trade

The Trade category covers import/export trends, trade agreements, and global market movements. It explores foreign direct investment, tariff policies, logistics, and international business relations, providing insights into market access, supply chain resilience, and regulatory impacts on trade flows.

 

Vietnam’s exports to the USA surge in October, driven by strong growth in key sectors

High-tech exports continued to dominate, with computers, electrical products, and spare parts topping the list at US$1.81 billion. This category saw a stable growth rate of 0.05 percent, reflecting sustained demand. Meanwhile, machinery, equipment, tools, and instruments followed closely, generating US$2.49 billion in October with a solid growth of 6.58 percent…

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US protectionism growing concern in Vietnam after Trump election

A possible jump in tariffs on Vietnamese goods after Donald Trump won the US presidential election yesterday is a key concerns among businesses in Vietnam, according to analysis from Tuoi Tre. The publication cites Trinh Viet Hoang Minh from ACBS Securities as suggesting Vietnam’s steel industry may face problems as Trump pursues protectionist measures on behalf of the US steel industry…

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Should Vietnam Be Worried About Indonesia Joining the CPTPP?

Last week, Indonesia officially applied to join the Comprehensive and Progressive Trans-Pacific Partnership free trade agreement. Whereas the benefits to Indonesia are clear, for Vietnam, a founding member of the agreement, it could be problematic. This article looks at the risks and opportunities for Vietnam if Indonesia’s accession is approved…

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Indonesia officially applies to join Vietnam, others in CPTPP

Of note, the Indonesian and Vietnamese economies are relatively similar. They are both export oriented and have developed quickly by providing abundant low-cost abundant labour to global manufacturing. As such, the two countries often compete for foreign direct investment projects. In this context, Indonesia’s ascension to the agreement could chip away at Vietnam’s edge over its neighbour to the south.

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Vietnam coffee exports up 5.5 percent August over July

Vietnam’s coffee exports climbed by 5.5 percent in August over July from US$381.2 million to US$402.2 million. Vietnam’s coffee exports for the year now stand at US$4 billion which is an increase 35.6 percent over the same period last year. That said, Vietnam has seen a decline in the volume of coffee exports of 12.1 percent year-on-year.

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Vietnam imports reach US$33.7 billion in August, down .4 percent vs July

Of note, Vietnam’s role in manufacturing supply chains is mostly in the final stages of assembly and packaging which is often performed using imported parts and components. The slight fall in imports month-on-month could therefore be indicative of a future decline in exports. That said, it is only data from one month–July’s imports were up 11.2 percent over June and one data point does not a pattern make. That said, it may still be worth keeping an eye on…

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Vietnam steel pipes and tubes to face dumping duties in India

Of note, India also initiated an anti-dumping probe, at the request of the Indian Steel Association, back in August, into hot rolled coiled-steel from Vietnam. With this in mind, this latest piece of news may be an augur of things to come for Vietnam’s steel industry…

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Japan’s Toyo Solar limits Vietnam solar panel production on trade investigation

Japan’s Toyo Solar is reducing its solar panel output at its Vietnam-base affiliate Vietnam Sunergy from 2.5 gigawatts this year to just 1.9 in response to a US trade investigation into solar panels from Vietnam, the company has said in a press release. The company goes on to say that it will wait for preliminary investigation results before making further moves…

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US announces September Vietnam trade mission to boost agricultural exports

Of note, the US was slated to benefit from a range of tariff reductions on agricultural goods in Vietnam as part of the Trans-Pacific Partnership agreement. It was, however, withdrawn by the Trump administration. This has put US agricultural producers on the back foot compared to other major agricultural producers like Australia and Canada in the Vietnam market…

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Slew of new US trade remedies cases announced against Vietnam exports

This comes amid an increasing number of Chinese firms relocating at least part of their production south of the border in order to circumvent antidumping and countervailing duties in other parts of the world. That’s not to say, Vietnam is not-subsidising its own industries, with the US DOC finding earlier this year that government intervention in the market is beyond what is acceptable for it to be considered a market economy.

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Taiwan launches antidumping investigation into Vietnam cement

In the first seven months of 2024, Vietnam exported 18,227,814 tons of cement and clinker worth US$669.2 million. This was a decline of 13.3 percent over the same period in 2023. To Taiwan specifically, it exported 891,050 tons worth US$32,125,934, according to data from Vietnam’s General Department of Customs.

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Commerce’s Findings from Vietnam’s Non-Market Economy Review: Unpacked

Last week, the United States Department of Commerce–the DOC–rejected Vietnam’s application to have its status as a non-market economy overturned. This came after a months-long review including thousands of pages of evidence and arguments, from both Vietnam and the United States, culminating in not just the aforementioned adverse findings but also a 284-page memorandum explaining the decision. This article breaks down the key points in said document.

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Costa Rica recognises Vietnam as a market economy even if US doesn’t

Of note, trade between Vietnam and Costa Rica is relatively small. So far this year, the Central American nation has not featured in Vietnam’s customs data. That said, state media has been pushing the number of countries that consider Vietnam a market economy as a key reason why it should be upgraded by the US. With this in mind, it’s likely there will be many more announcements like this from smaller countries…

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How African Swine Fever is Reshaping Vietnam’s Pork Market

Vietnam has a bad case of African Swine Fever that it just can’t seem to shake. This is fundamentally reshaping Vietnam’s pork market, which has seen a huge increase in pork imports in recent years. This article looks at how this all started, what’s happening now, and what might happen next.

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