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,
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,
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,
While a second Trump presidency is expected to recalibrate American trade policy, the actual impact on Vietnam would heavily depend on the specific scope and targets of those policy changes,
The potential for Vietnam to attract more companies relocating from China remains strong, yet tariffs and trade restrictions may jeopardize these gains,
There will be quite a lot of disruption in the world trading system,
He will at least threaten them with the tariffs and if they don’t negotiate to his liking, Trump will put them on,
How far tariffs go depends on how far President Xi is willing to negotiate with Trump,
A lot of our product would get used in the wedding market, so that [decline] affects us,
In terms of tariffs, we just don’t know how big and whom it’ll be applied to,
In China, the sky is the limit. There is room for everyone,
A lot of that wasn’t there before,
China is going through tough times, but anyone can make money in good times. It just means we have to change our strategy and be agile,
We can start selling live lobsters here within a day or two. We’ve just got to get the air freight organised and then we can get back to what we were doing 4½ years ago,