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It’s a full blown out trade war now. These tariffs will start tomorrow.
Interesting to see who blinks first.
China has vowed to ‘fight to the very end’.


View: https://x.com/kobeissiletter/status/1909760802870993402?s=46

When there is a war of resources that leads to pain and sufferings for both domestic populations, a dictatorship never blinks before a democracy.

China is going to be hurt a lot but China is also going to win this war. Because at end of the day it is the industrial super power in the world nor usa and never in human history has the industrial superpower lost to a lesser entity in economic warfare.

Usa vs China today is rome vs India 1800 years ago. Rome banned Indians from it's empire in the end - the only people as a group ever banned from entering roman empire.

Did jack shit and India still won. Same will happen with China.
 
Can China Survive if American Business is Reduced?

The 104% tariff on incoming Chinese products comes into affect today. It is a major event in trade tariffs unleashed by President Trump. The prestige of both leaders Trump & Xi will play a crucial role in determining the survivability of China’s economy in a trade war. China finds itself in a precarious position, heavily reliant on the American market. Currently, Trump is driving this conflict, holding the key to any potential settlements. If his tariffs persist, Chinese exports to the U.S. could drop by a third. In fact, Chinese business in America is a vital lifeline for its economy.

However, there’s another side to this. No country can immediately replace China’s vast manufacturing capacity. Building new factories is a time-consuming process, and alternative suppliers with similar labor costs may take years to scale up. Even then, Trump is likely to impose tariffs on them as well. This leaves China with few options. If it prioritizes national prestige, the central government may absorb the tariff costs to keep exports flowing—though this is more of a theoretical possibility than a practical solution.

Another approach would be boosting domestic consumption to absorb excess products. However, this is a long-term strategy that is unlikely to take effect within the next year or two

By most estimates, China’s GDP growth could decline by 0.5% to 2.5%, a significant blow. If that happens, the Chinese economy risks falling into a deflationary spiral, where the very engine of its growth could stall.

Trump is betting that China will eventually come to the negotiating table, but from Beijing’s perspective, that seems unlikely for now. This sets the stage for a major standoff—and a true test of Trump’s trade policies.

Cheers.
 
It’s a full blown out trade war now. These tariffs will start tomorrow.
Interesting to see who blinks first.
China has vowed to ‘fight to the very end’.


View: https://x.com/kobeissiletter/status/1909760802870993402?s=46


Ideally, he should've just pounded Cheen and other countries(like Viet) through which the chinks redirect their goods, but instead he decided to take on the whole world - which puts him in a much weaker negotiating position than he needs to be in. Other countries including India should probably take advantage of this situation.

America will hurt bad, but this will be very severe for China as well. 104% is just absolutely brutal. Maybe some exports can be redirected to other countries, but there is no replacement for the American market because nobody consumes like the Americans do.
 
Ideally, he should've just pounded Cheen and other countries(like Viet) through which the chinks redirect their goods, but instead he decided to take on the whole world - which puts him in a much weaker negotiating position than he needs to be in. Other countries including India should probably take advantage of this situation.

America will hurt bad, but this will be very severe for China as well. 104% is just absolutely brutal. Maybe some exports can be redirected to other countries, but there is no replacement for the American market because nobody consumes like the Americans do.

“What if I route Chinese maal through India (like Vietnam) and use my relations with Trump to keep trade barriers low and create a win-win situation for everyone like Russia Oil?”

This sounds like a joke but if we can get real industries instead of screwdrivergiri and become a dumping ground, it could be a real solution to this mess?

1744162567891.webp
 
“What if I route Chinese maal through India (like Vietnam) and use my relations with Trump to keep trade barriers low and create a win-win situation for everyone like Russia Oil?”
This sounds like a joke but if we can get real industries instead of screwdrivergiri and become a dumping ground, it could be a real solution to this mess?

View attachment 29953
Choina doesn't want India to climb the value chain ladder. It has been actively sabotaging our electronics industries. China would only want to ship us near finished product, so that we could only add our label and pass on. Our Alibaba importee dhandho swines would love that prospect.
 
It’s a full blown out trade war now. These tariffs will start tomorrow.
Interesting to see who blinks first.
China has vowed to ‘fight to the very end’.


View: https://x.com/kobeissiletter/status/1909760802870993402?s=46

I wonder what are all those who argued Musk being within the administration is going to temper Trump's response will say now? Musk saw the writing on the wall & scrammed.

Ideally, he should've just pounded Cheen and other countries(like Viet) through which the chinks redirect their goods, but instead he decided to take on the whole world - which puts him in a much weaker negotiating position than he needs to be in. Other countries including India should probably take advantage of this situation.

America will hurt bad, but this will be very severe for China as well. 104% is just absolutely brutal. Maybe some exports can be redirected to other countries, but there is no replacement for the American market because nobody consumes like the Americans do.
This proves that Trump isn't interested in negotiating with China. At all. Something they may not have entirely banked upon.

