[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, india, indonesia, hong kong the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1285248175/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXX -XX% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXXX +81% ### Mentions: XX [#](/creator/twitter::1285248175/posts_active)  - X Week XX +21% - X Month XX -XX% - X Months XXX -XX% - X Year XXX +54% ### Followers: XXXXXXX [#](/creator/twitter::1285248175/followers)  - X Week XXXXXXX +0.11% - X Month XXXXXXX +0.60% - X Months XXXXXXX +6.10% - X Year XXXXXXX +19% ### CreatorRank: XXXXXXX [#](/creator/twitter::1285248175/influencer_rank)  ### Social Influence [#](/creator/twitter::1285248175/influence) --- **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXXX% [travel destinations](/list/travel-destinations) #5259 [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [china](/topic/china) #911, [india](/topic/india) 12.5%, [indonesia](/topic/indonesia) #2510, [hong kong](/topic/hong-kong) #312, [tariffs](/topic/tariffs) #1200, [malaysia](/topic/malaysia) #1573, [japan](/topic/japan) 6.25%, [asia](/topic/asia) #1750, [philippines](/topic/philippines) #2401, [thailand](/topic/thailand) #2400 **Top accounts mentioned or mentioned by** [@natixis](/creator/undefined) [@minotauronlucy](/creator/undefined) [@joumannatv](/creator/undefined) [@kanth_mayur](/creator/undefined) [@phil_hk](/creator/undefined) [@natixisresearch](/creator/undefined) [@iluvxijinping](/creator/undefined) [@bbgoriginals](/creator/undefined) [@peihwaho](/creator/undefined) [@stevehou0](/creator/undefined) [@joequant](/creator/undefined) [@rationaloptimst](/creator/undefined) [@katiadmi](/creator/undefined) [@wsj](/creator/undefined) [@asoka_in](/creator/undefined) [@larryg1107](/creator/undefined) [@theprintindia](/creator/undefined) [@wouterw_vreug](/creator/undefined) [@baniya_lazy](/creator/undefined) [@snowflake_not](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1285248175/posts) --- Top posts by engagements in the last XX hours "China trade surplus in September: #1 EU XXXX #2 USA 22.8bn #3 ASEAN 17.2bn #4 India 10.3bn" [X Link](https://x.com/Trinhnomics/status/1977574845090250860) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-13T03:19Z 101.6K followers, 5318 engagements "Imports by China year-to-date: US -XXXX% so trade relations falling both ways ASEAN -XXX% with imports from Malaysia falling -XX% EU -XXX% with contraction across Italy Germany France etc. India -XXX% and it really doesn't import much (only about XX% of what it exports to India) Australia -XXXX% (downward commodity demand) Where is it growing in imports Japan +5.6% (driven by high-tech) Taiwan +8% (driven by high-tech) South Korea +2.2% (also chips/AI)" [X Link](https://x.com/Trinhnomics/status/1977575819246768475) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-13T03:23Z 101.6K followers, 5178 engagements "Rare earth is in the news again. Of course it is not rare just that you gotta dig deep and then obvs process it. That entire process is polluting costly and the output itself doesn't yield a lot. That's how China has captured the market. It's willing to do polluting working and basically sells more not a lot. But having cornered that market it also sees it as leverage which it has used since 2010 (with Japan). The weaponization of supply chain is what we call it. The free market economics of it makes sense for people to just leave it to China to do rare earth & then focus on the more market" [X Link](https://x.com/Trinhnomics/status/1977649325837885525) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-13T08:15Z 101.7K followers, 64K engagements "So how should a firm or government view rare earth Should you go and pay HIGHER price than what the Chinese rare earths are going for to then secure resilience of supply chain Most say well "Nah." That is a costly move because well others will outcompete you with cheaper Chinese inputs while you go dig and refine your rare-earth magnets. Not an economically worthwhile endeavor. But not everyone has taken that decision. Here is a story of a company that didn't: General Motors" [X Link](https://x.com/Trinhnomics/status/1977649893679444457) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-13T08:17Z 101.7K followers, 3972 engagements "Impact: 5) Near zero not many ships were built in the US or XXX% of shipbuilding 4) Minimal - about XX vessels across all times X to X has very high impact as a US listed firm is also vulnerable. Costs too high to make it profitable so huge disruption to global trade. About 15-25% of global dry bulk could be affected given dominance of US commodity traders & US listed shipping companies. Everyone is likely to reflag to say Singapore and avoid Chinese & American related stuff. Or to put this another way this will lead to de-risking mode and make global shipping inefficient" [X Link](https://x.com/Trinhnomics/status/1977997182629552443) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-14T07:17Z 101.6K followers, 16.2K engagements "Given what China has done with rare-earth elements and of course shipping one can say that China is confident and it now using its bullets which is weaponization of global trade and dominance of supply chain to push Trump team into hard concessions. The issue is that I don't think Trump team is going to concede with what is happening regarding rare-earth and shipping fees. Despite this TACO acronym ascribed to Trump I think he's one of the US presidents that will also play hard ball. And so things are getting very complicated. Buckle up" [X Link](https://x.com/Trinhnomics/status/1978010358125129838) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-14T08:09Z 101.6K followers, 15.9K engagements "Look at manufacturing across Asia and what do you see Its down for India Malaysia the Philippines Thailand Indonesia. But not Vietnam. It's up. The fact of the matter is Vietnam faces a widening trade deficit