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.”
The incoming Trump White House is organizing itself to take an aggressive approach toward Asia on trade and investment matters, with a particular focus on China. As 2025 unfolds, pay attention to whether Trump’s proposed new tariffs will come staggered or all at once, how China might retaliate, whether Trump and Xi will negotiate, to
Amb. Kurt Tong, Managing Partner for The Asia Group, recently talked with Taiwan’s leading business magazine Commonwealth for an in-depth interview, sharing his insight on what Trump 2.0 means for U.S.-Taiwan economic ties and further implications on cross-Strait investment outlook. Full story here: https://www.cw.com.tw/article/5133214 (Chinese language)
TAG India Chair Ashok Malik spoke at the Keidanren South Asia Regional Committee event on furthering India-Japan economic cooperation. He discussed the state of and prospects for economic growth in India and provided an outlook for India-Japan economic relations.
(Start: 3:15) In the staid world of China policy language, “more proactive fiscal” measures and “moderate loosening of monetary” policy were traffic-stopping statements that signaled greater support even as details are pending, said Han Shen Lin, China Country Director, The Asia Group.
(Start on Minute: 16:55) “Water shortages affect Chinese agriculture and pose risks to its drive toward food security by increasing the need for imports at a time when China is trying to become more food self-sufficient. It’s no coincidence that China’s richest man sells water.” says Han Lin, China Country Director, The Asia Group.
TAG Partner and Chair of the Australia Practice, Hon. Arthur Sinodinos, was a distinguished speaker at the ING Wholesale Bank Global Capital Markets dinner on November 20th, where he discussed implications for the macroeconomic and geopolitical landscape following the U.S. election.
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.
Economic security has become an established concept in the present era as the return of great power competition muddles the line between security and economic issues. Governments are increasingly engaged in areas that had once seemed more the domain of private enterprise, particularly in acquisition and control over critical and emerging technologies.
(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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