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S&P Global sees India, Vietnam as ‘key markets’ to offset US tariff risks on PC, smartphone production

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India and Vietnam are key markets outside of China for technology companies looking to offset tariff risks associated with the production and assembly of smartphones and PCs sold in the US, according to a new report.

A report by the S&P Global Ratings agency on tariff disruptions in the Asian technology manufacturing sector said that companies with the largest reliance on China’s integrated technology production infrastructure and the US as a major end market are most vulnerable to tariff risks.

The data-driven report uses data visuals to display…

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