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harsh bhardwaj's avatar

Very insightful! I feel this De Minimis rule would already be on US govt's radar for changes, but still, I would bet that these Chinese orgs would find alternate solns to those changes / loose out on some margin only

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harsh bhardwaj's avatar

Wow, coincidentally Trump has already passed an order for the elimination of this rule around Feb 5-7 under his tariffs against China

https://www.wsj.com/business/why-trump-is-closing-a-trade-exemption-for-china-d0a5e597?utm_source=chatgpt.com

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Anirudh Gupta's avatar

Those numbers are staggering ... 100 entities with north of $100M in cross-border sales each, shows how broad-based this ecosystem development has been for Chinese institutions.

So the inflection point of Amazon + common-benefit State export policy & taxes + quality manufacturing prowess leveraged by all suppliers? Lethal combo to drive B2C (or even B2B) exports!

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