Thursday, April 17, 2025

USA le China Chawleh Raldohnak (Trade War)

USA President Trump nih zungkai aa thok tlawmpal in China in USA a lutmi thilri cu ngunkhuai (tariffs) a kai ter. " US ramchung ah sii thalo (Fentanyl) a lutmi hi China ram ah an chuahmi thil (chemicals) hmang in an sermi asi i rammi tamtuk harsatnak le thihnak tiang a pek hna caah an ngolnak hnga dantat an hau" tiin 20% tariffs a lak. April 2, 2025 ah "Liberation Day" tlangtar in vawleicung ram dangdang in USA ah thil a lutmi poah cu an ram sining hoih cio in ngunkhuai lak dingmi a thanh lio ah China cu 34% in a chap than. China nih lehrulhnak tuah dingin thawng a thanh tikah President Trump nih 50% a chap nolh i 104% a phan. China nih 84% in a van lehrulh colh ve i USA nih 125% tiang a kaiter nolh.

China nih USA thilri poahpoah cu 125% ngunkhuai lak dingin thawngthanhnak an tuah ve i "mah hi pin cu USA nih tariffs an kaiter len zongah China nihcun kan kaiter chap ti lai lo, a ruang cu kan i lakmi ret a sang tuk cang i ramhnih karlak chawlehnak caah lam a pit ko cang, kaiter chao lengmang cu nihchuak capo phun hna alo cang lai ee" tiah an ti. USA nih China thilri cu 145% lak dingin thawng an thanh hlei ah President Trump nih term-khatnak a rak tuan lio ah China thil sermi zeimawzat (Electric Vehicles ti bantuk) cu tariffs tampi an rak lak bal cang i Biden cozah zongnih 100% tiangin an rak kaiter mi pawl kha an van kemh chih. Cu tikah USA ah China in a van lutmi thliri zeimaw cu 245% tiangin ngunkhuai lak dingin President Trump cozah nih thawng an thanh.

President Trump le a hawile nih China cu tariffs lawng si loin bia fakfak in an hrocer i an tlirhkhawnh. China cozah tu nihcun dai tein lehrulhnak an tuah i "kanmah nih kan i thimmi a si lo nain hiti tuahto kan tonmi cu a thoktu lei nih an ngol lo ahcun a herhning in a dongh tiangin kan kal ko lai" tiah an chim ve. "Anmah nih pakhat le khat i upatnak he rak kan chawn hmasa sehlaw biaruah kan thok lai" tiin ngunkhuai (tariffs) hmang in chawlehnak ral (trade war) aa domi USA le China hi zeidah an lawh lai timi kongah ruahnak phunkip a chuak. USA cozah hruaitu nih "China nihcun USA market lo cun an celh bal lai lo, an lungkhawn ahcun an i ngaichihnak lehlam asi lai" tiin an chimrelmi cu mi tampi nih zumh asi lio ah China dirhmun hi USA tel lo zongin a fek tuk ve cang i an sung lai lo tiah a ruatmi zong an um ve.

USA nih thil cawknak phaisa (thazaang) kan ngei i China nih thil serkhawhnak thazaang (manufacturing capability) an ngei ve.

Kum 2024 ah USA nih China sin in thil a cawkmi hi $438.9 billion man asi i US nih ramdang thilri a cawkmi dihlak i 13.4% hrawng asi ( USA nih China sin ah a zuarmi thilri man cu $143.5 billion lawng asi- USA cu technology ah an ṭhawng i China sin ah software le services an zuarmi hi trade number ah relchih hna sehlaw tampi a karh ve hnga tiah thaimsang hna nih an ti ve). Biadang in chim ahcun USA nih China sin ah $1 man a zuar lio ah $5 man hrawng a cawk tinak asi i a zuarmi nakin alet nga in a cawkmi a tamdeuh tikhawh asi. USA nih an zuarmi nakin an cawkmi a tamdeuh tukmi boruak ruang ahhin atulio USA cozah nih China he chawlehnak iremnak kongah an ral a tha ngaingai.

