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

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.