The New Geography of Global Sourcing: Demand Anchors, Rising Exporters and the Logistics Divide
Industrial demand is concentrated in the U.S., China and the EU, while a new generation of emerging markets is expanding in global production.
The Next Wave of Global Industrial Export Growth Is Consolidating in Key Emerging Markets
Industrial export growth is concentrated in emerging-market hubs supplying the U.S., EU and China, led by Mexico and Taiwan (China).
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.
Emerging Market Exporters Beyond China to Watch in 2026
Export growth in emerging markets beyond China is concentrating among a small group of mid-scale exporters outpacing global trade.
Changing International Trade Patterns Are Yielding New Export Opportunities to Global Markets
The global trade environment is evolving at an unprecedented pace. Astute export managers must identify and manage a host of new opportunities.
Dynamic New Supply Markets Create Opportunities to Frame High-Value Alternative Global Procurement Strategies
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.