Trump kicked off with a heavy tariff on china goods. What next?
$NIO Inc (NIO.US)$ Easy money for Bear while bull work hard....Best of all zero profit for 10 Yr or maybe 14 Yr? Trump; the killer of China economy? let us wait and see.
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73162089 : Trump can do nothing in his last 4 year term, like he did nothing good on his first 4 term! He only makes China much stronger!
Dragon Fish : Nio no need to do anything in the US market just concentrate on the China market first also not a bad thing. Next 10 years the Nio will survive or not you 10 years later come back here post what you have posted today. No need to MHP so early now.
SKYWalkers : it's 35% tariff first, slowing add up, then the following:
forex war, weapons war, reinvestigation of Wuhan Pneumonia, soft power war, information war, space war, turning Putin and Kim against CCP, it's all part of Cold War 2.0, all happening together.
Dragon Fish SKYWalkers : Really?
沉思的张飞 SKYWalkers : Really?Good prediction~
SKYWalkers 沉思的张飞 : it's not a prediction, it's all written or spoken by Trump and the incoming cabinet hawks
Lewis TEG OP : doomsday coming next 4 years of comedy and fun!
沉思的张飞 SKYWalkers : So in your projection of future world, what the world will be look like in next four years? China & USA will enter into conflicts and hot war in some where ?
SKYWalkers 沉思的张飞 : China goes thru a 30 years down economy, similar to Japan's lost 30 years, but worse, because China's capital control is out of whack, from 2020 to 2050.
Cold War 2.0 started in 2018 when CCP didn't fulfil their signed agreement with Trump, and trade tariffs were imposed.
Decoupling from China already started in 2012 due to rising costs, that is, labour, manufacturing and shipping cost combined is not much cheaper than producing in USA, but majority stayed due to capex already sunk in, and the business pattern already well established.
COVID lock down, particularly Shanghai port, woke the manufacturers up to the reality that CCP cannot be relied on to keep businesses running, businesses start to pack to move out, while looking for a +1 location to site their business.
I don't know what the English for 國安法, internal security act, or patriot/spy act, was the final nail in the coffin for foreign companies in China that made it impossible to do business in China.
The above is the background.
In Trump's term, and at least 4 more years after Trump's term, where he is setting up his team to take over him and carry on the same Trump Agenda: To Destroy CCP, so that is 2025 to 2028, even if Republican don't win the next Presidency, the momentum and positions would be in place for a Democrat President to continue the same Trump policies, just like how Biden continued Trump's momentum, although he did it very weakly.
So that's minimum next 8 years of full scale Cold War 2.0 confrontation in all areas.
What else do you need to know?