With U.S. tariffs rising, experts warn that ASEAN countries may see an uptick in Chinese exports, potentially leading to job losses in local factories. Some ASEAN nations have already prohibited Chinese apps like TEMU and SHEIN and revised their anti-dumping laws due to increasing pressure on domestic industries.
Conversely, U.S. tariffs on ASEAN exports are tightening the screws on producers. Industries such as solar panel manufacturing in Malaysia have been significantly impacted, struggling under the weight of these tariffs. As both the U.S. and China engage in a growing tariff war, ASEAN economies find themselves on the frontline. In this documentary, policymakers and experts explore potential solutions and discuss how ASEAN can navigate these challenging times.
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Video Chapters:
00:00 Introduction
01:57 China’s export rise amidst U.S. tariffs
06:09 China’s unmatched technological strength
08:40 Upcoming surge in China-ASEAN exports
10:24 China’s global trade surplus
13:51 Impact of U.S. tariffs on Malaysia
16:54 Is China using Malaysia for transshipment?
19:03 The U.S.-ASEAN trade deficit challenge
20:53 Decline of Thailand’s auto sector
24:51 Japanese factory closures; Chinese factory openings
29:23 Effects of Chinese EVs in Indonesia
34:12 China-ASEAN foreign direct investment trends
35:56 ASEAN squeezed by superpowers
42:08 ASEAN strategies for negotiating with Trump
44:32 Prospects for ASEAN growth in 2025
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