These Companies Are Getting Crushed Due To Their Vietnam Exposure
This article is so good
it's for premium members only.
Does that sound like you?
PREMIUM
ONLY $30/MONTH
BILLED ANNUALLY OR $35 MONTHLY
All BASIC features, plus:
- Premium Articles: Dive into subscriber-only content, market analysis, and insights that keep you ahead of the game.
- Access to our Private X Account, The Market Ear analysis, and Newsquawk
- Ad-Free Experience: Enjoy an uninterrupted browsing experience.
PROFESSIONAL
ONLY $125/MONTH
BILLED ANNUALLY OR $150 MONTHLY
All PREMIUM features, plus:
- Research Catalog: Access to our constantly updated research database, via a private Dropbox account (including hedge fund letters, research reports and analyses from all the top Wall Street banks)
There was widespread shock yesterday when Trump unveiled his reciprocal tariffs (which as we learned were not actually "reciprocal", but more accurately punitive Ricardian retribution sentences), but few were as surprised as exporting powerhouse - and the country China has been using for the past decade to circumvent Trump tariffs - Vietnam, which got slapped with a whopping 46% reciprocal tariff...
... the result of what we now know is simply the ratio of Vietnam's bilateral trade deficit divided by US imports from the country (for two discussions on this simplistic assessment of the Vietnam tariff read this and this).