“Is Chinese cargo hiding behind Vietnamese labels?”
asked by Mrigank Singh · re-verified 2026-08-07
The number it created
Mostly no. Across every customs code where China lost volume, only two show Vietnam gaining at rerouting speed — under 5% of the decline. One furniture code carries the classic washing signature and is flagged.
What it does not say
It does not clear third countries — Thailand, Malaysia and Mexico routing is untested, and the fourth mechanism stays open at reduced weight.
· the full record
Using the Trimtab tools, for goods where China's US shipments collapsed after April 2025, did Vietnam's shipments of the same goods rise to match? What does that imply?
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“Is Chinese cargo hiding behind Vietnamese labels?”
Mostly no. Across every customs code where China lost volume, only two show Vietnam gaining at rerouting speed — under 5% of the decline. One furniture code carries the classic washing signature and is flagged.
It does not clear third countries — Thailand, Malaysia and Mexico routing is untested, and the fourth mechanism stays open at reduced weight.
I asked the Trimtab US Trade Ledger — open, no key, no account. Ask it something we
haven’t: https://trimtabist.com/asked/vietnamese-labels
(via Mrigank Singh — engagement 05 on the board) #Trimtabist