Viacheslav Muzyka
Business

What's the big deal about tariffs?

The 'T' Word

Apoorva Mahajan

According to the Observatory of Economic Complexity

(OEC), in 2023, Thailand exported a total of USD 319

billion worth of goods, giving it the 25th spot on the list

of exporters in the world. The most common destinations for

Thai exports are China, Japan, the United States, Australia,

and Malaysia.

With such a bustling trade economy, the announced and

recently implemented tariff measures from the United States

are anticipated to make the price of goods higher. Why? At its

core, a tariff is a tax placed on imported products. This raises the

domestic price of foreign goods, which affects imports because

countries with imposed tariffs will face lower export demand.

The United States has imposed a 36 percent tariff on Thailand’s

exports. This is particularly taxing because Thailand is primarily

an import-export economy. Exports account for 65 percent of

the country’s GDP, and the United States accounted for 19

percent of total exports (a whopping USD 55 billion).

So, how are businesses coping with these tariffs? Masala spoke to

a few key figures in the B2B sector, and these are their thoughts.

Shitanshu Sharma

Sales Manager, ROHA DYECHEM Thailand

Shitanshu Sharma, Sales Manager at ROHA DYECHEM Thailand

Tell us a little more about your company, ROHA DYECHEM,

and what you do. What are some items your manufactured

products can be found in that we wouldn’t expect?

ROHA is the flagship company of the JJT Group. It is a global

leader in the manufacturing and distribution of synthetic and

natural food colours, dehydrated ingredients, and industrial dyes

and pigments. ROHA has a presence in over 22 countries. Most

consumers associate synthetic food dyes with candies or beverages,

but surprisingly, our colourants are also used in products such as

pharmaceutical tablets, pet food, the toy industry, cosmetics, bath

bombs, and even seed coatings in agriculture.

As Thailand is a predominantly import/export economy,

what sort of competition do you face in your industry?

In our sector, we face competition from both global chemical

giants and regional manufacturers, especially from China and

India. These countries often benefit from larger production scales,

cheaper labour costs, or subsidised manufacturing. However,

Thailand’s strength lies in quality assurance, stringent food safety

norms, traceability, microbial testing, and a strategic location in

the ASEAN region, which we leverage to remain competitive.

Before the tariff imposition, what was the state of exports

in your business?

Before the tariffs, our exports were steadily expanding, particularly

to Asia, the USA, and parts of Europe. Demand was driven by the

growing processed food sector, and we benefited from long-term

relationships with our suppliers and trade agreements that allowed

for competitive pricing. We have just started penetrating new

markets like the Middle East and Africa.

Did your business have contingency strategies already

in place for hectic economic situations? How does your

business plan to navigate these tumultuous economic

times?

Yes, we maintain a multi-tiered contingency plan including

diversified sourcing of raw materials, flexible contract manufacturing,

and a strategic reserve of high-demand raw materials secured by

long-term contracts. We also invested early in manufacturing set-

ups in Thailand, Vietnam, Indonesia, Australia, etc. This provides

proximity to customers in the Asia region.

In response to current volatility, we’re focusing more on value-

added products, enhancing direct-to-consumer channels, and

exploring ASEAN regional partnerships to reduce dependency

on vulnerable trade routes.

How can these tariffs be seen in a positive light? Is now the

time to nurture relationships with other export partners?

Tariffs have forced us to reassess our operational agility and pushed

us to innovate. They’ve encouraged us to strengthen ties with

closer markets and less tariff-affected regions. This is indeed the

right time to nurture deeper relationships with emerging markets

in Africa, South Asia, and within ASEAN itself, where demand is

rising but competition is still manageable.

If the tariffs are not eased come July, where do you see

the future of businesses in Thailand that deal with exports

heading?

If tariffs persist, export-reliant businesses will need to become

more strategic. We foresee a shift towards localised production

models and joint ventures in target markets to bypass tariff costs.

Thai exports may also further invest in R&D regarding innovation,

customer-first-centric approaches, and service mindfulness to

compete, rather than depend on price alone.

