Trade

RETHINKING MATTERS

Trading in the ‘Year of Geopolitics’

Asian investors should take a more nuanced approach than either pure complacency or panic selling

While Chinese exports to the US have fallen sharply since the tariffs, exports to South-east Asia are currently growing at nearly double the pace of the past four years.

Asia’s trade corridors face ‘significant growth’ with Asean among main beneficiaries: Citi

Trade flows from North and East Asia to the Asean and South Asia regions rose by 44% between 2019 and 2024

The measure targets units of major Japanese industrial conglomerates.

China imposes export controls on 20 Japanese entities to curb ‘remilitarisation’

The restrictions are also aimed at curbing Japan’s nuclear ambitions

To help SMEs navigate recent challenges, Asme president Ang Yuit says the government can assist firms in understanding the legal frameworks arising from the new tariffs.

Singapore SMEs brace for choppy trade waters as US tariffs rise to 15%

Sustained investment in R&D would enable companies to ‘create foundational values rather than just value-add’, says Asme president

DPM Gan notes that the government is monitoring the situation closely and will engage its US counterparts to seek clarity on the implementation of the new Section 122 tariffs.

Singapore watching developments, could introduce support measures as Trump’s 15% tariff threat raises uncertainty: DPM Gan

Opportunities for Singapore to do business with US still exist even if tariffs are applied

Time and again, the EU has adapted and reinvented itself in the face of crises, leaving it well prepared to navigate a tempestuous geopolitical environment.
THE BROAD VIEW

Superpower Europe

The 27-country bloc is increasingly pursuing investments and reforms that will make it not only unassailable but also widely attractive in a dangerous world

Singapore has increasing appeal as an investment destination for multinationals, and is also a hub in Asean for the China+1 strategy.

Singapore positions itself for the next wave of growth

It stands to benefit from two major structural trends: AI-related trade and the China+1 strategy

Electronics exports jump 56.1% on the year, more than double December's 24.9% increase.

Singapore’s key exports up 9.3% in January, fuelled by electronics shipments on strong AI demand

Non-oil domestic exports to all but two of the Republic’s top 10 markets grow

Customers at a shopping centre in Jakarta. Asean, with nearly 700 million consumers and rapidly expanding middle classes, represents one of the fastest-growing demand bases in the global economy.
NEW GLOBAL ORDER

Asean+3, not the US, is now the world’s largest market

This structural shift has measurable consequences for how shocks propagate