Trade War:

Cargojet’s Growth Amid Trade Wars – The “Dark Horse” of the Air Cargo Industry

While many global air cargo carriers are struggling with falling demand, high fuel costs, and the negative effects of trade wars, Cargojet — Canada’s largest dedicated cargo airline — still reported a +7% increase in core revenue in Q2 2025.

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The Trend of Supply Source Diversification after Global Disruptions: Choice or Necessity?

The Trend of Supply Source Diversification after Global Disruptions: Choice or Necessity?

Supply chains can be disrupted by a single pandemic, geopolitical conflict, or sudden policy shock—making dependence on a single supply source increasingly dangerous.

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Trade Agreement Between the U.S. and Vietnam: Challenges or Opportunities for Vietnam’s Economy?

Trade Agreement Between the U.S. and Vietnam: Challenges or Opportunities for Vietnam’s Economy?

The shift in tariff policies between the U.S. and Vietnam has triggered various responses from the Vietnamese business community and officials. After the trade negotiations between General Secretary To Lam and President Donald Trump on July 2, 2025, the two countries reached an important breakthrough in reducing tariffs, opening up opportunities for expanding trade relations between the two nations.

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Trade War: How Will Vietnam’s Supply Chain Be Affected?

Trade War: How Will Vietnam’s Supply Chain Be Affected?

The trade war between major economies, especially the United States and China, has had widespread effects on global supply chains, and Vietnam is no exception.

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Can Vietnam Mitigate the Impact of the Trade War?

Can Vietnam Mitigate the Impact of the Trade War?

The trade war between global powers like the United States and China is having a profound impact on global supply chains, and Vietnam is no exception. However, instead of merely facing challenges, Vietnam has the potential to find opportunities that can bolster its position in the international market.

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Trade War: Is the Asian Supply Chain Under Threat?

Trade War: Is the Asian Supply Chain Under Threat?

Since the outbreak of the trade war between the US and China, global supply chains have faced profound changes. Countries in Asia, including China, Vietnam, and India, have witnessed significant impacts on logistics and manufacturing sectors.

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ASEAN and the Race to Build a Sustainable Supply Chain

ASEAN and the Race to Build a Sustainable Supply Chain

ASEAN is emerging as a strategic destination for global supply chains. With its critical geographic position and significant economic potential, the region is entering the race to build sustainable supply chains—where technology, flexibility, and regional integration are key competitive advantages.

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“Made in ASEAN”: Shaping the Regional Supply Chain in an Era of Geopolitical Turbulence

“Made in ASEAN”: Shaping the Regional Supply Chain in an Era of Geopolitical Turbulence

As global dynamics are being reshaped by the trade conflict between the U.S. and China, Southeast Asia has emerged as a potential “lifeline” for the global supply chain. The "Made in ASEAN" strategy is not merely a marketing slogan—it is a strategic economic-geopolitical directive that promises to transform the entire region.

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Reshaping the Global Supply Chain: The Rise of Localization

Reshaping the Global Supply Chain: The Rise of Localization

As the COVID-19 pandemic and geopolitical upheavals shake the global economy, multinational businesses are under pressure to restructure their supply chains. Localization—a strategy once considered costly—is now emerging as an inevitable trend to increase resilience and mitigate risks.

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Supply Chain 2025: Building a Cornerstone in an Uncertain Era

Supply Chain 2025: Building a Cornerstone in an Uncertain Era

Today, businesses face more pressure than ever to adapt quickly and flexibly. The supply chain the "backbone" of production and commerce is where the need for transformation is most evident. The year 2025 will be a pivotal moment when organizations must restructure, embrace technology, and develop a sustainable mindset to build a more resilient supply ecosystem for the future.

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Reciprocal Tariffs: The U.S. Shakes the World!

Reciprocal Tariffs: The U.S. Shakes the World!

The administration of President Donald Trump has sparked a wave of global controversy by issuing a "reciprocal tariffs" policy, imposing a minimum 10% tariff on all imported goods, with higher rates for countries with large trade surpluses with the U.S. The decision has quickly rattled global financial markets, drawn fierce backlash from major trading partners, and raised concerns about the onset of a new trade war.

