China Manufacturing Decoded

Tariffs, Tactics, and Trade Shocks: Breaking Down Trump's ‘Liberation Day’ Policy Blitz (BONUS)

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Donald Trump just dropped a major bombshell on global trade—again. In this emergency bonus episode, Renaud breaks down the April 2nd "Liberation Day" announcement and how his new sweeping tariff strategy could shake up global sourcing, hit key allies, and complicate the China manufacturing equation even further.

 

Show Sections
  • [00:00] Introduction & Overview​
  • [01:00] The April 2nd Announcement Breakdown​
  • [04:10] China's Tariff Reset and Its Uncertain Future​
  • [06:00] Emerging Asian Hubs Under Pressure​
  • [08:00] Legal and WTO Considerations​
  • [10:00] Importers' Reactions and Strategic Planning​
  • [13:00] Impact on Chinese Manufacturers​
  • [17:00] Nearshoring and the Mexico Loophole​
  • [21:00] India's Position in Global Sourcing​
  • [25:00] Strategic Takeaways and Future Outlook

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    Related content...
    • What is 'Liberation Day'? Donald Trump promises reciprocal tariffs on April 2
    • See the full list of reciprocal tariffs by country from Trump's "Liberation Day" chart
    • World reacts to Trump's sweeping 'liberation day' tariffs [Video]

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