Stanley Chao @stanleychao6

China business & geopolitical analyst. Lived & worked in China. Columbia, UPenn, UCLA. OpEds - SCMP, The Hill, Nikkei Asia, USA Today, China Daily, Asia Times USA Joined September 2018

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Stanley Chao @stanleychao6

2 months ago

Spent 2 weeks in Malaysia- visiting clients, factories, and government officials. This is a country that stays neutral in the US-China cold war, but due to Trump's antics, is increasingly nudging towards China's. It sees more advantages working with Xi Jingping. #TrumpTariffs

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Stanley Chao @stanleychao6

2 months ago

I find all this tariff stuff absolutely archaic. Trade is only one aspect of bilateral relations with such countries as Japan, S. Korea and Malaysia. Trump's blindsided by only one measure of success - selling more to the world. #TrumpTariffs #tariff forbes.com/sites/alisondu…

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Stanley Chao @stanleychao6

3 months ago

Sources told me that US Treasury Secretary Scott Bessent has retracted the EDA software needed to design chips) ban on China. As I wrote in OpEd, "cooler heads have prevailed," and no "red button" pushed on both sides. scmp.com/opinion/china-…

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Stanley Chao @stanleychao6

3 months ago

Trump has pushed the proverbial red button on China's chip ambitions when he banned the sales of chip designing software (EDA) last week. We are heading for a protracted Cold War. #Trump #XiJinping #TradeWar #NVIDIA #uschinatrade scmp.com/opinion/china-…

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Stanley Chao @stanleychao6

3 months ago

Trump's ban on chip designing software (EDA) to China is akin to pushing the red nuclear button for chips. We are heading towards a Cold War. Read my OpEd. #China #TrumpTariffs #TradeWar #XiJinping #NVIDIA scmp.com/opinion/china-…

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Stanley Chao @stanleychao6

4 months ago

If Secretary Bessent's meeting with China is anything similar to Blinken's/Sullivan's first meeting in Alaska, then we're in for a whole lot of nothing, and mudslinging. Advice- US make first move to lower tariffs. Hope for best. #China #USTradeDeal #TradeWar

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Stanley Chao @stanleychao6

4 months ago

"Liberation Day" was a missed opportunity to announce bold US industrialization plans - tax incentives to enhance manufacturing, STEM programs to train electricians, welders, and less red tape to build factories. Rather, we got tariffs. Read my OpEd. scmp.com/opinion/world-…

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Stanley Chao @stanleychao6

4 months ago

Speaking with Chinese exporters and US importers - they are not seeing the China tariffs imposed. It's normal business as normal. Evident now that tariffs are just threats, expect Trump to drop them real soon. #tariffs #China

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Stanley Chao @stanleychao6

5 months ago

#Trump claims he's talking to #XiJinping about a trade deal. I doubt it. #China has decided to dig in, fight it out and force Trump to make first concession. Expect unilateral tariff reductions from Trump soon.

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Stanley Chao @stanleychao6

5 months ago

Well, it has started. #China halts all #Boeing jet deliveries to Chinese airlines. This is a big blow, China needs over 8,000 jets in next 10 years. Boeing makes up over 1.6M jobs in US with its supply chains. #TrumpTariffs #TradeWar2025

Stanley Chao @stanleychao6

5 months ago

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Stanley Chao @stanleychao6

5 months ago

China's next tit-for-tat move may be to target US multinationals operating in China - Boeing, KFC, Starbucks, JP Morgan but it's a last resort as don't want shake confidence of foreign firms. Stay tuned. #TrumpTariffs #TradeWar #China

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Stanley Chao @stanleychao6

5 months ago

#China "running out of bullets" to fight Trump's tariffs? Not so fast - It produces >80% of world's Pharma ingredients, home to many US firms with China factories & consumer sales (Boeing, McDonalds), supplies components to 1000's of US companies. #TrumpTariffs

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Stanley Chao @stanleychao6

5 months ago

Trump playing dangerous game of chicken with #China. He's threatening more tariffs if China doesn't withdraw its announced 34% tariff. Let's hope cooler heads prevail & Trump's advisors chime in. #TrumpTariffs #TradeWar

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Stanley Chao @stanleychao6

5 months ago

Well, so much for Taiwan and Taiwan Semiconductor appeasing Trump with their recently announced $100B investment in new Arizona factories. Taiwan today was slapped with 32% tariffs. #TrumpTariffs #TariffWar

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Stanley Chao @stanleychao6

5 months ago

I'll add aviation parts, industrial sensors, barbecues, kitchen tile, plastic injection parts. These items were already 120-200% cheaper to make in Asia. #TrumpTariffs #China #tariffs

Stanley Chao @stanleychao6

5 months ago

I'll add aviation parts, industrial sensors, barbecues, kitchen tile, plastic injection parts. These items were already 120-200% cheaper to make in Asia. #TrumpTariffs #China #tariffs

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Stanley Chao @stanleychao6

5 months ago

Crunching numbers, even with Trump tariffs, many products - garlic, furniture, vinyl flooring, PVC piping, low-tech electronics, bandaids - still cheaper to buy from China, Vietnam. #TrumpTariffs #China #tariffs

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Stanley Chao @stanleychao6

5 months ago

What I'm telling clients in China/Vietnam: 1) stay cool, do nothing, 2) wait for retaliatory actions, 3) crunch numbers, still cheaper to make in Asia with tariffs, 4) this not Trump's end game, he'll negotiate. #TrumpTariffs #China #tariffs #TariffWar

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Stanley Chao @stanleychao6

6 months ago

Succumbing to Trump's "pay for protection" extortion, Taiwan Semiconductor invests $100B in US chip factories. Will the gamble succeed? Or will the autonomous island be a pawn? Read my OpEd. #Taiwan #Trump #semiconductors #China asiatimes.com/2025/03/tsmc-m…

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Stanley Chao @stanleychao6

6 months ago

While Trump is tough on allies - Canada, Mexico, Panama - he has softened up on China. Why? Experience from Trump 1.0 and advice from Musk & Jensen Huang. Read my editorial. #trump #China #tariffs #XiJinping scmp.com/opinion/world-…

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Stanley Chao @stanleychao6

6 months ago

Appears Trump is playing a game of "chicken" with tariffs. Mexico/Canada called the bluff so Trump reigns in auto tariffs. No doubt, China will call the bluff too. They've prepared 4 years for this. #tariffs #TradeWar #ChinaUS