Deposits
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Trade tensions and trade barriers between the United States and China have led to changes in global supply chains and the dynamics of international trade. One of the key strategies manufacturers are using to mitigate risk is the "China+1" approach
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Despite signs of easing US-China trade tensions, global economy is slowing down amid heightening risks
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U.S.–China trade tensions may ease after this week’s talks. Domestic and external forces exert growing pressure on China.
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U.S.–China trade deal eases short-term uncertainty. Japan’s economy shows early signs of recovery under more aggressive fiscal policy.
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US-China signal a trade truce; oil prices remain elevated after Trump rejected Iran’s proposal; Thai exports expand, narrowing the trade deficit.
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Periodic chip shortages have continued to drag on auto supply chains, in particular on the OEM market. The Thai auto parts industry thus grew at a slower pace through 2022. The situation will remain somewhat unfavorable through 2023 and a combination of a global slowdown, which will adversely affect consumer demand, and a continuation of US-China tensions, which are impacting chip production, will mean that auto parts manufacturers will see only sluggish growth in the year. However, conditions should improve in 2024 and 2025
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China reopening and impact on Thailand’s economy
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Looking Back and Ahead: Evaluating Risks to the US Economy
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Thailand’s Canned Tuna Industry Survival Strategy Amid US Tariff Hikes
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ASEAN: Fate is swayed by the erratic forces of U.S. tariffs and China’s presence.
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