Global supply chains

As FDI accelerates, logistics enters a race for resilience
Vietnam’s strong FDI momentum is creating fresh growth space for the logistics sector, but it is also raising the bar for partner selection. In a world where geopolitical shocks and climate disruption repeatedly unsettle supply chains, competitive advantage is no longer defined mainly by low freight rates, but by the ability to keep cargo moving safely, consistently and with speed under stress.
  • Vietnam and the endurance test of global logistics
    Vietnam is not at the epicentre of major geopolitical conflict, but it is highly exposed to the economic aftershocks of almost every major logistics disruption. With one of the highest trade-to-GDP ratios in the region, turbulence in Hormuz, Suez, the Red Sea or other strategic corridors can quickly feed into Vietnam through fuel costs, ocean freight, transit time, delivery schedules, export orders and multinational expectations. When Vietnam is placed in the context of global supply chains shif
  • When cost is no longer king in supply chains
    For decades, global supply chains were organized around a near-absolute belief: if cost is optimized, efficiency is optimized. Produce where it is cheapest, ship along the fastest route, keep inventories lean and deliver just in time - that was the winning formula of accelerated globalization. However, the current situation has raised a very fundamental question:
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