Mexico, Vietnam, Thailand and India anchor export volumes to China, the EU and the U.S., while India stands out for the fastest growth.
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.
FDI and M&A remained concentrated in Asia and North America, while infrastructure attracted the bulk of project-financed investment.
Vietnam’s export-led growth reflects structural gains from China+1 supply-chain reallocation rather than cyclical trade expansion.
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.
Elevated supply chain stress in 2025 is carrying into 2026, increasing execution risk for procurement teams even as global trade grows.
