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 reports, 1 independent
Updated Aug 21
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What happened
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.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Driven by global geopolitical conflicts and strict US trade policies, Vietnam has emerged as a major global supplier, surpassing China in certain capacities.Sub-event
- Under Trump's trade agenda, multiple economies including Vietnam, China, Taiwan, and Japan are targeted, leading to potential new tariffs and heightened tensions.Sub-event
- Corporate CEOs are relocating factories to low-wage nations like Vietnam to chase market opportunities.Sub-event
- Manufacturing is shifting to Vietnam, Cambodia, and Thailand to evade duties and exploit loopholes.Sub-event
- Gap Inc. utilizes Vietnam as a critical manufacturing hub, relying heavily on raw materials from China amid US tariff pressures.Sub-event
- Trump's tariffs are pressuring Nike and other companies to diversify supply chains away from China toward Southeast Asian nations like Vietnam and Indonesia.Sub-event
- Trade lane shifts are underway as volumes in China services decline, with transshipment moving to Vietnam, driven by tariff volatility.Sub-event
Importers are shifting away from China to Vietnam and India due to the impact of Donald Trump's tariffs, as analyzed by Capital Economics.1 source
Show 1 earlier step
- New 40% US tariff on Vietnam products drives supply chain shifts from China.
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The entities involved
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Donald Trump
American businessman and politician (born 1946), President of the United States (2017–2021; since 2025)
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China
cultural region, ancient civilization, and nation in East Asia; mostly refers to the People's Republic of China in political situation and rarely refers to the Republic of China
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Vietnam
country in Southeast Asia
Related events
- The export performance of Vietnam, China, and Bangladesh is being driven by intense US market competition and consumer spending pressures.
- US tariffs are differentially affecting the economies of Vietnam and Thailand.
- Chinese capital is pouring into Thai industry, driven by US-China trade war pressures and manufacturer relocation.
- Vietnam's government is facing pressure due to global trade shifts and standards.
- State visit between Donald Trump and Chinese President Xi Jinping discussed trade, AI, and Taiwan issues.
Coverage
Newest first; wire copies grouped- Yahoo FinanceWhy Trump tariff inflation is arriving slowly The Trump tariffs present something of a mystery. Trump's new import taxes raise the cost of many imported products by nearly 20%, on average. Yet price
- Unknown outlet