Industrial export growth is concentrated in emerging-market hubs supplying the U.S., EU and China, led by Mexico and Taiwan (China).
Poland is sustaining above-peer growth and deepening its integration into European supply chains.
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.
