How countries and companies are reshaping their supply chains
Exchanges
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The Economic Impact of the US-China Trade Shifts
Vietnam has seen a big increase in bilateral trade with China and big increase in exports to the US. India is starting to see some material new investments, but there's still a long way to go on that front. Semiconductors are particularly important because of export controls by the U.S., which could keep parts of the semiconductor supply chain outside of China. Another key area is green investment with wind, solar, electric vehicles.
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