The China-Global South Podcast China and the New World Trade War
Apr 8, 2025
Kyle Chan, a postdoctoral researcher at Princeton and author of the High Capacity Substack, dives deep into the current trade war landscape. He highlights the significant impact of escalating U.S. tariffs on developing countries, particularly in Southeast Asia. Chan discusses how China is adapting by relocating manufacturing to the Global South. The conversation also explores intricate U.S.-China semiconductor dynamics and evolving trade practices, emphasizing the shift from mere economic competition to considerations of fair trade and its broader implications for global markets.
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Episode notes
China's Response to Tariffs
- China can benefit from letting U.S. actions unfold.
- These actions erode American credibility and trust in trade.
China's Trade War Toolkit
- China has been developing a toolkit to handle trade wars.
- This includes reconfiguring supply chains and focusing on future industries.
China's Agricultural Diversification
- China has diversified its agricultural imports.
- This reduces its reliance on U.S. products like soybeans.