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Chinese businesses are sending data in America through the increasing amounts of goods in the US through South-East Asia to exclude the tariff wall built by Donald Trump as part of its trade war.
According to data published by the US Census Bureau, the price of Chinese exports to the US dropped to 43 percent on the year in May-equal to $ 15bn-Vorth goods.
But during the same period, the country’s overall exports increased by 4.8 percent, with official Chinese figures, as the lack of trade with the US had a 15 percent increase in shipping in the Union of Southeast Asian Nations trade blocks and a 12 percent increase for the European Union.
This week Washington made a trade deal with Vietnam, which includes 40 percent of the levy on the goods that are trans-shows through the country, in a trick. Wide thought America to target Chinese re-exports.
The scores of other countries have not yet reached the trade deals with Washington. Trump’s “mutual” tariff ends on Wednesday, and any future deal Can also be Include additional trans-appearance levy. US Treasury Secretary Scott Besent said on Sunday that high tariffs would be effective in August.
Mark Williams, Chief Asia Economist of Consultancy Capital Economics, said that data showed “actually striking patterns”.
He said, “We saw it earlier during the US-China trade war. There was a lot of immediate change. American imports from China fell, but they picked up from Vietnam and Mexico,” he said.
The implementation of Trump’s tariff on China during its first presidential post in 2018 increased the manufacturing industry of Vietnam and there is a growing evidence that the latest measures are giving it a new lift.
Separate research by Capital Economics estimated that $ 3.4BN Chinese exports were resumed through Vietnam in May, increasing by 30 percent compared to the same month of last year.
Indirect trade through Indonesia also clearly increased, with an estimated $ 0.8BN in May 2025, 25 percent higher than in May 2024.
Electronic components such as printed circuits, parts of the telephone set and 54 percent in the export of flat panel display modules in Vietnam, or $ 2.6BN, in May 2025, were Chinese data shows compared to a year ago in May 2025.
In India, the effects of Trump Tariff are heavy in the smartphone, which is operated in a large part of Apple. decision The next year to transfer the assembly of all US-cold iPhones to India as soon as possible.
According to Ajay Srivastava, the founder of a research group, a research group, the founder of Global Trade Research Initiative, Indian exports to the US increased by 17 percent in May, compared to a year ago, while imports from China and Hong Kong increased by 22.4 percent.
“India’s import increase in electronics and machinery – most of its part from China – and increasing exports in the US shows that global supply chains are favorable [to the tariffs] Quickly, “Srivastava said.
Trump’s tariffs are also forced to search for other markets, which are no longer reaching America.
In the United Arab Emirates, imports from China rose $ 1.1BN a year ago in May 2025, 20 percent growth, with smartphones, laptop computers and disposable weaps among the largest goods.
Monica Malik, chief economist of Abu Dhabi Commercial Bank, said: “China is targeting other markets for its goods and demands in the region, with a growing population, a strong investment program and a little indigenous manufacturing high.”
Unknown, Malik said, the visibility of Chinese-branded products including electric vehicles, smartphones and other consumer electronics had increased rapidly over the years. “You are suddenly watching a lot of Chinese EV on the streets,” he said.
In Europe, analysts say that additional Chinese exports are more likely to be greater than trans-shipdes.
The European Commission on Friday reported a sharp increase in imports, chemicals and machinery in the first five months of 2025. But the authorities warned that it was still difficult to conclude.
The most visible signal of trade redirects has led to a sharp increase in low-value products from China after Trump, as China has stopped using the so-called “D Minimis” rule, which allowed retailers such as Temu and Shin to ship less than $ 800 in the US tariff-free.
Since then, there has been a sharp decline in air freight from China and Hong Kong to America. According to WardacD data, there was a 19 percent decline in the first week of June a year ago.
European Union Officer They say Increased advertisements by companies have detected as they target European consumers instead. Block plans to end their “de minimis” rule and levy a handling charge on each packet of € 2.
Maria Demertzis of the Conference Board Think-Tank in Brussels said that the major trade redirection from China seen in Europe was in lower-price packages from China.
He said, “You can now see it in the number of advertisements by bombing everyone for Chinese e-selers.” “Those items are being eaten in Europe, not exported again.”