U.S. trade instability is a deliberate policy. Under the Trump administration, even after trade deals are signed, new threats appear whether it's category tariffs, export limits, or reopening investigations targeting the same partners. US trade partners such as China, Vietnam, and others are meant to be suspended in limbo as payback for being a loyal supplier.....but what doesn't kill you makes you stronger as the old saying goes.
Confidence in sourcing comes from planning 2 steps ahead, knowing the landscape and understanding the options. Supply chains must be flexible enough to not only know where to land but have a relationships in place prior to relocating (in part or in whole) while meeting country-of-origin requirements and reducing exposure to political mood swings.
At CMCV, we identify and pre-audit factories, validate supply chains, and model tariff exposure across Vietnam, China, and Southeast Asia—helping clients take calculated, strategic steps to protect against ongoing trade disputes and the volatile negotiation cycle expected to continue for the next three years.
Instability is the plan. Agility is the defense.
今日思考 - 逆境孕育机遇
美国贸易不稳定是蓄意为之的政策。在特朗普政府的领导下，即使签署了贸易协议，新的威胁也会出现，无论是类别关税、出口限制，还是针对同一合作伙伴重启调查。美国贸易伙伴，例如中国、越南等，本应被搁置，作为对其忠诚供应商的回报……但俗话说，杀不死你的，终将强大。
采购的信心源于提前两步规划，了解市场情况并理解各种选择。供应链必须足够灵活，不仅要知道最终落脚点，还要在迁移（部分或全部）之前建立良好的合作关系，同时满足原产国的要求，并减少政治情绪波动的影响。
在CMCV，我们甄选并预先审核工厂，验证供应链，并模拟越南、中国和东南亚地区的关税风险，帮助客户采取审慎的战略性措施，以应对持续的贸易争端以及预计未来三年将持续的动荡谈判周期。
不稳定是策略。敏捷是防御。
