Alice Han

Yeah, that's a great question. I think in Southeast Asia, it has to be India because Apple and other companies are going to continue to diversify the supply chains and find alternatives for their components outside of China. And this is already happening. I think this wraps up quite exponentially the plans to, again, move some of the factory processes to India.

Yeah, that's a great question. I think in Southeast Asia, it has to be India because Apple and other companies are going to continue to diversify the supply chains and find alternatives for their components outside of China. And this is already happening. I think this wraps up quite exponentially the plans to, again, move some of the factory processes to India.

Yeah, that's a great question. I think in Southeast Asia, it has to be India because Apple and other companies are going to continue to diversify the supply chains and find alternatives for their components outside of China. And this is already happening. I think this wraps up quite exponentially the plans to, again, move some of the factory processes to India.

I think Vietnam and Indonesia and Malaysia, again, when it comes to final assembly or even manufacturing, will be beneficiaries. We've already seen massive greenfield investments from Chinese companies. I think that that continues in those countries in particular. So we should see a ramp up of their manufacturing output going to developed economies, including the US.

I think Vietnam and Indonesia and Malaysia, again, when it comes to final assembly or even manufacturing, will be beneficiaries. We've already seen massive greenfield investments from Chinese companies. I think that that continues in those countries in particular. So we should see a ramp up of their manufacturing output going to developed economies, including the US.

I think Vietnam and Indonesia and Malaysia, again, when it comes to final assembly or even manufacturing, will be beneficiaries. We've already seen massive greenfield investments from Chinese companies. I think that that continues in those countries in particular. So we should see a ramp up of their manufacturing output going to developed economies, including the US.

And in Latin America, I think Brazil is going to be a huge beneficiary. It's not a surprise that Lula is in Beijing signing that deal. We've seen in the last few years, Brazil overtake the US in terms of being the biggest exporter of wheat, soy, and corn to China, which is their biggest market.

And in Latin America, I think Brazil is going to be a huge beneficiary. It's not a surprise that Lula is in Beijing signing that deal. We've seen in the last few years, Brazil overtake the US in terms of being the biggest exporter of wheat, soy, and corn to China, which is their biggest market.

And in Latin America, I think Brazil is going to be a huge beneficiary. It's not a surprise that Lula is in Beijing signing that deal. We've seen in the last few years, Brazil overtake the US in terms of being the biggest exporter of wheat, soy, and corn to China, which is their biggest market.

So I think some of the Latin American agro-producers are going to be beneficiaries of this as China again tries to diversify away from the US. And similarly, I think that Europe could extract certain concessions. This is why I'm bullish at the end of June that there could be some kind of a deal over EVs or even Chinese investment in Europe.

So I think some of the Latin American agro-producers are going to be beneficiaries of this as China again tries to diversify away from the US. And similarly, I think that Europe could extract certain concessions. This is why I'm bullish at the end of June that there could be some kind of a deal over EVs or even Chinese investment in Europe.

So I think some of the Latin American agro-producers are going to be beneficiaries of this as China again tries to diversify away from the US. And similarly, I think that Europe could extract certain concessions. This is why I'm bullish at the end of June that there could be some kind of a deal over EVs or even Chinese investment in Europe.

There's been discussion about potentially launching price minimums to get rid of these tariffs, this 40% and onwards tariffs on Chinese EVs that the Europeans have imposed.

There's been discussion about potentially launching price minimums to get rid of these tariffs, this 40% and onwards tariffs on Chinese EVs that the Europeans have imposed.

There's been discussion about potentially launching price minimums to get rid of these tariffs, this 40% and onwards tariffs on Chinese EVs that the Europeans have imposed.

And similarly, I could see the Chinese being more lenient on some of these tech transfer details for Chinese companies to effectively enable IP transfer to the European counterparts and partners when they establish factories in Europe, especially relevant for batteries and other EV components. So I'm bullish that there are some beneficiaries in all these different regions.

And similarly, I could see the Chinese being more lenient on some of these tech transfer details for Chinese companies to effectively enable IP transfer to the European counterparts and partners when they establish factories in Europe, especially relevant for batteries and other EV components. So I'm bullish that there are some beneficiaries in all these different regions.

And similarly, I could see the Chinese being more lenient on some of these tech transfer details for Chinese companies to effectively enable IP transfer to the European counterparts and partners when they establish factories in Europe, especially relevant for batteries and other EV components. So I'm bullish that there are some beneficiaries in all these different regions.

But again, I think that America had its chance, Trump under Trump, to really squeeze China when it comes to trade and even some of these tech sanctions. But again, because Trump blinked, I think he rendered that null and void.

But again, I think that America had its chance, Trump under Trump, to really squeeze China when it comes to trade and even some of these tech sanctions. But again, because Trump blinked, I think he rendered that null and void.