Logo 08 Aug 2025

Chinese firms re-think Southeast Asia supply chains

Subscribe to keep reading.

Sign up to stay briefed on what the Chinese government is doing, thinking, and saying.

Already a subscriber? Log in.

On Monday, the FT reported that a growing number of Chinese manufacturers are reconsidering their investments in Southeast Asia (SEA) as shifting US tariffs shake up trade incentives. Some context: For years, Chinese firms have moved capacity to SEA – partly to dodge US tariffs on China-made goods –...