Rethinking supply chains in the Indo-Pacific

The geopolitical dynamic between the United States and China has been a one step forward, two steps back affair. The disagreements over tariffs are now in their second year, impacting capital markets and making cross-border deal flows vulnerable. The ambiguity around the future of trade between the two countries is expected to continue.

Global companies are re-evaluating their supply chains to mitigate the impact of this uncertainty on cost and earning structures. Supply chain leaders in sectors such as technology, automotive, industrial markets and consumer retail are taking a hard look at moving parts of their supply chain out of