This Is How Chinese Manufacturers Are Countering Trump's Trade War

Odd Lots

Bloomberg

News, Investing, Business, News Commentary, Business News

4.4 • 1.6K Ratings

🗓️ 28 July 2025

⏱️ 54 minutes

🔗️ Recording | iTunes | RSS

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Summary

President Trump has announced tariffs on basically every trading partner. However there is a real sense that the ultimate goal is to hamper the growing perceived economic threat from China. One vision, for how the trade war could be "won" in some sense is by isolating China from the rest of the world. But that's not happening. And in fact, if anything, China is deepening its relationship with other trading nations, particularly in Asia right now. On this episode we speak with Cameron Johnson, a partner at the consulting firm Tidalwave Solutions. Cameron is based in Shanghai, and has an on-the-ground perspective on the state of Chinese manufacturing, having worked alongside producers and end buyers. He talks about the scale of Chinese manufacturing dominance, what Chinese firms are doing to counteract the tariffs, and he argues that in artificial intelligence, China is already way ahead in many respects.

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1:53.2	I'm Jill Wisenthall.
1:54.5	And I'm Tracy Halloway.
1:56.7	Tracy, I don't know this for sure.
2:12.5	But I kind of have this feeling that there's a bit of a fantasy, perhaps, on the part of Americans or the administration or so forth, that in this trade war, that non-China Asian countries, they could be our partner.
2:16.7	They could be our big trading partner and that somehow China could be isolated from them.
2:18.8	Maybe. I mean, I know there's a lot of concern about Chinese goods basically flowing over the border into places like Vietnam. So I think
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