The US-China trade war has put ‘friendshoring’ firmly back on the agenda. US tariffs on Chinese goods remain well above 100% – and are unlikely to fall significantly – creating opportunities for some emerging market economies while also adding new layers of uncertainty.
Join our EM team for a special 20-minute online briefing on Tuesday 6th May at 0900 BST/1600 SGT, as they explore which economies are best positioned to benefit – and why investment flows could remain uneven. During the session, our economists will address your questions and key issues including:
- How economies in Southeast Asia — particularly Vietnam — are poised to gain market share from China, but how shifting US trade policy could slow large-scale investment;
- Why India stands out, with its strong US ties, large domestic market, low costs, and potential for new trade agreements;
- How Mexico could emerge as a key player outside Asia, thanks to its proximity to the US and existing trade links through the USMCA.
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