Trump 2028 Tariffs, iPhone Ban Protectionism vs. Globalization & ASEAN Unity & Peace with Gita Sjahrir - E497

episode

BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English) not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English)

What 500 Harvard Case Studies Actually Do To Your Brain - E729 55 min · 09 Sep 2026

The Truth About China's Competitive Advantage - E728 30 min · 06 Sep 2026

Itamar Novick: Where AI Replaces People, and Where It Does Not - E727 46 min · 02 Sep 2026

$70,000 Per Child: What Singapore's New Family Package Actually Changes - E726 43 min · 31 Aug 2026

The Next 3 Years Will Deliver 30 Years of Innovation | John Lin - E725 39 min · 26 Aug 2026

The Innovation Playbook of 3 Southeast Asian Founders - E724 27 min · 23 Aug 2026

All episodes from BRAVE Southeast Asia Tech: Singapore, Indonesia, Vietnam, Philippines, Thailand & Malaysia Startups, Founders & Venture Capital VC (English) →

Report any issue

Source

Recorded10 Nov 2024

Publisherfeed.pod.co ↗

Handlerec:7817960

Show notes

Gita Sjahrir, Head of Investment at BNI Ventures, and Jeremy Au discussed: 1. Trump 2028 Tariffs: With Trump’s return to the presidency and Republican dominance in the Senate, House, and Supreme Court, the stage is set for new tariffs on Chinese imports. This is likely to redirect manufacturing to Southeast Asia, positioning countries like Vietnam and Indonesia as key beneficiaries, particularly in sectors such as electronics and textiles. However, this move will also lead to an influx of low-cost Chinese exports into Southeast Asia, challenging local markets and putting pressure on SMEs. Concurrently, rising US labor costs fueled by stricter immigration policies are driving American companies to ramp up automation while also making Southeast Asia an attractive hub for labor-intensive industries. In aggregate, the region's business mix is likely to move from local SMEs & conglomerates to more US and China MNCs. 2. iPhone Ban Protectionism vs. Globalization: Indonesia has imposed device manufacturing local content requirements, thus leading to a ban on the Apple iPhone 16 and Google Pixel. While these policies provide temporary leverage, Gita noted that sustainable growth requires more than protectionist measures, Indonesia needs to build private-sector capacity and improve its business environment. China manufacturers are also building more local joint-venture partnerships to comply with Indonesia's proposed 200% anti-China import tariffs. This is similar to Japan’s relocation of factories to Southeast Asia during the 1970s and 1980s in response to US trade barriers. In contrast, Singapore continues to keep borders open to to Chinese and global capital - with the goal of becoming the regional talent hub vs. Hong Kong. 3. ASEAN Unity & Peace: Diplomacy across the region is vital to maintain regional stability and cohesion to address external pressures. Jeremy and Gita praised ASEAN’s ability to maintain peace despite diverse political systems and cultures. This multi-party relational resilience has underpinned decades of peace and economic growth since the Vietnam War, even in an era marked by rising protectionist policies. Remarkably, they noted how ASEAN leaders continue to come together annually for a group photo and joint communiqué — a symbolic gesture to cooperation among 700 million people across the region’s vastly different nations, cultures and languages. Jeremy and Gita also talked about Indonesia’s EV & nickel battery market potential, Malaysia’s new proactive foreign direct investment approach, and growth vs. redistribution-focused economic policies. Watch, listen or read the full insight at https://www.bravesea.com/blog/trump-and-indonesia-tariff Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/trump-and-indonesia-tariff-id 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/trump-and-indonesia-tariff-cn Xem, nghe hoặc đọc toàn bộ thông tin chi tiết tại https://www.bravesea.com/blog/trump-and-indonesia-tariff-vn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Vietnamese: Spotify | YouTube | Apple Podcasts Learn more about Nika.eco! Reach out to [email protected] if you are a geospatial data scientist or climate researcher who is interested to partner on a pilot or research opportunities

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.