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Tariffs, Smugglers, and Lawyers | New Asia Podcast Ep. 2
“It might be a slower GDP story, but there's a lot of grit in the Vietnamese economy.” - Rob Medd, Muddy Waters Asia
In the second episode of The New Asia Podcast from Muddy Waters Asia, we’re reporting to you from Mumbai, India. But don’t worry - all eyes are still on Vietnam.
Host Carson Block checks in with Rob Medd to unpack what’s really going on as Vietnam faces rising tariff threats and shifting global supply chains. While the headlines scream 46% tariffs, Rob explains why that number isn't likely to materialize, and how Vietnam’s government is responding behind the scenes.
We dig into:
To learn more about Muddy Waters Asia, please visit MuddyWatersAsia.com, follow us on X at @MuddyWatersAsia and subscribe to the Muddy Waters Asia email newsletter.
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By Muddy Waters Asia“It might be a slower GDP story, but there's a lot of grit in the Vietnamese economy.” - Rob Medd, Muddy Waters Asia
In the second episode of The New Asia Podcast from Muddy Waters Asia, we’re reporting to you from Mumbai, India. But don’t worry - all eyes are still on Vietnam.
Host Carson Block checks in with Rob Medd to unpack what’s really going on as Vietnam faces rising tariff threats and shifting global supply chains. While the headlines scream 46% tariffs, Rob explains why that number isn't likely to materialize, and how Vietnam’s government is responding behind the scenes.
We dig into:
To learn more about Muddy Waters Asia, please visit MuddyWatersAsia.com, follow us on X at @MuddyWatersAsia and subscribe to the Muddy Waters Asia email newsletter.