In the first half of 2026, when global air cargo volumes are expected to be roughly flat, Cargo Services Far East (2130.HK) saw its net profit rise 78.5% year-on-year. The value of this report card lies not in the growth rate itself, but in what it reveals: Asian logistics demand is shifting from traditional air cargo volumes toward three new curves—cross-border e-commerce, Southeast Asian manufacturing relocation, and channels to high-purchasing-power markets.
The New International Land-Sea Trade Corridor is becoming a brand-new supply chain channel between western China and ASEAN, and is driving the deep restructuring of regional industrial networks. This article examines its strategic logic and long-term impact from the perspective of Asian business.
Geopolitical shifts and evolving cost dynamics are reshaping Asia's production networks, with Vietnam emerging as a key destination in the strategic relocation of supply chains, thanks to its multiple advantages. This article provides an in-depth analysis of the logic behind Vietnam's rise as a hub and its long-term implications for the regional industrial ecosystem.
Based on the ALB-released inaugural ranking of the Top 15 Legal Teams in Overseas-Expanding Enterprises, this article analyzes how the legal organizations of Chinese companies such as SF Express and Xiaomi have transformed from risk control to value creation, and explores their strategic role in the restructuring of global supply chains.
Based on the latest developments in the Supply Chain Report, analyze the deep transformations in Asian supply chains driven by logistics upgrades, regional cooperation, and technology.
Based on the latest data, analyze the growth structure of Vietnam's manufacturing industry in the first half of 2026, PMI trends, changes in foreign investment and employment, and its strategic position in the restructuring of Asian supply chains.
In the first half of 2026, Vietnam's GDP grew by 8.18%, manufacturing value-added rose by 10.23%, PMI continued to expand, and foreign-invested employment growth led the way. This article analyzes Vietnam's role and prospects in the restructuring of Asian supply chains.
ASEAN is transitioning from a raw material exporter to a battery manufacturing hub, and the 2026 ASEAN Battery Technology Conference marks the implementation of the regional industrialization strategy. This article analyzes how technical challenges, supply chain restructuring, and safety standards are reshaping the landscape of Asia's new energy industry.
Based on the IndexBox report, analyze the demand drivers, supply chain restructuring trends, and competitive landscape of the Asia-Pacific APOGEE system market, predicting a compound growth of 6.5%-8.5% from 2026 to 2035.
India relies 100% on imports for key minerals for electric vehicle batteries, and processing is concentrated in China. In-depth cooperation with Germany could reshape the Asian supply chain landscape and provide a new path for India's green transition.
Industrial and services transaction volume in the Asia-Pacific region is expected to grow by 2% against the trend in 2026, while globally it will decline by 7%. India and Southeast Asia have become hotspots for manufacturing investment, driven by automation and AI infrastructure transactions.
As global supply chains evolve toward regionalization, the layout of Asian manufacturing and demand for industrial real estate are undergoing structural transformations. This article analyzes factory relocation, changes in warehousing demand, and the rise of emerging manufacturing centers from a regional perspective.
A KPMG report points out that although demand in the Southeast Asian medical technology market is strong, internal supply chain complexity and regulatory fragmentation may constrain growth. Enterprises need to redesign end-to-end supply chain visibility, distribution partnerships, and localization strategies, while regional coordination urgently needs to be deepened.
Tariffs, the pandemic, and the energy crisis are forcing companies to abandon the "just-in-time" production model and shift toward regionalized, diversified resilient supply chains. Asia is not only the focus of rebalancing but is also reshaping its role in global manufacturing.
Against the backdrop of accelerating competition in ASEAN manufacturing, supply chain restructuring, and the relocation of AI and electric vehicle industries, the Philippines faces not only cost pressures, but also a renewed test of its industrial positioning and execution capabilities.
Against the backdrop of the EU’s continued emphasis on “de-risking,” an increasing number of European companies are choosing to stay in China, and even expand their local supply chains. What truly drives their decisions is not just cost, but a reassessment of automation, supply chain efficiency, and global delivery speed.