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Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Bilateral Trade Management Will Increase Country-Specific Risk: The Administration has explicitly abandoned most-favored-nation treatment as U.S. trade policy's governing principle. CEOs should direct review of supply chain and market-access strategies that still assume WTO tariff ceilings as a practical constraint and prepare submissions for the forthcoming U.S.– China Board of Trade for comment process on the $30 billion non-strategic goods basket.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Non-Tariff Barriers Become Core Trade Risk: Firms should map exposure across regulatory regimes, including digital rules, IP enforcement, and procurement, as market access increasingly depends on compliance with partner-country policies rather than tariff outcomes.
Trump-Xi Meeting: Strategic Competition Doesn’t Preclude Selective Cooperation
By the Basilinna Team
President Trump’s visit to China was significant less for specific deliverables than for what it revealed about the evolving framework of U.S.-China relations under Trump and Xi. Despite deep structural tensions, both leaders signaled that strategic competition can coexist with selective cooperation and active management of rivalry.
Trump’s China Visit Signals Emerging Convergence on Iran, But Major Gaps Remain
By the Basilinna Team
Trump’s two-day visit to Beijing produced a carefully staged diplomatic reset with China, but few concrete agreements. The broader summit covered Taiwan, trade, agriculture purchases, Boeing aircraft, technology and investment, but Iran is now one of the most consequential issues on the agenda.
China’s Consumer Economy: The Next Phase of Competition, Part 3
By Leigh Wedell, President and COO, Chynna Hawes, Senior Vice President, and Ruihan Huang, Director
The final part of a three-part series, examining China’s consumer economy stands today, how demand is shifting, and where more targeted progress could help unlock a new phase of growth.
China’s Consumer Economy: The Next Phase of Competition, Part 2
By Leigh Wedell, President and COO, Chynna Hawes, Senior Vice President, and Ruihan Huang, Director
Part two of a three-part series, examining China’s consumer economy stands today, how demand is shifting, and where more targeted progress could help unlock a new phase of growth.
China’s Consumer Economy: The Next Phase of Competition, Part 1
By Leigh Wedell, President and COO, Chynna Hawes, Senior Vice President, and Ruihan Huang, Director
Part one of a three-part series, examining China’s consumer economy stands today, how demand is shifting, and where more targeted progress could help unlock a new phase of growth.
China’s Consumer Economy: The Next Phase of Competition, Trilogy
By Leigh Wedell, President and COO, Chynna Hawes, Senior Vice President, and Ruihan Huang, Director
As the United States and China seek greater stability in what remains a fraught relationship, identifying economic issues that can serve as practical anchors matters. One that has been largely unresolved is China's need to strengthen consumer demand, an issue where opportunities intersect in ways that are both bilateral and global. In this three-part series, we examine where China's consumer economy stands today, how demand is shifting, and where more targeted progress could help unlock a new phase of growth.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Non-Tariff Barriers Become Core Trade Risk: Firms should map exposure across regulatory regimes, including digital rules, IP enforcement, and procurement, as market access increasingly depends on compliance with partner-country policies rather than tariff outcomes.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
U.S. Trade Strategy Consolidates Around Tariff Architecture: Washington is embedding tariffs into its baseline economic policy rather than using them purely as temporary leverage.

