• The EU may delay its initial judgment on mainland China’s electric vehicle supply chains, reducing geopolitical pressures, although firms are still looking at reshoring strategies to reduce their reliance on mainland China as a production center for vehicles and parts. India is one winner. The EU’s carbon border scheme is leading other countries to adapt their environmental policies, including Vietnam.
• Electronics supply chain activity is improving but on an uneven basis — new export data and results from HP Inc. and Dell Technologies Inc. show that corporate spending is improv...