CA Vivek Khatri Profile picture
Apr 16 19 tweets 4 min read Read on X
🧵BREAKING: Xi Jinping ran to Vietnam.

Not for diplomacy. Not for friendship.
He went to stop a rebellion - from a country 14x smaller.

This sounds fake...
Until you see the numbers.

A thread that feels unreal - but isn’t 👇
1️⃣ Vietnam’s $129 Billion Trap

In 2024:
🇻🇳 Exports to the US: $142.48B
💰 Trade Surplus: $129.38B
📈 That’s 30% of Vietnam’s GDP from just one country.

Vietnam doesn’t trade with the US.
It feeds on it.
2️⃣ But here’s the twist…

Vietnam also imports $144B from China, but only exports back $61B.

📉 Trade deficit: $83B
🧩 Strategy: Buy Chinese → Assemble → Sell to US

China supplies.
America pays.
Vietnam wins.

Xi saw it.
Trump saw it.
Now both want leverage.
3️⃣ April 2025: Xi lands in Hanoi

Signs 45 deals.
🚄 $8.3B railway (funded by China)
🌾 Agriculture
💻 Digital economy
🌱 Green tech

Officially: Partnership.
In reality: Damage control.
4️⃣ The betrayal begins

As Xi shook hands…
Vietnam was expanding a military base in the Spratly Islands.

🏝️ Barque Canada Reef
⚔️ Now the 4th-largest Vietnamese outpost
🛡️ Strategically aimed at China

This isn’t a peace deal.
This is a geopolitical ambush.Image
Who is really winning this game?

Vote + quote. Let the fire spread 👇
5️⃣ Vietnam remembers 1979.

China invaded.
Vietnam won.

They’ve been waiting 45 years for payback.

No speeches.
No bombs.
Just factories, ports… and a balance sheet.
6️⃣ Bamboo Diplomacy ≠ Neutrality

Vietnam didn’t pick a side.
It picked everyone’s wallet.

✅ Took US factories
✅ Took China’s loans
✅ Took Japan’s tech
✅ Took EU trade
✅ Took India’s drills

That’s not diplomacy.
That’s a hostile takeover with a smile.Image
7️⃣ India enters the board

🇮🇳 Naval drills with Vietnam
🤝 Quiet defense upgrades
🧊 China: silent on LAC
📰 Global Times: muted

Beijing has no idea how to respond.
Vietnam just opened a second front.
8️⃣ The Empire is cracking

Xi built 44 ports across Africa and Asia.
All powered by trade revenue.

Trump’s tariffs strangled the cashflow.
Now?
Vietnam is slamming the last door shut.

The BRI dream is bleeding billions.
9️⃣ The 2045 Game Plan

Vietnam doesn’t want to survive.

It wants to dominate.
🎯 Goal: High-income nation by 2045
📈 2024 GDP growth: 7.09%
📦 Silent control of global supply chains
⚔️ Outposts in disputed waters
🔟 The Railway Trap

$8.3B Chinese-funded railway sounds like growth.
But Vietnam saw what happened to Sri Lanka.

They took the money.
But never surrendered the map.
1️⃣1️⃣ Why Xi Can’t Retaliate

🔇 No Taiwan drills
🔇 No LAC aggression
🔇 No South China Sea response
🔇 No anti-Vietnam propaganda

Because even dragons go quiet…
When they’re short on breath.
1️⃣2️⃣ The Unthinkable Coalition

🇻🇳 Vietnam
🇮🇳 India
🇯🇵 Japan
🇺🇸 United States

All aligning.
All investing.
All isolating China.

Beijing wanted to rule Asia.
Now it’s getting boxed in by its own neighbors.
1️⃣3️⃣ Imagine this…

A Vietnamese port.
A Chinese railway.
US cargo ships.
Indian naval destroyers in formation.

That’s not fiction.
That’s the next Cold War and Vietnam is the board.Image
I’ve studied 50+ geopolitical shifts this year.

Nothing stunned me more than what Vietnam just pulled off

A country 1/14th China’s size quietly changing the balance of Asia.
1️⃣4️⃣ Final Scene

Xi thought Vietnam would kneel.

Instead?

✅ Took the money
✅ Took the trade
✅ Took the island bases
✅ Took control

And made Xi pose…
next to his own decline.
💥 This is no longer a trade war.

It’s a soft coup.
A quiet realignment of global power.

And the dragon?
Just blinked.

🔁 Repost this first tweet.
🧠 Follow @CAVivekKhatri for threads on power, policy & profit.
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More from @CaVivekkhatri

Apr 15
“The world has already changed. You're just the last to notice.”

There was no collapse.
No sirens.
No flash of war.
Just… silence.
And in that silence,
The center of power moved.

Not from Washington to Beijing.

But from belief to alignment 🧵
You didn’t lose the world.

You lost attention.
You lost urgency.
You lost the memory of what built everything you stand on.

While you debated headlines,
They laid highways.
While you chased validation,
They chased sovereignty.

You laughed.
They built.
They didn’t take your place.
You left it empty.

You believed your past would protect you.
They believed only the future mattered.

So they constructed it.
Quietly.
Efficiently.
Irreversibly.
Read 15 tweets
Apr 13
🧵 The 2025 U.S.–China Tariff War: Global Trade’s Breaking Point

10% → 145% tariffs in 10 weeks.

No diplomacy.
No logic.
Just economic fire.

Here’s the complete timeline + impact, which is explained clearly.
1 | Jan 20

Trump kicks off his 2nd term with the “America First Trade Policy.”

No talks. No warnings.

