Rules of the game are still uncertain and ... Why US-China tariff pause may be bad news for these countries eyeing 'China-plus-one' strategy of American companies

A U.S.-China tariff pause is pressuring manufacturing hubs like Vietnam and Mexico to secure better trade deals with the U.S. to maintain their competitive edge. These nations risk losing momentum in attracting companies seeking alternatives to China, as the tariff reprieve could slow supply chain diversification. Uncertainty persists, prompting companies to delay investments amid unpredictable policymaking.

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