Trade and investment patterns reflect strategic supply chain shifts

20251216 Thailand tariff

A Bangkok container terminal run by the Port Authority of Thailand.  A sharp increase in exports this year from Thailand, Vietnam and elsewhere in Southeast Asia is stirring debate about trans-Pacific trade flows. © Reuters

CLARA MURRAY and PAK YIU

LONDON/NEW YORK — A sharp increase in exports from several Southeast Asian countries to the U.S. this year is stirring the debate over claims that Chinese goods are being rerouted to evade American tariffs.