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Tariff Updates

China Briefing

US Trump Tariffs: Key Implications for China's Ultra-Fast Fashion

04/11/2025

US Trump Tariffs, reinstated in April 2025, revoked the de minimis exemption for Chinese shipments, introducing new tariffs on small packages and bulk imports. This shift threatens China’s ultra-fast fashion sector, by raising operational costs and disrupting their business model based on low-value, high-frequency shipments.

China Briefing

China’s 2025 Outbound Investment: Key Markets & Sector Trends

04/10/2025

China's outbound direct investment is shifting toward emerging markets in Southeast Asia, the Middle East, and Central Europe.

ASEAN Briefing

Navigating US Tariffs: A Strategic Outlook for Indonesia

04/10/2025

This article explores potential business and policy strategies Indonesia could consider in response to new U.S. tariffs.

ASEAN Briefing

ASEAN's Response to US Tariffs: Toward a Unified Regional Strategy

04/10/2025

ASEAN countries respond individually to U.S. tariffs while exploring options for a possible coordinated regional strategy.

China Briefing

Will Trumps’ New 145% China Import Tariffs Increase China’s BRICS Trade?

04/10/2025

Understanding what this means requires looking into China’s bilateral trade data and especially its export make-up as there are knock-on effects that could well – depending upon how China wants to handle this situation - impact Russia and almost certainly the BRICS.

Middle East Briefing

Trump’s Tariffs Effect on the MENA Region: Overview and Implications

04/10/2025

The new Trump's tariffs disrupt MENA economies, impacting trade, investment, and industrial sectors like aluminum, petrochemicals, and textiles. Gulf nations must diversify markets and enhance resilience to navigate shifting global trade policies.

Middle East Briefing

US Trump’s Tariffs on Türkiye: Risks and Opportunities

04/10/2025

US President Trump’s new tariffs on Türkiye—10% on imports and 25% on automotive products—pose significant challenges for key industries but may offer strategic opportunities, especially through lower rates compared to competitors like China and the EU.

India Briefing

India Gains Temporary Relief as Trump Suspends Reciprocal Tariffs for 90 Days

04/09/2025

India receives temporary relief from the 26 percent US import duty as Donald Trump announces a 90-day suspension of reciprocal tariffs on all countries except China on April 9, 2025.

India Briefing

Apple, Foxconn Boost iPhone Output in India as US Tariffs Reshape Supply Chains

04/07/2025

Apple's iPhone production in India is being expanded to 25–30 million units by 2025, driven by Foxconn’s Bengaluru facility and a strategic shift from China amid US tariffs.

Vietnam Briefing

Understanding the US Tariff List: Implications for Vietnam

04/03/2025

In an unexpected move, the administration of US President Donald Trump announced it would impose a “reciprocal tariff” rate of 46 percent on Vietnam’s imports. We provide preliminary evaluations of the tariff plan's impact on Vietnam’s trade and economy.

China Briefing

From Carney to Poilievre: How Leadership Changes May Shape China-Canada Trade and Business

03/17/2025

As Mark Carney becomes the new Canadian Prime Minister, the country's relations with China face a reset, with profound implications for trade and business.

ASEAN Briefing

US Tariffs on Canada: A New Opportunity for Wheat Exports to Indonesia?

03/17/2025

Recent US tariffs on Canada could create new trade dynamics, making Indonesia a promising market for Canadian wheat exporters.

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