Supply chain hit

Trump also imposed heavy tariffs, ranging from 46% to 49%, on Vietnam, Laos and Cambodia.

This represents "a full-frontal assault on Beijing's extended supply chain," said Stephen Innes from investment firm SPI Asset Management.

"Vietnam... and others in the periphery are collateral damage in what is shaping up to be the most aggressive realignment of US trade policy in a generation," he added. "This isn't tit-for-tat - it's strategic containment via tariff warfare."

Laos and Cambodia, which are among the poorest countries in the region, are heavily dependant on Chinese investment in supply chain infrastructure. The high tariff rates are expected to hit both countries hard.

China is Vietnam's largest trading partner. It was one of the key beneficiaries of US-China tensions during Trump's first term.

In 2018, Trump hit China with tariffs, causing some businesses to rethink where they made their products. Some chose to shift manufacturing to Vietnam.

This has led to an increase of exports from Vietnam to the US, with Chinese companies that have moved production to there contributing to that figure.

"Vietnam was clearly targeted [by Trump] due to its role as a conduit for China's circumvention of previous tariffs", former US trade negotiator Stephen Olson told the BBC.

While the US remains Vietnam's biggest export market, China is its largest supplier of goods, accounting for more than a third of imports, according to the latest official data.

Chinese firms were also behind nearly one in every three new investments in Vietnam last year.

Pushan Dutt, a professor at the INSEAD business school, said the new taxes on South East Asia will be "prohibitive" for China.

"China has a problem with demand and in the last Trump administration their firms had nimbly reacted to tariffs by rejigging supply chains and moving them to [South East Asian Nations]. This door has been slammed shut," he added.

Malaysia 24% only.. haha

Reroute to the lowest lo

Malaysia 24% only.. haha

Reroute to the lowest lo

Actually which countries are among the lowest tariffs by US?

Malaysia 24% only.. haha

Reroute to the lowest lo

not that easy, our operating cost much higher than viet and laos

Actually which countries are among the lowest tariffs by US?

Can use Singapore, 10% only nia...

The ones in stripe have the minimum 10%

wtf did Madagascar did to Trump??

u meant before 2019 tariff started US and vietnam no trade deficit?

but close what loop? mexico takde pun in the list?

US just whack everyone that having trade deficit with them, doesnt matter eu other 5 eyes or even japan korea taiwan.

they closing what loop by whacking their allies?

Actually which countries are among the lowest tariffs by US?

wtf did Madagascar did to Trump??

so everything just chop made in singapore now...?

Made in JSSEZ, chopped in SG.

where got cheap labors ?

Design in USA, component made in Johor by VN Moi, ship over to assemble in Sg by robots?

still more expensive than VN

wtf did Madagascar did to Trump??

This is a more inward turning US under Trump.

In a way, Trump's US has abandoned South East Asia to China, hence the spheres of influence people keep bringing up.

So buckle up, SEA, Japan, Korea, Taiwan, we have a new bossman in town. Bye bye big brother trump, hello xi da ge.

Madagascar is or shud be CCP frenly.

what did cameroon 12, chad 12, nigeria 14, to have such low tariff?
what did lesotho do to have 50%?

United China Nation soon?

brutal indeed

Check Rwanda, sure high tariffs.

err, rwanda is 10%, congo is 11%

why rwanda sure high tariff? u pull the number from air?

taiwan also 32%

TLDR: after first trump term tariff on china, china rejigged their supply chain to use vietnam laos cambodia etc as an intermediary country to bypass tariffs and export to USA. Now USA impose 50% tariffs on those countries to close this loophole.
https://www.bbc.com/news/articles/cgm8vxevyplo

9 dash line how? bagi jer?

err, rwanda is 10%, congo is 11%

why rwanda sure high tariff?

taiwan also 32%

wtf did Madagascar did to Trump??

Can use Singapore, 10% only nia...

US has deemed China the TOP global threat. So I guess they will refine their tariffs. 

This has nothing to do with china, it is just trade deficit.

South Korea has higher tarif compare to Malaysia. S korea n Japan is like US vessel state. How to explain that?

And Japan just announced that they would invest 100 b few weeks ago due to trump request.

Really kena game

This has nothing to do with china, it is just trade deficit.

South Korea has higher tarif compare to Malaysia. S korea n Japan is like US vessel state. How to explain that?

And Japan just announced that they would invest 100 b few weeks ago due to trump request.

Really kena game

Nothing to do with China? 

What do you not understand about TOP threat? It is not Russia, or Iran, or North Korea.

Looks like we are on good track, DaGe also coming this month to solidify our ASEAN standing with them.

Trump memang kek, this time

United China Nation soon?

