ANDAMAN PARTNERS Wishes You a Happy and Prosperous Year of the Horse!
Compliments of the Chinese Lunar New Year to all our clients, customers, suppliers and partners.
A Small Set of Emerging Markets Is Driving Machinery & Electronics Export Scale to the World’s Largest Markets
Mexico, Vietnam, Thailand and India anchor export volumes to China, the EU and the U.S., while India stands out for the fastest growth.
China and the U.S. Dominate Global Capital Formation as High-Investment Emerging Markets Gain Ground
Sustained investment intensity and long-term growth are concentrating global capital formation in a small group of economies, led by China and the U.S.
Global Investment Patterns in 2025 Favoured Infrastructure Over Corporate Expansion
FDI and M&A remained concentrated in Asia and North America, while infrastructure attracted the bulk of project-financed investment.
Vietnam’s Rapidly Scaling Economy: Growth, Exports and Investment
Vietnam’s export-led growth reflects structural gains from China+1 supply-chain reallocation rather than cyclical trade expansion.
Africa Growth Map 2025: Resilient Momentum Amid Regional Disparities
The African Development Bank projects Africa’s GDP growth at 4.3% in 2026. We test this perspective by reviewing the continent’s 2025 growth landscape.
Supply Chain Stress Remains Elevated in 2026, Demanding Clear Procurement Leadership
Elevated supply chain stress in 2025 is carrying into 2026, increasing execution risk for procurement teams even as global trade grows.
EU-India Trade Entering Expansion Phase With New Free Trade Agreement
The deal deepens EU-India integration by cutting trade barriers that have long constrained market access.
High-Tech Manufacturing Export Growth Has Shifted to Asia, But China Remains the Industrial Core
China retains unmatched scale at the centre of global high-tech production, while rapid gains in Vietnam, Mexico and other Asian hubs.
The Rise of Next-Tier Manufacturing Economies Beyond China
Manufacturing growth shifted toward lower-cost, mid-scale economies, but only a small group has combined sustained expansion with rising industrial weight.