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.
China’s Export Engine Remains Resilient Amid Global Realignment
Exports remain anchored in machinery and higher-value manufacturing, while trade flows have reoriented toward Asia and diversification partners.
China’s Exports to Latin America Have Nearly Doubled Since 2014, Driven by Mexico and Brazil
Machinery, electronics and vehicles dominate China’s Latin America export basket, driven by Mexico and Brazil.
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.
The Rise of Next-Tier Manufacturing Economies Beyond China
Manufacturing growth shifted toward lower-cost, mid-scale economies, but only a small group has combined sustained expansion with rising industrial weight.
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.
U.S. Imports and the Shifting Architecture of Global Trade (1987-2025)
As the world’s leading importer, U.S. imports over nearly four decades have reflected the evolving patterns of global trade.
Mexico’s Dynamic Economy on the U.S. Doorstep: Trade Nexus and Manufacturing Hub
With booming exports and investment flowing into a flourishing manufacturing sector, Mexico has become a gateway to North America.
