Mike Bird

For example, moving lots of production, especially lower value added production of things like apparel, the final finished touches of making electronic goods into Southeast Asia. Now, obviously, that's not a strategy that works as well as Southeast Asia's being tariffed, but that was the idea up until yesterday.

For example, moving lots of production, especially lower value added production of things like apparel, the final finished touches of making electronic goods into Southeast Asia. Now, obviously, that's not a strategy that works as well as Southeast Asia's being tariffed, but that was the idea up until yesterday.

I think it will change the attitude quite a bit. One thing that the US government has tried to do a lot in the past few years is get cooperation from the Japanese and Korean governments in particular to cooperate on things like export controls of semiconductors to China. That's going to be a lot more difficult to execute if you're putting really, really steep tariffs on them.

I think it will change the attitude quite a bit. One thing that the US government has tried to do a lot in the past few years is get cooperation from the Japanese and Korean governments in particular to cooperate on things like export controls of semiconductors to China. That's going to be a lot more difficult to execute if you're putting really, really steep tariffs on them.

I think it will change the attitude quite a bit. One thing that the US government has tried to do a lot in the past few years is get cooperation from the Japanese and Korean governments in particular to cooperate on things like export controls of semiconductors to China. That's going to be a lot more difficult to execute if you're putting really, really steep tariffs on them.

I don't think there's as many politicians in Japan or Korea that will wake up today and say, I would really like to cooperate with the US on these restrictions on Chinese trade. It's much more difficult to do that if you're also sort of slapping them in the face with these tariffs.

I don't think there's as many politicians in Japan or Korea that will wake up today and say, I would really like to cooperate with the US on these restrictions on Chinese trade. It's much more difficult to do that if you're also sort of slapping them in the face with these tariffs.

I don't think there's as many politicians in Japan or Korea that will wake up today and say, I would really like to cooperate with the US on these restrictions on Chinese trade. It's much more difficult to do that if you're also sort of slapping them in the face with these tariffs.

I think it probably should if you're taking a really long-term view. Not wildly nervous. So there was a Chinese state media announcement after this meeting which said that China, Japan, and Korea had agreed to sort of react jointly, to react in concert against any U.S. tariffs because obviously, you know, they knew they were coming out.

I think it probably should if you're taking a really long-term view. Not wildly nervous. So there was a Chinese state media announcement after this meeting which said that China, Japan, and Korea had agreed to sort of react jointly, to react in concert against any U.S. tariffs because obviously, you know, they knew they were coming out.

I think it probably should if you're taking a really long-term view. Not wildly nervous. So there was a Chinese state media announcement after this meeting which said that China, Japan, and Korea had agreed to sort of react jointly, to react in concert against any U.S. tariffs because obviously, you know, they knew they were coming out.

The Japanese and South Korean governments were fairly quick to say that wasn't quite their understanding of the meeting.

The Japanese and South Korean governments were fairly quick to say that wasn't quite their understanding of the meeting.

The Japanese and South Korean governments were fairly quick to say that wasn't quite their understanding of the meeting.

It's the understanding that policymakers in Beijing would like to have. But I would say that this question of closer trilateral cooperation between China, Korea and Japan has been going on for a long time. And it's always been frustrated to some degree by the fact that

It's the understanding that policymakers in Beijing would like to have. But I would say that this question of closer trilateral cooperation between China, Korea and Japan has been going on for a long time. And it's always been frustrated to some degree by the fact that

It's the understanding that policymakers in Beijing would like to have. But I would say that this question of closer trilateral cooperation between China, Korea and Japan has been going on for a long time. And it's always been frustrated to some degree by the fact that

These are three countries where usually at any given time, someone's upset with someone else, whether that's Japan and South Korea, they have a very fractious relationship, whether it's South Korea and China, or whether it's Japan and China, there's usually someone that's upset about something. And it's limited the sort of trilateral cooperation.

These are three countries where usually at any given time, someone's upset with someone else, whether that's Japan and South Korea, they have a very fractious relationship, whether it's South Korea and China, or whether it's Japan and China, there's usually someone that's upset about something. And it's limited the sort of trilateral cooperation.

These are three countries where usually at any given time, someone's upset with someone else, whether that's Japan and South Korea, they have a very fractious relationship, whether it's South Korea and China, or whether it's Japan and China, there's usually someone that's upset about something. And it's limited the sort of trilateral cooperation.