with China but at the same time it has turned that into an overall trade surplus which means that Vietnam value add has risen over time. And you can see it clearly in its manufacturing share of GDP or global market share. Has been slowly steady climb" [X Link](https://x.com/Trinhnomics/status/1978338100096229566) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-15T05:52Z 101.6K followers, 11.5K engagements "Eric Lu an American won the Chopin competition It happens every five years in Warsaw. In the 1980s a Vietnamese won but only because the communists thought that it would be good for a fellow communist country to win. Just imagine the hours this guy & everyone who competed in this. This competition will catapult his career & super key in the day and age where only the best would make it. Oh btw this competition is just full of Asian people because well classical music is still very much alive in Asia where you can find young people attending concerts here. So that's nice. If you like this go" [X Link](https://x.com/Trinhnomics/status/1980873598345834654) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-22T05:47Z 101.6K followers, 13.6K 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 "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 "Here I summarize the great reporting of the WSJ Jon Emont and Christopher Otts. As you know we have known this issue for a long time & Japan knew about it since 2010. So the Japanese usually have about X year of this stockpile just in case. Not the Americans. The car industry is pretty dependent on rare-earth magnets. GM decided that Covid shocks which left it with semiconductor shortage that it should secure non-Chinese rare earth magnets. This sort of decision takes years to bear fruit so it is one with risks. Why Well your competitors can buy cheaper Chinese rare earth while you are trying" [X Link](https://x.com/Trinhnomics/status/1977650698071183405) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-13T08:20Z 101.7K followers, 3692 engagements "@minotauronlucy You mean the Supreme Court decision on IEEPA on X November" [X Link](https://x.com/Trinhnomics/status/1980820171599253615) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-22T02:15Z 101.7K followers, 1419 engagements "@minotauronlucy Don't worry - I think they must be talking about the Supreme Court decision on Trump's reciprocal and fetannyl tariffs" [X Link](https://x.com/Trinhnomics/status/1980839539846652042) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-22T03:32Z 101.7K followers, XXX engagements "@JoumannaTV Dubai is the place to be then :-)" [X Link](https://x.com/Trinhnomics/status/1980910354625622436) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-22T08:13Z 101.7K followers, XXX 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, 931.4K 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, 773.2K 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, 110.2K 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 "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, 105.6K engagements "Good question. Let me just answer this with below tables. First whatever China lost in market share in exports to the US Vietnam has gained. The best example is in mobile phones. Now is it REROUTING As in just Chinese phones that are then trans-shipped to the US" [X Link](https://x.com/Trinhnomics/status/1978384722498552153) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-15T08:57Z 101.7K followers, 35.8K 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, 33.5K 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, 60K 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, 58.9K 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, 5125 engagements "Good morning what have you read listened watched recently that you think I should attend to Keen to learn from you guys :-) Non-fiction only please" [X Link](https://x.com/Trinhnomics/status/1981187388136444151) [@Trinhnomics](/creator/x/Trinhnomics) 2025-10-23T02:34Z 101.7K followers, 8032 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 ""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, 73.2K 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 TrinhTrinh posts on X about china, india, indonesia, hong kong the most. They currently have XXXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence countries XXXXX% finance XXXXX% travel destinations #5259 currencies XXXX% social networks XXXX% technology brands XXXX%
Social topic influence china #911, india 12.5%, indonesia #2510, hong kong #312, tariffs #1200, malaysia #1573, japan 6.25%, asia #1750, philippines #2401, thailand #2400
Top accounts mentioned or mentioned by @natixis @minotauronlucy @joumannatv @kanth_mayur @phil_hk @natixisresearch @iluvxijinping @bbgoriginals @peihwaho @stevehou0 @joequant @rationaloptimst @katiadmi @wsj @asoka_in @larryg1107 @theprintindia @wouterw_vreug @baniya_lazy @snowflake_not
Top posts by engagements in the last XX hours
"China trade surplus in September: #1 EU XXXX #2 USA 22.8bn #3 ASEAN 17.2bn #4 India 10.3bn"
X Link @Trinhnomics 2025-10-13T03:19Z 101.6K followers, 5318 engagements
"Imports by China year-to-date: US -XXXX% so trade relations falling both ways ASEAN -XXX% with imports from Malaysia falling -XX% EU -XXX% with contraction across Italy Germany France etc. India -XXX% and it really doesn't import much (only about XX% of what it exports to India) Australia -XXXX% (downward commodity demand) Where is it growing in imports Japan +5.6% (driven by high-tech) Taiwan +8% (driven by high-tech) South Korea +2.2% (also chips/AI)"
X Link @Trinhnomics 2025-10-13T03:23Z 101.6K followers, 5178 engagements
