US uncertainty prevails over Asian FDI

Published in fDi Intelligence (Financial Times Group) | By John Evans, Co-Founder and Managing Director, Tractus

Donald Trump’s return to the White House was meant to unlock a wave of Asian FDI projects that had been waiting on the election. Instead, “liberation day” tariffs of up to 49 per cent froze much of the region’s manufacturing investment, and the chaos has not eased since.

In his latest piece for fDi Intelligence, Tractus Co-Founder and Managing Director John Evans argues that US policy uncertainty, more than any single tariff rate, is now the dominant force reshaping Asian FDI flows. He looks at who is winning, who is losing, and why “neutral ground” has become a serious location factor for multinationals weighing their next move in Asia.