• In a new research series, we consider the future for reshoring in the wake of US tariffs and ahead of forthcoming free trade deals, starting this week with Malaysia, which was an early winner from reshoring but faces challenges both from other reshoring centers and its client markets in the US and Europe. Meanwhile, Vietnam’s government has launched a new infrastructure investment program to bolster its supply chains.

– Consumer goods firms continue to count the cost from tariffs, with firms as diverse as appliances maker Haier Smart Home Co. Ltd. and chocolatier Chocoladefabrik...