The Asia Group

Whoever controls Congress, the Gulf isn’t waiting.

TAG Managing Director for GCC Ahmed Helal explains why the region’s push to cut reliance on oil, U.S. security and Hormuz won’t change after the midterms, and where the new risks and openings lie.

The U.S. midterm elections results suggest a significant shift in Washington.

As businesses weigh the international impacts of the new dynamics, TAG's experts on the ground in Hong Kong, Shanghai, and New Delhi share their views on how changes in U.S. foreign policy could affect corporate decision-making.

TAG Partner and Chair of India Practice @MalikAshok tells Bloomberg that India’s outlook depends on how far a Democratic-controlled Congress can curtail President Trump: “Trump’s actions in the near term and the rest of his presidency will be an important metric,” he says, particularly on the unilateralism in trade, tariffs, and foreign policy that he says has “destabilized the global system.”

Read more: bloomberg.com/news/articles/…

Thailand welcomes data center investment, with a sharper focus on infrastructure readiness and real local value.

In this Snapshot from Bangkok, TAG Vice President Dussadee (Icey) Klinpho explains the changing terms.

In China, personnel is policy. The Fifth Plenum signals discipline over stimulus as Beijing prepares for its 2027 leadership transition.

For multinationals: expect tighter enforcement, slower decisions, and make government asks early. TAG China Managing Director Han Lin explains.

Australia wants a data center boom, but on its terms.

In this Snapshot from Sydney, TAG Associate Vice President Melanie Kilby explores the emerging rules on energy, water, and local benefits, and why investors need to engage now.