Chris Clague, an Associate Fellow at the IISS and an independent advisor on trade and supply chains, discusses recent trends in China-ASEAN trade and investment flows, and how they may be affected by US President Trump’s tariff policies.
- (00:00) - Introduction
- (02:04) - Overview of China/ASEAN trade and investment
- (06:26) - Transshipments
- (09:57) - Transshipment tariffs effect on China’s investment
- (12:54) - China+1 strategy
- (14:58) - Top destinations and sectors for Chinese investment
- (17:35) - China’s role in global supply chains
- (20:37) - How will ASEAN manage a surge in imports from China?
- (24:13) - Conclusion