[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Trinhnomics Trinh Trinh posts on X about china, tariffs, countries, gdp the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours. ### Engagements: XXXXXXX [#](/creator/twitter::1285248175/interactions)  - X Week XXXXXXX +40% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXXX +81% ### Mentions: XX [#](/creator/twitter::1285248175/posts_active)  - X Week XX +35% - X Month XX -XX% - X Months XXX -XXXX% - X Year XXX +53% ### Followers: XXXXXXX [#](/creator/twitter::1285248175/followers)  - X Week XXXXXXX +0.09% - X Month XXXXXXX +0.65% - X Months XXXXXXX +6.10% - X Year XXXXXXX +19% ### CreatorRank: XXXXXX [#](/creator/twitter::1285248175/influencer_rank)  ### Social Influence [#](/creator/twitter::1285248175/influence) --- **Social category influence** [finance](/list/finance) #2506 [countries](/list/countries) #7029 [travel destinations](/list/travel-destinations) XXXXX% [currencies](/list/currencies) #2396 [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [china](/topic/china) #488, [tariffs](/topic/tariffs) #211, [countries](/topic/countries) #396, [gdp](/topic/gdp) #129, [hong kong](/topic/hong-kong) #383, [india](/topic/india) #3886, [indonesia](/topic/indonesia) #2245, [live from](/topic/live-from) #845, [money](/topic/money) #4392, [malaysia](/topic/malaysia) #841 **Top accounts mentioned or mentioned by** [@minotauronlucy](/creator/undefined) [@adolfjinping](/creator/undefined) [@joumannatv](/creator/undefined) [@peihwaho](/creator/undefined) [@bbgoriginals](/creator/undefined) [@natixis](/creator/undefined) [@kanth_mayur](/creator/undefined) [@natixisresearch](/creator/undefined) [@wsj](/creator/undefined) [@godlytrident](/creator/undefined) [@bobgonzalebob](/creator/undefined) [@thomas_loiacono](/creator/undefined) [@peresuslog](/creator/undefined) [@vigneshb94](/creator/undefined) [@fhcluk](/creator/undefined) [@sreemoytalukdar](/creator/undefined) [@shukla_neha](/creator/undefined) [@ankur_tiwari2](/creator/undefined) [@iashsethi](/creator/undefined) [@anurshukla](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1285248175/posts) --- Top posts by engagements in the last XX hours "So Trump gamble over Argentina is vindicated by Milei's party winning bigly. The crazy thing about a high risk strategy is well the reward is also high. What's the reward for Trump team in this Well Argentina being pro US vs China for one" [X Link](https://x.com/Trinhnomics/status/1982707212490530842) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T07:13Z 101.7K followers, 77.6K engagements "Our CNBC interview (live from @trinhnomics desk in Hong Kong) on India economic outlook and trade prospects:" [X Link](https://x.com/Trinhnomics/status/1980160970153689480) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-20T06:35Z 101.7K followers, 61.3K engagements "@AdolfJinping How They prolly made money on that bailout no" [X Link](https://x.com/Trinhnomics/status/1982710373628403987) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T07:26Z 101.7K followers, 4830 engagements "At the peak they had 9trn USD and since they started allowing US Treasury to roll off or say when US Treasury matures they just let it mature and don't buy additional. We are now at USD6.6trn so still plenty of money. So before March 2025 meeting they allowed the cap of 25bn of UST to mature. But after March 2025 they LOWERED IT TO 5BN. So basically QT was ending already so when people speculate the END OF QT we are not really talking about massive changes here" [X Link](https://x.com/Trinhnomics/status/1982713820691755464) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T07:39Z 101.7K followers, 2811 engagements "What's happening in Malaysia so far First it's the ASEAN Summit and it's good that Trump is visiting to shore up US support/presence in the region. The region is wearied of Trump tariffs but know that the US is a big market if not biggest export market for many and most Southeast Asian countries got 19%-20% tariff w/ a lot of exemptions (although levels of sectoral tariff also high). Trump signing deals with Cambodia Malaysia