Chelsey Dulaney
👤 SpeakerAppearances Over Time
Podcast Appearances
If you look at the sales data, people obviously want this stuff.
And when I talk to people who are buying on Chinese e-commerce platforms like Xian and Timu, and increasingly TikTok shop is getting very popular here as well.
They say, you know, they're quite measured about it.
They know a lot of the stuff is not good quality, but they also say you cannot find anything better.
comparable with that price with that variety with that ease anywhere else so they still love to buy it i was down a real tiktok rabbit hole on this and i mean i saw people doing a haul every single day buying like a hundred items every single day and getting these massive packages so people like it so
Yeah, I mean, this just goes to show, like, how adaptable the Chinese economy is.
Like, yes, it is selling 20% less to the U.S.
That is a blow.
But Chinese factories...
move very quickly and they are very entrepreneurial and they have been very good at finding other places to sell stuff.
And so, yeah, like this sort of Chinese export machine
has not been hurt by the trade war in the way that people thought it would be.
It's been very resilient and very adaptable.
Yes, the U.S.
and China are trading less, but the imbalances that China's running with the rest of the world are just getting even bigger.
We spoke to one person who built a shed in their backyard in London.
They store these packages from the Chinese exporters, and then they package them up themselves when the order comes in, and then they ship them off.
Yeah, I think the original impetus was from trade data.
I mean, after the Liberation Day tariffs, everyone was sort of worried about China getting