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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
US-EU: farther apart
February 21, 2025
A flurry of activity in the past week has brought US-EU relations to a historical low, with long-term consequences for trade, investment and security.
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China’s export pivot to developing countries will be increasingly challenged
February 13, 2025
China's pivot to developing markets faces increasing challenges from rising trade barriers and heightened scrutiny from the US and other regions.
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January macro data in line with outlook but caution signs emerge
January 31, 2025
With a busy week for economic data and policy, we offer a recap of recent economic data and policy development, highlighting key metrics such as GDP growth, inflation, and overall consumer sentiment.
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Vietnam’s energy conundrum: balancing decarbonization and industrial growth
January 30, 2025
National Energy Master Plan aims to increase renewable energy sources while addressing the challenges of energy reliability and stability through investments in LNG and nuclear power.
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Israel shifts attention toward the Houthis in the Red Sea
January 22, 2025
With cease fires in effect with Hamas and Hezbollah, Israel is increasing its focus on the Houthi rebel group in Yemen, targeting their strongholds to secure maritime activity in the Red Sea and mitigate disruptions caused by Houthi attacks.
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Will India be affected by Trump tariff policies?
January 16, 2025
Explore how India's emerging role in global supply chains and proactive trade measures may mitigate the impact of US tariffs under Trump's policies.
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The US focuses in on the Chinese shipbuilding sector
January 15, 2025
Exploring the implications of the DoD's updated list of Chinese military-connected entities on US trade and corporate strategy.
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How might the Southeast Asia-5 respond to Trump’s tariff policies?
December 20, 2024
Exploring how the SEA-5 countries are looking at policy changes to mitigate the impact of potential tariffs from the incoming Trump administration.
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How China’s response to a second Trump administration may impact supply chains
November 26, 2024
China is expected to respond more strongly to trade measures from a second Trump administration, leveraging its policy tools to target specific American firms and products.
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A credible PNTR bill offers insight into pathways to China tariffs
November 21, 2024
The Restoring Trade Fairness Act aims to repeal Permanent Normal Trade Relations (PNTR) with China, subjecting Chinese imports to tariffs, quotas, and other trade remedies.
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The world has changed. Have Trump’s goals changed along with it?
November 14, 2024
Geopolitical conflicts and economic strategies are shaping the next Trump administration's trade policies, with a focus on key appointments and their implications for global trade.
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What lies ahead for Indonesia’s manufacturing sector?
November 5, 2024
Indonesia's new president, Prabowo Subianto, faces the challenge of revitalizing the manufacturing sector amid regulatory hurdles and labor issues, with the potential for growth hinging on effective implementation of the 2020 Job Creation Law.
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Rising demand for data centers and its impact on Southeast Asia-5’s energy landscape
October 17, 2024
Data localization policies in Southeast Asia-5 countries have increased local data centers by 28% between 2019 and 2023, intensifying electricity competition and challenging business expansion.
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US Elections - economic policy signals from VP Harris
October 10, 2024
Vice President Kamala Harris released her economic plan. The bulk of her investments are poised to impact services with a smaller investment in modernization of traditional industries alongside advanced industries.
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EU-Vietnam Free Trade Agreement: business impacts and outlook under CBAM
October 3, 2024
The EU-Vietnam Free Trade Agreement (EVFTA) aims to eliminate 99% of tariffs by 2030, increasing EU's access to Vietnam’s market. However, the EU's Carbon Border Adjustment Mechanism (CBAM) may challenge the EVFTA's effectiveness by increasing export costs.
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