The businesses that adapt early to engage China, India and Asean will help draft Asia’s next chapter and profit from it Kishore MahbubaniandSteven Okun Published: 4:30pm, 15 Sep 2026Updated: 5:21pm, 15 Sep 2026 The ending of the American century is coinciding with an Asian renaissance. America remains the world’s largest economy and will stay that way for another decade or two. But its economy no longer dominates the world. And its “America first” policy has partners and alli

As the American century fades, the Asian renaissance begins. Kishore Mahbubani sat down with our CEO Steven Okun for a fireside chat at the US-ASEAN Business Council's Strategic Business Forum. ASEAN isn't westernizing it's modernizing, on its own terms, shaped for centuries by deep cultural ties to the two giants on its borders, India and China. An image for how the region moves is like a crab: sideways, sometimes backwards, sometimes forwards - never in a straight line, bu

The most credible messengers are the companies and investors who profit from the Republic’s success every day For decades, the US prized partners that upheld the rule of law, kept markets open and met high standards on trade and investment – making Singapore the natural choice for its first Asian free trade agreement partner. Singapore’s values and commitments to the US have not changed.\ For the US, that calculus has shifted as those values are not priorities of an “America

Asia is simultaneously racing to decarbonise and navigating some of the most volatile geopolitics in decades. The ongoing Gulf conflict has exposed the vulnerabilities of the region’s energy system, by way of import dependence, limited fuel diversification and concentrated supply routes, compounding existing pressures from grid bottlenecks, regulatory uncertainty and weak investment signals. Yet, the transition remains underway. Renewable energy capacity continues to expand,

Journalism in a World of Obsolete Geopolitical Assumptions There is no "trade truce" between the US and China. That was Steve Okun's opening line — and he meant every word of it. Steve returned for his annual session with the National Press Foundation's International Trade Reporting Fellowship, speaking to 25 journalists from across Asia on geopolitics and trade. The message was clear: too many stories are still being told through a lens that no longer reflects reality. Three

Tariffs are relative. Will Trump lower China’s tariffs to close to those planned for SE Asia when either the Agreements on Reciprocal Trade or the Section 301 tariffs kick-in, either by July 24 when 122 expires? The lower the differential on tariffs between China and countries like Malaysia, Thailand and Vietnam, the more likely companies which left China will return, reversing in part China +1.

Steve, Taimur Baig, Ethan Wu, and Deborah Elms return for the latest in the geopolitical series I host for The Nanson. While the US and China continue a period of no further escaltion in their trade war, Trump moves forward on tariffs for the rest of Asia. China has neither overplayed its hand nor shot itself in the foot, sitting stronger today more because of US actions than its own foresight, but still with all the challenegs the region has with them. Forecasting the econom

With its shift towards green energy in recent years, China remains in good stead to weather the crisis that is gripping the world as the war in the Middle East continues. Steven Okun, CEO of APAC Advisors tells Asia News Week's Yvonne Yong why China is "basically doing better than anyone else in the region."

A Middle East war. A Beijing visit. A midterm election. Three things that have no business happening at the same time - and yet, here we are! Steven Okun was at the East Asian Institute, National University of Singapore yesterday working through all of it - Iran's ripple effects, where China fits into an increasingly crowded US foreign policy agenda, and the electoral pressures shaping every move Washington makes right now. The big question hanging over the room: is Trump'

Following the State of the Union, Asia should brace for another round of tariff pressure. President Trump made his continued reliance on tariffs unmistakably clear, even as earlier legal authorities have been curtailed. With emergency powers ruled unconstitutional, the shift toward alternative, time-tested trade statutes signals that tariffs are not going away —-they are being re-engineered. The next phase is likely to involve Section 122 in the near term, followed by a retur

Will ASEAN come together or fracture in dealing with America First? Can the US-China trade war stabalize? How will Chinese transshipments be addressed in a US-Malaysia agreement? Is there a coalition led by the US that can be developed to counter China's dominance of Rare Earth The only thing we know for sure: Malaysia, South Korea and Japan will each engage in "flattery diplomacy" given that's the playbook all governments use when it comes to Trump. Breaking down what to wa

Concern is increasing throughout Southeast Asia as U.S. officials, intent on slowing China, have yet to say how they will define the origin country of imports. Trump administration officials have been vocal about setting one rule-of-origin target for the region. They have focused on 30 percent: Any product containing more than that level of foreign parts or content sent to the United States would face the special transshipment tariff. While discussions are fluid, one thing is

The U.S. announced agreements on Sunday with Malaysia, Thailand and Cambodia, securing support for its efforts to pressure China on trade and critical minerals. While the statements did not mention China, to varying degrees they signaled each country’s support for Mr. Trump’s aim to reduce China’s stranglehold on some of the most important materials that go into a wide array of products, such as batteries, smartphones and magnets for fighter jets. In addition, the statements

Steven Okun, CEO of public affairs consultancy APAC Advisors, said when interviewed that though Trump is not expected to make significant policy statements at the ASEAN Summit, his attendance itself sends an important signal that “Southeast Asia is key to the US from an economic perspective, a geopolitical perspective and a defence perspective.” “Just by taking off the fentanyl tariffs, that would put China at almost the same tariff rate as most Southeast Asian countries. And

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This week’s summit comes amid supply shocks, leadership transitions, and war.