Can Southeast Asia evolve from factory floor to strategic node in global supply chains?

Wolfgang Lehmacher on Asean’s moment of opportunity. A container loaded with electronics leaves a factory complex outside Ho Chi Minh City, rolls by truck to the Cai Mep-Thi Vai deepwater complex, and sails for Long Beach. This looks like a win. Exports from Southeast Asia to the US have climbed as Chinese shipments came under …

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