In the latest New Asia Podcast, Muddy Waters’ Carson Block and Rob Medd unpack Trump’s recent announcement that the US has implemented a preliminary trade agreement with Vietnam, setting baseline tariffs at 20% and 40% for transshipments from China.
The announcement puts Vietnam in a unique position, especially compared to how Trump is handling tariffs with areas like Canada and Europe. And as China continues to decline in relative importance to the US, countries like Vietnam continue to rise.
So where does Vietnam go from here? We break down the whole trade landscape, including:
Vietnam’s reactions to Trump’s trade deal announcement
The impact of tariffs on everything from Vietnam’s exporters to their economy
FDI imports, FDI exports, and trade balance
How General Secretary Tô Lâm is capitalizing on this moment
Manufacturing and low-margin transshipments
Stock market reactions
… and more
To learn more about Muddy Waters Asia, please visit MuddyWatersAsia.com and follow us on X at @MuddyWatersAsia.
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