Turbulence in the Stock and Bond Markets Is Impacting Real Economies
May 23, 2025
The real economy is under pressure from hesitant investors, cautious consumers and fragmented global trade patterns.
Insights
Tariff Trouble: Implications for the Top 50 Products of China-U.S. Trade
April 16, 2025
The new tariffs will hit these top 50 traded products hardest, and both countries must rapidly develop contingency trade plans.
Trump’s Tariffs: How Will Global Trade Adapt in 2025?
April 9, 2025
Trump’s tariffs are injecting uncertainty into global trade patterns, which could become more complex, fragmented and regionalised in 2025.
Vietnam’s Remarkable Growth Story and Opportunity in 2 Charts: GDP Grew by 10% and Exports by 14% Annually Over the Past 20 Years
February 27, 2025
Vietnam’s sustained export growth, diversification and economic resilience make it a key player in global trade.
Dynamic New Supply Markets Create Opportunities to Frame High-Value Alternative Global Procurement Strategies
January 26, 2025
Global exports are concentrated in a few major economies but developing countries have made great strides in their export performance. This creates opportunities for astute global supply chain managers.
The Evolution of China’s Trade from Foreign Dependence to Self-reliance
January 24, 2025
Foreign-invested enterprises played a key role in making China the world’s largest exporter, but since 2007, China’s trade has shifted precipitously to self-reliance.