Dong Ruibin analyzes the U.S. equivalent tariffs: The reasonable average tariff should be increased to 18.39%.
Dong Ruibin expressed that the reasonable average tariff for the United States should increase by 18.39%. Trump's tax policy has impacted global stock markets, raising concerns about whether Taiwan's efforts under the New Southbound Policy will be in vain. Dong Ruibin mentioned that Taiwanese companies are in close communication with regions like Vietnam and Cambodia, looking forward to the outcomes of local negotiations with the United States. He pointed out that most Southeast Asian countries rely on supply chains from countries like Taiwan and face challenges from heavy taxes imposed by the U.S., but he believes that the negotiation conditions for Vietnam and Thailand may be successful. He also analyzed Trump's method of calculating tariffs, arguing that the prices and demand elasticity of different countries should be taken into account, emphasizing that the current calculation method is overly simplified and may lead to unfair outcomes, potentially triggering a trade war.