This also sends a message to that other behemoth the US trades with - the EU. Anyone there thinking of getting into a trade war with Trump will think twice now. As it is they're in a difficult shape economically with their energy sources compromised with the continued war & a juggernaut called China adding to their woes.

This would've come as fire & brimstones from the sky. I've a feeling this isn't all that much linked to the trade between the US & the EU but more to do with their trade & overall attitude to China. Any trade settlement between the two will see an unified front against China tradewise.
“What if I route Chinese maal through India (like Vietnam) and use my relations with Trump to keep trade barriers low and create a win-win situation for everyone like Russia Oil?”

This sounds like a joke but if we can get real industries instead of screwdrivergiri and become a dumping ground, it could be a real solution to this mess?

View attachment 29953
Not a chance. Firstly China won't attempt something like this, secondly the US isn't stupid & thirdly this is the chance we've been waiting for since the past 5 years ever since the Wuhan virus pandemic to finally get things our way in the China + strategy where we're bit players.

I think it's also time we re look those FTAs with the UK & other developed countries which are stuck. However we ought not to sign up with the EU now. If our guys were indeed looking for an opening, there's none better than this one. @crazywithmath
 
Ideally, he should've just pounded Cheen and other countries(like Viet) through which the chinks redirect their goods, but instead he decided to take on the whole world - which puts him in a much weaker negotiating position than he needs to be in. Other countries including India should probably take advantage of this situation.

America will hurt bad, but this will be very severe for China as well. 104% is just absolutely brutal. Maybe some exports can be redirected to other countries, but there is no replacement for the American market because nobody consumes like the Americans do.
We actually dont want Vietnam to be pounded at all.
Its basically the Afghanistan of East Asia ( flat out unconquerable by anyone and even 800 years of straight rule by chinese ends in chinese being kicked out) and is the most trusty geo-political long term piece against china. And to top it off, they do not have any clashing interests or conflicting geopolitics with us. Aka natural ally.
We should infact help out vietnam if we can.

China will find a way. its not hard. If you cannot stop western electronics from going through to Russia, despite sanctions, you wont be able to stop chinese goods long term with tarrifs - remember, sanction busting is a felony crime in every nation, tarriff evasion isnt, its a misdemenour, meaning a fine.

So if in todays world you cant stop goods access via sanctions, you also cant via tarrifs.


Also, american market is not in position to get off without equal amounts of pain - remember, America doesnt have an alternative to Chinese goods either- at least not yet. It takes several years to create a supply chain and therefore, if you ban chinese goods now,it means you go without goods for a few years till others can make up the infrastructure.
And we all know american public is basically fat piggy of the world hooked on 1 million addictions, from sugar to slop to entertainment to cheap stuff and if you fuck with any of that, you make yankees very very angry.
Currently, yankeestan is holding because MAGA doesnt realize that this is gonna get ugly for americans and it will end up in 50 dollar t-shirts as starting price for at least next few years.
Once they do, its game over on tarrifs for trumpwa.

This is why he is using this as a guessing game and doing two steps forward,one step backwards because this is intimidation tactic more than clear cut tarriff plan.

if he had clear-cut tarriff plan, he would bring it out in one go and keep it same - why create market volatility with yes-no-yes-no if the end game is just to create tarriff regime to bring back industry ? The more you do yes-no-yes-no, the more you fuckup the process and cause systemic delays on every side. Ie no one wins.

So why is trump doing this ? because he knows within six months of a consistent tariff regime, MAGA is gonna lose their shit.
 
Such a punchable face tho, lol. I wonder how the media folks control the urge...

To be perfectly honest tho, even Biden had a very annoying spokeswoman.

I find every democrat repulsive.
On other hand I like this spokie.

the DEI black one under Obama was just disgusting.
 
Wonder who it will hurt more, Indian pharma or US citizens.
If not Indian generics, what are their options?

Even if their Pharma companies start making these generics, it will cost substantially more to produce than imports with even greater tariffs.
CUrrently, marging b/w Indian pharma cos and american cos on generics is ~3-4x. Unless 300% tarrifs are placed, no problem, ours will remain cheapest.
 
Wonder who it will hurt more, Indian pharma or US citizens.
If not Indian generics, what are their options?

Even if their Pharma companies start making these generics, it will cost substantially more to produce than imports with even greater tariffs.
USA will be completely fucked for medicare if they tarriff pharma because of two reasons:

1. US production costs are higher than India, so making generics in USA will be a lot costlier than in India. But this isnt the bigger issue. bigger issue is point #2:

2. India has MUCH laxer regime in product patents in pharma industry ( focussing more on process patent), meaning Indian pharma can 'create' & produce more generic drugs in India than USA can - same exact formula in India often is patent-free, while its patented in USA and must also pay patent costs.

But then again, USA may not care - its not like USA is a nation that cares about healthcare of its citizens, otherwise USA wouldnt be the nation that makes up 4% of the world's population and 70% of all medical bankruptcies on the planet ( where you go broke coz of healthcare bills).
So they may indeed take 'let them eat cake' option over pharma.
 

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