China hi thilri serchuahnak ah an thazaang a ṭhawng tuk i USA sin ah thil an zuarmi hi ramdang ah thil an zuarmi dihlak i 16% hrawng lawng asi ve. Biadang in chim ahcun China nih ramdang ah thilri $100 man a zuar tikah $16 man hrawng hi US sin ah a zuar i $84 man hi ram dangdang ah a zuar. Vawlei pumpi nih thilri serchuah khawhnak thazaang (manufacturing capacity) kan ngeihmi dihlak i a zatceo deng hrimhrim hi China nih a ngeih cang ti asi. USA lawng si loin vawleicung ram dangdang ah an thilri chuahmi tampi an zuar khawh hlei ah anmah China bantukin ram dangdang nih USA cawk dingah a herhning in thilri an serchuah khawh baibai lai tiah an zum lem lo. Cucaah, President Trump le a hawile nih zeitlukin an hrocer hna i an rialdit hna zong ah lungdai nawn tein an lehrulh salam khawh rih hna.

“USA nih China sin in a cawkmi thilri pawl hi ram dangdang sin tuin a cawk hlei ah amah ramchung lila ah tampi aa serchuah lai i mizapi nih kan tuar tuk lem lai lo, caansau USA hmailei caah lam ṭha lehlah asi lai” tiin mi cheukhat nih an ruah. “Thilri serchuah (manufacturing) cu fawizaang tein caan tawite chungah tuah khawhmi thil asi lo hlei ah USA cu rian ṭuantu nihlawh man a fak tuk i thadi zaangba mi rian a ṭuan zuammi kan tlawm tuk fawn tikah China le ram dangdang nih an serchuahmi thilri pawl cu man deng ngai dingin kan serchuah kho lai lo; US cozah nih ngunkhuai (tariffs) tampi a lak bu zongah ramdang in a lutmi thil hi an man tamtuk a kai ko zongah USA ramchung i sermi thilri nakin an man a deng deuh ṭhiam rih lai i mizapi kan harsa tuk lai” tiah mi tampi nih an zumh ve. “USA cu zauk phung a hmang i kum tlawmpal ah ram hruaitu thimnak (Election) a tuah pengmi kan si fawn i China bantuk ram hruaitu aa thleng leklek lo i zalong tein hmailei caan saupi ca tiang tuaktan in hruaitu khua a cuanhter khotu ukhruainak a hmangmi ram an si fawn caah thilri serchuahnak (manufacturing) kong ahcun epchun awk kan ṭha kho lai lo, tariffs ruangah thil man a kaimi nih khuasak tuntuknak caah harsatnak a chuahpi lai i ram hruaitu cungah mizapi an thinhung lai i hruaitu thlen duhnak a chuak tuan lehlam lai “ tiah tariffs kongah a thinphang mi nih an ruah dan asi fawn.

President Trump nih tariffs hmangin chawleh raldohnak ( Trade War) a kalpi i China nih a lehrulh ve caah kaphnih in mizapi nih harsatnak zeimawzat kan tong veve lai timi cu al awk a ṭha lai lo. An lungthin an ṭhumh i remdaihnak lei ah kar an hlannak dingah “zei ram dah a tuar fak deuh lai” timi tlukin “zei ram mizapi dah ramkhel buaibainak chuahpi loin intuarkhawhnak a ngei deuh lai” timi hi tampi lai a rel te ṭheo lai.

Vawleicung chawlehnak ah a lian bikmi ramhnih nih nang maw kei tiin an i dironh cang tikah ram dangdang vialte cu a tlawm le tam in a hnuarsuan dih hna lai i tukum vawlei pumpi huap chawlehnak (trade) hi nikum nakin 0.2% in a zorchuk lai tiah World Trade Organization (WTO) nih an zawndomh {President Trump nih ram kenkip in thil lutmi ngunkhuai tampi a kaiter hlan ahcun WTO nih tukum hi nikum nakin 2.7% in vawlei pumpi chawlehnak (trade) a karhcho lai tiah an rak ruahmi asi}.

USA le China chawleh raldohnak (Trade War) hi zeitindah a dongh te lai i ahodah aa tei deuh te lai timi cu caan nih bia a chim te dingmi asi. A linsa tukmi boruak hi caan tawite chungah aa siamremh khomi asi i fak chinchin in aa sukkhak kho rihmi zong asi ve fawn. Boruak hoih in khuasak tuntuk zia thiam a herh lai i lungdai tein hmailei caansau ca tuak in khuakhan lairel thiam a biapi chinchin lai dah.

