Tuesday, October 07, 2025

Andrew's October 2025 Newsletter

 Greetings! 

Things are getting curiouser and curiouser. In March, President Trump told Ukrainian President Zelinsky in the face that he had no cards to play. Now he says that Zelinsky is well placed to recover all territories lost to Russia, Putin's continuing intransigence regardless. On Gaza, Israeli Prime Minister Netanyahu seems hell-bent to raze the populous Palestinian city to the ground. He remains diametrically opposed to the creation of a formal Palestinian state, heedless to its recognition by 157 out of 193 countries (not including the United States). However, while apparently powerless to control Netanyahu, Trump now seems amenable to a roadmap, however fraught, towards the formation of a more benign Palestinian state. Meanwhile, Trump's sledge-hammer tariffs and nano-semiconductor-chip stranglehold have not brought China to its knees. Beijing seems able to find its feet with self-reliant technological breakthroughs including AI, an overpowering rare-earth trump card and a fruitful geo-economic pivot towards the Global South. 

Hopefully, the following may throw fresh light on some of the dynamics at work.

US-China tussle

UNGA Summit and TikTok deal - what are the real issues (Exclusive live TV interview, NewX World)
US-China TikTok Deal | White House Announces New TikTok Deal Details (Exclusive live TV interview, NewX World)
TikTok to become U.S.-controlled under new agreement? (Exclusive live TV interview, NewX World)
U.S. Lawmakers Meet Chinese Defense Minister in Landmark Visit   (Exclusive live TV interview, NewX World)
Beijing’s Core Aims Are Clear—and Limited (Foreign Affairs essay)
Deceitful Destruction of International Trade Law: America First and Xenophobic Autarky (Inaugural lecture by Kansas University Distinguished Professor(UDP) Raj Bhala)
NVIDIA to Resume H20 AI Chip Sales to China Amid US Trade Negotiations (Exclusive live TV interview, NewX World)
NVIDIA CEO Jensen Huang Praises China’s AI Growth During Supply Chain Expo Visit (Exclusive live TV interview, NewX World)
China Slams Taiwan President’s US Stopover Plans  (Exclusive live TV interview, NewX World)
US-China Trade Talks Yield Positive Momentum (Exclusive live TV interview, NewX World)
China Urges Mutual Respect Before US Talks (Exclusive live TV interview, NewX World)

United Nations

How the Fractured Global Order could be better Managed through Reform of the Security Council - Download How-the-fractured-global-order-could-be-better-managed-with-reform-of-un-security-council---pdf-1 (PowerPoint presentation to the 2025 CESRAN Conference, Lisbon) 
What's wrong with the UN?  (TV interview on NewsX World)
Xi Jinping Reaffirms China's Commitment to United Nations  (Exclusive live TV interview, NewX World)

UK-China

Anglo-China Relations in an Up-ended World Download Anglo-china-relations-in-an-upended-world (1) (PowerPoint presentation to The Society for Anglo-China Understanding (SACU) in London)
A topsy-turvy world may lead to better China-UK relations (Op-ed in China Daily)

US/EU

US EU Trade Deal  (Interview on NewsX World)   

Canada

Trump Raises Canada Tariffs to 35%, PM Carney ‘Disappointed’  (Exclusive live TV interview, NewX World)

Ukraine  

US pressures G7 allies to impose tariffs on Russian oil buyers  (TV interview on NewsX World)
Putin Says He's Ready to Meet Zelensky, Urges ‘Common Sense’ for Peace (Exclusive live TV interview, NewX World) 
Russia FM Lavrov Thanks Kim Jong Un for North Korea’s Support in Ukraine War (Exclusive live TV interview, NewX World) 

