.
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The high degree of Congressional attention on the challenges China poses to U.S. values and interests did not translate into new lawmaking last year. Senate Majority Leader Chuck Schumer’s (D-NY) early plans to pull together a China Competition Bill 2.0 – the third such effort since the 2021 legislation that eventually resulted in passage of the CHIPS Act – stalled and were overtaken by debt ceiling, budget, and nomination fights. Former Speaker McCarthy similarly promised to deliver a House bill to ban TikTok and implement the Republican’s 2020 China Task Force Report.
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Each trend poses risks and opportunities that will directly affect the operating environment for multinational corporations. Understanding the dynamics behind each issue and staying alert to key watchpoints will be crucial to navigate the shifting regional business environment.
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“They have seen the harsh economics faced by their peers”, said Han-Shen Lin, China country head at advisory consultancy The Asia Group. The question, Lin said, was whether Citi would maintain the “minimum capability required” to operate an investment banking unit in the country, “or whether they will go all-in”.
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TAG President Rexon Ryu joined SBS 8 News to speak on US-China competition, high-tech export controls, and companies’ de-risking from China.
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Changes in China’s domestic politics “create and sustain incentives to see the United States as a long-term strategic and ideological adversary”, Evan Medeiros, a senior fellow on foreign policy at the Centre for China Analysis, said in a new report.
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While geopolitical tensions continue to define much of the U.S.-China relationship, changing domestic politics in both countries — often underappreciated and little understood — have become a major factor in this great power rivalry. Over the past decade, domestic political forces in both countries have had increasingly negative impacts on U.S.-China ties further exacerbating difficult relations between the two.
This week’s meeting between Xi Jinping and Joe Biden met the very low expectations that both sides telegraphed well in advance, effectively hitting the pause button on deteriorating bilateral relations and delivering a few modest agreements.
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TAG Managing Partner Amb. Kurt Tong joins Yahoo Finance to discuss the Biden-Xi meeting at APEC and how the United States and China could move forward on a new path of beneficial communication as global events develop.
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