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U.S. Imposes Global Reciprocal Tariffs: Impact and Reactions

U.S. Imposes Global Reciprocal Tariffs: Impact and Reactions

On April 2, 2025, U.S. President Donald Trump officially signed an executive order implementing reciprocal tariffs on a wide range of countries and territories, declaring the move aimed to "protect fair trade" and "reclaim benefits for American workers." This decision marks a significant shift in the United States' international trade policy, as the country returns to strong protectionist measures after a period of pursuing free trade agreements.

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Lessons from the Past: Are the New Tariffs Repeating the Smoot-Hawley Scenario?

Lessons from the Past: Are the New Tariffs Repeating the Smoot-Hawley Scenario?

The imposition of new U.S. tariffs on Canada, Mexico, and China is raising concerns about its negative impact on the global economy, reminiscent of the Smoot-Hawley Tariff Act of 1930. Is history repeating itself?

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U.S. Imposes New Tariffs on Mexico, Canada and China Starting February 1, 2025

U.S. Imposes New Tariffs on Mexico, Canada and China Starting February 1, 2025

Trump Administration’s Latest Trade Move to Curb Immigration and Drug Trafficking. Starting February 1, 2025, the United States will officially implement a 25% tariff on imports from Canada and Mexico, along with a 10% tariff on goods from China.

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Part 4: Long-Term Projections: Opportunities for Smaller Nations in Asia’s Supply Chain

Part 4: Long-Term Projections: Opportunities for Smaller Nations in Asia’s Supply Chain

Amid ongoing trade wars shaking traditional economic structures, smaller Asian nations are presented with a historic opportunity to assert their roles in global supply chains. With the right development strategies and the ability to adapt to emerging trends, these countries can transform themselves into indispensable links within the regional and global economic networks.

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Part 3: Strategic Responses: Factory Relocation and Logistics Overhaul

Part 3: Strategic Responses: Factory Relocation and Logistics Overhaul

The global supply chain landscape is undergoing rapid transformation, driven by trade tensions and shifting economic dynamics. Factory relocations and logistics restructuring have emerged as key strategies for businesses to adapt to new realities.

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Part 2: Key Impacted Nations: China, Vietnam, and India

Part 2: Key Impacted Nations: China, Vietnam, and India

The global trade landscape is undergoing a seismic shift, with the U.S.-China trade war acting as a catalyst for major changes in supply chain dynamics. As businesses diversify production to mitigate risks, China, Vietnam, and India have emerged as pivotal players, each navigating unique challenges and opportunities to reshape their roles in the global economy.

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Part 1: Trade Wars and Supply Chain Disruptions in Asia

Part 1: Trade Wars and Supply Chain Disruptions in Asia

(VLR) Trade wars between economic powerhouses, particularly between the United States and China, have triggered profound disruptions in global supply chains, significantly impacting the Asian region. Starting today, Vietnam Logistics Review (VLR) is publishing a four-part series exploring these changes. The series highlights not only the impacts on major economies like China and India but also the opportunities and challenges they pose for developing nations in the region.

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How Trump's Re-election Will Affect Supply Chains and Trade Markets

How Trump's Re-election Will Affect Supply Chains and Trade Markets

(VLR) The return of former President Donald J. Trump to the White House promises significant changes for supply chains and the logistics market, with tariff policies and corporate tax rates being key issues drawing attention.

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China Plus One: A New Strategy for Multinational Corporations

China Plus One: A New Strategy for Multinational Corporations

(VLR) The "China plus one" strategy has emerged as a notable trend amid global economic upheavals. Multinational companies seek to reduce their dependence on China by expanding operations into Southeast Asia. This move not only opens significant growth opportunities for the region but also presents challenges that must be addressed to sustain progress.

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Developers see new opportunities in industrial and logistics across southeast asia

Developers see new opportunities in industrial and logistics across southeast asia

A confluence of economic and geopolitical trends is changing global supply chains and driving increased demand for industrial and logistics real estate in Southeast Asia, according to industry leaders at ULI Asia Pacific’s REImagine conference.

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The spring of ambitions 2021

The spring of ambitions 2021

(VLR) The country has been going through a year of full challenges with the pandemic and natural disasters. But people are still happily waiting for another warm peaceful coming spring.

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