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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export growth was very strong in q1, trade surplus jumped
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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i took a trailing 4q sum to smooth out quarterly noise. still see an impact. and supply chains show up in the data too -
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