All into Account: The great supply chain disruption: ASEAN’s rise, India’s potential, USMCA and Chino-Latino flows

Tune into our latest podcast on J.P. Morgan Research’s All into Account channel where we discuss why “de-coupling” is neither possible nor desirable but see new trade corridors emerging as supply chains are disrupted, commodity markets reshaped and industrial policy on the rise. We highlight the themes transforming the supply chain, examining the shift in traditional trading patterns and capital flows, and the regional implications. ASEAN and northern Asian countries are benefiting the most from shifts in global value chains, while Latin America is also well-positioned to benefit from friend- and near-shoring with the US and there’s long-term potential and incentives for supply chains to relocate to India. Russia-Ukraine war has permanently reshaped China-Russia trade and global commodities markets with diversification of currencies used to settle commodity trades, though de-dollarization fears are overstated.

Speakers:
Joyce Chang, Chair of Global Research 
Sin Beng Ong, Chief ASEAN Economist 
Sajjid Chinoy, Chief India Economist
Gabriel Lozano, Chief Mexico & Central America Economist
Haibin Zhu, Chief China Economist
Natasha Kaneva, Head of Global Commodities Strategy
Alexander Wise, Strategic Research

This podcast was recorded on July 18, 2023.

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