Latest / International Business with Fexingo: Global Trade, Cross-Border Deals, and Multinational Operations
The Tariff Arbitrage Play Reshaping Global Supply Chains
Episode 65 of International Business with Fexingo dives into the emerging strategy of 'tariff arbitrage' — how multinationals are restructuring production and trade flows to exploit tariff differentials between countries. Lucas and Luna examine a concrete case: a mid-sized German auto parts supplier that shifted assembly from China to Vietnam, saving 12% on U.S. import duties while keeping its Chinese factory running for domestic sales. They tie it to live data — the trade-weighted dollar slipping to 119.5, the yuan weakening to 6.76 per dollar, and a 7.2% weekly surge in…
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