Global Supply Chains Adapt Seven Months After ‘Liberation Day’

Global Supply Chains Adapt Seven Months After ‘Liberation Day’

Global Supply Chains Adapt Seven Months After ‘Liberation Day’ Inspection and audit trends from QIMA Q4 Barometer reveal shifting alliances and U.S. buyer uncertainty Quality Digest Mon, 11/17/2025 - 12:03 Off Quality Digest Off

How China's exports triumphed over Trump's Liberation Day headwinds

China’s export levels have held up remarkably well in 2025, despite the tremendous headwinds unleashed by the Liberation Day tariffs announced by the Trump administration at the start of April.Luo Zhiheng (罗志恒), director of the China Chief Economist Forum, argues that the resilience of China’s export growth can be imputed to two main factors.The first is the ongoing geographic diversification of China’s export markets - towards less reliance upo…

Six months since Liberation Day: Where global investors are rotating next

Image courtesy Franklin Templeton   By Dina Ting, CFA, Franklin Templeton ETFs (Sponsor Blog) Six months after “Liberation Day” — when sweeping US tariff reversals and revisions redefined the global trade landscape — investors are positioning for asynchronous recoveries shaped by domestic policy, trade integration and technological competitiveness. The dispersion among global equities had already begun widening in the final quarter of 2024, reve…