What you’re going to see is an ‘America First’ policy that is going to be much more distilled than it was last time, much more powerful,
Previously, they've articulated an idea that the US influence goes up to the middle of the Pacific - Guam and so on - and everything two points west should come under some sort of sphere of influence by Beijing,
Obviously, Asia is very dependent on global trade … Apart from China … Singapore (is) really exposed … and Malaysia and Vietnam, among others,
At least for the first two years of his presidency, he's going to be able to put policies and procedures in place that he thinks will benefit the Americans,
That was useful for getting Trump to be engaged in Asia in a way that was perhaps less disruptive than might have otherwise been. So, I guess we're also looking to see whether there are people who can sort of replicate that role (of) Abe's in Asia today,
That’s going to hurt countries where they're particularly concerned about their currency - Indonesia, for example. (In) Japan, the yen has sold off amongst a strong dollar,
If the PMI new export sub-index has been going down, and the export figure goes up, I think it is safe to say it's more of an inventory shift,
We can anticipate a lot of front-loading going into the fourth quarter, before the pressure kicks in come 2025,
We expect shipments to stay strong in the coming months,
Trump's return could create a short-term boost to Chinese exports as US importers increase their purchases to get ahead of the tariffs,
The further slowdown in import growth is mainly due to the weak recovery of domestic effective demand and impact of low import prices and rising bases,
The authorities will also consider some policy measures to offset the tariff impacts such as subsidies or access to funding,
Rather than providing a silicon shield, Taiwan’s dominance in the chip industry could actually be the source of tension between Taipei and Trump, as Taiwan’s successes in the chip sector may be seen as having only been possible as a result of the United States being taken advantage of,
Will (he) want to turn to support Taiwan independence? It is unlikely,
Given the weak economic position of China this time, I think there will be more willingness to talk,
We could see a return to the deal-making Donald Trump, where he wants to strike a deal and be viewed as this great negotiator, because that’s who he imagines himself to be,
One big question is whether Trump will soften the position the Biden administration has maintained on Taiwan in exchange for more exports and more U.S. investment into China,
China can take a ‘divide-and-conquer’ strategy to dilute the effectiveness of Trump’s foreign policy, especially the Indo-Pacific strategy, and we may see improvements in China’s relations with its neighbors, particularly Japan, South Korea and India, as well as U.S. allies in other parts of the world,
Trump is more likely to push ahead with his agenda without consulting allies and partners or seeking their support, and this might be good news for China,
Competition itself is not necessarily harmful, because if the two countries can manage the competition in a healthy way, both sides can benefit,