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Chinese companies send increasing amounts of goods to the United States through Southeast Asia to avoid the tariff wall built by Donald Trump as part of his trade war, so that.
The value of Chinese exports to the USA in May in May fell by 43 percent, so figures published by the US Census Bureau-spoke 15 billion in goods.
However, the country’s overall exports rose by 4.8 percent in the same period, such as the official Chinese data, since trade error for trading with the United States by increasing shipping by 15 percent to the Association of Southeast Asian Nations Trade Bloc and an increase in EU by 12 percent.
This week Washington concluded a trade agreement with Vietnam, which includes a delivery of 40 percent for goods that are transmitted by the country, in one step that was Vario thought aim at the Chinese reexports to the United States.
The number of other countries has not yet reached a trade agreement with Washington. The break to Trump’s “mutual” tariffs ends on Wednesday and future offers could also Enclose additional taxes for shots. The US Finance Minister Scott Bessent said on Sunday that the higher tariffs would be effective in August.
Mark Williams, Chief Asia Economist at the Capital Economics, said the data showed “a really striking pattern”.
“We saw this during the first US China trade war. There was a fairly immediate change. US imports from China fell off, but they picked up from Vietnam and Mexico,” he said.
Trump’s impression of tariffs in China during his first term of office of the President in 2018, the production industry from Vietnam has significantly reinforced, and there is increasing evidence that the latest measures give him a new elevator.
Capital Economics estimated separate examinations that $ 3.4 billion of Chinese exports were diverted by Vietnam in May, an increase of 30 percent compared to the same month of the previous year.
Indonesia’s indirect trade also increased significantly, with estimated $ 0.8 billion in May 2025, 25 percent higher than May 2024.
Exports of electronic components such as printed circuits, parts of telephone rates and panel display modules to Vietnam rose by 54 percent or $ 2.6 billion compared to a previous year, such as Chinese data.
In India, the effects of the Trump tariffs have focused strongly on smartphones that were largely driven by Apple’s Decision To move the assembly of all iPhones sold to India next year.
According to Ajay Srivastava, founder of the Global Trade Research Initiative, a research group, Indian exports to the United States in May in May in May in May in May in May compared to a previous year, while imports from China and Hong Kong rose by 22.4 percent.
“India’s import thrust into electronics and machines – a large part of it from China – and rising exports to the United States indicate that the global supply chains (to the tariffs) quickly adapt,” said Srivastava.
Trump’s tariffs also force the manufacturers to search for other markets to sell products that no longer reach America.
In the United Arab Emirates, imports from China rose in May 2025 in May 2025 by USD 1.1 billion, an increase of 20 percent, with smartphones, laptop computers and available vapes among the largest articles.
Monica Malik, chief economist at Abu Dhabi Commercial Bank, said: “China is aimed at other markets for its goods and demand in this region, which has a growing population, a strong investment program and a low indigenous production remains high.”
Anecdotic, Malik added that the visibility of products from Chinese brands, including electric vehicles, smartphones and other consumer electronics, has grown rapidly in recent years. “You suddenly see many Chinese electric vehicles on the streets,” she said.
In Europe, analysts say that excess Chinese exports are more consumed than circulation.
The European Commission reported on Friday in the first five months of 2025 compared to the previous year, on Friday a strong increase in the imports of textiles, chemicals and machines. But officials warned that it was still difficult to draw conclusions.
The most visible early sign of the diversion of trade was a strong increase in the low value products arriving from China, after Trump prevented China from using the so-called “de Minimis” rule, which enabled single dealers such as Temu and Shein, were worth sending less than $ 800 to US tariff freedom.
Since then there has been a sharp waste in the air freight of China and Hong Kong to the USA. According to Data from Worldacd, 19 percent was 19 percent compared to the previous year in the first week of June.
EU official Say her have discovered increased advertising by the companies because they instead address European consumers. The block plans to abolish its own “de Minimis” rule and to collect a handling fee for each package of € 2.
Maria Demertzis from the Think-Tank in Brussels conference authority said that the large trade transfer from China, which was visible in Europe, was in low value packages from China.
“You can see it in the number of ads that now all bomb for Chinese e-sellers,” she said. “These objects are consumed in Europe, not exported again.”
