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This is a very impactful geopolitical development, and it will directly and positively affect Malaysian glove companies — especially Top Glove, Hartalega, and Kossan — in both the short and medium term.
Let’s break it down clearly ?
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? Summary of the News
The U.S. announced 100% tariffs on Chinese exports starting Nov 1, 2025, reviving the trade war.
This includes a wide range of Chinese goods, not just tech.
It’s a major escalation following China’s restriction of rare earth exports
Next 6 months (FY2026 1H) ? Bullish U.S. orders surge, utilisation rises, ASP stabilises
1–3 years (FY2026–FY2028) ? Structurally Positive Malaysia regains U.S. glove market share; better pricing power
Beyond 2028 ⚖️ Moderate growth Global supply equilibrium returns, but Malaysia remains preferred supplier
how do you view Intco's production capacity in Indonesia, what tariff rate applies? with this threat gaining momentum, do you still see malaysian gloves regaining us glove market like you expected?
