rbtfl
Chinese fast-fashion retailer SHEIN reduced its leased warehouse space near Vietnam's Ho Chi Minh City from 15 to 6 hectares and laid off thousands of workers in August 2026, abandoning a year-long experiment to build Vietnam into a major export base; the end of the US de minimis duty-free exemption for shipments under US$800, applied to all countries not just China, removed the advantage that made Vietnam attractive over China; SHEIN is refocusing on its Chinese supply chain ahead of a planned Hong Kong IPO
The Quiet Shift ·8 takes ·Aug 10
The world's most-traded tropical commodity by value, connecting 25 million farming households across the southern hemisphere to import markets in Europe and North America.
·4 takes ·Jul 3
A 3.5-million-km² marginal sea bordered by six governments whose competing claims, backed by China's military build-up and an unenforceable 2016 international ruling, have made it the world's foremost maritime flashpoint.
·4 takes ·Jul 3

The briefing, by email