Macro N Cheese Ep 328 - Trade Route China with Carl Zha
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May 17, 2025 Carl Zha, the insightful host of Silk and Steel, shares his expertise on China’s resilience in the face of evolving U.S. policies. He critiques the absurd impact of tariffs on the American economy while illustrating China's strategic adaptability. The conversation highlights the cultural perceptions affecting international narratives and the importance of infrastructure investment in the U.S. They also discuss geopolitical tensions in South Asia, emphasizing the potential for conflict and the need for community support amid global unrest.
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China Preparedly Faces US Pressure
- China sees the US tariffs and sanctions as an attempt to force China to bow to US dominance, specifically Wall Street elites.
- China has been prepared since 2018 to decouple and diversify trade away from the US, trading more with ASEAN now.
Tariffs Can't Rebuild US Manufacturing
- China's manufacturing and infrastructure have been built over 40 years with long-term planning.
- US tariffs alone cannot revive US manufacturing quickly; supply chains are complex and deeply integrated with China.
China's Manufacturing Rise Story
- Carl Zha recalls China's transformation from a third-world economy in the 1980s to a manufacturing giant producing everything domestically.
- Foreign firms in China thrived by joint ventures and tech transfer, not IP theft, benefiting both China and those companies.