Trade

Who will be the winners from the US-China trade war?

The ongoing trade war between the US and China shows no signs of abating. While it's hurting many nations, some could benefit. Six experts say where the opportunities lie.

TINA or "there is no alternative" may help China stave off US president Donald Trump's attempts to undermine the factory-capital of the world.

That is despite well-deserved scepticism surrounding Trump's revelation on August 26 that officials in Beijing reached out to US trade officials seeking to return to the negotiating table. 

These sort of positive noises have been followed by further bad news before. In the meantime, the fallout from the ongoing trade spat is affecting many countries, including Australia, Japan, Korea and others.  

However, it's not bad news everywhere. Tired of waiting to see where the penny drops, many companies are moving low-cost manufacturing lines into countries like Vietnam and Thailand, while countries like Bangladesh and Pakistan are benefiting from increasing demand for non-Chinese made textile exports. 

For investors that offers some potential positive opportunities. We asked six industry professionals where they are. 

The following extracts have been edited for brevity and clarity.

Sam Radwan, chief executive
Enhance International 

There will be winners like Vietnam and Taiwan and the like, but in my view that's going to be short-lived from two perspectives.


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