The Inversion Investor

The Inversion Investor

Short Asia Now!

Peter Pham's avatar
Peter Pham
Jul 07, 2025
∙ Paid

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 …

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