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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: NEARSHORING
The Pfizer deal previews Trump’s industrial policy
October 3, 2025
President Donald Trump’s tariff policies, tax cuts, and deregulation push were set to have ambiguous impacts on investment within the US. Recent agreements and reporting reveal a more comprehensive, if untested, industrial policy.
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Another view of China’s deep involvement in global supply chains
September 12, 2024
Rhetoric on derisking trade from China is growing due to geopolitical tensions, but strong trade complementarity remains, highlighting China's crucial role in global supply chains.
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Southeast Asia Attracts Investment but Faces Capacity Crunch
April 18, 2024
One of the ways that SEA-5 nations seek to address existing labor shortages challenges is by increasing productivity. The successful execution of this strategy will be crucial for sustaining their competitiveness in the global market.
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