Donald Trump’s ‘tariff wall’ takes shape around south-east Asia’s factories
China, Robots Alex Capri China, Robots Alex Capri

Donald Trump’s ‘tariff wall’ takes shape around south-east Asia’s factories

Trump’s decision to slap punitive duties on countries that transshipped Chinese goods will also be a huge opportunity for the supply chain management industry, according to Alex Capri, senior lecturer at the National University of Singapore’s business school.

“The new Trump tariffs will require importers to have reliable traceability practices to spare them from these arbitrary ‘transshipment tariffs’. This will result in a burgeoning services sector around the necessary technologies and verification processes,” he added.

Read More
China sidesteps question on TikTok after Trump says close to deal
China, Robots Alex Capri China, Robots Alex Capri

China sidesteps question on TikTok after Trump says close to deal

Countries will need time to implement Trump's demands, which, going by the letters, are not entirely clear, said business lecturer Alex Capri from the National University of Singapore.

For instance, transhipped goods have been specifically levied as part of Vietnam's trade deal with the US. But it is unclear whether that applies to finished goods, or to all imported components.

Either way, it will involve far more sophisticated technology to keep track of supply chains, Mr Capri said.

"It's going to be a slow, long-term and evolving process involving many third parties, tech companies and logistic partners."

Read More