Vietnam has been the clear winner from Trump's tariff war with China.https://www.cfr.org/blog/vietnam-looks-be-winning-trumps-trade-war …
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sort of had stalled for a while after CNY depreciation of 15-16 kicked in (my explanation). not getting another leg up
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export growth was very strong in q1, trade surplus jumped
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Data not too noisy for quarterly analysis? Fwiw, I buy products in China, Vietnam, and Cambodia. Come at it from a non-data, more supply chain oriented angle.
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