The Trump Effect: How the US and China are driving Factory Asia’s FDI evolution

2026

Open publication workspace · Sign in to read the full PDF.

AI-generated summary

1) This report analyzes how US and China trade policies are reshaping foreign direct investment (FDI) in Asia, highlighting the region's resilience and evolving industrial landscape.
2) * Explores the surprising resilience of Asia's FDI despite increased US tariffs and trade tensions.
* Examines the structural shifts in "Factory Asia," including the rise of new hotspots like Vietnam, India, Malaysia, and Indonesia (VIMI), and China's evolving role as an outbound investor.
* Forecasts future trends in Asia's FDI, focusing on the impact of ongoing protectionism, the evolution of export-platform models, and the increasing importance of domestic capabilities and trade agreements.
3) FDI, Asia, China, US, Trade Policy

Check the original publication for accuracy and context.