Hyperreality,

I worked in logistics for a while, so I should add one small caveat:

A lot of that will be stuff that comes from China and is then re-exported. IRC exports from China to Mexico increased something like 30% last year. I'm sure Mexico's lovely, but I don't think Mexicans are suddenly buying 30% more Chinese goods.

I saw this often. There'd be tariffs on Chinese products, then suddenly the exact same product would be made in Vietnam, Thailand, or wherever, a country which just happened to not be subject to tariffs. You can't move a rice field over the border in half a month, so yeah.

Sometimes it was obvious fraud. Stickers over the original stickers.

Sometimes it'd be repackaged or 'reprocessed' so it was technically no longer a Chinese product.

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