Having trawled the recent news articles as of December 4th 2024, we discuss the evolving trade policies for President-elect Trump's anticipated second term. The episode unpacks the implications of renewed tariffs, explores the geopolitical … [Read more...]
USA Election: What Would A Second Trump Presidency Mean For China?
With the US presidential election looming on November 5th, we embark on a detailed discussion about the potential re-election of Donald Trump and its impact on U.S.-China relations, especially for businesses engaged in … [Read more...]
Manufacturing Electronics in Taiwan: A China Alternative?
As the US-China trade war intensifies, many American importers are looking for alternatives. They often look at Vietnam, Thailand, Indonesia, India, Mexico, etc. But what about Taiwan? There is sometimes an opportunity to start sourcing … [Read more...]
Will US Tariffs Drive Manufacturing From China To Vietnam?
A few days ago, Trump claimed that many tariffed companies would leave China for Vietnam and other such countries in Asia in this series of tweets (read from bottom to top): In parallel, I see an Asia Briefing article entitled Why … [Read more...]