A himmi phaisa phumnak (Risk Free Investment/Asset ) le President Trump’s Tariffs Policies

USA cozah nihhin ngunkhuai in phaisa a hmuhmi nakin a hmanmi phaisa a tamdeuh tuk tikah do a cawi camcin. Hizat in phaisa rak ka cawih ulaw hizat akarh ret in kum cuzat ah kan cham ṭhan hna lai timi biakamnak catlap hmangin phaisa a cawi. Cucu (US Treasury) Bonds asilaoh Notes/Bills tiah amin an auh (Notes/Bills hi caantawite phaisa cawinak ca deuh ah an hman i Bonds hi caansau deuh phaisa cawinak caah an hman). USA cozah Bond/Notes/Bills cu mi pumpak, companies le ram dangdang nih cawk khawh asi. USA nih China sin ah leiba $700 billions renglo a ngeimi timi zong khi China cozah nih USA cozah bonds an cawkmi asi.
US Dollar cu vawlei pumpi nih chawlehnak ah kan i hrawm bikmi phaisa (World’s Reserve Currency ) asi bantukin USA cozah leiba catlap a cawtu cheuthum cheukhat (1/3) hi ramdang mi le ramdang cozah an si. Ramdang cozah nih USA Bonds an cawknak a ruang lian bik cu an ram cawleh tluantlamnak le an ram phaisa venhimnak caah an herh (Ram pakhat i a phaisa man ngeih le ngeihlo cu ramchung khuasa mizapi le ramdang minung nih chawlehnak ah an zumhraih ning cungah aa hngatmi tikhawh asi). Tahchunhnak ah Kawlram meiti (datsi) companies nih Thailand ah meiti an cawk tikah Kawlram phaisa (Kyat) an hmang lai lo i Thailand phaisa (Bahts) zong an hmang lem lai lo: US Dollar an hman lai. Vawleicung ramkhat le ramkhat karlak chawlehnak i zakhat ah sawm-sarih (70%) renglo hi USD hmangin tuahmi asi ti asi.
USA nih ramdang ah thil a zuarmi (exports) nakin ramdang in thil a cawkmi (imports) a uak deuh tuknak zong hi a ruang tampi lakah an phaisa hi World’s Reserve Currency asi caah asi. Ramdang nih phaisa dang nakin USD an duh/herh deuh tikah USA sin ah an thil zuar an duh deuh. USA cu USD a chuahtu ram asi hlei ah ramchung mizapi hi USD in phaisa lut tampi a ngeimi kan si i ramdang thil lut cawk kan duh lawng si loin cawk khawhnak thazaang kan ngei deuh. Cucaah, vawleicung ram kenkip nih an thil sermi phunkip cu USA (mizapi) sin ah an zuarh i an hlawkmi phaisa chungin zeimawzat hi USA cozah bonds le stocks ti bantuk cawknak ah an hman. USA cu World’s Reserve Currency USD ngeitu asi i chawlehnak (economy) lian bik ngeitu asi hlei ah ralkap ṭhawng bik a ngei i zauk (democracy) phung in aa hruaimi, minung pumpak nakin a fekmi phunglam a zulmi (rule of laws) ram dai asi caah an ngeihchiah khawnnak hmunṭha bik ah an pom.
USA cozah nih phaisa cawinak a hmanmi catlap lakah ramchung khuasa mizapi nih siseh ramdang cozah (foreign central banks) nih siseh phaisa kong he pehtlai in kan hman/cawk bikmi cu 10-Year Bond asi. “Phaisa hizat hi ka cawih ulaw cuzart akarh ret (rate) in kum-hra chungah kan cham ṭhan hna lai” tiah US cozah nih an zuarmi (IOU) biakamnak catlap asi (atu internet chan ahcun catlap theng in si loin number in cawkzuar asi ko). USA ramchung ah inn le motor ti bantuk kan cawk tikah Banks nih phaisa an kan cawihmi akarh ret zong hi 10-Year Bond nih akarh a pekmi ret cungah hram a bunhmi asi {kanmah pumpak phaisa tuanbia (credit history) zong cu an hman chih ve}.