China 

Why the Latest “Peak China” Redux Remains Over-Exaggerated (Rome-based World Geostrategic Insights feature story.  Also published in Chinese, French, Spanish, Russian, and Arabic.)
SCO Beijing meeting of Xi, Putin, and Kim; subtext of Beijing's military parade to celebrate end of WWII (Exclusive live TV interview, NewX World)
Beijing Floods Leave 30 Dead After Rains (Exclusive live TV interview, NewX World)

Japan

Beijing Warns Japan: Don’t Repeat History Amid Warship Export Reports (Exclusive live TV interview, NewX World)

Iran

Iran Meets China, Russia Amid Tensions (Exclusive live TV interview, NewX World)

Global South  

Implications of the Shanghai Cooperation Organizaation (SCO) Summit (RTHK Backchat) 
Putin Meets Pashinyan, Xi Jinping | SCO Summit (Interview on NewsX World) 
Has Trump Succeeded In Uniting The World Against Him?  (TV panel discussion on Republic Digital)
Global South recalibrating ties  (Article published in Anadolu Agency, Ankara)
BRICS - Of the Agenda and the Road Ahead - (Feature article in The Global Analyst) - Download Global Analyst - brics

Central Asia

Middle Corridor reshaping Eurasian trade  (Exclusive live TV interview on AnewsZ of Azerbaijan) 

India

PM Modi’s visit to China and the future of India-China relations |SCO Summit 2025 (Exclusive live TV interview, NewX World)
Modi-Xi Jinping Summit Meet AT SCO A Defining Moment In World Economy, Top China Strategist Explains (Exclusive live TV interview on Republic TV) 
China’s BIGGEST Deal With India Just Changed Everything for the U.S... What's Next?  (A Chip Crunch podcast) 
India, China Make “Good Progress” on Normalising Relations (Exclusive live TV interview, NewX World)
China Rejects Dalai Lama’s Reincarnation Claim (Exclusive live TV interview, NewX World)
Elephant Vs Dragon: Can India And China Melt The Ice At The SCO Summit (Live interview on Republic Digital) 
India & China Seek to Rebuild Ties Amid Global Geopolitical Shifts (Live TV panel discussion on CNN News18)  
US-India Relations in Flux: Diplomatic Moves Amidst Border Tensions and Trade Tariffs (Live TV panel discussion on CNN News18)
India Faces 50% US Tariffs (Live TV interview on News9) 

Pakistan 

China Launches Satellite to Support Pakistan’s Space Program | Pak-China Ties (Exclusive live TV interview, NewX World)

Philippines 

Philippines Strongly Protests China's Nature Reserve Plan at Scarborough Shoal  (Exclusive live TV interview, NewX World)
China Coast Guard Expels Philippine Vessels Today | China-Philippines Tensions (Exclusive live TV interview, NewX World)

South Korea/ Vietnam

South Korea, Vietnam Set $150 Billion Trade Goal  (Interview on NewsX World)  

Thailand

Suspended Thai PM Shinawatra Attends Constitutional Court Hearing  (Exclusive live TV interview, NewX World)

Taiwan

Taiwan Defense Spending Exceeds Three Percent GDP (Exclusive live TV interview, NewX World) 

Hong Kong

Hong Kong's transformation: Is "one country, two systems" over? (Debate on TRT World, Turkey) 

Inspirational reading

逆境中的力量 Strength in Adversity - An anthology of contributions from 17 Hong Kong elites - Download 2025 逆境中的力量-Book (Pages 1-6 only)  

Cheer Up and Chill Out

A 10-point multi-media outlook on Life - Music video
Inspirational videos and excerpts for life's down-moments

Consultation services

I am on the International Advisory Board of Silk Road Partners, an international investment firm. Mr Yves Leterme, ex-Prime Minister of Belgium (November 2009 to December 2011) has joined the firm as Senior Partner. If you are interested in getting in touch with us, please give me a shout.

