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.
Industrial demand is concentrated in the U.S., China and the EU, while a new generation of emerging markets is expanding in global production.
India provides the region's industrial scale and Bangladesh is driving the fastest export-led expansion.
Manufacturing is expanding steadily in absolute terms, but India’s growth model remains firmly services-led.
While PMI remained cautious and marginally contractionary, steady export demand and resilient output kept manufacturing on a modest but stable growth path.
India’s momentum is anchored in broad-based household demand, supported by urbanisation, middle-class expansion and consumer import intensity.
ANDAMAN PARTNERS reviews the complex, comprehensive and consequential role China plays in global resources.
Poland is sustaining above-peer growth and deepening its integration into European supply chains.
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.
China reached 5% growth in 2025 on the back of exports and industrial strength, while consumption remained secondary.