talked about deals with Vietnam Thailand all point to Southeast Asia being key to the US in supply chain diversification especially pertaining to upcoming Xi-Trump" [X Link](https://x.com/Trinhnomics/status/1982715423801184414) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T07:46Z 101.7K followers, 3193 engagements "Tonight Trump flies to Japan and Takaichi from being questioned for being to cobble together enough support to now having very high support shows that this is an important meeting. Trump has always found Japan to be a much more reliable and loyal ally than say the EU especially under Abe. So he will find his meetings with Takaichi also much more comfortable than the upcoming Korea meetings" [X Link](https://x.com/Trinhnomics/status/1982717184234443211) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T07:53Z 101.7K followers, 8762 engagements "Finally the highly anticipated Trump Xi meeting & the "win-win" deal. Well first they don't trust each other so there's only so much winning. China will likely not halt rare-earth but won't export a lot so countries can't hoard (should have hoarded). They found their leverage and they are not letting that go. So the US and China are decoupling & both are managing it to "buy time". To do what One may ask. Either way it points to the fact that Trump went to KL Malaysia and ASEAN + Japan + South Korea shows he wants to shore up support before the show-down which will be communicated as a" [X Link](https://x.com/Trinhnomics/status/1982719744588554428) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T08:03Z 101.7K followers, 5831 engagements "Cheap. Rare earth is dirt cheap. And also polluting" [X Link](https://x.com/Trinhnomics/status/1977584886648312115) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-13T03:59Z 101.7K followers, 110.3K engagements "US China tensions are no longer contained but spreading to allies. China is placing limits - forbidding any individual or entity from doing business with five US entities of South Korea's Hanwha Ocean Co following China levying fees on American ships docking at its ports starting today" [X Link](https://x.com/Trinhnomics/status/1977986875169366273) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-14T06:36Z 101.7K followers, 115.5K engagements "@peihwaho A lot of the mainlanders in Hong Kong are survivors of that" [X Link](https://x.com/Trinhnomics/status/1981551293736108035) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-24T02:40Z 101.7K followers, XX engagements "Look mommy is on TV boys Why Vietnam Had to Make a Deal With Trump @Trinhnomics @bbgoriginals @natixis @NatixisResearch" [X Link](https://x.com/Trinhnomics/status/1943510905616240989) [@Trinhnomics](/creator/x/Trinhnomics) 2025-07-11T03:21Z 101.7K followers, 11.4K engagements "Why Vietnam Had to Make a Deal: This @bbgoriginals documentary interview is filmed at @natixis Hong Kong office .Thank you Lucia Wei He for the great producing of it. Vietnam is the most trade exposed country in Asia exports are XX% of GDP and US shipment made up a staggering XX% of GDP in 2024.Vietnamese exports to the US are not just by Vietnamese firms but also are foreign direct investments in Vietnam. Thus the prohibitive level would not only impact Vietnams export market but also domestic demand. What does this mean for Vietnam Other than the China truce it is the second country to" [X Link](https://x.com/Trinhnomics/status/1943521892998262828) [@Trinhnomics](/creator/x/Trinhnomics) 2025-07-11T04:05Z 101.7K followers, 49.9K engagements "Indonesia free lunch is the MOST EXPENSIVE IN THE WORLD as a share of GDP (1.5%) and SECOND most expensive in USD terms (USD21bn) only behind the US. It is FOUR TIMES more expensive than China's. Btw did you know that it is XX% of the ENTIRE EDUCATION BUDGET that includes EVERYTHING. Now what do you think is the return on investment for this program vs say tertiary education or anything Finally what about breakfast and dinner Just kidding" [X Link](https://x.com/Trinhnomics/status/1965351793472496050) [@Trinhnomics](/creator/x/Trinhnomics) 2025-09-09T09:49Z 101.7K followers, 