China is starting to deliver on commitments made by President Xi to President Trump, though the impact of actions made so far may be minimal. Samsung Electronics is shifting production to China from India in response to a variety of tariffs. Also: lower oil prices and Chinese discounting may drive a slowdown in U.S. import growth; Hyundai and GM may be helped by South Korean auto-parts support; solar tariffs have driven Longi and Jinko to start exports from Malaysia and South Korea; a poor performance from LA may be the sign of more to come for other U.S. ports; a nebulous new year is...