Vantage Point

Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.

TOPIC: SOUTH ASIA

“Transshipment” may reshape access to the US market

August 19, 2025

Implementation of the Trump administration's 40% transshipment tariff remains unclear because the CBP has not defined what constitutes transshipment. How expansive the CBP’s definition of transshipment determines the level of disruption to existing manufacturing supply chains, particularly in Asia.

What the U.S. reciprocal tariff push means for South Asia

May 15, 2025

Reciprocal tariffs threaten South Asia’s critical labor-intensive exports to the U.S. by eroding cost advantages and deterring investment, prompting affected countries to negotiate concessions that carry significant economic and political risks.