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#east-asia-sourcing
(2 articles)Trade Policy & Tariffs
High ImpactApr 25, 2026Vietnam Capitalizes on Trade Wars with Growing Export Dominance
Vietnam is strategically benefiting from ongoing US-China trade tensions, as multinational companies redirect supply chains and sourcing away from China to mitigate tariff exposure and diversify geogr
Lowy Institute#vietnam-trade-policy#us-china-trade-war#supply-chain-reshoring
Risk & Disruption
High ImpactApr 24, 2026Hormuz Disruption Tightens Japan's Medical Supply Chain
The Strait of Hormuz, through which approximately 21% of global petroleum and a significant share of medical supply shipments transit, faces renewed disruption pressures that directly threaten Japan's
marketscreener.com#hormuz-strait-disruption#japan-medical-supply-chain#geopolitical-risk