Just orders to crack down on China.
Markets start watching.
2 | Feb 1

The U.S. slaps 10% tariffs on all Chinese goods

Yes, all of it: phones, steel, toys, tools

Goal: punish China over fentanyl & trade deficits
Read 26 tweets
Apr 11
🧵 ULTIMATE DEEP DIVE: Chinese Yuan Crashes to 2007 Lows!

Trump’s 145% Tariffs Ignite Global Economic Warfare

This isn’t just currency drama - it’s the reshaping of trade, inflation, and global power.

Let’s break down the full story behind the yuan’s collapse, Trump’s tariff war, and what it means for YOU 🧠👇
1️⃣ The Bombshell

On April 9, 2025, the Chinese yuan hit 7.3498 against the US dollar - its weakest since the December 2007 close of 7.29.

Why? Trump’s new 104% tariffs on Chinese goods triggered immediate panic.

📍As of April 11: yuan at 7.3220, still unstable.

This isn’t a currency fluctuation - it’s an economic earthquake.
2️⃣ Anatomy of the Crash

This slide is strategic.
Trump's tariffs pushed up the cost of Chinese goods in the US.

China's response? Devalue the yuan to make exports cheaper and cushion the blow.

📉 A weaker yuan helps exporters.
⚠️ But it risks capital flight, investor distrust, and imported inflation.

In April alone, the yuan dropped ~1%.
State banks intervened to cap it near 7.35.

This is a carefully engineered defense, not chaos.
Read 23 tweets
Apr 10
Why India is the Most Wanted Ally in Cold War 2.0 🇮🇳

A silent war is unfolding between the US and China.

Both superpowers are vying for India's ultimate prize.

Here’s why India is the fulcrum of the future and what it means for the world 🧵
1) 🇺🇸 The US Pitch: India as the Anti-China Anchor

The US sees India as the counterweight to China’s rise in Asia.

➤ Quad Leadership: Elevated to leader-level summits under Biden; 2024 Quad Summit reinforced joint Indo-Pacific goals.

➤ Military Drills: Yudh Abhyas 2022 near the China border (Uttarakhand) showcased real-time interoperability (NewsOnAir).

➤ Tech & Intel: The 2020 BECA agreement gives India live US geospatial data—a rare show of trust (USIP).

🧠 Logic: The US needs India’s heft to deter China’s regional dominance without India, the Quad weakens.
2) 🇨🇳China’s Move: Keep India in Orbit

China knows India’s alignment could tip the scales.

➤ Engagement Strategy: BRICS (2024 summit in Russia) & SCO (Modi-Xi in 2022) keep India involved (Reuters).

➤ Economic Leverage: Bilateral trade hit $136B in 2023, despite tensions (India Ministry of Commerce).

➤ Fear Factor: China calls the Quad an “Asian NATO” (Asia Society).

🧠 Logic: China wants India neutral to fracture US-led coalitions and guard its Indian Ocean ambitions (String of Pearls).
Read 23 tweets
Apr 10
Trump just triggered a global shockwave:
➤ 125% tariffs on China
➤ 90-day pause for 75+ countries

Markets panicked. China retaliated.

But beneath the noise is a masterplan of chaos and control that most miss.

Here’s the real play 🧵👇
1) April 2: The Opening Shock – Chaos by Design

➤ Trump slaps 10% base tariff on $2.7T of U.S. imports
➤ Adds 11–50% “reciprocal tariffs” on 90+ nations

💥 In 6 days:
• Global market cap loses $5.1T (Reuters)
• SPY: –12.7%a
• VIX: 24.4 (CBOE)
• Dollar Index (DXY): –1.8%
• 10-yr yields: spike to 4.82%

This wasn’t panic. It was provocation.

📌Logic:
1. Trump weaponized volatility to force global attention
2. Created a "fear premium" to gain negotiation leverage
3. Exposed which economies cracked the fastest
4. Collected real-time pressure data to guide the next moves
2) 🇨🇳China’s Response: Precision Retaliation

Between April 4–9:
➤ 84% tariffs on $162B U.S. goods
➤ Rare earth export ban (semis, EVs, defense hit)
➤ Yuan falls to 7.28/USD (–2.1%)
➤ Q1 U.S. exports to China: –12.4% (China Customs)

📌Logic:
1. China targeted Trump’s voter base: agri, autos, tech
2. Rare earth ban = economic pressure + nationalist messaging
3. Devaluation = FX shield against tariffs
4. Xi is playing for the long game absorb the pain now, and wait for Trump to overplay
Read 25 tweets
Apr 9
Trump just launched a 104% tariff bomb on China.

Prices will soar.
Markets are shaking.
Global alliances are shifting.

This isn’t trade policy - it’s an economic earthquake.

Here’s what just changed forever 🧵👇
1) What’s Inside the 104% Tariff?

🔹 20% baseline (since 2024)
🔹 +34% “reciprocal retaliation”
🔹 +50% “or else” threat if China doesn’t comply
💣 Total = 104% now

💬 Talks fail? Could go to 150%

🇨🇳 China hits back: 34% on U.S. goods + rare earth bans starting April 10
2) Your Wallet Just Got Squeezed

🛍️ U.S. imported $462.6B from China in 2024:
🔹 Electronics: $127B
🔹 Machinery: $97B
🔹 Apparel, furniture: $80B+

🎮 $300 console → $600
📱 $800 iPhone → $1,600
🧊 $1,500 fridge → $3,000

📊 Estimated hit per household:
→ Now: $1,248
→ Soon: $2,500–$3,800

📈 CBO sees 4.8% inflation by Q4
Read 28 tweets

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