In this episode of The Decisive Podcast, guest host Tommy McCartin, Principal Economist on the Pricing and Purchasing team, dives deep into the implications of the modified country-specific tariffs imposed by the U.S. on ASEAN economies. Joined by expert guests Ashima Tyagi, Economics Associate Director in Singapore, and Yan Hoong, Lead Electronics Economist in Kuala Lumpur, the discussion explores how these tariffs are reshaping trade dynamics within the ASEAN region and the global electronics supply chain.

Listeners will gain insights into how ASEAN countries are responding to the U.S. tariffs, the current state of the electronics sector, and the strategies firms can adopt to build resilience in their supply chains. The episode also addresses the complexities of the global semiconductor market, highlighting demand shifts and pricing pressures that are influencing the future of electronics manufacturing.

As the region grapples with new trade realities, the podcast offers a comprehensive analysis of the challenges and opportunities that lie ahead for ASEAN economies and their pivotal roles in global trade networks. Tune in for valuable insights that empower confident decision-making in a rapidly changing landscape.

More S&P Global Market Intelligence Content:

• Picture This: Raw materials and some fabricated products prices surge under 50% Section 232 tariff scenario
• Weekly Pricing Pulse: MPI Increases for Third Consecutive Week
• Trade and tariffs insights and news

Credits:

• Hosts: Tommy McCartin
• Guests: Ashima Tyagi, Yan Hoong
• Produced By: Kristen Hallam
• Edited By: Marz Marcello
• Published With Assistance From: Sophie Carr, Feranmi Adeoshun