Group 1 - The core issue is that the global trade system is under significant stress due to unilateral actions by the United States, particularly through increased tariffs, which have not had the intended suppressive effect on other countries [1][5] - Southeast Asia, particularly Cambodia, has seen a dramatic increase in exports to the U.S., with garment exports doubling, indicating a shift in trade dynamics as countries adapt to new tariffs [1][5] - The U.S. domestic issues, including factory closures and stagnant wages, have fueled public discontent, leading to a political environment that supports aggressive tariff policies [3][5] Group 2 - The World Trade Organization (WTO) has become ineffective in managing the trade disputes arising from U.S. tariff policies, as it lacks the authority to enforce rules against the largest economy [7][9] - Despite the turmoil caused by U.S. tariffs, global markets have not collapsed; Asian countries continue to leverage their export advantages, and companies are finding new opportunities within the adjusted supply chains [11][13] - The future of global trade may not revert to complete openness but will likely evolve into a system that balances national interests with the need for continued international trade, suggesting a shift towards new rules of engagement [13]
美国对世贸说再见?亚洲出口逆势爆发,关税乱局引发全球大洗牌
Sou Hu Cai Jing·2026-01-11 09:56