773.8K engagements "Here we go: and I stick to my thesis: Indias Future is More Trade: Tariffs Will Need to Go Down but For Now More Fiscal and Monetary Support" [X Link](https://x.com/Trinhnomics/status/1965604999486210229) [@Trinhnomics](/creator/x/Trinhnomics) 2025-09-10T02:35Z 101.7K followers, 63K engagements "According to Bloomberg: India and the US are nearing a trade deal that could lower tariffs on Indian exports to 15%16% from about XX% Yep I argue that the future of India is more trade rather than less & particularly where that trade will grow will be with the West vs China and Russia. Why China is exporting deflation abroad so hard to sell. India is more of a buyer. Same with Russia India is more of a buyer than seller in this relationship" [X Link](https://x.com/Trinhnomics/status/1980818101899084257) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-22T02:06Z 101.7K followers, 59.3K engagements "Here is our note on why we argue that India's future is more trade vs less even with XX% tariff and why tariff rate must fall" [X Link](https://x.com/Trinhnomics/status/1980818557291360739) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-22T02:08Z 101.7K followers, 5237 engagements ""The new approach is rooted in a core belief in Beijing: that Trump is fundamentally transactional not ideological. Policymakers believe they can use Trumps zest for a deal to neutralize the China hawks in his administration." But Trump is a trade hawk. He has had the same view since the 1980s no matter what the "experts" have said. He is ideological in this point of view. He sees manufacturing as key to economic strength the same as Xi actually" [X Link](https://x.com/Trinhnomics/status/1981552888662151176) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-24T02:46Z 101.7K followers, 81.6K engagements "Okay it's Monday. Let's talk about the heavy central banks and geopolitics week. First central banks and by that I mean the Fed. The -25bps cut is baked in so markets expect we will get the upper bound to X% by end of the week. Okay but what else is there There is quantitative tightening. What is that you ask" [X Link](https://x.com/Trinhnomics/status/1982711839525126235) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T07:31Z 101.7K followers, 14.1K engagements "Here we go: Indonesia Finance Minister is removed and is replaced with Purbaya Yudhi Sadewa who is head of Indonesias Deposit Insurance Corporation. The key question for markets is whether Prabowo can have his cake and eat it too. To afford the lunch program she had to make the difficult decision of cutting expenditure very aggressively to maintain fiscal sustainability and also the -X% of GDP fiscal limit. The issue is how is the new Finance Minister going to afford the XXX% of GDP lunch program and at the same time raise spending for sectors such as defense without punching a larger hole in" [X Link](https://x.com/Trinhnomics/status/1964984623450243524) [@Trinhnomics](/creator/x/Trinhnomics) 2025-09-08T09:30Z 101.7K followers, 932.2K engagements "Did you know that Vietnam's Q3 GDP grew 8.2%YoY and Q2 was X% It is one of the few countries in Asia where manufacturing share of GDP is rising even as Chinese imports flood the market. Why In contrast to other countries that are stuck in political paralysis Vietnam has moved very swiftly to secure lower tariffs and reform its economy to increase productivity and competitiveness @Trinhnomics a senior economist at Natixis SA said. This has allowed Vietnam to emerge as a winner under Trump XXX despite high tariffs because its favored as a foreign direct investment destination for those wanting" [X Link](https://x.com/Trinhnomics/status/1978337289463103666) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-15T05:49Z 101.7K followers, 105.9K engagements "Malaysia GDP accelerated to 5.2%YoY in Q3. This marks a third Southeast Asian country with stronger-than-expected growth (Singapore and Vietnam also both had great growth). Malaysia Vietnam Singapore are all coming out as winners of trade-war vs countries stuck in political paralysis and populism (Indonesia Thailand