Sharp China with Bill Bishop The Tariff Tit-for-Tat Begins; The PRC and the Panama Canal; Apple and Google in China; DeepSeek One Week Later
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Feb 6, 2025 Tariffs on Chinese goods spark a complex trade confrontation, intertwining with the fentanyl crisis's global implications. The conversation shifts to China’s investments in the strategically vital Panama Canal, highlighting its influence in Latin America. Meanwhile, Google and Apple find themselves under scrutiny from Chinese regulators, raising questions about competition and market dynamics. Finally, the hosts throw in some lighthearted Super Bowl predictions, blending serious analysis with playful banter.
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Fentanyl Trade
- The PRC's fentanyl trade contribution harms U.S. society.
- The PRC could do more to combat it but blames U.S. demand.
China's Tariff Response
- China's restrained response to U.S. tariffs includes varied measures like tariffs on U.S. goods and export controls.
- These responses are a warning, demonstrating China's expanded toolkit since 2017.
End of De Minimis
- The de minimis exception, abused by companies like Temu and Shein, is ending.
- This impacts e-commerce, potentially hindering these companies reliant on duty-free imports.