The Inversion Investor

The Inversion Investor

Funny Trade Deal

Peter Pham's avatar
Peter Pham
Jul 03, 2025
∙ Paid

This deal with Vietnam is amusing. 

Look at the thumbnail - mostly motorbikes and their local EVs. 

No one is driving around in a Ford. This is why the idea of US autos going to the market is wishful thinking. 

Some Euro auto makers like Mercedes assemble theirs to bypass some tariffs in exchange for FDI. Is that what the US auto makers going to do? 

The PM…

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