Please email me at andrewkpleung@gmail.com or text my Hong Kong mobile +852 98198987. I can also be reached on Google Teams at andrew.k.p.leung, LinkedIn at linkedin.com/in/andrewleunginternational, Whatsapp at (852) 98198987, WeChat at Andrewkpleung, Facebook at andrewkinpongleung, and Twitter at @Andrewkpleung

Business networking and speaking platform in Hong Kong

As an Advisor to the Denmark-based Executives' Global Network Hong Kong, I welcome your suggestion of a suitable speaker for an EGN event in Hong Kong. This will be entirely at our own cost with acknowledgement of your support, provided that we are not asked to cover any speaking fee, travel or accommodation expenses.

Website migration 

My current website www.andrewleunginterntionalconsultants.com has been hosted and managed since its inception by Typepad for over two decades. Regrettably, Typepad will shut down permanently after 30 September. Arrangements have been made to migrate my entire website to WordPress, hopefully with an innovative and user-friendly design while preserving as many of the existing  numerous entries as possible. This is likely to take some time. When the new website is ready, I will notify everyone. During the hiatus, if you wish to access any of my articles, posts, presentations etc, please drop me a line at andrewkpleung@gmail.com.

Courtesies

I look forward to your guidance, advice, comments, suggestions, and criticisms. You may share the above contents with colleagues or friends. You are also welcome to publish any of them with full attribution.

If you think that I may add value to your endeavors in any way, please let me know how I may help. If for any reason you do not wish to receive my emails, just ask me to delete your name from my data bank permanently.

Best personal regards,

Andrew K. P. Leung, SBS, FRSA  
International and Independent China Strategist
Andrew Leung International Consultants and Investments Company Limited

Positions

Chairman and CEO, Andrew Leung International Consultants and Investments Limited
(Founded in London, now re-incorporated in Hong Kong; name changed from Andrew Leung International Consultants Limited as from 10 July, 2017) 
China Futures Fellow, Berkshire Publishing Group, Massachusetts, USA (2011-13)
Brain Trust member, The Evian Group (global think-tank), Lausanne, Switzerland
Gerson Lehrman Group (Global Experts) Council Member
International Expert, Reuters Insight Community of Experts, Thomson Reuters 
Senior Analyst, Wikistrat, a cloud-sourced global strategic consultancy based in Tel Aviv and Washington D.C. 
Senior Consultant, MEC International (a UK-based global strategic energy consultancy) 
Distinguished Contributor, Asymmetric Threats Contingency Alliance (ATCA) (global think-tank)
Certified Sustainable Development Planner, World Institute of Sustainable Development Planners
Fellow of the Royal Society for the Encouragement of Arts, Manufactures and Commerce (FRSA)
Elected Member, Royal Society for Asian Affairs
Contributing author, Politics Today
Think-tank Research Fellow, Beijing Normal University, Zhuhai Campus, PRC (14.4.2017-13.4.2020) 
International Advisory Board Member, Silk Road Partners
Advisory Board member, The e-Centre , European Centre for e-Commerce and Internet Law, Vienna 
Honorary Adviser, International Institute of Management (IIM) 
Advisory Board member, The Global Analyst, India
Honorary President, China Hong Kong Economic and Trading International Association (from 28 March, 2016) 
Global Commercial Agent, Changsha City, China
Hong Kong Advisory Board member, Denmark-based Executive Global Network (EGN)
Visiting Professor, London Metropolitan University Business School 
Governing Council Member, King’s College London, UK (2004-2010)
Advisory Board member, China Policy Institute, Nottingham University, UK (2005 -2010)
Visiting Professor, Sun Yat-sen University Business School, China (2005-10)
Founding Chairman, China Group, Institute of Directors City Branch, London, UK (2006-2010)
Vice Chairman, 48 Group Club, UK (2008-2010)
Committee Member of RSA, London Region, UK (2006-2010)
Included in UK's Who's Who since 2002
Awarded the Silver Bauhinia Star (SBS) in the July 2005 Hong Kong Honours List  

posted by Chinawatch at 1:29 pm 0 comments

Andrew's October 2025 Newsletter

Greetings! 

