AGP Executive Report
Last update: 6 hours agoCross-Strait Tensions: Taiwan’s military and diplomats are pushing back hard after Chinese scholars claimed Batanes is part of Taiwan—and warned Beijing’s silence could let the idea harden into an official line. Defense Posture: Beijing also dismissed Taiwan’s DPP-linked drills as “grandstanding,” while Taiwan staged a key-area exercise in Taoyuan using M110A2 self-propelled howitzers under a decentralized fire-control concept. Security & Deterrence: The U.S. is moving smaller Coast Guard cutters to Singapore and Subic Bay to deter Beijing’s gray-zone pressure around Taiwan and disputed waters. Diplomacy & Recognition: President Lai Ching-te honored outgoing France’s Taipei office director Franck Paris for strengthening Taiwan-France cooperation, including tech and strategic ties. Tech & Industry: ZTE received U.S. approval to buy NVIDIA H200 AI chips, underscoring how export controls still shape China’s AI supply chain. Economy & Markets: Standard Chartered argues “re-dollarization” is happening as exporters keep dollars and investors still favor U.S. equities, even as fears of de-dollarization grow. International Context: Japan’s foreign visitor numbers fell in the first half of 2026, with Chinese arrivals dropping sharply amid sourer ties.
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