Kicking Away The Development Ladder – The Trade War’s Long Term Impact — Panjiva
MENU

Kicking Away The Development Ladder – The Trade War’s Long Term Impact

China 3063 Cons. Discr. - Apparel 537 Cons. Discr. - Autos 1255 Consumer Staples 818 Health Care 365 India 563 Industrials - Capital Goods 625 Info Tech - Comms Equip 268 Info Tech - Tech Hardware 877 Sri Lanka 15 Tariffs 1878 Trade Deals 1020 U.S. 5418 Vietnam 418

The U.S.-China trade war is accelerating a shift in supply chains across Asia that could work to the long term advantage of countries that are already working their way up the development ladder and potentially locking out those that are further behind. Vietnam is well ahead of the curve with electronics reaching 35.0% of exports in 2017 from 4.0% in 2000. More of the same likely as companies as diverse as Kyocera, Sumitomo, Brooks and HD Supply relocate. India meanwhile has not seen as rapid a development of high tech industry with machinery and electronics representing 15.7% of expo...

Copyright © 2026 Panjiva Supply Chain Intelligence, a product offering from S&P Global Market Intelligence Inc. All rights reserved.