New talks between China and the U.S. could avert a widening of tariffs and follow Chinese duties on U.S. exports proving 4x more effective than vice versa. COSCO appears to be struggling vs. its peers. Apple’s new iPhones continue to trend of higher cost imports. Also: Transformer tariffs continue, helping GE and Siemens; India says (sort of) no thanks to Trump as imports surge; Durban upgrade follows Boks’ box growth; Florence downgrade may not curtail supply chain risks; Nearly two thirds of American corporates in China feel the tariff burn; Bi- vs. multilateral decision needed for Mot...