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Panjiva Daily: Hong Kong escalation exposures; Trump’s next target – Vietnam

Global 1124 Panjiva Daily 519

A further escalation in tensions in Hong Kong loom, raising the risk of U.S. intervention via trade policy – the electronics sector could be among the biggest losers if that happens. Vietnam looks set to be the next target for the Trump administration’s tariff policies. Also: Ralph Lauren follows the fashion for baggy inventories; Vestas leads Indian export, U.S. import wind booms; Chevron looks elsewhere, Valero waits as Venezuelan taps are turned off; China export outlook better, but still bad; Canadian elections become the critical path to USMCA passage; and China talks end early with...

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