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Kevin Xu
@kevinsxu
As Chinese companies move to Vietnam, Mexico, anywhere but China, to avoid US restrictions, US companies are moving to China to avoid Chinese restrictions What a world...
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Kyle Chan
@kyleichan
Several US automakers are considering moving some auto parts manufacturing to China to get around China’s export controls on rare earth magnets, according to @WSJ. To state the obvious, this is exactly the opposite of what Trump’s tariffs were aiming to do. WSJ: Automakers Race
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Andrew Fribush
@andrewfribush
I'm unsurprised. The trend seems to be around regionalization in general. Not just driven by the US but by demand by various countries to try and bring industry domestic.
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Kahgúia.SOL
@Kahguia
Kevin, do you expect that American companies will produce a large part of their products in China to export to the rest of the world, and another part will produce in countries like Vietnam to export to the US?
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Erik Kaiser
@ErikKaiser
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Dou Hao
@douhao_en
So, instead of providing a solution to the industrial hollowing-out of the US, the tariffs are doing exactly the opposite, further exacerbating this issue.
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