The global trade landscape is evolving as emerging markets adapt to shifting trends and trade relationships. On November 14, 2025, several important developments emerged that exporters, importers and trade-strategy professionals should monitor.
At EximHub.pro, we track these changes to help businesses adapt their sourcing, market-access and compliance strategies. Below is the curated roundup of today’s major trade-news items.
1. Emerging Markets Show Resilience to U.S. Tariffs
Source: Reuters – “Most emerging nations can realign trade to weather US tariffs, report finds.” ([turn0search3])
A recent report from Verisk Maplecroft notes that many top emerging economies — including India, Brazil and China — are better positioned than expected to withstand U.S. trade-actions thanks to diversified supply chains and stable fundamentals.
Why it matters:
- Exporters and importers should recognise that global supply-chains are shifting and new trade routes are being formed.
- Businesses in emerging markets may gain competitive advantage through agile sourcing and market diversification.
EximHub Insight:
If your business operates in emerging-market trade, now is the time to review export strategy, diversify supply-chains and monitor regulatory shifts. Visit our Export Growth & Market Access Advisory.
2. India Becomes the “Reverse AI Trade” Among Emerging Markets
Source: Economic Times – “India now reverse AI trade after being relative-return disaster: Chris Wood of Jefferies.” ([turn0search1]
According to Chris Wood of Jefferies, India has emerged as a “reverse AI trade” within emerging markets in 2025 — lagging behind peers such as Taiwan, Korea and China in AI-driven valuations and investment flows.
Trade relevance:
- This under-performance signals potential for India as others overheat in AI-valuation.
- Exporters in Indian tech, services or manufacturing should evaluate how global buyer preferences and investment flows might evolve.
EximHub Insight:
For companies exporting from or sourcing in India, now is the moment to align value-chains, review tech/service export niches and be prepared for shifts when the “AI-trade” cycle corrects.
What Exporters & Importers Should Do Now
- Review your exposure to emerging-market supply-chains: reposition sourcing and diversification strategies.
- For export operations involving India: leverage the moment to align your product/service offering and monitor global investment and demand cycles.
- Use the insights from EximHub to optimise market-access, compliance and growth strategy.
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