AMTI satellite imagery shows that Vietnamese island-building has continued at a record pace through early 2025—and its harbors in the Spratly Islands continue to multiply: cs.is/4kPuwdM

Disruptive: China unveils a powerful deep-sea cable cutter that could reset the world order — This marks the first time any country has officially and bluntly disclosed such an asset, capable of disrupting critical undersea networks. scmp.com/news/china/sci…

Vietnam in US-China Trade Tensions Nguyen Khac Giang thediplomat.com/2025/04/vietna…

Nike stock right now - the company has >450,000 employees across 130 factories in Vietnam (46% tariff rate)

this is…incredibly stupid eu: $235.6bn surplus, $605.8bn exports, 235.6/605.8 = 39% claimed tariffs charged indonesia: $17.9bn surplus, $28.1bn exports, 17.9/28.1 = 64% claimed tariffs charged india: $45.7bn surplus, $87.4bn exports, 45.7/87.4 = 52% claimed tariffs charged

As many have suspected, the formula for “reciprocal tariffs” is hilariously simple: Trade Surplus/Export to U.S. × 100. Here is the chart I created with claimed tariff against US and the calculated tariff using the above formula - look almost funny, if not so damaging.

If you want to see how the Trump administration seems to have made up its tariff rates out of thin air, let's look at Jordan, the first Arab country to sign a free-trade agreement with the US (in 2000). It got whacked with a 20% tariff rate anyway, among the region's highest. 🧵

In this webinar, Lili Yan Ing, Jacob Lee Chor Kok, and Nguyen Khac Giang explore the direct and indirect implications of Trump's “Liberation Day” tariffs on Southeast Asian countries. Register now: iseas.edu.sg/mec-events/tru… #US #Indonesia #Malaysia #Vietnam #Tariffs #Economy

The era of rules-based globalisation is over. We are now in a period of transition - uncertain, unsettled and increasingly unstable. The road ahead will be harder. The dangers are real.

China paying a lot of attention to Vietnam - tariffs, South China Sea and relations with the US all hot issues. Does Beijing sense an opportunity or is it worried that Trump bullying might shift VN’s strategy?

China Wants Countries to Unite Against Trump, but Is Met With Wariness Damien Cave quotes Nguyen Khac Giang nytimes.com/2025/04/17/wor…

I'm going on Fox News at 240pm EST for the Charles Payne show to discuss tariffs impact on the US and Asia. Today, the US slapped anti-dumping duties on Southeast Asian solar with varying rates but they are essentially embargos on the import from the region, especially from

Oops. nytimes.com/2025/04/22/wor…

Fulcrum Commentary by Phan Xuan Dung and Nguyen Khac Giang - In the wake of the US’ “Liberation Day” tariffs, China has embarked on a charm offensive in Southeast Asia. This is unlikely to allay concerns about its regional behaviour. fulcrum.sg/xis-southeast-…

Fulcrum Commentary by Nguyen Khac Giang - The Communist Party of Vietnam's General Secretary has directed his government to take concrete steps to encourage private sector growth and foster ‘national champions’ capable of global competition. fulcrum.sg/how-to-lam-can…

Perhaps this is the first time a Vietnamese leader has appeared on the Economist's cover, at least since Doi Moi?

To Lam's reforms have caught the eyes of many observers, but equally important is his foreign policy. In my latest piece, I argue that VN under To Lam is no longer just bending like bamboo (he barely uttered the word), but branching out like a banyan.

A good piece from Nguyen Khac Giang on #Vietnam's new reform policies "To Lam's reforms have caught the eyes of many observers, but equally important is his foreign policy." "VN under To Lam is no longer just bending like bamboo, but branching out like a banyan." ↗ Vietnam’s

Warning from China's Ministry of State Security: a few categories of ppl are likely to be spies; one category is "scholars who don't do research" 🤔

Fulcrum Commentary by Nguyen Khac Giang - Vietnamese leader To Lam's recent tour of Russia, Belarus, Kazakhstan, and Azerbaijan was aimed at diversifying Hanoi’s strategic partnerships & securing Moscow’s backing for its military needs & South China Sea claims. fulcrum.sg/the-strategic-…