Commentary: China’s overcapacity may become a Southeast Asia problem if Trump’s tariffs materialise
In his second term, more punitive tariffs could force companies to relocate entire industrial ecosystems. Southeast Asian countries are well-positioned to present themselves as stable and reliable alternatives in high-tech supply chains.
Thailand’s Commerce Minister Pichai Naripthaphan sees opportunity ahead, noting, “Trump’s win will be beneficial for Thailand because Republicans are pro-business,