Things are getting curiouser and curiouser. In March, President Trump told Ukrainian President Zelinsky in the face that he had no cards to play. Now he says that Zelinsky is well placed to recover all territories lost to Russia, Putin's continuing intransigence regardless. On Gaza, Israeli Prime Minister Netanyahu seems hell-bent to raze the populous Palestinian city to the ground. He remains diametrically opposed to the creation of a formal Palestinian state, heedless to its recognition by 157 out of 193 countries (not including the United States). However, while apparently powerless to control Netanyahu, Trump now seems amenable to a roadmap, however fraught, towards the formation of a more benign Palestinian state. Meanwhile, Trump's sledge-hammer tariffs and nano-semiconductor-chip stranglehold have not brought China to its knees. Beijing seems able to find its feet with self-reliant technological breakthroughs including AI, an overpowering rare-earth trump card and a fruitful geo-economic pivot towards the Global South. 

Hopefully, the following may throw fresh light on some of the dynamics at work.

US-China tussle

UNGA Summit and TikTok deal - what are the real issues (Exclusive live TV interview, NewX World)
US-China TikTok Deal | White House Announces New TikTok Deal Details (Exclusive live TV interview, NewX World)
TikTok to become U.S.-controlled under new agreement? (Exclusive live TV interview, NewX World)
U.S. Lawmakers Meet Chinese Defense Minister in Landmark Visit   (Exclusive live TV interview, NewX World)
Beijing’s Core Aims Are Clear—and Limited (Foreign Affairs essay)
Deceitful Destruction of International Trade Law: America First and Xenophobic Autarky (Inaugural lecture by Kansas University Distinguished Professor(UDP) Raj Bhala)
NVIDIA to Resume H20 AI Chip Sales to China Amid US Trade Negotiations (Exclusive live TV interview, NewX World)
NVIDIA CEO Jensen Huang Praises China’s AI Growth During Supply Chain Expo Visit (Exclusive live TV interview, NewX World)
China Slams Taiwan President’s US Stopover Plans  (Exclusive live TV interview, NewX World)
US-China Trade Talks Yield Positive Momentum (Exclusive live TV interview, NewX World)
China Urges Mutual Respect Before US Talks (Exclusive live TV interview, NewX World)

United Nations

How the Fractured Global Order could be better Managed through Reform of the Security Council - Download How-the-fractured-global-order-could-be-better-managed-with-reform-of-un-security-council---pdf-1 (PowerPoint presentation to the 2025 CESRAN Conference, Lisbon) 
What's wrong with the UN?  (TV interview on NewsX World)
Xi Jinping Reaffirms China's Commitment to United Nations  (Exclusive live TV interview, NewX World)

UK-China

Anglo-China Relations in an Up-ended World Download Anglo-china-relations-in-an-upended-world (1) (PowerPoint presentation to The Society for Anglo-China Understanding (SACU) in London)
A topsy-turvy world may lead to better China-UK relations (Op-ed in China Daily)

US/EU

US EU Trade Deal  (Interview on NewsX World)   

Canada

Trump Raises Canada Tariffs to 35%, PM Carney ‘Disappointed’  (Exclusive live TV interview, NewX World)

Ukraine  

US pressures G7 allies to impose tariffs on Russian oil buyers  (TV interview on NewsX World)
Putin Says He's Ready to Meet Zelensky, Urges ‘Common Sense’ for Peace (Exclusive live TV interview, NewX World) 
Russia FM Lavrov Thanks Kim Jong Un for North Korea’s Support in Ukraine War (Exclusive live TV interview, NewX World) 

China 

Why the Latest “Peak China” Redux Remains Over-Exaggerated (Rome-based World Geostrategic Insights feature story.  Also published in Chinese, French, Spanish, Russian, and Arabic.)
SCO Beijing meeting of Xi, Putin, and Kim; subtext of Beijing's military parade to celebrate end of WWII (Exclusive live TV interview, NewX World)
Beijing Floods Leave 30 Dead After Rains (Exclusive live TV interview, NewX World)

