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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (218318)12/10/2025 9:20:14 PM
From: TobagoJack  Read Replies (2) | Respond to of 218805
 
Additional discourse following <<Daily workflow 2025 12 11 Good morning Manus co-pilot, please>>

... busy day

Q: Re bloomberg.com <<Mexico Approves Up to 50% Tariffs on China, Other Asian Nations>> - dunno, perhaps watch for signs of enveloping TwoAPuc (The Worst of All Possible Unintended Consequences) where Mexico becomes a failed state by way of supply chain disruptions and such same, cut off by China, rejected by US, and left on sidewalk like a tin of bad cat food under the hot sun. What happens going forward, your best guess.

Mexico Approves Up to 50% Tariffs on China, Other Asian Nations


Containers at the Yangshan Deepwater Port in Shanghai, one of China’s major shipping hubs for exports to Mexico.Photographer: Qilai Shen/Bloomberg

By Gonzalo Soto

December 11, 2025 at 9:08 AM GMT+8

Takeaways by Bloomberg AI

  • Mexican lawmakers gave final approval for new tariffs on Asian imports, broadly aligning with US efforts to tighten trade barriers against China.
  • The new levies will take effect starting next year and hit a wide range of products from clothing to metals and auto parts, with the massive output of Chinese factories emerging as the legislation’s focus.
  • Mexico’s finance ministry estimates the new tariffs will raise nearly 52 billion pesos in extra revenue next year.

Mexican lawmakers gave final approval for new tariffs on Asian imports, broadly aligning with US efforts to tighten trade barriers against China, as President Claudia Sheinbaum seeks to protect local industry.

Mexico’s Senate on Wednesday voted in favor of the bill that imposes tariffs of between 5% and 50% on more than 1,400 products from Asian nations that don’t have a trade deal with Mexico. The bill passed with 76 votes in favor, five against and 35 abstentions.

The new levies will take effect starting next year and hit a wide range of products from clothing to metals and auto parts, with the massive output of Chinese factories emerging as the legislation’s focus.


Claudia SheinbaumPhotographer: Stephania Corpi/Bloomberg

Passage of the bill took place against the backdrop of Sheinbaum’s high-stakes trade talks with President Donald Trump and pressure to match his priorities, fueling hopes Mexico’s levies on Chinese goods could ease punishing US tariffs on goods like Mexican steel and aluminum.

While Sheinbaum has publicly denied any connection to Trump’s own tariff onslaught against the Asian giant, the new import levies resemble the US leader’s approach.

For decades, Mexico has embraced free trade more than nearly any other country in the Americas, inking dozens of trade deals with nations all across the globe. But Sheinbaum’s leftist Morena party is now moving in a different direction.

Mexico’s finance ministry estimates the new tariffs will raise nearly 52 billion pesos ($2.8 billion) in extra revenue next year.

Sheinbaum sent the proposal to Congress in early September, but lobbying from Asian governments and domestic opponents — from business lobbies and critical legislators — delayed its passage.

Manufacturers reliant on inputs made in China, India and South Korea, among others, warned of rising costs that could fan inflation. Some lawmakers, including from the ruling party, sought to avoid a dispute with a rising region many consider crucial to the diversification of Mexican export markets.

Sheinbaum’s embrace of the tariffs track with US concerns regarding so-called transshipment of Chinese exports through other countries, and follow action by Canada last year to also emulate US levies on electric cars, steel and aluminum from China.

Chinese officials have sharply criticized the latest Mexican tariffs as unwarranted and harmful.


A BYD showroom in Mexico City.Photographer: Mariceu Erthal/Bloomberg

According to the tariff legislation, Chinese cars will face among the steepest tariffs at 50%. The country’s massive auto sector currently holds 20% of the Mexican market, up dramatically from minimal vehicle imports just six years ago.

Mexican officials and local auto associations backed the import levies in a bid to protect national vehicle production, a major driver of Mexico’s manufacturing sector.

Along with the new tariffs, lawmakers approved a measure that will empower Mexico’s Economy Ministry, responsible for trade policy, to adjust the import levies as it sees fit.

The measure states that the ministry “may implement specific legal mechanisms and instruments for the importation of goods from countries with which the Mexican state does not have a free trade agreement in force.” The provision cites the flexible mechanism’s goal of ensuring supplies of key imports under competitive conditions.

The policy could provide Mexican officials with useful tools ahead of next year’s review of the North American USMCA trade pact with US and Canadian negotiators.



To: TobagoJack who wrote (218318)12/10/2025 10:06:31 PM
From: TobagoJack  Read Replies (2) | Respond to of 218805
 
Additional discourse following <<Daily workflow 2025 12 11 Good morning Manus co-pilot, please>>

Q: dunno, unsure why Empire weakening its erstwhile allies and 'friends' by all means possible here in Asia, there in Latin America / Mexico / Canada, and everywhere in Europe and Middle East, all the while Russia making its ally North Korea stronger, with solid-fueled ICBMs tipped with nuke warheads

(1) fortune.com <<North Korea unveils new intercontinental ballistic missile that may be tested in coming weeks>> - I note that N Korea was forever R&D-ing liquid-fueled rocketry and failed to get consistent / desired result, ditto atomic warheads too large for expeditious delivery on such faulty rockets, but all of a sudden, post signing mutual defense treaty with Russia, able to so rapidly pivot

(2) bbc.com <<N Korea fires banned missile in longest flight yet>> - and away she goes

(3) armyrecognition.com <<Three stages solid-fueled intercontinental ballistic missile - North Korea>> - call me tinfoil hat type, but the Hwasong-18 3-STAGES armyrecognition.com looks like a Russian 3-STAGES en.wikipedia.org with same-ish TEL upload.wikimedia.org

China TEL for the DF-41 missilethreat.csis.org is same-ish as the N Korean TEL for the Hwasong-18 with cosmetic adjustments, coincidence am sure

Q: will the Empire help Japan and Germany to get nuked-up ? thus granting geopolitical freedom to both ?
Hwasong-18
Topol-M
DF-41



To: TobagoJack who wrote (218318)12/11/2025 2:39:51 AM
From: TobagoJack  Read Replies (1) | Respond to of 218805
 
Re <<Additional discourse following <<Daily workflow 2025 12 11 Good morning Manus co-pilot, please>>

Q: re this piece of journalism by Bloomberg bloomberg.com <<Why Your Nintendo Switch 2, Xbox Is Now ‘Made in Vietnam’ Not China>>
>>



To: TobagoJack who wrote (218318)12/11/2025 2:47:25 AM
From: TobagoJack  Respond to of 218805
 
re <<Additional discourse following <<Daily workflow 2025 12 11 Good morning Manus co-pilot, please>>

Q: (1) analyze the impact of this labor reallocation on China's overall economic growth and it's "Made in China 2025" goals, especially comparing the value-add of the relocated assembly jobs versus the new high-tech sectors, (2) Given the conclusion that the US tariffs are "subsidizing China's transition to high-tech superpower," what are the immediate investment implications for the US tech sector and for the companies like Nvidia and AMD? (3) even for Nintendo and Xbox, are their respective supply chains actually more 'secure' and 'de-risked' or truthfully more vulnerable, particularly given what is now-now happening in the East China and South China Seas and the Taiwan Strait in between? (4) text, voice, slides, please

Q: What do the stock price charts for Hosiden Corp, Goertek, and Pegatron look like in gold terms for the period 2023-01-02 to now 2025-12-11 ?>>