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Vietnam’s Growth Surges. But Is It Still a Bargain for Global Manufacturing?

Chinese companies are pouring into Vietnam, but rising costs and fragile foundations raise questions about how long the boom can last. Vietnam’s GDP grew 7.52% in the first half of 2025, recording its fastest first-half growth in 15 years. A record ...

Why Vietnam Will Never Join a U.S. Coalition Against China

Listen in on many of the foreign policy discussions about Vietnam that take place at think tanks and government seminars in Washington, D.C., and you'll hear this sense of optimism that "Hanoi is on our side." They see Vietnam's historical suspicions ...

Vietnam, China Launch First Joint Army Drill Amid U.S. Tension

China and Vietnam are conducting their first-ever joint ground forces training this month in the Guangxi Zhuang, a border area in southern China. The drill is seen as signaling a deliberate expansion of military engagement between the two Communist-led neighbors. ...

Caught in the Crossfire: Vietnam and the Chinese Transshipment Dilemma

By Le Hong Hiep On 2 July 2025, U.S. President Donald Trump announced a new U.S.–Vietnam trade deal, declaring that “Vietnam will pay the United States a 20% tariff on any and all goods sent into our territory, and ...

U.S. Targets Attempts to Dodge Trump Tariffs With China in Crosshairs

By Beiyi Seow As President Donald Trump ramps up tariff threats on U.S. trading partners, his administration is taking aim at a tactic said to be used by Chinese companies to dodge the levies by moving goods through third countries.

The Key Question in Vietnam: Is “Made in China” the Same as “Made by China?”

Manufacturers in Vietnam are still digesting last week's announcement by the United States that the Southeast Asian country will be subject to a 20% tariff for all locally-made exports and a 40% duty on all transshipments, presumably from China. The problem, ...

Southeast Asia Digest: Caught Between U.S. Tariff and China Shadow

This is a free preview of the upcoming Southeast Asia Weekly Digest, part of the new CGSP Intelligence service launching in Summer 2025. This week in Tariff Negotiations with the U.S.:

China Warns Against Trade Deals That ‘Hurt’ Others After Vietnam-U.S. Pact

China warned on Thursday against trade deals that "hurt third parties" after U.S. President Donald Trump announced that he had reached an agreement with Vietnam. "China has always advocated that all parties resolve economic and trade differences through equal dialogue and ...

U.S.-Vietnam Trade Deal Sows New China Uncertainty

By Tran Thi Minh Ha Vietnam's trade deal with the United States averts the most punishing of Donald Trump's "reciprocal" levies but analysts warned it could provoke a fresh standoff between Washington and Beijing. The ...

Trump’s Vietnam Trade Deal Signals Harder Line on China Supply Chain Diversions

President Donald Trump announced Wednesday that he had struck a trade deal with Vietnam under which the country would face a minimum 20 percent tariff and open its market to U.S. products. The deal comes a week ahead of Trump's self-imposed ...

Vietnam and China Call for Deeper Ties

Vietnam’s Prime Minister Pham Minh Chinh met with Chinese Premier Li Qiang on Tuesday, amid ongoing pressure from the United States to loosen the ties between the countries. The two met on the sidelines of the World Economic Forum’s Annual Meeting of the New Champions gathering in ...

Where U.S. Tariff Talks Stand with Vietnam, Indonesia, Thailand

The U.S. is ramping up pressure on Southeast Asia to curb the flow of Chinese-made goods rebranded through regional supply chains, with all four key countries scrambling to finalize bilateral concessions ahead of a July 8 tariff decision. Vietnam and ...
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