Core Point - The decision aims to reduce certain trade duties imposed during the Trump administration on goods from Ecuador, Argentina, El Salvador, and Guatemala [1] Group 1 - The move is expected to facilitate trade relations with the mentioned countries by easing tariffs [1] - It reflects a shift in trade policy that may benefit exporters in these nations [1] - The adjustment could lead to increased imports from these countries, potentially impacting domestic markets [1]

Core Insights - Malaysia is actively expanding its global trade and investment partnerships to promote sustainable economic growth amid a complex global economic landscape and rising trade protectionism [1][6] - The country is leveraging multilateral cooperation mechanisms, such as ASEAN, SCO, and BRICS, as key components of its foreign economic policy [1][3] Group 1: Regional Economic Cooperation - The ASEAN Free Trade Area has significantly boosted intra-ASEAN trade by gradually eliminating internal tariff barriers, with trade volume reaching a historical high in 2024 [2] - Malaysia, as the rotating chair of ASEAN in 2025, is prioritizing the enhancement of global trade relations and is actively working on legal coordination and upgrading trade agreements [2][3] - The "ASEAN+" cooperation platform is being utilized to deepen economic collaboration with countries like China, Japan, and South Korea, enhancing ASEAN's influence in the global economy [3] Group 2: Bilateral Trade Agreements - Malaysia has made notable progress in expanding its global trade partnerships, including the signing of comprehensive economic partnership agreements with the UAE and the European Free Trade Association [3][4] - The bilateral trade volume between China and Malaysia reached $212 billion in 2024, marking a nearly thousand-fold increase since diplomatic relations were established [4] - Malaysia is also re-engaging in free trade agreement negotiations with Gulf Cooperation Council countries to promote trade and investment in various sectors [4] Group 3: Domestic Economic Transformation - Malaysia is focusing on domestic economic restructuring, particularly in the automotive sector, through collaborations with Chinese companies in electric vehicle development [5] - The extension of the East Coast Rail Link project aims to enhance regional connectivity and stimulate economic development [5] Group 4: Digital and Green Economy - Malaysia is advancing in digital and green economic development, having concluded discussions on a digital economy free trade agreement with ASEAN and Gulf Cooperation Council countries [6] - The country aims to enhance its position in the global digital and green economy through strengthened cooperation in these areas [6]

Economic Recovery and Growth - Sri Lanka's GDP growth for 2024 is projected to exceed expectations at 5%, driven by export growth, tourism rebound, and increased remittances [1] - In Q1, Sri Lanka's total export trade reached $4.21 billion, a year-on-year increase of 5.87%, with significant contributions from apparel and textiles [1] - Tea exports reached 63,200 tons, generating $370 million, marking a 5% year-on-year increase and setting a new quarterly record since 2013 [1] Financial and Market Conditions - As of March, Sri Lanka's official foreign exchange reserves increased to $6.52 billion, bolstered by the IMF's approval of the fourth tranche of aid [2] - The Colombo Stock Exchange saw accelerated foreign investment, with the overall stock index rising nearly 50% in 2024, and the S&P Sri Lanka 20 Index increasing by 11.26% in Q1 [2] - Remittances reached $1.81 billion in Q1, reflecting an 18% year-on-year growth [2] Tourism Sector Performance - The tourism sector showed strong recovery, with Q1 visitor numbers reaching 722,000, a 13.6% increase year-on-year, and tourism revenue hitting $1.12 billion, up 9.4% [2] Economic Risks and Challenges - Internal risks include uncertainty in economic reforms and fiscal conditions, with household income and employment levels still below pre-crisis levels, and a poverty rate exceeding 20% [3] - Inflation is expected to gradually improve, with projections indicating a rise to 4.5% by 2026, still below the central bank's target of 5% [3] - External risks include the potential impact of a 44% tariff imposed by the U.S. on Sri Lankan goods, which could severely affect exports and fiscal stability [4] International Cooperation - China-Sri Lanka cooperation is enhancing economic stability, with discussions on trade and investment expansion, and agreements on supply chain cooperation [5] - China aims to deepen trade and investment ties, focusing on green development and digital economy initiatives to foster regional prosperity [5]

FDICI " 科尔尼近日发布全球 2025 年外商直接投资信心指数 （FDICI）报告。该报告调研了解投资者对未来 三年外商直接投资流动情况的看法。 2025年科尔尼外商直接投资信心指数®基于对全球领先企业高管专项调研所得原始数据展开计算。 调研时间是2025年1月。 然而，2025年3月以来，美国实施的"对等关税"机制对多个国家实行差异化税率调整，这一政策变化 引发了国际社会的广泛关注。针对这一贸易政策调整可能产生的区域性影响，特别是对亚洲经济体 的潜在作用，科尔尼全球商业政策委员会给予以下分析，分析基于的信息来源时间截至4月7日： 关税政策对亚太及东南亚地区的直接影响 特朗普总统关税政策可能对亚太地区产生显著影响。 而贸易紧张局势的预兆在FDICI报告的排 名中有所体现，如新加坡的排名从第12位降至第15位，印度从第18位降至第24位。 新加坡经济高度依赖贸易，且常处于中美之间，因此投资者可能担心贸易战对其经济的潜在影 响。 印度的优势在于人才储备（39%）和经济表现（28%），这是投资者青睐的主要原因。 美国新关税措施对亚太及东南亚地区FDI和投资者情绪的影响 鉴于关税政策的高度波动性和不确定性，目前 ...