Is there any advice you would give to other businesses

that are going through similar situations?

We can’t wait for economic stability. External factors affecting

business need to be understood while making any export decision.

Continually updating PESTLE factors and staying focused will

inculcate our organisation’s vision and ability to do business.

Diversify your customer base, invest in process efficiency and

technological aspects, and keep a close eye on geopolitical trends.

Be mindful about forming strategic alliances, both locally and

globally. Most importantly, leaders need to be transparent in their

communications as the trust of stakeholders and their flexibility

are your most valuable profit margins in times like these.

Rajeev Mathur

Managing Director of Fenatex

Rajeev Mathur, Managing Director of Fenatex

Tell us a little more about your company, Fenatex, and

what you do.

Fenatex, established in 1992, is both a textile trading company and

a manufacturer of woven and knitted fabrics, including denim.

Based in Thailand, we also focus on garments for the domestic

market—mainly denim and non-denim bottom wear. We handle

the entire value chain: sourcing yarns, manufacturing fabrics, and

supplying finished products. On the trading end, we specialise in

sourcing and exporting certified yarns and fabrics. We aim to be

a one-stop textile solution for clients, locally and globally.

Seeing as how Thailand deals predominantly in imports

and exports, how much do these things make up your

overall business?

They’re the foundation of our business—over 90 percent of what

we do involves international trade. We import yarns and fabrics

primarily from China, India, Indonesia, Malaysia, and Vietnam,

and in turn, export fabrics and garments to various countries. We

supply our products within Thailand and to neighbouring countries

like Laos, Myanmar, and Cambodia, both directly and indirectly.

Before the tariff impositions, what did exports look like

for your business?

The U.S. has never been our direct focus market, so we weren’t hit

by tariffs head-on. However, many of our customers export to the

US, so we’ve felt the indirect impact, especially with tighter margins

and more cautious buying. Before that, the flow of production was

smoother: lower freight, more predictable timelines, and simpler

documentation. These days, due to the uncertainty of the tariff

situation, it is more volatile, and we’ve had to stay flexible.

Which countries do you conduct business with the most?

We’re active in South Asia, Pakistan, India, Sri Lanka, and

Bangladesh, as well as Turkey. These are key textile hubs for

both raw material sourcing and exports. Outside Asia, we supply

our product to South America, North Africa, and East Africa. In

Thailand, we also sell throughout the country and to nearby regions

through both direct channels and distributor networks.

Does your business have strategies, either pre-existing or

newly created, in place to deal with economic situations

like this?

Yes, we’ve made several strategic adjustments. First, we’ve diversified

into different yarn types and fabric constructions—woven, knitted,

polyester, cotton, denim—to serve broader needs. We’ve also

expanded into garments, focusing on bottom wear. On top of that,

we keep our inventory lean and manage all warehousing internally,

which helps us to stay agile and in control of costs.

Certification is becoming a big part of our risk management going

forward, allowing us to differentiate in a saturated market. As a

part of this, we are pursuing Global Recycled Standard (GRS),

Recycled Claim Standard (RCS), and Organic Content Standard

(OCS) certifications to strengthen our sustainability credentials.

Where do you think the future of exports will be heading

in Thailand with these economic limitations? Should we

start looking in other places for business?

Textile is becoming a challenging sector in Thailand, especially

with a strong THB making exports less competitive. Business

overall is becoming riskier by the day. To stay ahead, we have to

evolve—offering not just price but value, traceability, and niche

solutions. New markets like Latin America, Africa, and parts of

Eastern Europe as less saturated and open to fresh partnerships.

We’ve already started looking in these directions.

What advice would you give other businesses going

through similar situations?

My advice is simple—adapt early and diversify. Build multiple

revenue pockets: don’t rely on just one product or market. Focus on

certifucations, product quality, and strong supply chain relationships.

Withal, don’t ignore the domestic market: it still holds potential if

approached correctly. Business advice aside, you must also protect

and strengthen your mentality. This business is getting tougher,

and a clear head is your best asset.

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