Decoupling According to a Goldman Sachs analysis, the restructuring of global technology supply chains is expected to persist, further driving a high-tech decoupling between the US and China. This trend is reconfiguring Asia’s trade patterns both within the region and with external partners. Data from the IndexBox platform corroborates this shift, showing a marked decline in the volume of high-tech components traded directly between the two economic superpowers over the past year, while manufacturing hubs in Southeast Asia and India have seen a corresponding increase in export activity.

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Source: IndexBox Market Intelligence Platform