and the Philippines)" [X Link](https://x.com/Trinhnomics/status/1979035462103896284) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-17T04:03Z 101.7K followers, 33.7K engagements "Anyway since March 2025 they also allow max USD35bn of MBS maturing and they REINVEST it into UST. So many expect that to continue if they announce end of QT so essentially we have composition of the Fed to be skewed towards more UST in the future w/ MBS reduced. Anyway long story short we are looking at rate cuts (-25bps) & an announcement of end of QT but not a big game changer but delta is supportive of UST. BOJ and ECB on hold. And of course we are looking at Trump in Malaysia flying to Japan and then eventually South Korea for APEC" [X Link](https://x.com/Trinhnomics/status/1982714756650926281) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T07:43Z 101.7K followers, 2812 engagements "For most Southeast Asian countries and I mean looking through the Vietnam lense the XX% is not seen as a lose but a win anyway because while there are plenty of conditions for that like XX% rerouting and purchases and agri and industrial opening Vietnam continues to gain in getting supply chain diversification and exports and growth continue to grow. Why do the Southeast Asians agree to these terms or even welcome Trump Simple diversification out of US dominated demand is hard. China is having PPI deflation and CPI deflation and exports are rising but imports contracting. So even with 19-20%" [X Link](https://x.com/Trinhnomics/status/1982716049029296263) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T07:48Z 101.7K followers, 16.2K engagements "Modi obviously skipping this meeting and so question is what is the status of US-India trade deal. I think the XX% Russian oil tariff can go down always my view. Why did Modi skip No idea. But the fact that India is not participating in this regional meeting even if it's ASEAN shows that it needs to step up its game in integrating in trade and investment with the region" [X Link](https://x.com/Trinhnomics/status/1982716800623354050) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T07:51Z 101.7K followers, 14.6K engagements "No it doesn't shrug off tariffs. Tariffs are being absorbed by exporters importers and finally the final consumer. Because it is being split and in the final analysis the importers MAY NOT pass that on to GAIN MARKET SHARE (think Walmart) then the consumer hasn't YET FELT the pass-through of tariffs & that means they are not seeing erosion in purchasing power yet. But tariffs are being collected. Finally as ASEAN countries face 19-20% tariff and consider that if exporters take 1/3 hit and importers taking 2/3 hit (1/3 they plan to pass on to consumers eventually but some have not yet) then" [X Link](https://x.com/Trinhnomics/status/1982721867178721601) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T08:11Z 101.7K followers, 15.8K engagements "South Korea GDP in Q3 accelerated to 1.7%YoY vs XXX% in Q2 and this is a huge turnaround not just a year of tariff and tensions but also vs 2024 where the country vomited on martial law and political instability. Here we are with exports pushing growth up thanks to chips (and ships) even as auto face XX% tariff. And supplementary budgets have helped push domestic demand. More importantly the fact that they got stable politics and President Lee is much more market friendly than feared as well as loose fiscal policy and a push to succeed in AI chips have helped. The Kospi is up XX% this year" [X Link](https://x.com/Trinhnomics/status/1982959390589366278) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-27T23:55Z 101.7K followers, 2500 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Trinhnomics Trinh
Trinh posts on X about china, tariffs, countries, gdp the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXX +40%
- X Month XXXXXXX -XX%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +81%
Mentions: XX #
- X Week XX +35%
- X Month XX -XX%
- X Months XXX -XXXX%
- X Year XXX +53%
Followers: XXXXXXX #
- X Week XXXXXXX +0.09%
- X Month XXXXXXX +0.65%
- X Months XXXXXXX +6.10%