USA cu market economy a hmangmi an si bantukin US 10-Year Bond nih a pekmi akarh ret zong hi a caw duhtu le a zuar duhtu sining hoih in aa thleng peng. A cawtu nakin a zuartu an tam deuh ahcun bonds aman a ṭum i a karh ret a kai. A zuartu nakin a cawtu an tam deuh caan ah bond aman a kai i akarh ret a ṭum. Atulio USA cozah nih biatak tein an i zuammi cu US Cozah Bonds nih a pekmi akarh ṭumter asi. Zeicatiah, USA cozah nih a ngeihmi leiba a tamtuk hringhran cang i akarh (interest payment ) caah a pekmi lawng hi kumkhat ah $1 trillion lengkai asi cang. US Treasury Secretary, Scott Bessent nih a chimning ah akarh ret (interest rate) 0.01% a ṭum poah ah kan leiba caah a karh kan pekmi $1 billion kan hlawk (save) ati. Cucaah, akarh ret a ṭum deuhnak dingah an sikhawh chungin lam an kawl i mi cheukhat nihcun nai cikua US Stock Market man a tlak ngaimi zong hi phaisa karh ret tla deuh seh tiah US cozah nih an tuah hramhrammi asi ko lai titiang in a ruatmi an um.
USA lawng si loin vawleicung khawika hmun poah ah chawlehnak a tluanlo caan le puicimh zatlaknak in thinphan thlalau caan poah ah cawk dingin zuanhnawh lulhmi cu US cozah bonds, USD le Sui an si. Phaisa phumnak caah a himlo deuh (stocks, crypto le ram dangdangah ngeihmi thil) tiah ruahmi thil cu zokzok in zuar i a himmi thil (US bonds, USD le Sui) cawk hi ahopoah nih i zuam cio pengmi asi.
Vawleicung ah a him bik i cawkzuar zong a fawibik tiah ruahmi phaisa phumnak (Risk Free Investment/Asset) cu USA Cozah Bond (leiba catlap) asi. USA Cozah Bonds lakah hman bikmi cu 10-Year Bond asi i a pekmi a karh ret cu Risk Free Rate tiah an auh.
President Trump nih ramdang he aa buaktlak lo tuk cangmi US chawlehnak siamremhnak caah tiin ram kenkip sin in thil lut ngunkhuai (tariffs) tampi lak dingin April 2, 2025 ah thawngthanhnak a tuahmi nih vawlei pumpi a hnih i Stock Markets vialte an tla dih. Chawlehnak kongah vawlei pumpi in thinphang thlalau in an um dih tikhawh asi. Chawlehnak he aa pehtlaimi tuksum boruak nih vawlei a chilh lio caan ah ahopoah nih USA cozah bonds le USD hi cawk dingin zuanhnawh ding asi. Cuticun ni zeimawzat chung cu thil a kal ko nain April 7,25 in thil umtuning aa linglet. Stock Markets an tla cuahmah nain USA cozah bonds le USD zuar duhtu an karh i caw duhtu an zor caah US cozah bonds nih a pekmi a karh ret a kai i USD (dollar) man a tla. USA cozah bonds zuartu an karh tuk caah nihnih chungah US 10-Year Bond a karh ret hi 0.5% renglo bak a kai (Bonds market ah atu bantuk thil a can hi aa bengbai taktak ti asi). US Treasury Secretary biachimmi he van tuak chun tikah US cozah nih an leiba a karh an pek dingmi ah $50 billions hrawng aa chap ding asi tikhawh asi hnga.
President Trump nih April 9, 2025 chuncaw eikhim ah ram dangdang (China telh lo) in tariffs lak aa timhmi cu ni 90 chung lak rih loin a tlawm bik 10% lawng lak chung dingin thawngthanhnak a tuahmi kha a ruang a tampi ko lai nain a biapi bikmi cu US cozah le USD cungah zumhraihnak a zormi boruak kha phurh awk a ṭhat lo caah asi bik tiah thiamsang cheukhat nih an ruah ( cucu kei ka ruah dan bik zong asi ve). Ram dang cozah tampi nih tariffs kongah caihhmainak ngei dingin an halmi ruang ti bantuk zong cu a bia aa let chungnak ah aa telmi a ruang an si ve ko lai nain Bonds le US Dollar boruak nih Warning an pekmi nih a lerh deuh tuk ko lai tiin ka zumh.
Biathlaih: President Trump nih Tariffs hmangin ruruhranghrang in a nawrmi Trade Policies cu ka uar lo ngai nain a sermi team, Scott Bessent le Elon Musk tepawl, nih an hruaimi atulio kan cozah hi hmailei caansau USA hunchonak ding ahcun ka hnabei an sei ngai i ka zumhraih ko hna.