Xi Da Ge say sit, Big Brother Trump say stand. Many SEA  countries are going to sit.

more viet moi will come to Malaysia.

i mean the current tariff is just to compensate trade deficit. US department send out the formula for calculating the tariff percentage. It is based to trade deficit with US and that particular country

i mean the current tariff is just to compensate trade deficit. US department send out the formula for calculating the tariff percentage. It is based to trade deficit with US and that particular country

https://www.reuters.com/world/china/trumps-...ade-2025-04-03/

Trump's global tariffs hurt China with 'all-round blockade'

Summary:

China is the economy most exposed to global demand shocks
No place to hide for Chinese exporters offshoring production
Growth, deflation risks mount in China
Beijing faces pressure to unleash more stimulus

Other heavily taxed Asian countries can take advantage of Singapore 10% or Philippines 17% to bypass again 😉

https://www.reuters.com/world/china/trumps-...ade-2025-04-03/

Trump's global tariffs hurt China with 'all-round blockade'

Summary:

China is the economy most exposed to global demand shocks
No place to hide for Chinese exporters offshoring production
Growth, deflation risks mount in China
Beijing faces pressure to unleash more stimulus

If China's domestic demand is poor, they will help SEA by buying all our stuff ke? Not to mention they are directly competing with us by flooding the market with products that are cheaper.

actually we export more to china than china export to malaysia.
Malaysia’s trade maintained its upward trajectory, growing consistently since January 2024 and recording an 8.7% year-on-year (y-o-y) expansion in June 2024 to RM237.81 billion. Exports registered the third consecutive month of growth, increased by 1.7% to RM126.05 billion while imports rose 17.8% to RM111.76 billion.

so china has a trade deficit with malaysia. if people want to complain, it should be the china citizen.

https://www.matrade.gov.my/en/about-matrade...mance-june-2024

Are they going to buy more palm oil from us?

https://www.reuters.com/world/china/trumps-...ade-2025-04-03/

Trump's global tariffs hurt China with 'all-round blockade'

Summary:

China is the economy most exposed to global demand shocks
No place to hide for Chinese exporters offshoring production
Growth, deflation risks mount in China
Beijing faces pressure to unleash more stimulus

wtf did Madagascar did to Trump??

https://www.freightwaves.com/news/22b-worth...-off-california

This gives an idea of the amount of stuff being shipped TO the US.

Everyone wants to ship their goods to the US, especially......China. 

where got cheap labors ?

Philippines the best now

Other heavily taxed Asian countries can take advantage of Singapore 10% or Philippines 17% to bypass again 😉

How come they luv MY Ah Beng more than wumao? Same tribe wut?

Weird...

This has nothing to do with china, it is just trade deficit.

South Korea has higher tarif compare to Malaysia. S korea n Japan is like US vessel state. How to explain that?

And Japan just announced that they would invest 100 b few weeks ago due to trump request.

Really kena game

Looks like we are on good track, DaGe also coming this month to solidify our ASEAN standing with them.

Trump memang kek, this time

United China Nation soon?

Probably not United States of China lol.

But probably trade volume is going to slowly go down for the US.

And similar to the EU, once the trade volume goes down, the US will have a lesser say in things.

Xi Da Ge say sit, Big Brother Trump say stand. Many SEA  countries are going to sit.

actually we export more to china than china export to malaysia.
Malaysia’s trade maintained its upward trajectory, growing consistently since January 2024 and recording an 8.7% year-on-year (y-o-y) expansion in June 2024 to RM237.81 billion. Exports registered the third consecutive month of growth, increased by 1.7% to RM126.05 billion while imports rose 17.8% to RM111.76 billion.

so china has a trade deficit with malaysia. if people want to complain, it should be the china citizen.

https://www.matrade.gov.my/en/about-matrade...mance-june-2024

https://www.freightwaves.com/news/22b-worth...-off-california

This gives an idea of the amount of stuff being shipped TO the US.

Everyone wants to ship their goods to the US, especially......China. 

.
AFAIK, the ASEAN market is much smaller than the US market, in term of US$ value.

So, it will be more like ASEAN drowning together with Da Ge Xi if they decide to sit with CCP China.
.

.
AFAIK, the ASEAN market is much smaller than the US market, in term of US$ value.

So, it will be more like ASEAN drowning together with Da Ge Xi if they decide to sit with CCP China.
.

nike share

Hmm betul ke, will drown but from the look of it all of ASEAN beside Singapore are all looking towards DaGe Xi.

If drown means all die except SG liao lo

.
https://tradingeconomics.com/malaysia/imports-by-country
https://tradingeconomics.com/malaysia/exports/china

For the whole of 2024, Malaysia has a trade deficit with China.
.

Remember last time (trade war ver.1 and covid) AMDK laughing at CCP, said CCP gonna collapse and manufacturing jobs will move to Vietnam.

Now, CCP lagi stronger than before. 

Remember last time (trade war ver.1 and covid) AMDK laughing at CCP, said CCP gonna collapse and manufacturing jobs will move to Vietnam.

Now, CCP lagi stronger than before.