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Commentaries by Jonah Kim

Jonah Kim

Analyst

Jonah Kim is a Computer Science and Economics sophomore at Tufts University interested in investment research and asset management. He is involved with Tufts Financial Group and the Tufts Investment Club VC/PE Research Group. At CJPA, he utilizes his experience in financial/Excel modeling as well as quantitative and qualitative research on industries and companies to deliver strategic recommendations.
  • Jul 29, 2025

    Since the U.S.-China trade war began in April, Chinese companies have faced high tariffs and economic uncertainty, prompting them to reshore production to the U.S., shift manufacturing to developing countries, and diversify into other markets. Despite higher costs and regulatory challenges, they are balancing supply chain stability with expansion in Latin America, Southeast Asia, and Europe to maintain their low-cost business models.

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