How Vietnam Is Winning the Second Wave of Supply Chain Diversification

While Mexico and India grab headlines, Vietnam is quietly pulling ahead in the second wave of supply chain diversification. Lucas and Luna examine how Vietnam's trade surplus with the US has surged, its FDI inflows hit new records, and its currency stability gives it an edge over regional rivals. They discuss the specific sectors driving growth—from electronics assembly to footwear—and why the country's infrastructure bottlenecks remain a real but manageable risk. With the trade-weighted dollar dipping slightly and the yuan softening, Vietnam's positioning in global trade is becoming a model for other emerging markets. This episode drills into the numbers and the real-world decisions behind them. #Vietnam #SupplyChain #TradeWar #GlobalTrade #Nearshoring #FDI #Electronics #Manufacturing #Currency #Dollar #EmergingMarkets #ASEAN #Business #FexingoBusiness #BusinessPodcast #InternationalBusiness #CrossBorderTrade #SoutheastAsia Keep every episode free: buymeacoffee.com/fexingo