Vietnam’s Growing Vulnerability to U.S. Trade Policies: From Trade War Winner to a Target of Tariffs

In this video, we analyze Vietnam's remarkable economic rise as a winner of the U.S.-China trade war and its growing vulnerability to U.S. trade policies. Once a preferred destination for manufacturers seeking alternatives to China, Vietnam now faces scrutiny for its soaring $102 billion trade surplus with the United States in 2024.

We explore:

- Vietnam’s success story: How U.S. tariffs on China triggered a manufacturing shift to Vietnam, driving exponential export growth.
- The trade imbalance issue: Why trade deficits matter, especially in U.S. election years, and how Trump’s rhetoric frames Vietnam as a trade “abuser.”
- Vietnam’s vulnerability: Its heavy reliance on U.S. markets, key industries like electronics, textiles, and footwear, and exposure to trade shocks.
- Strategic responses: How Vietnam is diversifying export markets, increasing U.S. imports, and investing in domestic industries to mitigate risks.

Through expert analysis, real-life examples, and clear visuals, we unravel Vietnam’s complex balancing act between economic opportunity and growing geopolitical pressure.