Japan

Beijing Warns Japan: Don’t Repeat History Amid Warship Export Reports (Exclusive live TV interview, NewX World)

Iran

Iran Meets China, Russia Amid Tensions (Exclusive live TV interview, NewX World)

Global South  

Implications of the Shanghai Cooperation Organizaation (SCO) Summit (RTHK Backchat) 
Putin Meets Pashinyan, Xi Jinping | SCO Summit (Interview on NewsX World) 
Has Trump Succeeded In Uniting The World Against Him?  (TV panel discussion on Republic Digital)
Global South recalibrating ties  (Article published in Anadolu Agency, Ankara)
BRICS - Of the Agenda and the Road Ahead - (Feature article in The Global Analyst) - Download Global Analyst - brics

Central Asia

Middle Corridor reshaping Eurasian trade  (Exclusive live TV interview on AnewsZ of Azerbaijan) 

India

PM Modi’s visit to China and the future of India-China relations |SCO Summit 2025 (Exclusive live TV interview, NewX World)
Modi-Xi Jinping Summit Meet AT SCO A Defining Moment In World Economy, Top China Strategist Explains (Exclusive live TV interview on Republic TV) 
China’s BIGGEST Deal With India Just Changed Everything for the U.S... What's Next?  (A Chip Crunch podcast) 
India, China Make “Good Progress” on Normalising Relations (Exclusive live TV interview, NewX World)
China Rejects Dalai Lama’s Reincarnation Claim (Exclusive live TV interview, NewX World)
Elephant Vs Dragon: Can India And China Melt The Ice At The SCO Summit (Live interview on Republic Digital) 
India & China Seek to Rebuild Ties Amid Global Geopolitical Shifts (Live TV panel discussion on CNN News18)  
US-India Relations in Flux: Diplomatic Moves Amidst Border Tensions and Trade Tariffs (Live TV panel discussion on CNN News18)
India Faces 50% US Tariffs (Live TV interview on News9) 

Pakistan 

China Launches Satellite to Support Pakistan’s Space Program | Pak-China Ties (Exclusive live TV interview, NewX World)

Philippines 

Philippines Strongly Protests China's Nature Reserve Plan at Scarborough Shoal  (Exclusive live TV interview, NewX World)
China Coast Guard Expels Philippine Vessels Today | China-Philippines Tensions (Exclusive live TV interview, NewX World)

South Korea/ Vietnam

South Korea, Vietnam Set $150 Billion Trade Goal  (Interview on NewsX World)  

Thailand

Suspended Thai PM Shinawatra Attends Constitutional Court Hearing  (Exclusive live TV interview, NewX World)

Taiwan

Taiwan Defense Spending Exceeds Three Percent GDP (Exclusive live TV interview, NewX World) 

Hong Kong

Hong Kong's transformation: Is "one country, two systems" over? (Debate on TRT World, Turkey) 

Inspirational reading

逆境中的力量 Strength in Adversity - An anthology of contributions from 17 Hong Kong elites - Download 2025 逆境中的力量-Book (Pages 1-6 only)  

Cheer Up and Chill Out

A 10-point multi-media outlook on Life - Music video
Inspirational videos and excerpts for life's down-moments

Consultation services

I am on the International Advisory Board of Silk Road Partners, an international investment firm. Mr Yves Leterme, ex-Prime Minister of Belgium (November 2009 to December 2011) has joined the firm as Senior Partner. If you are interested in getting in touch with us, please give me a shout.

