Market Insights | Global Trade (5)

Exclusive analysis on freight transport, supply chain and international trade topics

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    Supply Chain diversification: China retains a strategic role

    States and companies are seeking to reduce their dependence on China in some strategic sectors by diversifying sources of supply. As a world leader in the supply of intermediate goods, China nevertheless retains a strategic role. “China Plus One”, as a strategy to reduce the dependence on Chinese su...
    Ganyi Zhang
    March 31 2021
    8 min

    An increase in transportation prices, a factor for inflation in 2021?

    At a time of massive stimulus packages in the United States and Europe, inflation is once again a topic of reflection for 2021. The evolution of transportation prices is one of the elements to be watched. As we have seen in post-war periods, after a negative supply shock, a strong economic recovery ...
    David Thebault
    March 23 2021
    6 min

    Thailand: An Emerging Regional Manufacturing Hub for electric vehicles

    The supply chain diversification trend for moving out of China is benefiting South East Asia. Thailand, as the largest automotive manufacturer in the region, is perceived as being a promising option for the automotive industry, especially for electric vehicles. Southeast Asia is one of the most prom...
    Ganyi Zhang
    March 15 2021
    9 min
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    AfCFTA: A More Integrated Africa in the Global Supply Chain

    The new African Continental Free Trade Area (AfCFTA) is open for business since January 1st, 2021. This article discusses Africa’s potential in engaging in the global supply chain under the AfCFTA. On January 1st, 2021, the African Continental Free Trade Area (AfCFTA) started to trade under the pref...
    Ganyi Zhang
    February 17 2021
    10 min

    Strong economic recovery expected in 2021

    The world economy should return to growth in 2021, with the rate of growth estimated at 4% to 5.5%. International trade in goods and services, on the other hand, could grow by 8.1%. In 2020, the world faced its fourth deepest recession in 150 years. According to World Bank estimates, the economic me...
    David Thebault
    February 15 2021
    6 min

    Reshoring/Diversification: possible options for European manufacturers

    The Covid-19 pandemic gives a fresh impetus to an idea which has already been floated around the table by the global supply chain’s stakeholders: relocation from China. The economic arguments are now joined by political considerations. The pandemic has meant that relocation from China has come to th...
    Ganyi Zhang
    August 14 2020
    7 min

    Completing the global shipping network: China’s new land-sea trade corridor

    On August 15, the Chinese National Development and Reform Council (NDRC) issued its latest five-year plan regarding the new international land-sea trade corridor. This far-reaching logistics policy document organizes the development of a smooth multi-modal shipping channel between China and Southeas...
    Ganyi Zhang
    September 24 2019
    5 min

    A connection crossing the Atlantic: The EU-Mercosur free trade agreement

    On June 28, 2019, during the Osaka G20, and after twenty years of negotiations, the EU and Mercosur finally struck a political agreement for a Free Trade Agreement (FTA). It aims to eliminate 91% of all tariffs in the bilateral trade and to remove other non-tariff trade barriers. Although the road a...
    Ganyi Zhang
    August 23 2019
    6 min

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