Ini confirm from reddit that video

But it's not news. Since covid post their lock down they be doing this shit here. Overproduction into oblivion driving prices down.

But they also miscalculated. They did this shit and drive off their western competitors in their own backyard. Some are not flexible, no stomach for a fight pull out

Nusantara is different. Thais, Indons and Malaysians aren't pushovers and flexible. They also can play optimising resources and waiting the long game.

learn to grow and compete. dont just complain. its a demand and supply market. dont blame everything except yourself.

TS got his talking points from this video here

https://www.reddit.com/r/malaysia/comments/...g_to_singapore/

Basically china manufacturing post Trump tariffs going into overdrive overproducing and bringing prices down not because they are altruistic but they think they can kill off the rest of the world and then rise from the ashes to become the last man standing

For some industries this has been going on since Trump took over some further back post China lockdown

Some of these guys are fueled by cash reserves, some by stretching terms with suppliers, loan with bank or banking on their export rebate from govt as their margin (not very high also)

Some of these guys are repeating the playbook when times were good and they selectively do this on a more smaller scale to drive of the bigger European manufacturers in China. These guys dont see the sense theyd pull out

But like i said MY, Thai and Indon companies arent pushovers and European manufacturers with local management here in this region also not inflexible. So we have what we have now, a stalemate to see who dies first

Another aspect from the steel industry



This post has been edited by 9m2w: Dec 9 2025, 02:08 PM

but yesterday news say China trade surplus increased further hit 1T usd despite lower exports to US. they compensate for lower export to US by exporting to rest of the world.
https://www.aljazeera.com/economy/2025/12/8...counter-us-lull

EUrope also will follow trump style tariff if such imbalance persists. surplus grew 15% last month for them.
Macron threatens China with tariffs over trade surplus: Report

This post has been edited by diffyhelman2: Dec 9 2025, 02:16 PM

The tide has hit but hasnt rolled over most of us yet

They will find SEA's conglomerates like those fucking cash rich Thai and Indon family owned ones and our manufactuers (especially those in our GLCs supply chain) can equally play the long game. We also shaped by the 98 crisis.

Inb4 next year i kena furloughed kek

Many consumer would say: "even if it is local business, all also take stock from China and mark up, now supplier directly come sell no more middleman, rejoice"

Local boss dunno how ady, lose on the raw material cost side ady confirm losing this fight

alamak. 80 million and 300 million population want to fight with 1.4 1.3 billion population wealth and savings? lai la!

This post has been edited by diffyhelman2: Dec 9 2025, 02:20 PM

F EU and their carbon tax. Forcing most of us to comply with their ESG rules else kena tariff going into their country

we should strike more deals with Asquith's UK...ok wai...there isnt a functioning govt there to deal with kek

Maybe change boss liao. Have to sing a different tune.

LoL you're making a lot of assumption here, also your over usage of emoji is a give away to how much is the credibility of your statement

Siam Cement Group Thailand

Look at their their portfolio and their revenue despite slumping domestic demand. They are so diversified heck odds are you are supplying one of their anak syarikat without knowing. These fellas dont bother pushing to export and despite China competition still stands strong

CCP is big, but some of their manufacturers dont have the luxury of years of money making and straight away jump to price gouging

Know your role man CCP. Small pond got some big fishes. Very big fishes

Pelik when inflation happen out of no where you didn't say it is cancer from muricunt. haha

yada yada CCP lickers..

ADDON: using emoji alot will affect credibility? CCP teach you this logic ke? that's why la you low life lick CCP... topkek

This post has been edited by nebula87: Dec 9 2025, 02:34 PM

Incidentally one thing that may hamper Chinas manufacturers strategy of scorched earth is the fact ironically Chinese companies will sell anything to anyone

Japanese companies tend to work together and sometimes deny certain raw material, machinery or IP to non Japanese companies, selling only to Japanese companies. They may also agree to toll manufacturer only for Japanese companies. There is this spirit

Chinese machine manufacturers have no qualms selling to their brethern or to overseas manufacturers. And to retaliate, SEA manufacturers have swapped to Chinese machines to bring down their cost to fight back at chinese manufacturers.

You wouldnt have imagined it 5 years ago but most steel and steel product related industries in SEA are now running on Chinese lines in parallel with their older european lines. Not helped by the fact since Covid waiting time for western machines have skyrocketed like fuck

This post has been edited by 9m2w: Dec 9 2025, 02:36 PM

Anyway i think Xi also knows such massive trade surplus is unsustainable long term. Either he will let rmb appreciate and or have some fiscal stimulus to drive domestic consumption and also curb excess production

alot of country introduce anti dumping law

I think his advisors would be rational

I got no faith in a man child that lost much of his youth banished in the country side, education disrupted and without a father figure

These types don't rise to the top normally but alas here we are

national security threat?

There is a strong building consensus that China faked its population figure, and it's not 1.4 billion at all. Even it's Covid death toll is the lowest for ground zero. Makes no sense

nice, cheap things with quality, i like

everyone's quality of life throughout the world improve

the west don't like it since their labor and products so expensive can't compete, so constantly badmouth and ban China