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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 ...

How the U.S. and China Misread Southeast Asia in the Tariff War

Southeast Asia is not the world's workshop or a passive trade partner. As the U.S.-China tariff war escalates, the region is asserting a new kind of agency, trade independence rooted in national interest. Economies like Indonesia, Vietnam, and Malaysia, at the end of the day, choose ...

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.:

As Xi Arrives in Phnom Penh, Cambodia Starts U.S. Tariff Talks

As Chinese President Xi Jinping landed in Phnom Penh for a two-day state visit on Thursday, Cambodia quietly opened a new diplomatic front, launching its first round of talks with the United States on President Donald Trump’s newly announced tariffs. ...

Xi Jinping’s Vietnam Visit to Seal 40 Strategic Deals Amid Trade Fallout from Trump’s Tariffs

Chinese President Xi Jinping is set to arrive in Vietnam on Monday for a two-day state visit, expected to yield around 40 new cooperation agreements between ministries, agencies, and localities. The agreements are set to form what both sides ...

Analysis from Cobus van Staden

Plugging into African Agency

After several years of declining funding, the African end of the Belt and Road Initiative seems to be roaring back. The newest Griffith University/Green Development Finance Center data on the Belt and Road Initiative shows that engagement with Africa jumped by 395%, while a few big projects boosted engagement in Nigeria alone more than twelvefold.
These shifts indicate a window of opportunity for African electrification. 60% of Africans still ...

Vietnam Aims for $454 Billion in 2025 Exports, but China-U.S. Trade War Poses Risks

Vietnam aims for $454 billion in export revenue by 2025, setting an ambitious 12% year-on-year growth target despite growing economic pressures from China - U.S. trade war. Early trade data shows a promising 9.9% increase in exports in the first ...

China Slams U.S., Urges to Abandon Tariffs on Solar Panel, Warns of Climate Risks

China on Thursday slammed the United States' move to impose tariffs as high as 271% on solar panel imports from Southeast Asia, calling it a protectionist measure that jeopardizes global climate efforts. The tariffs, announced by the U.S. Commerce Department ...

Developing Countries That Export Critical Resources Could be Collateral Damage in the U.S.-China Trade War

The $18 billion of Chinese products targeted by the U.S. for increased tariffs will not have a measurable impact on a trade relationship worth more than $600 billion annually. But that's not the case for the Democratic Republic of the Congo, ...

Chinese Lending in Africa Slumps Lowest Point in 16 Years

Chinese lending to Africa has fallen sharply, but China isn’t retreating from the continent. Rather, new data from Boston University’s Global Development Policy Center show how a complex mix of global and local factors impacted the Africa-China relationship. These include the U.S.-China trade ...