US-China Tariff War: What Will Southeast Asia's Manufacturers Stand To Lose? | When Titans Clash

With US tariffs on the rise, experts warn that ASEAN will face increased China exports, putting some factories out of work. Some ASEAN countries have already banned Chinese apps like TEMU and SHEIN, and updated its anti-dumping legislation, as pressure on domestic manufacturers mount.

On the other hand, US tariffs on ASEAN exports to its market, is squeezing producers. Entire industries- like the solar panel manufacturing industry- has been decimated due to US tariffs, in countries like Malaysia. ASEAN economies are being squeezed by both the superpowers- US and China, and an intensifying tariff war. In this documentary, policy makers and experts, discuss possible solutions, and how ASEAN will weather this storm.

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00:00 Introduction
01:57 China exports increase as US tariffs bite
06:09 China’s unbeatable technological prowess
08:40 Impending China-ASEAN export surge
10:24 China’s global trade surplus
13:51 US tariffs hit Malaysia
16:54 Is China using Malaysia for transshipment?
19:03 The US-ASEAN trade deficit issue
20:53 Thailand’s auto sector contracts
24:51 Japanese factories shut, Chinese factories open
29:23 China EV’s impact on Indonesia
34:12 China-ASEAN Foreign Direct Investments
35:56 ASEAN economies squeezed by both superpowers
42:08 ASEAN strategies to strike a deal with Trump
44:32 Can ASEAN grow in 2025?

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