Welcome to CPG’s 2025 Q1 Newsletter!
Our newsletters summarize recent events and cover China supply chain trends.
In this edition, we explore the shifting landscape of global trade as new tariffs on Mexico, Canada, and China create uncertainty for importers. We take a closer look at China’s continued competitiveness—especially in AI and manufacturing—despite macroeconomic shifts and a depreciating RMB. Meanwhile, global freight challenges persist with ongoing issues at the Suez and Panama Canals.
As always, we welcome your feedback. Please let us know what you think.
We wish you an excellent quarter!
