New Developments in Global Supply Chain

Regional supply chain acceleration: The United States and Europe may further promote "nearshore outsourcing", and trade data from manufacturing hubs such as Southeast Asia and Mexico may become the focus.

Key industries (chips, new energy): If China or the United States issues new export control measures, it may trigger market fluctuations.

Trade policies and agreements

RCEP deepening: The effectiveness of tariff reductions and exemptions between ASEAN and China, Japan, and South Korea may be evaluated, and trade data in related industries such as electric vehicles and electronic products are of concern.

Green trade barriers between the United States and Europe: Implementation details of carbon tariffs (CBAM) or new industry coverage, affecting Chinese export enterprises.

Exchange rates and commodities

The trend of the US dollar: Whether the expectation of the Federal Reserve's interest rate cut is implemented will affect the settlement costs of foreign trade in emerging markets.

Energy price fluctuations: If the geopolitical conflict in the Middle East escalates, it may lead to an increase in crude oil and shipping costs.

Emerging market opportunities

Africa, Latin America: China's "the Belt and Road" project may announce new cooperation, with infrastructure and digital trade becoming key words.

Cross border e-commerce: E-commerce platforms in Southeast Asia or the Middle East, such as TikTok Shop and SHEIN, may release quarterly growth data.

Technology driven trade

AI Customs Application: Multiple countries may pilot AI fast customs clearance to reduce cross-border costs for small and medium-sized enterprises.

Green logistics: International shipping giants such as Maersk may announce new carbon neutral routes.