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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?
The United States will add an additional 100 percent tariff on imports from China and impose export controls on all critical US-made software from November, US President Donald Trump said on Friday.
"Starting November 1st, 2025 (or sooner, depending on any further actions or changes taken by China), the United States of America will impose a Tariff of 100% on China, over and above any Tariff that they are currently paying," Trump wrote on his account on Truth Social.
on Thursday, China imposed restrictions on rare earth export. local insti foresee it going impact US and lead to hike in tariff to China.
Now it happens,extra 100% on China product
The Nobel Peace Prize is lost, and anger flares. With sanctions against China no longer effective, they are left repeating the same futile moves. The first shot once hit hard, but now, another round barely leaves a mark.
