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Vantage Point
Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.
TOPIC: TRADE AGREEMENT
China and the US prepare for the next round
July 31, 2025
China is expanding legal measures in response to broader U.S. trade restrictions, targeting firms that comply with U.S. policies. This strategy aims to shield its slowing economy while increasing risks for foreign companies caught between both sides. Despite some easing of tariffs, the U.S. and China remain on divergent paths, with the U.S. pushing for strategic decoupling and China reinforcing its deterrents.
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Is the end of IEEPA the beginning of a more effective Trump admin?
May 30, 2025
If Trump’s broad tariffs are blocked, it will almost certainly dampen the breadth and magnitude of tariffs but – crucially – it may well leave behind longer-lived and more effective approach.
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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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