Asia Global Institute

Six steps to navigate US-China tariff war and AI bubble

Saturday, October 11, 2025

Six steps to navigate US-China tariff war and AI bubble

AGI Distinguished Fellow, Andrew Sheng, shares his insights in South China Morning Post on navigating the complexities of the US-China tariff war and the AI bubble.

He argues that while uncertainty prevails, understanding fundamental trends is crucial. Sheng stresses the long-term nature of the US-China rivalry, the weaponization of various sectors, and the limitations of AI in addressing "unknown unknowns." Sheng offers a framework for strategic thinking in a rapidly changing world, urging leaders and decision-makers to develop strategic foresight and anticipate potential challenges and opportunities in the years ahead.

Read the full article here.

Author

Andrew Sheng

Distinguished Fellow, Asia Global Institute

Andrew Sheng

ASIA GLOBAL INSTITUTE

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