Thevesh
thevesh.com
Thevesh
@thevesh.com
I dug into the White House's list of 1039 tariff-exempt items.

Result: Using granular trade data for the past 1 year, 24.2% of Malaysia's exports to US would be tariff-free.

This means 75.8% of our exports to US (10.2% of exports overall) would get hit by the tariff.

🧵Thread explaining my results
April 5, 2025 at 1:16 AM
I recently went on a day trip to Singapore.

Here's the number of steps I walked during the day, at 30 minute frequency.

I know KLIA2 is much lower-cost relative to Changi, but man, going through KLIA2 after Changi really underscores the difference in customer experience.
November 16, 2024 at 12:50 AM
Who's here?
November 16, 2024 at 12:45 AM