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 Import Momentum Moderates as Commodity Suppliers Gain Share
Imports have stabilised around USD 2.6 trillion, signalling softer domestic demand and a continued tilt toward commodity-intensive sourcing.
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.
ASEAN-6: Diversified Industrial Engines of Southeast Asia
Combining high-tech export platforms, scale-driven domestic markets and a global trade hub, ASEAN-6 is a uniquely diversified industrial ecosystem.
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.
Vietnam’s Rapidly Scaling Economy: Growth, Exports and Investment
Vietnam’s export-led growth reflects structural gains from China+1 supply-chain reallocation rather than cyclical trade expansion.
High-Tech Manufacturing Export Growth Has Shifted to Asia, But China Remains the Industrial Core
China retains unmatched scale at the centre of global high-tech production, while rapid gains in Vietnam, Mexico and other Asian hubs.
China’s Capital Goods Exports Are Shifting To New Industrial Markets
Export growth is now concentrated in fast-industrialising Asia, infrastructure-heavy Middle Eastern economies and new manufacturing hubs in Eastern Europe.
High-Tech Export Intensity Since 2007 Across Major Manufacturing Economies
Some manufacturing economies have upgraded to tech-intensive exports while others have plateaued despite scale.