Data Vantage: Tariff impact on logistics, debut fund rebound, and other updates

Data Vantage: Tariff impact on logistics, debut fund rebound, and other updates

This web version of the DATA VANTAGE twice-weekly premium newsletter is available only to our premium subscribers. Unlock access by picking up any of our premium subscription plans.

The imposition of new US tariffs on Southeast Asian exports—particularly from Vietnam (46%), Thailand (36%), and Indonesia (32%)—will introduce a fresh layer of complexity to the region’s logistics landscape. What was once viewed as beneficiaries of the US-China decoupling now faces a higher degree of uncertainty. For venture capital investors, this represents both a recalibration moment and a stress test for underlying theses.

Edited by: Joymitra Rai

Bring stories like this into your inbox every day.

Sign up for our newsletter - The Daily Brief
Subscribe to Newsletter