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4     EDITORIAL                                                                   MAY/JUN 2025 FDM ASIA | www.fdmasia.com








                                                                                   Published by:
                                                                                   NEW EASTERN MEDIA CO., LTD
          Charting                                                                 managing director

                                                                                      Kenneth Tan

                                                                                      kentan@fdmasia.com
          Turbulent Waters                                                         editor

                                                                                      Jackie Wong
                                                                                      jackiewong@fdmasia.com
                                                                                   assistant editor
                                                                                      Sandy Sun
                                                                                      sandy.sun@fdmasia.com
                he last couple of months have been a turbulent one, with the US tariffs   graphic designer
                                                                                      Lu Ying
                sending shockwaves across the world, not just for the high rates imposed,      designer@fdmasia.com
          Tbut also for the comprehensive coverage. Then in flash, a 90-day pause   business manager
                                                                                      Ding Yongmei
          was granted to Southeast Asia, and later on, the same was given to China as well.  ding@fdmasia.com
                                                                                   marketing assistant
            The temporary reprieve afforded the market some optimism, but with little      Wasabi Liu
                                                                                       wasabi.liu@fdmasia.com
          development in terms of trade talks since then, concerns have started to grow
                                                                                   operations executive
          once more.                                                                  Martin
                                                                                      martin@fdmasia.com
            The  90-day  pause  for  Southeast  Asia  will end  in  the  first week of July  and
                                                                                   circulation executive
          with a typical delivery lead time of a month, US orders may stop coming in from      Steven Sheng
                                                                                      circulation@fdmasia.com
          June onwards without any new trade deals.                                contributors
                                                                                      ITTO
            The outlook remains an uncertain one and as the last few months have taught   Saman Ghahri
                                                                                      Park Byung-Dae
          us, market sentiment can easily swing either way.                           Yang Kong
            Riding on the AI trend, I asked ChatGPT what should Asian manufacturers   Du Guanben
                                                                                      Avishek Chanda
          do in such a challenging environment and the suggestions were to realign supply   Muhammad Khusairy Bin Bakri
                                                                                      Rajan Adhikari
          chain, change production strategies, and search for alternative export destinations   Vikram Yadama
          as price competitiveness in the US erode.
            Perhaps easier said than done, but already, we are seeing some US customers
          diversifying the product sources, especially to India, in order to mitigate risks.
            At the same time, governments are looking to boost domestic consumption,
          while establishing new partnerships with other parts of the world.
            These may bring much needed opportunities for the market, or perhaps, the

          trade barriers will be removed just as suddenly as they came in the coming weeks.








                                                           Jackie Wong
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