- X Year XXXXXXX +19%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance #2506 countries #7029 travel destinations XXXXX% currencies #2396 social networks XXXX% technology brands XXXX% stocks XXXX%
Social topic influence china #488, tariffs #211, countries #396, gdp #129, hong kong #383, india #3886, indonesia #2245, live from #845, money #4392, malaysia #841
Top accounts mentioned or mentioned by @minotauronlucy @adolfjinping @joumannatv @peihwaho @bbgoriginals @natixis @kanth_mayur @natixisresearch @wsj @godlytrident @bobgonzalebob @thomas_loiacono @peresuslog @vigneshb94 @fhcluk @sreemoytalukdar @shukla_neha @ankur_tiwari2 @iashsethi @anurshukla
Top Social Posts #
Top posts by engagements in the last XX hours
"So Trump gamble over Argentina is vindicated by Milei's party winning bigly. The crazy thing about a high risk strategy is well the reward is also high. What's the reward for Trump team in this Well Argentina being pro US vs China for one"
X Link @Trinhnomics 2025-10-27T07:13Z 101.7K followers, 77.6K engagements
"Our CNBC interview (live from @trinhnomics desk in Hong Kong) on India economic outlook and trade prospects:"
X Link @Trinhnomics 2025-10-20T06:35Z 101.7K followers, 61.3K engagements
"@AdolfJinping How They prolly made money on that bailout no"
X Link @Trinhnomics 2025-10-27T07:26Z 101.7K followers, 4830 engagements
"At the peak they had 9trn USD and since they started allowing US Treasury to roll off or say when US Treasury matures they just let it mature and don't buy additional. We are now at USD6.6trn so still plenty of money. So before March 2025 meeting they allowed the cap of 25bn of UST to mature. But after March 2025 they LOWERED IT TO 5BN. So basically QT was ending already so when people speculate the END OF QT we are not really talking about massive changes here"
X Link @Trinhnomics 2025-10-27T07:39Z 101.7K followers, 2811 engagements
"What's happening in Malaysia so far First it's the ASEAN Summit and it's good that Trump is visiting to shore up US support/presence in the region. The region is wearied of Trump tariffs but know that the US is a big market if not biggest export market for many and most Southeast Asian countries got 19%-20% tariff w/ a lot of exemptions (although levels of sectoral tariff also high). Trump signing deals with Cambodia Malaysia talked about deals with Vietnam Thailand all point to Southeast Asia being key to the US in supply chain diversification especially pertaining to upcoming Xi-Trump"
X Link @Trinhnomics 2025-10-27T07:46Z 101.7K followers, 3193 engagements
"Tonight Trump flies to Japan and Takaichi from being questioned for being to cobble together enough support to now having very high support shows that this is an important meeting. Trump has always found Japan to be a much more reliable and loyal ally than say the EU especially under Abe. So he will find his meetings with Takaichi also much more comfortable than the upcoming Korea meetings"
X Link @Trinhnomics 2025-10-27T07:53Z 101.7K followers, 8762 engagements
"Finally the highly anticipated Trump Xi meeting & the "win-win" deal. Well first they don't trust each other so there's only so much winning. China will likely not halt rare-earth but won't export a lot so countries can't hoard (should have hoarded). They found their leverage and they are not letting that go. So the US and China are decoupling & both are managing it to "buy time". To do what One may ask. Either way it points to the fact that Trump went to KL Malaysia and ASEAN + Japan + South Korea shows he wants to shore up support before the show-down which will be communicated as a"
X Link @Trinhnomics 2025-10-27T08:03Z 101.7K followers, 5831 engagements
"Cheap. Rare earth is dirt cheap. And also polluting"
X Link @Trinhnomics 2025-10-13T03:59Z 101.7K followers, 110.3K engagements
"US China tensions are no longer contained but spreading to allies. China is placing limits - forbidding any individual or entity from doing business with five US entities of South Korea's Hanwha Ocean Co following China levying fees on American ships docking at its ports starting today"