"Rare earth is in the news again. Of course it is not rare just that you gotta dig deep and then obvs process it. That entire process is polluting costly and the output itself doesn't yield a lot. That's how China has captured the market. It's willing to do polluting working and basically sells more not a lot. But having cornered that market it also sees it as leverage which it has used since 2010 (with Japan). The weaponization of supply chain is what we call it. The free market economics of it makes sense for people to just leave it to China to do rare earth & then focus on the more market"
X Link @Trinhnomics 2025-10-13T08:15Z 101.7K followers, 64K engagements
"So how should a firm or government view rare earth Should you go and pay HIGHER price than what the Chinese rare earths are going for to then secure resilience of supply chain Most say well "Nah." That is a costly move because well others will outcompete you with cheaper Chinese inputs while you go dig and refine your rare-earth magnets. Not an economically worthwhile endeavor. But not everyone has taken that decision. Here is a story of a company that didn't: General Motors"
X Link @Trinhnomics 2025-10-13T08:17Z 101.7K followers, 3972 engagements
"Impact: 5) Near zero not many ships were built in the US or XXX% of shipbuilding 4) Minimal - about XX vessels across all times X to X has very high impact as a US listed firm is also vulnerable. Costs too high to make it profitable so huge disruption to global trade. About 15-25% of global dry bulk could be affected given dominance of US commodity traders & US listed shipping companies. Everyone is likely to reflag to say Singapore and avoid Chinese & American related stuff. Or to put this another way this will lead to de-risking mode and make global shipping inefficient"
X Link @Trinhnomics 2025-10-14T07:17Z 101.6K followers, 16.2K engagements
"Given what China has done with rare-earth elements and of course shipping one can say that China is confident and it now using its bullets which is weaponization of global trade and dominance of supply chain to push Trump team into hard concessions. The issue is that I don't think Trump team is going to concede with what is happening regarding rare-earth and shipping fees. Despite this TACO acronym ascribed to Trump I think he's one of the US presidents that will also play hard ball. And so things are getting very complicated. Buckle up"
X Link @Trinhnomics 2025-10-14T08:09Z 101.6K followers, 15.9K engagements
"Look at manufacturing across Asia and what do you see Its down for India Malaysia the Philippines Thailand Indonesia. But not Vietnam. It's up. The fact of the matter is Vietnam faces a widening trade deficit with China but at the same time it has turned that into an overall trade surplus which means that Vietnam value add has risen over time. And you can see it clearly in its manufacturing share of GDP or global market share. Has been slowly steady climb"
X Link @Trinhnomics 2025-10-15T05:52Z 101.6K followers, 11.5K engagements
"Eric Lu an American won the Chopin competition It happens every five years in Warsaw. In the 1980s a Vietnamese won but only because the communists thought that it would be good for a fellow communist country to win. Just imagine the hours this guy & everyone who competed in this. This competition will catapult his career & super key in the day and age where only the best would make it. Oh btw this competition is just full of Asian people because well classical music is still very much alive in Asia where you can find young people attending concerts here. So that's nice. If you like this go"
X Link @Trinhnomics 2025-10-22T05:47Z 101.6K followers, 13.6K 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
"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
"Here I summarize the great reporting of the WSJ Jon Emont and Christopher Otts. As you know we have known this issue for a long time & Japan knew about it since 2010. So the Japanese usually have about X year of this stockpile just in case. Not the Americans. The car industry is pretty dependent on rare-earth magnets. GM decided that Covid shocks which left it with semiconductor shortage that it should secure non-Chinese rare earth magnets. This sort of decision takes years to bear fruit so it is one with risks. Why Well your competitors can buy cheaper Chinese rare earth while you are trying"
X Link @Trinhnomics 2025-10-13T08:20Z 101.7K followers, 3692 engagements
"@minotauronlucy You mean the Supreme Court decision on IEEPA on X November"
X Link @Trinhnomics 2025-10-22T02:15Z 101.7K followers, 1419 engagements
"@minotauronlucy Don't worry - I think they must be talking about the Supreme Court decision on Trump's reciprocal and fetannyl tariffs"
X Link @Trinhnomics 2025-10-22T03:32Z 101.7K followers, XXX engagements
"@JoumannaTV Dubai is the place to be then :-)"
X Link @Trinhnomics 2025-10-22T08:13Z 101.7K followers, XXX 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, 931.4K 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, 773.2K engagements
"Cheap. Rare earth is dirt cheap. And also polluting"
X Link @Trinhnomics 2025-10-13T03:59Z 101.7K followers, 110.2K 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
"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, 105.6K engagements
"Good question. Let me just answer this with below tables. First whatever China lost in market share in exports to the US Vietnam has gained. The best example is in mobile phones. Now is it REROUTING As in just Chinese phones that are then trans-shipped to the US"
X Link @Trinhnomics 2025-10-15T08:57Z 101.7K followers, 35.8K 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, 33.5K 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, 60K 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, 58.9K 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, 5125 engagements
"Good morning what have you read listened watched recently that you think I should attend to Keen to learn from you guys :-) Non-fiction only please"
X Link @Trinhnomics 2025-10-23T02:34Z 101.7K followers, 8032 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
""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, 73.2K engagements
/creator/x::Trinhnomics