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  1. The industry trend of importers shifting manufacturing bases from China to Vietnam and India is being analyzed in light of Donald Trump's tariffs, with input from Capital Economics.

Driven by global geopolitical conflicts and strict US trade policies, Vietnam has emerged as a major global supplier, surpassing China in certain capacities.

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Driven by global geopolitical conflicts and strict US trade policies, Vietnam has emerged as a major global supplier, surpassing China in certain capacities.

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  1. Vietnam reports 159% trade volume increase since 2019 and pushes for market diversification.1 source
  2. US imports from Vietnam are rising rapidly as companies shift sourcing from China.1 source

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