Premier strategic advisory firm to the world’s leading companies seeking to excel across Asia | @TAG_Foundation supporter | Host of @TeaLeavesPod
Joined December 2012
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AI risks are moving from theory to national security, from rogue agents and cyber threats to vulnerabilities in critical infrastructure.
TAG Senior Associate Abhiram Reddy explains why the November U.S.–China AI dialogue will be a major test for cooperation and crisis prevention.
Japan wants a stronger defense. But who will pay for it?
TAG Managing Director for Japan @DavidBoling1 breaks down the country’s shift from postwar restraint toward higher spending and the political challenge facing Prime Minister Takaichi.
“It is not possible to think about China in the context of containment.”
That’s TAG Chairman and Co-Founder Kurt Campbell in a wide-ranging interview with the South China Morning Post’s Open Questions series, where he discusses what comes next after the Trump-Xi summit.
Read the full article: scmp.com/news/china/diplomac…
Middle Eastern crude exports are recovering, but the energy picture remains fragile.
Tanker attacks continue, LNG shipments lag behind, and winter demand could expose new vulnerabilities.
TAG Partner @jennyschuch explains what businesses should watch next.
Japan has committed ¥370 trillion to 17 strategic industries. But who will do the work?
TAG Associate Michael Gigante explains why labor shortages and immigration politics could undermine Takaichi's industrial strategy.
Indonesia's seventh cabinet reshuffle under President Prabowo is less about new direction, more about consolidating power.
TAG Vice President @MehuS breaks down Bahlil's expanded role, the return of technocrats, and what businesses should watch next in Jakarta.
South Korea's USD 350B US investment pledge is starting to move.
TAG's Jennifer Lee tells @FT the first disbursement is likely tied to the Texas project, which has undergone "substantially more review," while Seoul takes its time on due diligence for Alaska LNG.
Read more: ft.com/content/f0cdc5bc-c07a…
Thailand wants to move up the chip value chain, from assembly and testing to design, packaging, and wafer fabrication, backed by a USD 80B strategy through 2050.
TAG's Kiki Benjasiriwan explains what the plan actually does, and why infrastructure will make or break it.
"This is where the Board of Trade comes in."
TAG Partner and Co-Chair of Southeast Asia Practice Amb. Daniel Kritenbrink explains why the new 30B-for-30B U.S.-China tariff relief deal is the first real, tangible sign behind the Trump-Xi truce — and why the next two summits will determine if it lasts.
"India's ability to use its own satellites for its own defense-grade use cases will offer a strong base for the private sector to build upon its capabilities."
TAG Senior Advisor Colonel (Ret.) Sheilender Arya tells @livemint how ISRO's EOS-5 launch could benefit India's private space industry.
Read more: livemint.com/technology/indi…
Pomp was on full display at last week's Trump-Xi summit. Substance was harder to find. That's where our experts came in. Here's how TAG's leaders read what happened behind the optics, and what to watch next.
"There has been a missed opportunity here." TAG Partner and Co-Chair of Southeast Asia Practice Amb. Daniel Kritenbrink tells @CNBC that the Trump-Xi summit focused on optics over outcomes, with little discussion of the larger strategic issues, and why Beijing may be looking to the upcoming APEC and G20 meetings to deliver more concrete results.
Watch the interview: linkedin.com/posts/cnbc_trum…
"China feels pretty good about the way the Taiwan conversations are going right now..." TAG Managing Principal Brett Fetterly is quoted in @EconomicTimes on how Beijing is reading the Trump-Xi summit, as Xi pressed Trump to "adhere to the correct position of opposing Taiwan independence."
Read more: economictimes.indiatimes.com…
"If Washington treats the summit as an achievement in and of itself rather than an opportunity to do more, then it has already lost the competition." TAG Senior Advisor Evan Medeiros on what comes after this week's Trump-Xi summit, for the @FT.
Read more: ft.com/content/08b4cf3d-3418…
TAG China Managing Director Han Lin unpacks early takeaways from the Trump-Xi summit, including the extended economic truce, upcoming leader meetings, Beijing’s readout, the absence of a Chinese CEO delegation, and the return of panda diplomacy.
As President Trump and President Xi Jinping meet in Washington this week, TAG's experts have been in high demand — offering analysis across trade, AI, Taiwan, and the broader trajectory of the U.S.-China relationship.
📰 Here's what our team has been telling the press:
TAG Chairman and Co-Founder Kurt Campbell tells @smh that the pomp surrounding Xi's visit will likely outweigh the substance: "This is less a summit and more a spectacle."
Read the full article: smh.com.au/world/north-ameri…
TAG China Managing Director Han Lin tells @nytimes that China's slow pace on U.S. farm purchases reflects Beijing's distrust of Trump, even as officials work to keep the "performative aspects" of the relationship intact: "They understand a large aspect of getting to substantive discussions with the U.S. is paying attention to... making sure Trump looks good."
Read more: nytimes.com/2026/09/21/busin…
In a @bloomberg piece, TAG Managing Principal Brett Fetterly underscores the deep strategic uncertainty surrounding current U.S.-China relations, observing that "neither side really knows what can come from a dialogue at this specific political and technological moment."
Read the full article: bloomberg.com/news/articles/…
In this @AP piece, TAG Senior Advisor Evan Medeiros highlights the tense dynamics of the summit, describing Trump and Xi as "two geopolitical strongmen circling each other on the playground, trying to determine what their next move may be."
Read the full article: apnews.com/article/trump-xi-…