X Link @Trinhnomics 2025-10-14T06:36Z 101.7K followers, 115.5K engagements
"@peihwaho A lot of the mainlanders in Hong Kong are survivors of that"
X Link @Trinhnomics 2025-10-24T02:40Z 101.7K followers, XX engagements
"Look mommy is on TV boys Why Vietnam Had to Make a Deal With Trump @Trinhnomics @bbgoriginals @natixis @NatixisResearch"
X Link @Trinhnomics 2025-07-11T03:21Z 101.7K followers, 11.4K engagements
"Why Vietnam Had to Make a Deal: This @bbgoriginals documentary interview is filmed at @natixis Hong Kong office .Thank you Lucia Wei He for the great producing of it. Vietnam is the most trade exposed country in Asia exports are XX% of GDP and US shipment made up a staggering XX% of GDP in 2024.Vietnamese exports to the US are not just by Vietnamese firms but also are foreign direct investments in Vietnam. Thus the prohibitive level would not only impact Vietnams export market but also domestic demand. What does this mean for Vietnam Other than the China truce it is the second country to"
X Link @Trinhnomics 2025-07-11T04:05Z 101.7K followers, 49.9K engagements
"Indonesia free lunch is the MOST EXPENSIVE IN THE WORLD as a share of GDP (1.5%) and SECOND most expensive in USD terms (USD21bn) only behind the US. It is FOUR TIMES more expensive than China's. Btw did you know that it is XX% of the ENTIRE EDUCATION BUDGET that includes EVERYTHING. Now what do you think is the return on investment for this program vs say tertiary education or anything Finally what about breakfast and dinner Just kidding"
X Link @Trinhnomics 2025-09-09T09:49Z 101.7K followers, 773.8K engagements
"Here we go: and I stick to my thesis: Indias Future is More Trade: Tariffs Will Need to Go Down but For Now More Fiscal and Monetary Support"
X Link @Trinhnomics 2025-09-10T02:35Z 101.7K followers, 63K engagements
"According to Bloomberg: India and the US are nearing a trade deal that could lower tariffs on Indian exports to 15%16% from about XX% Yep I argue that the future of India is more trade rather than less & particularly where that trade will grow will be with the West vs China and Russia. Why China is exporting deflation abroad so hard to sell. India is more of a buyer. Same with Russia India is more of a buyer than seller in this relationship"
X Link @Trinhnomics 2025-10-22T02:06Z 101.7K followers, 59.3K engagements
"Here is our note on why we argue that India's future is more trade vs less even with XX% tariff and why tariff rate must fall"
X Link @Trinhnomics 2025-10-22T02:08Z 101.7K followers, 5237 engagements
""The new approach is rooted in a core belief in Beijing: that Trump is fundamentally transactional not ideological. Policymakers believe they can use Trumps zest for a deal to neutralize the China hawks in his administration." But Trump is a trade hawk. He has had the same view since the 1980s no matter what the "experts" have said. He is ideological in this point of view. He sees manufacturing as key to economic strength the same as Xi actually"
X Link @Trinhnomics 2025-10-24T02:46Z 101.7K followers, 81.6K engagements
"Okay it's Monday. Let's talk about the heavy central banks and geopolitics week. First central banks and by that I mean the Fed. The -25bps cut is baked in so markets expect we will get the upper bound to X% by end of the week. Okay but what else is there There is quantitative tightening. What is that you ask"
X Link @Trinhnomics 2025-10-27T07:31Z 101.7K followers, 14.1K engagements
"Here we go: Indonesia Finance Minister is removed and is replaced with Purbaya Yudhi Sadewa who is head of Indonesias Deposit Insurance Corporation. The key question for markets is whether Prabowo can have his cake and eat it too. To afford the lunch program she had to make the difficult decision of cutting expenditure very aggressively to maintain fiscal sustainability and also the -X% of GDP fiscal limit. The issue is how is the new Finance Minister going to afford the XXX% of GDP lunch program and at the same time raise spending for sectors such as defense without punching a larger hole in"
X Link @Trinhnomics 2025-09-08T09:30Z 101.7K followers, 932.2K engagements
