Record share of U.S. businesses divert China investments. Top choice: Southeast Asia

## US Businesses Rethink China Investments Amidst Trade Tensions

The American Chamber of Commerce in Shanghai’s recent survey paints a picture of shifting investment strategies among U.S. businesses operating in China. Rising trade tensions, a complex economic landscape, and increasing competition are prompting many companies to reconsider their plans. Here’s a breakdown of the key findings:

  • **Investment Diversion:** A record 47% of U.S. businesses have redirected planned investments away from China in the past year.
  • **Preferred Destinations:** Southeast Asia is the primary beneficiary of these redirected investments, followed by the Indian subcontinent.
  • **Trade War Impact:** U.S. tariffs on Chinese goods and retaliatory duties from China are impacting businesses, especially those reliant on materials from the U.S.
  • **Short-Term Uncertainty:** The ongoing trade truce extensions are seen as too short-term for long-term supply chain planning.
  • **Competitive Landscape:** Chinese competitors are perceived as more advanced in areas like speed to market and AI adoption.
  • **Profitability Concerns:** A significant portion of businesses reported lower operating margins in China compared to their global performance.
  • **Regulatory Environment:** While there’s been improvement in regulatory transparency, challenges remain, particularly in the tech sector.
  • **Government Efforts:** China is actively working to attract and retain foreign investment through policy changes and engagement.

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Source: https://www.cnbc.com/2025/09/10/record-share-of-us-businesses-divert-china-investments-amcham-shanghai-.html

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