Taiwan is set to revise its estimate for growth in 2025, providing the first glimpse of how it expects the economy to perform since the Trump administration imposed a 20% duty on exports to the US https://t.co/a3r4rcgfIs ...

India’s trade deficit widened more-than-expected last month, as inbound shipments rose more than exports https://t.co/4KL2orFPHv ...

A cargo of Indian diesel is heading to China, in what would be first such shipment since 2021, with oil product exports from Russia-linked Nayara Energy in a state of limbo following the latest round of European Union sanctions https://t.co/dUQBqaQhCV ...

Business Impact of Tariffs - Tariffs have reduced the volume of business for Cocona Labs [1] - Uncertainty regarding ultimate pricing due to tariffs is causing customers to delay placing orders [8] - Cocona Labs absorbed a 165% tariff on exports to China, eating 10% of it [9] - China's retaliatory tariff of 145% would have been devastating to Cocona Labs [10] - Increased yarn prices due to tariffs impact the price of finished products [13] - Tariffs lead to higher costs, reduced business, and consumers ultimately paying the price [16] - A 15% to 20% effective tariff is anticipated [17] - Paying a 165% tariff on master batch exports to China, absorbing 10% of it, is unsustainable long term [19] Company Strategy - Cocona Labs is ensuring customers have options by shipping masterbatch to various countries to mitigate tariffs [18] - The company is considering moving some manufacturing to China to reduce reciprocal tariffs [18] - Cocona Labs is willing to eat a portion of the tariff, but not the entire amount [21] - The company values its employees and will take measures to avoid layoffs, including potential pay cuts [23][24] Industry & Economic Perspective - The US textile industry has declined, with employment falling from 15 million to 470000 workers as China became the leading producer [5] - There was a 165% tariff on clothing coming from Vietnam before Trump, with an additional 20% negotiated, resulting in a 365% tariff [15] - Broad brush tariffs are not considered effective; a surgical approach is recommended [26] - Non-tariff barriers in China, such as banking and marketing laws, remain a challenge for US companies [27] - Tariffs are seen as taxing inputs, alienating partners, and enraging those who control external markets, which is not a strategy for rebuilding American manufacturers [29]

#数据 中国7月肥料出口570.4万吨，同比增85%；稀土出口5994.3吨，同比增21%；汽车（包括底盘）出口69.4万辆，同比增26%；集成电路出口318.4亿个，同比增16%。7月大豆进口1166.6万吨，同比增18%；（创7月进口历史纪录）原油进口4720.4万吨，同比增11.5%；铜矿砂及精矿进口256万吨，同比增18%；煤炭进口3560.9万吨，同比降23%。外汇交易员 (@myfxtrader):#数据 根据海关总署数据，按人民币计，中国7月出口同比增8.0%；进口同比增4.8%。贸易顺差收窄至7051亿元（6月为8259.7亿元）。按美元计，中国7月出口同比增7.2%（预期增5.4%）；进口同比增4.1%（预期降1%）。贸易顺差982.4亿美元，预期1050亿美元。 https://t.co/CxFwT2alUM ...

越南数据：7月出口同比增16%至422.7亿美元，高于预期（14.0%）；-大米出口78.2万吨，同比增4.2%-前7月咖啡出口105万吨，同比增6.9%7月进口总额同比增17.8%，高于预期（15.2%）；7月工业生产指数同比升8.5%（6月为10.8%）;7月零售销售同比增9.2%（6月为8.3%）；7月CPI同比增3.19%（6月为3.57%）。 ...

The soaring rate is based on exports of Trump’s favourite metal https://t.co/n3HMcwnb9j ...

Trade Strategy - South Africa intends to diversify its export markets in response to the US imposing 30% tariffs on its goods [1] Tariffs Impact - Washington's imposition of 30% tariffs on South African goods is expected to negatively impact the nation's exports [1]

Top wheat shippers, including Russia, Ukraine and the European Union, got off to a slow start to the new season as exports were curbed by adverse weather and stockpiling by farmers https://t.co/GpM0lRvQ7l ...

New Zealand will push for a reduction in the 15% tariff rate imposed on exports to the US by President Donald Trump https://t.co/Z9VLPshzZF ...