Stanley Chao
@stanleychao6
China business & geopolitical analyst. Lived & worked in China. Columbia, UPenn, UCLA. OpEds - SCMP, The Hill, Nikkei Asia, USA Today, China Daily, Asia Times
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My grandma who lived among ethnic & Chinese Muslims in Tianjin taught me this staple Muslim food- minced lamb w/chives, soy sauce, sesame oil wrapped in soft, finely kneeled dough. #Muslim #ChineseCulture #food #Cooking
Spent 2 weeks in Malaysia- visiting clients, factories, and government officials. This is a country that stays neutral in the US-China cold war, but due to Trump's antics, is increasingly nudging towards China's. It sees more advantages working with Xi Jingping. #TrumpTariffs
I find all this tariff stuff absolutely archaic. Trade is only one aspect of bilateral relations with such countries as Japan, S. Korea and Malaysia. Trump's blindsided by only one measure of success - selling more to the world. #TrumpTariffs #tariff forbes.com/sites/alisondu…
Sources told me that US Treasury Secretary Scott Bessent has retracted the EDA software needed to design chips) ban on China. As I wrote in OpEd, "cooler heads have prevailed," and no "red button" pushed on both sides. scmp.com/opinion/china-…
Trump has pushed the proverbial red button on China's chip ambitions when he banned the sales of chip designing software (EDA) last week. We are heading for a protracted Cold War. #Trump #XiJinping #TradeWar #NVIDIA #uschinatrade scmp.com/opinion/china-…
Trump's ban on chip designing software (EDA) to China is akin to pushing the red nuclear button for chips. We are heading towards a Cold War. Read my OpEd. #China #TrumpTariffs #TradeWar #XiJinping #NVIDIA scmp.com/opinion/china-…
If Secretary Bessent's meeting with China is anything similar to Blinken's/Sullivan's first meeting in Alaska, then we're in for a whole lot of nothing, and mudslinging. Advice- US make first move to lower tariffs. Hope for best. #China #USTradeDeal #TradeWar
"Liberation Day" was a missed opportunity to announce bold US industrialization plans - tax incentives to enhance manufacturing, STEM programs to train electricians, welders, and less red tape to build factories. Rather, we got tariffs. Read my OpEd. scmp.com/opinion/world-…
Speaking with Chinese exporters and US importers - they are not seeing the China tariffs imposed. It's normal business as normal. Evident now that tariffs are just threats, expect Trump to drop them real soon. #tariffs #China
#Trump claims he's talking to #XiJinping about a trade deal. I doubt it. #China has decided to dig in, fight it out and force Trump to make first concession. Expect unilateral tariff reductions from Trump soon.
Well, it has started. #China halts all #Boeing jet deliveries to Chinese airlines. This is a big blow, China needs over 8,000 jets in next 10 years. Boeing makes up over 1.6M jobs in US with its supply chains. #TrumpTariffs #TradeWar2025
China's next tit-for-tat move may be to target US multinationals operating in China - Boeing, KFC, Starbucks, JP Morgan but it's a last resort as don't want shake confidence of foreign firms. Stay tuned. #TrumpTariffs #TradeWar #China
China's next tit-for-tat move may be to target US multinationals operating in China - Boeing, KFC, Starbucks, JP Morgan but it's a last resort as don't want shake confidence of foreign firms. Stay tuned. #TrumpTariffs #TradeWar #China
#China "running out of bullets" to fight Trump's tariffs? Not so fast - It produces >80% of world's Pharma ingredients, home to many US firms with China factories & consumer sales (Boeing, McDonalds), supplies components to 1000's of US companies. #TrumpTariffs
Trump playing dangerous game of chicken with #China. He's threatening more tariffs if China doesn't withdraw its announced 34% tariff. Let's hope cooler heads prevail & Trump's advisors chime in. #TrumpTariffs #TradeWar
Well, so much for Taiwan and Taiwan Semiconductor appeasing Trump with their recently announced $100B investment in new Arizona factories. Taiwan today was slapped with 32% tariffs. #TrumpTariffs #TariffWar
I'll add aviation parts, industrial sensors, barbecues, kitchen tile, plastic injection parts. These items were already 120-200% cheaper to make in Asia. #TrumpTariffs #China #tariffs
Crunching numbers, even with Trump tariffs, many products - garlic, furniture, vinyl flooring, PVC piping, low-tech electronics, bandaids - still cheaper to buy from China, Vietnam. #TrumpTariffs #China #tariffs
Crunching numbers, even with Trump tariffs, many products - garlic, furniture, vinyl flooring, PVC piping, low-tech electronics, bandaids - still cheaper to buy from China, Vietnam. #TrumpTariffs #China #tariffs
What I'm telling clients in China/Vietnam: 1) stay cool, do nothing, 2) wait for retaliatory actions, 3) crunch numbers, still cheaper to make in Asia with tariffs, 4) this not Trump's end game, he'll negotiate. #TrumpTariffs #China #tariffs #TariffWar
Succumbing to Trump's "pay for protection" extortion, Taiwan Semiconductor invests $100B in US chip factories. Will the gamble succeed? Or will the autonomous island be a pawn? Read my OpEd. #Taiwan #Trump #semiconductors #China asiatimes.com/2025/03/tsmc-m…
While Trump is tough on allies - Canada, Mexico, Panama - he has softened up on China. Why? Experience from Trump 1.0 and advice from Musk & Jensen Huang. Read my editorial. #trump #China #tariffs #XiJinping scmp.com/opinion/world-…
scmp.com
Opinion | Why second Trump administration is going easy on the China-bashing
Lessons from past policies and proximity to business leaders are likely to have shifted the US president’s otherwise bellicose tone.
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