"Did you know that Vietnam's Q3 GDP grew 8.2%YoY and Q2 was X% It is one of the few countries in Asia where manufacturing share of GDP is rising even as Chinese imports flood the market. Why In contrast to other countries that are stuck in political paralysis Vietnam has moved very swiftly to secure lower tariffs and reform its economy to increase productivity and competitiveness @Trinhnomics a senior economist at Natixis SA said. This has allowed Vietnam to emerge as a winner under Trump XXX despite high tariffs because its favored as a foreign direct investment destination for those wanting"
X Link @Trinhnomics 2025-10-15T05:49Z 101.7K followers, 105.9K engagements
"Malaysia GDP accelerated to 5.2%YoY in Q3. This marks a third Southeast Asian country with stronger-than-expected growth (Singapore and Vietnam also both had great growth). Malaysia Vietnam Singapore are all coming out as winners of trade-war vs countries stuck in political paralysis and populism (Indonesia Thailand and the Philippines)"
X Link @Trinhnomics 2025-10-17T04:03Z 101.7K followers, 33.7K engagements
"Anyway since March 2025 they also allow max USD35bn of MBS maturing and they REINVEST it into UST. So many expect that to continue if they announce end of QT so essentially we have composition of the Fed to be skewed towards more UST in the future w/ MBS reduced. Anyway long story short we are looking at rate cuts (-25bps) & an announcement of end of QT but not a big game changer but delta is supportive of UST. BOJ and ECB on hold. And of course we are looking at Trump in Malaysia flying to Japan and then eventually South Korea for APEC"
X Link @Trinhnomics 2025-10-27T07:43Z 101.7K followers, 2812 engagements
"For most Southeast Asian countries and I mean looking through the Vietnam lense the XX% is not seen as a lose but a win anyway because while there are plenty of conditions for that like XX% rerouting and purchases and agri and industrial opening Vietnam continues to gain in getting supply chain diversification and exports and growth continue to grow. Why do the Southeast Asians agree to these terms or even welcome Trump Simple diversification out of US dominated demand is hard. China is having PPI deflation and CPI deflation and exports are rising but imports contracting. So even with 19-20%"
X Link @Trinhnomics 2025-10-27T07:48Z 101.7K followers, 16.2K engagements
"Modi obviously skipping this meeting and so question is what is the status of US-India trade deal. I think the XX% Russian oil tariff can go down always my view. Why did Modi skip No idea. But the fact that India is not participating in this regional meeting even if it's ASEAN shows that it needs to step up its game in integrating in trade and investment with the region"
X Link @Trinhnomics 2025-10-27T07:51Z 101.7K followers, 14.6K engagements
"No it doesn't shrug off tariffs. Tariffs are being absorbed by exporters importers and finally the final consumer. Because it is being split and in the final analysis the importers MAY NOT pass that on to GAIN MARKET SHARE (think Walmart) then the consumer hasn't YET FELT the pass-through of tariffs & that means they are not seeing erosion in purchasing power yet. But tariffs are being collected. Finally as ASEAN countries face 19-20% tariff and consider that if exporters take 1/3 hit and importers taking 2/3 hit (1/3 they plan to pass on to consumers eventually but some have not yet) then"
X Link @Trinhnomics 2025-10-27T08:11Z 101.7K followers, 15.8K engagements
"South Korea GDP in Q3 accelerated to 1.7%YoY vs XXX% in Q2 and this is a huge turnaround not just a year of tariff and tensions but also vs 2024 where the country vomited on martial law and political instability. Here we are with exports pushing growth up thanks to chips (and ships) even as auto face XX% tariff. And supplementary budgets have helped push domestic demand. More importantly the fact that they got stable politics and President Lee is much more market friendly than feared as well as loose fiscal policy and a push to succeed in AI chips have helped. The Kospi is up XX% this year"
X Link @Trinhnomics 2025-10-27T23:55Z 101.7K followers, 2500 engagements