Please email me at andrewkpleung@gmail.com or text my Hong Kong mobile +852 98198987. I can also be reached on Google Teams at andrew.k.p.leung, LinkedIn at linkedin.com/in/andrewleunginternational, Whatsapp at (852) 98198987, WeChat at Andrewkpleung, Facebook at andrewkinpongleung, and Twitter at @Andrewkpleung

Business networking and speaking platform in Hong Kong

As an Advisor to the Denmark-based Executives' Global Network Hong Kong, I welcome your suggestion of a suitable speaker for an EGN event in Hong Kong. This will be entirely at our own cost with acknowledgement of your support, provided that we are not asked to cover any speaking fee, travel or accommodation expenses.

Website migration 

My current website www.andrewleunginterntionalconsultants.com has been hosted and managed since its inception by Typepad for over two decades. Regrettably, Typepad will shut down permanently after 30 September. Arrangements have been made to migrate my entire website to WordPress, hopefully with an innovative and user-friendly design while preserving as many of the existing  numerous entries as possible. This is likely to take some time. When the new website is ready, I will notify everyone. During the hiatus, if you wish to access any of my articles, posts, presentations etc, please drop me a line at andrewkpleung@gmail.com.

Courtesies

I look forward to your guidance, advice, comments, suggestions, and criticisms. You may share the above contents with colleagues or friends. You are also welcome to publish any of them with full attribution.

If you think that I may add value to your endeavors in any way, please let me know how I may help. If for any reason you do not wish to receive my emails, just ask me to delete your name from my data bank permanently.

Best personal regards,

Andrew K. P. Leung, SBS, FRSA  
International and Independent China Strategist
Andrew Leung International Consultants and Investments Company Limited

Positions

Chairman and CEO, Andrew Leung International Consultants and Investments Limited
(Founded in London, now re-incorporated in Hong Kong; name changed from Andrew Leung International Consultants Limited as from 10 July, 2017) 
China Futures Fellow, Berkshire Publishing Group, Massachusetts, USA (2011-13)
Brain Trust member, The Evian Group (global think-tank), Lausanne, Switzerland
Gerson Lehrman Group (Global Experts) Council Member
International Expert, Reuters Insight Community of Experts, Thomson Reuters 
Senior Analyst, Wikistrat, a cloud-sourced global strategic consultancy based in Tel Aviv and Washington D.C. 
Senior Consultant, MEC International (a UK-based global strategic energy consultancy) 
Distinguished Contributor, Asymmetric Threats Contingency Alliance (ATCA) (global think-tank)
Certified Sustainable Development Planner, World Institute of Sustainable Development Planners
Fellow of the Royal Society for the Encouragement of Arts, Manufactures and Commerce (FRSA)
Elected Member, Royal Society for Asian Affairs
Contributing author, Politics Today
Think-tank Research Fellow, Beijing Normal University, Zhuhai Campus, PRC (14.4.2017-13.4.2020) 
International Advisory Board Member, Silk Road Partners
Advisory Board member, The e-Centre , European Centre for e-Commerce and Internet Law, Vienna 
Honorary Adviser, International Institute of Management (IIM) 
Advisory Board member, The Global Analyst, India
Honorary President, China Hong Kong Economic and Trading International Association (from 28 March, 2016) 
Global Commercial Agent, Changsha City, China
Hong Kong Advisory Board member, Denmark-based Executive Global Network (EGN)
Visiting Professor, London Metropolitan University Business School 
Governing Council Member, King’s College London, UK (2004-2010)
Advisory Board member, China Policy Institute, Nottingham University, UK (2005 -2010)
Visiting Professor, Sun Yat-sen University Business School, China (2005-10)
Founding Chairman, China Group, Institute of Directors City Branch, London, UK (2006-2010)
Vice Chairman, 48 Group Club, UK (2008-2010)
Committee Member of RSA, London Region, UK (2006-2010)
Included in UK's Who's Who since 2002
Awarded the Silver Bauhinia Star (SBS) in the July 2005 Hong Kong Honours List  

posted by Chinawatch at 1:23 pm 0 comments