No Safe Harbor: How Hormuz Disruptions are Reshaping Economies in Asia

No Safe Harbor: How Hormuz Disruptions are Reshaping Economies in Asia

In this episode of What Comes Next, Host and TAG Senior Advisor Mira Rapp-Hooper speaks with Chairman and Co-Founder Kurt Campbell about The Asia Group’s newly released report, “No Safe Harbor”. They discuss why disruptions in the Strait of Hormuz are not just an oil story, but a wider supply chain shock affecting energy, semiconductors, petrochemicals, fertilizer, healthcare, and critical industries across Asia. Mira and Kurt examine why the impacts are uneven across China, Japan, India, South Korea, and Southeast Asia; how China may emerge with strategic advantages; why the U.S.-Iran ceasefire MoU does not necessarily guarantee a return to the status quo ante; and what governments and businesses should do to build resilience in a world where critical chokepoints can no longer be assumed secure.  You can read the full report at https://straitofhormuz.theasiagroup.com/ What Comes Next with Mira Rapp-Hooper is produced by Rivan Dwiastono, executive produced by Lauren Dueck, with editorial input from Prashant Jha. It contains music by Cody Martin via Soundstripe.  What Comes Next is a production of The Asia Group, and is powered by TAG AI, TAG's geopolitical decision engine for businesses.

India’s Reset with United States, Warmth with Europe, Engagement with Gulf

In this episode, Host and TAG Senior Advisor Mira Rapp-Hooper speaks with Ashok Malik, TAG partner and chair of the India Practice, about India’s evolving diplomatic and economic relationships with the United States and Europe. They assess whether the Trump-Modi meeting on the sidelines of the G7 Summit in France marked a meaningful reset in U.S.-India ties, why trade negotiations remain tied to Washington’s tariff uncertainty, and how New Delhi is approaching the next phase of engagement with the Washington, D.C. They also explore India’s growing alignment with Europe and the opportunities emerging in tech, defense, energy, manufacturing, and supply chain resilience.  What Comes Next with Mira Rapp-Hooper is produced by Rivan Dwiastono, executive produced by Lauren Dueck, with editorial input from Prashant Jha. It contains music by Cody Martin via Soundstripe.  What Comes Next is a production of The Asia Group, and is powered by TAG AI, TAG's geopolitical decision engine for businesses.

The Summit of Three Crises: Europe’s Strategic Autonomy Push at a High-Stakes G7

In this week’s episode of What Comes Next, Host and TAG Senior Advisor Mira Rapp-Hooper sits down with TAG Managing Principal Belma Ambrose to unpack a consequential G7 summit unfolding amid three overlapping crises: the war in Iran, the war in Ukraine, and a fragile global economy. They explore how Europe is recalibrating its relationship with the United States, why energy security is overtaking climate as the dominant policy frame, and how China is shaping the summit’s economic agenda — from overcapacity to critical minerals and AI governance. Belma also explains where businesses should watch for opportunity as Europe moves faster on defense and trade diversification.  What Comes Next with Mira Rapp-Hooper is produced by Rivan Dwiastono, executive produced by Lauren Dueck, with editorial input from Prashant Jha. It contains music by Cody Martin via Soundstripe.  What Comes Next is a production of The Asia Group, and is powered by TAG AI, TAG's geopolitical decision engine for businesses.

Asia’s Security Reset: Taiwan, Japan, and the Future of U.S. Deterrence

Is the U.S. signaling a more limited security role in the Indo-Pacific? Host and TAG Senior Advisor Mira Rapp-Hooper sits down with Chris Johnstone, TAG Partner and Co-Chair of Defense & National Security Practice, to discuss an Indo-Pacific region at a strategic turning point. Following Chris’s recent travel through Taiwan, Japan, and Singapore, they break down what the Shangri-La Dialogue revealed about U.S. credibility, allied uncertainty, and the future of deterrence in Asia. They explore Taiwan’s deepening anxiety over arms sales, Japan’s emergence as a more proactive security actor, and how countries across the region are building more diversified, resilient defense relationship in response to a shifting geopolitical environment.  What Comes Next with Mira Rapp-Hooper is produced by Rivan Dwiastono, executive produced by Lauren Dueck, with editorial input from Prashant Jha. It contains music by Cody Martin via Soundstripe.  What Comes Next is a production of The Asia Group, and is powered by TAG AI, TAG's geopolitical decision engine for businesses.

Shangri-La Dialogue: Hormuz, Taiwan, and U.S. Credibility in Asia

As the Shangri-La Dialogue begins, one question hangs over the region: can the United States still reassure its allies and partners in Asia? Host and TAG Senior Advisor Mira Rapp-Hooper sits down with Senior Advisor Kelly Magsamen to break down the signals that will matter most at the summit. They cover the implications of Trump-Xi summit in Beijing, questions over Taiwan arms sales, and how the ongoing Iran conflict is reshaping the strategic environment across the Indo-Pacific. They also examine what allies want to hear from Washington, how China may seek to position itself as the steadier power, and why side meetings may matter as much as the speeches for policymakers and businesses.  What Comes Next with Mira Rapp-Hooper is produced by Rivan Dwiastono, executive produced by Lauren Dueck, with editorial input from Prashant Jha. It contains music by Cody Martin via Soundstripe.  What Comes Next is a production of The Asia Group, and is powered by TAG AI, TAG's geopolitical decision engine for businesses.