Short Asia Now!

When you see the headlines about these traiffs, most of these countries should lose at least 20–40% of their trade surplus from the U.S. Each should have been imposed higher rates on Chinese transshipments, like Malaysia. I guess that’s where the BRIC’s line of 10% could work.

This signals that these governments need a new business model—one that isn't solely dependent on an export-driven economy.

Only when that question is answered should you consider going long.