April 17, 2024
The increasingly heated struggle between the U.S. and China for dominance in semiconductor technologies has been a godsend for the Malaysian island of Penang.
April 3, 2024
The trade conflict between the US and China has led to tit-for-tat tariff increases imposed on a significant portion of their respective exports since it started in 2018.
March 19, 2024
This note shows that an economy needs to retain more GVC stages to support the development of domestic firms and increase domestic value-added, and that it should move toward more upstream positions in GVCs to capture a larger share of value-added.
February 6, 2024
China’s manufacturing landscape is undergoing a major transformation, driven by rising wages, more stringent environmental regulations, a wider adoption of digital technology and opportunities in overseas markets.
February 5, 2024
China’s economy is expected to continue to recover, returning to its trend trajectory in 2024.
January 12, 2024
This note analyzes China’s trading patterns of recent years.
November 10, 2023
This next issue in the Trade Wind Series presents the key takeaways from staff’s discussions in Vietnam, which is that the country has the potential to become a global FDI and supply chain hub if appropriate measures and structural reforms are undertaken.
October 9, 2023
In the wake of the U.S.-China trade conflict and the COVID-19 pandemic, there has been a notable shift in rhetoric toward supply chain independence and security, consequently challenging China’s position as the leading global exporter. Across ASEAN, Vietnam appears to have benefited the most from the rearrangement of global export markets.
September 11, 2023
This issue analyzes China’s and ASEAN’s trade performance to assess (1) if their respective contributions have materially changed; and (2) China’s changing comparative advantage across sectors and how the rest of the region may be adjusting to benefit from it.
January 17, 2023
In this January 2023 quarterly update, AMRO revised downwards its short-term growth forecast for the ASEAN+3 region. Deteriorating global economic conditions are weighing on the region’s outlook, but China’s reopening…
