Commentary

GeoTrends: U.S. Tariffs and the Future of “China Plus One”

Key Takeaways:   “China Plus One” Under Pressure: U.S. tariffs targeting Indo-Pacific trading partners are raising serious questions about the long-term viability of “China Plus One” (CP1) supply chain diversification strategies – impacting the manufacturing of semiconductors, autos, consumer goods, green technology, pharmaceuticals, and other strategic goods. Preparing For Risk: While the most salient Trump […]

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The Results of Singapore’s General Election 2025

Key Takeaways: Prime Minister Lawrence Wong and his ruling People’s Action Party (PAP) won the May 3 election with a strong mandate. Winning 87 of 97 contested seats, the PAP increased its presence in parliament and grew its total share of votes from 61.2 percent to 65.57 percent. Singaporean voters embraced the PAP’s stable and experienced leadership over the opposition’s

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Labor Landslide: Albanese Returns to Government in Australian Election

Key Election Outcomes: Prime Minister Anthony Albanese has won the Australian election in a landslide, securing a clear parliamentary majority with a bigger-than-expected swing of almost three percent to the Labor Party. The Liberal-National Coalition endured a historic loss with Leader Peter Dutton exiting politics after losing his seat and the Liberal Party’s overall seat

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China’s Industrial Evolution: A Scorecard for “Made in China 2025”

Key Takeaways: • China’s Made in China 2025 (MIC25) initiative is a strategic blueprint designed to transform the country’s economy from the world’s top factory for low-cost goods into a leader in high-tech and innovative manufacturing. • Since its initial release in 2015, China has frequently rebranded MIC25 to match its industrial policy objectives, while

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President Trump Signs New Executive Orders At The White House

Retaliation and Negotiation, Asia Responds to Tariff Implementation

Key Takeaways Retaliation: China stands unique among Indo-Pacific countries with the highest tariff rate of 145 percent while others have been paused at 10 percent for 90 days. China is also the only country in the region that has chosen to economically retaliate against U.S. tariffs, escalating the tensions into a trade war. Negotiation: Most other Indo-Pacific

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Asia Reacts to Trump’s Historic Tariffs

Trump’s Liberation Day Tariffs:   On April 2, U.S. President Donald Trump imposed 10 percent duties on all trading partners, effective April 5, plus higher market-by-market tariffs on many Asian nations, effective April 9, targeting partners that have the largest trade surpluses with the United States. President Trump is calling these tariffs “reciprocal,” although the

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