- 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.
- Trump's tariffs are pressuring Nike and other companies to diversify supply chains away from China toward Southeast Asian nations like Vietnam and Indonesia.
Jewett-Cameron Trading Co Ltd is diversifying its supply chain into Vietnam, Malaysia, and Bangladesh to mitigate the impact of tariffs.
1 report, 1 independent
Updated Jul 15
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What happened
Jewett-Cameron Trading Co Ltd is diversifying its supply chain into Vietnam, Malaysia, and Bangladesh to mitigate the impact of tariffs.
Who's involved
What this event is mainly aboutKeep exploring
Part of
Trump's tariffs are pressuring Nike and other companies to diversify supply chains away from China toward Southeast Asian nations like Vietnam and Indonesia.Also in this story
- Nike's production base in Vietnam, Cambodia, and Indonesia is strategically vital to the US footwear industry, accounting for significant global production shares.
- Trump tariffs caused a $1 billion hit to Nike, leading to warnings of higher prices and inflation concerns as companies adjust sourcing from China.
- Trump's tariffs on Vietnamese imports are impacting major companies like Nike and Adidas, leading to expert analysis on the trade policy's consequences.
- Trump set tariffs on goods from China at 30%, later reaching a deal that left the tariff at 20%.
The entities involved
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Vietnam
country in Southeast Asia
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Malaysia
country in Southeast Asia
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Bangladesh
country in South Asia
Related events
- Amid escalating trade tensions, companies are accelerating strategic supplier diversification efforts, establishing bases in Vietnam, Malaysia, and Thailand as alternatives to China.
- Vietnam, China, and ASEAN are collaborating to seek market scale and diversify supply chains, including reviewing the Asean-India Trade in Goods Agreement.
- Apple is diversifying manufacturing operations into Vietnam and Malaysia while maintaining deep integration with Chinese supply chains amid geopolitical tensions.
- Global buyers are diversifying supply chains away from Bangladesh and Cambodia, supported by FTAs with Australia.
- Driven by global geopolitical conflicts and strict US trade policies, Vietnam has emerged as a major global supplier, surpassing China in certain capacities.
Coverage
Newest first; wire copies grouped- GuruFocus.comJewett-Cameron Trading Co Ltd (JCTC) Q3 2025 Earnings Call Highlights: Navigating Challenges ... Revenue: $12.6 million for Q3 2025, down from $15.9 million in Q3 2024. Metal Fence Business Revenue: