Brind.
  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.
  2. Under Trump's trade agenda, multiple economies including Vietnam, China, Taiwan, and Japan are targeted, leading to potential new tariffs and heightened tensions.

US Tariffs and Cost Pressures Drive Export Shifts in Asia

36 reports, 3 independent Updated Sep 21
Gone quiet
Reports
36
Developments
5
Repetition
94%

New informationRepeats or wire copies

AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Well supportedReported by 3 independent outlets

Exporters in Bangladesh are losing market share to regional rivals like India, Vietnam, and China due to rising energy, financing, and logistics costs, which have driven production costs up nearly 30-40 percent over several years. In 2025, Bangladesh's merchandise exports fell 5 percent to $47.74 billion, while Vietnam's exports rose 16.8 percent and China's rose 5.5 percent over the same period.

From prokerala.com

Why it matters

Some supportBrind's analysis of the reports

The volatility of US tariffs on apparel, which swung from 14.7 percent in January 2025 to 33 percent, and the addition of a forced-labor tariff in July 2026, is reshaping the global apparel market. These pressures, combined with US market competition, are forcing manufacturers to shift production bases.

Under Donald Trump's trade agenda, multiple economies, including Vietnam, China, Taiwan, and Japan, are targeted, leading to potential new tariffs and heightened tensions.

From thedailystar.net

Who's involved

  • VietnamA regional competitor whose exports rose 16.8 percent in 2025.
  • ChinaA regional competitor whose exports rose 5.5 percent in 2025, but saw a 35.55 percent collapse in US apparel exports.
  • BangladeshA country whose exporters are losing market share due to rising production costs and tariff volatility.
  • Donald TrumpThe politician whose trade agenda and tariffs are driving market instability.

Who could feel it

Possible knock-on effects

These are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.

  • BangladeshSpeculative

    Bangladesh's exporters might face lost orders and shrinking market share due to limited ability to pass higher production costs onto overseas buyers.

  • VietnamSpeculative

    Vietnam might see increased demand and revenue as importers shift manufacturing bases away from China due to tariff pressures.

  • ChinaSpeculative

    China might face reduced sales and market share in the US apparel sector due to escalating tariffs and market contraction.

How it developed

Newest first. Tap a step to see who reported it.
  1. Charcoal made from jute sticks is in demand in China, reflecting the potential of Bangladesh's jute sector.Sub-event
  2. Vietnam and China's visa policies are being studied for inbound tourism, with arrival data compiled and shared with Bangladesh's central bank.Sub-event
  3. Gala apples from Gansu are being prepared for shipment to international markets.Sub-event
  4. Specific data points reveal manufacturing growth rates and market share shifts among key Asian economies.1 source
  5. US market competition and consumer spending pressures are affecting the export performance of Vietnam, China, and Bangladesh.1 source

Keep exploring

Part of

Under Trump's trade agenda, multiple economies including Vietnam, China, Taiwan, and Japan are targeted, leading to potential new tariffs and heightened tensions.

Also in this story

All 5 developments

Within 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.

The entities involved

Related events

Coverage

Newest first; wire copies grouped
33 more outlets ran the same wire story