1. 60%-100% tariff will destroy China's economy. US will (just) buy from the rest of the world. A good example is the glove, US will just buy more glove from Malaysia. (Supermax's US glove will still be too expensive).
2. Under Biden everything is in shortage. Under Trump everything will be in abundance so everything will be cheap and you start seeing people throwing food and inventory again.
Besides glove, furniture? You got to dig in and see what's in competition with China now.
Stanley being a shrewd businessman already calculated the risk/reward of building New Glove Factories in USA Or else he won't be a successful billionaire that he is today
TRUMP IN POWER; SUPERMAX IN USA IS TOP BENEFICIARY AS TAX ON CHINA GLOVES 50% To 100% & OTHERS UP TO 20%, Calvin Tan
Good morning. Your interesting article specifically mentioned cables needed by the companies that you had highlighted. Cable companies like Mtec, SCGB and OSK should benefit going by your analysis.
This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
calvintaneng
56,527 posts
Posted by calvintaneng > 3 days ago | Report Abuse
Cpo at Rm3500 MT
All palm oil companies will do well
Cpo at Rm4000 Mt
Will be a bonus
Cpo above Rm4000 to Rm5000 or higher
Will see mini 🐂
To
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